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Portfolio Strategist

Macro U.S. Equity Strategy: Pricing Power and the Deflation Debate

September 2, 2010

  • A study of segment CPI shows wide disparity between industries.
  • Transportation inflation is being offset by housing, furniture and shelter deflation.
  • Insurance, education, health care, and tobacco maintain their pricing capability.
  • Must Read: Semiconductors / PC & Enterprise Hardware – Meetings in Taiwan
  • For more, please read the full report below.

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