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Toddo on TV: Inflation Nation


Markets, movers and more.

Echoing what we've been discussing on the 'Ville for some time, Toddo points out that we're experiencing inflation in things we need to feed, educate and power the world and deflation in home prices and, some would argue, relative wages. With the Fed looming tomorrow and a multi-year deleveraging process underway, the fixed income market isn't expecting anything hawkish.

Yesterday on Closing Bell, there was talk of nibbling on some calls in the financials for a trade. Today, after holding precisely at ten-year KBW Bank Index (BKX) lows, the group is trying to put on a brave face. Toddo weighs in. One of the Minyan's bigger call positions is Wachovia (WB), which he continues to "trade around," buying dips and selling blips.
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No positions in stocks mentioned.

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