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Sonali Basak released a new episode featuring Steve Miran that addresses the issue of where inflation is a concern, where it is not, and factors behind the drift higher in long-term yields. Basak notes that Stephen Miran was among the most anticipated speakers at the recent Greenwich Economic Forum.
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Basak has recently highlighted that all 11 S&P 500 sectors are set to post positive earnings growth, marking the broadest gains since the pandemic. She also reported that the U.S. 10-year Treasury auction raised $39 billion at a 5.3 percent yield, reaching multi-decade highs. These updates provide further context to the current discussion on inflation and long-term yields.