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08 Jul 2026 · 12:42 GMT+3· Source新闻API

US equities: Inflation tilt persists – BNY

Geoff Yu at BNY highlights that client flows into United States (US) equities remain geared to inflation risk, even as direct inflation-hedge sectors see reduced inflows. BNY’s iFlow equity inflation style indicator shows a wide gap between inflation-sensitive flows and falling breakevens.

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