Image Source: RobinReport There have been a few themes we’ve been pressing on in recent weeks’ article|podcast|videocast: Bond Shorts were crowded and it would reverse. Inflation expectations would get better. Food/Commodity prices would start to come down. The Fed would begin laying groundwork for a “dovish pivot.” USD would start to weaken.  This will help … Continue reading The Deflating “Inflation Narrative” Stock Market (and Sentiment Results)…