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CPI Can Give Fed ‘Easy Out’ on a Rate Hike, BMO’s Davis Says

Published 8 September 2026 · general

Earl Davis, fixed income and money markets head at BMO Global Asset Management, looks ahead to US CPI data on Friday and explains why he’s

Earl Davis, fixed income and money markets head at BMO Global Asset Management, looks ahead to US CPI data on Friday and explains why he’s watching mortgage convexity sellers.

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