Market commentary on fixed income rotation and inflation outlook (Nov 2012)

Market commentary on fixed income rotation and inflation outlook (Nov 2012) The document is a routine investment outlook with no mention of public officials, financial misconduct, or actionable leads. It contains only generic macroeconomic analysis and personal investment recommendations, offering no investigative value. Key insights: Discusses potential 'Great Rotation' from bonds to equities; Mentions expectations of continued easy monetary policy by Fed, ECB, BoJ; Provides Bloomberg inflation and CPI charts from 2009‑2012