Taking Stock of Inflation Concerns
MRKT Matrix
00:00
We're No Longer in Business Cycles
The S&P is up 12% from October lows, and we're just going to start getting at least the guidance from companies about what they see with a higher rate environment. The fact that that's consensus makes me a little nervous. Despite a lot of other inputs, whether it be commodities have come down, the dollars come down. We're still going to see this weighing on corporate profits.
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