
Should You Add to Stocks? 8/2/22
Halftime Report
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The Supply Chain and the Supply Chain Risks
There are so many signals that suggest that inflation has not only piqued, but is coming down. I think there are a couple of unfactored risks in the supply chain that we haven't even talked about yet. And at least for august and in september, while the consumer is stillpending, that wi'll continue to have pressure on both sides. We'll get to stepany lynk's latest portfolio, mooshe has many to talk about.
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