The Case for a Soft Landing
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Is There a Good Chance That the Fed Can Pause?
I think that inflation is likely peaking right about now or in the next couple of months, and that we'll see lower levels of inflation over the course of the second half of the year. That'll give the fed an opportunity to to ease off in terms of its liking, increasing the probability of a softer landing. Tri you mentioned in on your notes to us that, a, you like high quality companies with pricing power. I've been kind of surprised a at it seems like so many companies have that pricing power right now.
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