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Stephanie Pomboy on the Corporate Credit Crunch | #494

The Meb Faber Show - Better Investing

CHAPTER

The Fed's Inflation Squeezes Consumers

In terms of sectors, I tend to beat up the most on the consumer discretionary sector. We've had this environment where you've seen a huge squeeze on household pocketbooks as inflation has just savage their budgets. So they're being squeezed hard on that front. The Fed may declare victory that inflation is coming down toward two, but it doesn't help the consumer at all.

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