CT Finances, Yields, Obesity Drugs, and Cars
Bloomberg Intelligence
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Preparing for a Regime Change: From Low Inflation to Higher Inflation
The chapter explores the belief in a regime change from low inflation and low interest rates to a new era of higher inflation and more volatile inflation. The speakers discuss the challenges this change poses for the US government and the Federal Reserve, as well as their investment focus and strategy to adapt to this shift. They also express concerns about a potential sell-off in the stock market and highlight the additions made to their portfolio in the last six months.
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