Surveillance: Tech Stalling, says Verrone
Bloomberg Surveillance
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The Cost of Fighting Inflation in a Supply-Constrained Environment
Whaling: The cost of fighting inflation in a supply-constrained environment is a lot higher. You could still see the market respond in an untraditional way to a central bank adieu slowdown. While US equity markets currently, the broad market, is still pricing in earnings to accelerate in the second half of the year. Whaling: We have a minus one out of a scale of minus three to plus three and translating that into portfolios.
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