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The Soft Landing “Blue Pill” Is Overpriced | Andy Constan
Forward Guidance
Higher for Longer Scenario Is More Bullish for Stocks Than Bonds
Wage inflation continues to be fairly robust and not looking like it's turning in a meet in a meaningful way. But cpi inflation is the where we've left the sweet spot Where cpi inflation was In excess of wage and input cost inflation. And so that was good for top line because you're having top line inflation and also good for margins Because your costs are not keeping up with your um Your ability to raise prices Um, and I think that was the story of 2022 on why stocks outperform bonds fairly substantially For most of the period they don't have a top line Right, right bonds are pure inflation and so you're gonna you're gonna feel it when you get inflation and it
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