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Jonathan Golub, Chief U.S. Equity Strategist & Head of Quantitative Research, Credit Suisse

Alpha Exchange

CHAPTER

Introduction

Dean Krunut talks with John Gallop, chief U.S. equity strategist at Credit Suisse. He says the economy is less sensitive to higher rates than it has been historically. But for stocks, the short rate does matter, especially in the context of what he expects to be a more challenging earnings outline. For companies, margin compression and dwindling profit growth lead to stagflation light.

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