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The Case for a Soft Landing
What Goes Up
Is It a Covid Related Disruption?
If we do see relief from cobidan, limited mobility restrictions and more uniform global trends of cobid improving, then i think that the outlook for broader based inflation will be unstructurally lower. If it's really structural, that we're seeing signs of a wage price spiral, then i think it's much more problematic for equities. Thogh, i ges, i am with a lot of concern tat the timing. Could be, no, it might not be the next couple of months. It could be the next few quarters or even years.
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