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Apple Tells Suppliers IPhone Demand Slowing
Bloomberg Businessweek
Are You Able to Start Thinking About What Is Long Term?
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We think that a lot of these problems that are plaguing the markets right now are really supply chain driven. We'll probably see that improved an accelerating away late. Our base case scenaria is that they'll probably wrap up the tapering programm in march ri, so ate the meeting on december fifteenth anannounce an acceleration of that taper. And then, ifit gives them optionality, it gives them the ability to hike when inflation is falling.
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