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Turns Out... Inflation Was Transitory | Weekly Round Up

Supply Shock

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Is the Fed Trying to Turn the Barge of Sentiment?

We haven't seen earnings get priced into the market at all. It would be very, very surprised to be a huge outlier, right? If earnings held up in the face of everything that's going on. Right now, people are all, you know what, I bet it'll probably be bad for four more months. That to me just doesn't resonate as bottom feeling.

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