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The Case for a Soft Landing
What Goes Up
Stocks Are a Good Inflation Hedge
If inflation continues to stay at very elevated levels, then i think that you're going start to see expectations for the fed tightening to be even more aggressive. That's going to put more pressure on your markets. But we are seeing some signs that inflation is, in fact, peaking. And it's because of the fact that, you know, you have seen use car prices come off the boil. You have seen sort of a stall in some of the commodity price increases.
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