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Surveillance: Inflation with Sen. Rounds (Podcast)

Bloomberg Surveillance

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Are You Counting on Rates to Get You to That Level?

Companies, for the most part, don't really matter. Revenues this year expected to be plus ten%. That's an incredibly strong number. With revenues that strong, there is an ability to give a very incremental margin. And that is spectacular for this coin in the cycle. How much of an overshoot to the downside could we see before we get to what you expect to be a rally? Why?

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