
The Case for a Soft Landing
What Goes Up
Are the Companies Able to Raise Prices?
epan: It seems like most companies are or or bingo have that power, hthey're able to raise prices pretty aggressively. What'll be more interesting to see is how the pricing power holds up as the economy starts too slow and the consumer, you know, starts to get a little bit more stretched. The secular growth names that sold off in the last few weeks were directly tied to the rise in nominal and real interest rates, i think, more so than than ins.
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