Amid Rising Inflation and Slowing Growth, How is the U.S. Consumer Faring?
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What You Learned From Third Quarter Earnings
The largest technology companies are slowing. There are some overhangs from the economy, especially in Europe that are now impacting these companies. We're now talking about low single digit growth rates for many of these companies. I think there's better growth rates ahead against this theme of normalization but we are adapting to a new lower growth algorithm.
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