
The Case for a Soft Landing
What Goes Up
Inflation
Geremy: What are you looking for to see signs that we potentially could be forming abot om? I think that, you sentiment certainly got very extreme. Inflation is going to be critical in terms of just the short term movements of markets. If the market thinks that inflation is stickere and the bed is still well behind the curve, ah, there's likely still more downside.
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