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2min chapter
The Case for a Soft Landing
What Goes Up
Consumers Can Stay Resilient for Longer Periods
I think the market is overestimating just the probability of the consumer retrenching. We still have a very healthy demand for labor that is, that is far out of balance. And i think that ino ven with fed tightening, we're not anywhere close to seeing retrenchment in corporate hiring.
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