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Maximizing Returns in a Post-Crisis World: The Role of Macro
WEALTHTRACK
Is There a Global Phenomenon to Inflation?
I wouldn't quibble with the idea that inflation is peaked in the United States. It's going to take quite some time for the Fed to get inflation back down to its target of 2%. And so here, you're trying to look for companies that have pricing power and an ability to get pricing regardless of the economic circumstances. Company like EQT is a natural gas company, a company like Wirehauser, another very strong US paper. Those are the types of companies that should do very well, in our opinion, in this new environment. I think we're slouching towards a recession in 2023. That's more likely than not.
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