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Although inflationary pressures remain high, easing supply constraints should help it to cool in the coming months.Despite increasing hawkishness and aggressive rate hike pricing by the Fed and the market, calmer heads should prevail. History shows that the “end of easy money” does not mean the end for equities.Current expectations incorporate too much “inflation premium” and too little “growth premium”. We expect a rebalancing across these two keyMember Posts:
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