It's Not The Destination, It's The Journey

  • Investors are split between those who fear inflation & those who fear recession - data dumps scared both camps this week

  • We see a middle path - inflation slowing to 4% by YE, growth supported by Covid's ebb, service sector recovery

  • We remain constructive as macro themes play out, Earnings come in BTE, credit is stable & real rates remain around zero
May 6th, 2022
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