Inflation: A Perfect Storm
June 23, 2022 at 13:25 PM EDT
SUMMARY Inflation has risen to such high levels due to a ‘Perfect Storm’ of events, in our view. We believe there are mixed signals as to whether it is peaking. While we are currently cautious, we believe the long-term case for stocks is compelling. FOR THE CLOUDS TO CLEAR, THE RAIN MUST STOP We...
