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This unique period’s headwinds are flummoxing investors. Ironically, when sentiment decidedly sours, that’s usually not the time to give up on the market.
A discussion of the outlook for inflation and its impact on the broader economy and markets, as well as an update on our recession scorecard.
Today’s peculiar challenges are well outside the scope of a normal business cycle. We size up the situation and the prospects for equities from here.