$BZ $CL Oil at $100 has a way of making every soft-landing chart look extremely optimistic.
high costs will start creeping back into everything. Inflation forecasts are about to get revised. I believe rate-cut expectations should get pushed out. Then the market has to reprice growth stocks that were trading on cheaper money arriving soon.
high costs will start creeping back into everything. Inflation forecasts are about to get revised. I believe rate-cut expectations should get pushed out. Then the market has to reprice growth stocks that were trading on cheaper money arriving soon.