Oz Blog News Commentary

Will fire or ice kill markets?

October 19, 2021 - 00:05 -- Admin

More to the point, does it matter?  BofA still thinks fire: The Biggest Picture: US small business labor shortages & wage pressures worst in 50years (Chart2) = we are on cusp of policy pivot from pro-growth to anti-inflation (policy mistake has already happened…>$30tn of global stimulus ending in inflation). The view: bull case is pandemic

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