3 min
Mike Wilson: Are Markets Following the Right Playbook? Thoughts on the Market
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- Investing
U.S. equities markets appear to be betting on an outdated playbook that worked when inflation was benign. But analysis of earnings and macro data suggests an updated playbook may be necessary. What investors should watch now.
U.S. equities markets appear to be betting on an outdated playbook that worked when inflation was benign. But analysis of earnings and macro data suggests an updated playbook may be necessary. What investors should watch now.
3 min