They’re spending less on goods and more on food and energy, maybe a little bit more on services, and as that pandemic wave of travel starts to ebb in the summer, maybe that starts to come down. So as if inflation pressures can moderate and employers don’t retrench in hiring and consumers don’t retrench in spending, then I do think that the Fed has a pretty narrow path to start maybe slowing the pace of increases. And the opportunities that have been created in the stock market.这反转很溜
2022-07-10 00:00:07
They’re spending less on goods and more on food and energy, maybe a little bit more on services, and as that pandemic wave of travel starts to ebb in the summer, maybe that starts to come down. So as if inflation pressures can moderate and employers don’t retrench in hiring and consumers don’t retrench in spending, then I do think that the Fed has a pretty narrow path to start maybe slowing the pace of increases. And the opportunities that have been created in the stock market.这反转很溜