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A Closer Look At The Fed And Renewables

Bloomberg Intelligence

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What Happens With Inflation?

We think it looks we've still got a very constructive set up for stocks, even given a little bit of weakness we've had over a couple of days last week or this week. Some of the things that have been tail winds and accommodative fed become head winds next year. But for now, a lot of liquidity in the system that's been pushing stocks higher. We think we're good through at least year end. The inflation is a problem because of the supply chain. Its indurable goods, primarily, it is affecting you know, other goods and services, but primarily durable goods.

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