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Markets And Investing Amid War In Ukraine

Bloomberg Intelligence

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Is There a Supply Chain Threat to Inflation?

I think that these inflationary pressures could last a bit longer than we initially suspected coming into the situation. I wouldn't tell them to chase this market. We're down in about ten % or so. That's something that we called very coming into the year, that it is a possibility. But at the same time, i do think that sort of stalling in nominal yields, and especially the pll back in real yield, could be an opportunity for small cap growth. Technical balanceis possible.

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