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Equities, Cannabis, Chips, And Geopolitics (Podcast)

Bloomberg Intelligence

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Is Inflation a Bad Idea for Earnings?

Inflation has been in a bizarre position this year relative to the past 20 years. Revenues have been growing, but margins have been contracting amid rising input cost pressure. A drop in inflation can actually suit some of those margin pressures going forward. And that's what we'll be looking for in the upcoming earnings season.

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