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Hawks And Doves On The Carousel Of Madness
It's been a week since the combination of a blockbuster US jobs report and a surprisingly robust rea
Oil and gas prices have a lot to say about this as well, including Russia’s announcement
Americans are nothing if not impatient. They are bored with talk of Covid, inflation, high interest rates, etc. Time to get back to “normal.” I don’t think so. Frankly, I’d like to see terminal hit five and stay there for a while (’24 would be good). Maybe that would slow down the buybacks and get companies investing themselves again. Nobody actually knows where we are going but the anecdotes about the changing labor force don’t particularly bode well for the intermediate future, at least.