A drop in inflation towards 2% is "the catalyst" for macro and equities as it should drive significant drop in equity and bond volatility. 18 of 19 times, stocks higher

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The key catalyst is a drop in inflation towards 2%....

This past week, one of my long-time clients (and friend) acknowledges stocks have fallen so much in 2022 that a turn eventually happens, but asked:

"What will get retail investors to buy stocks again?" Most investors will say the catalyst is when "earnings bottom." We disagreeWe believe "the catalyst" is when inflation is...

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