James Bruderman thinks the markets will continue to over react to the fear of sustainable inflation as the economy moves closer towards full employment. The markets are trending sideways waiting for the next catalyst, near term inflation does exist, but the steeping of the yield curve is a sign of a healthy economy. James says that companies not fully leveraging the technology opportunities that are out there to increase their margins, productivity and a solid counterbalance to any inflationary pressures.
The Watch List
18 May 2021
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