The consensus is about 4 to 4.5% inflation by the end of the year for year-over-year inflation, explains Timothy Chubb, CIO, Girard, Division of Univest Wealth. They are concerned inflation will cause an economic slowdown, but unlikely to see a recession. He says the Fed is clearly behind the curve with inflation well above 2%. He suggests investors look at companies with persistently high gross margins. They like software companies like Oracle (ORCL) and Salesforce (CRM) and home improvement retailers like Home Depot (HD) and Lowe's (LOW).
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