The earnings season kicks off next week with big banks. Notable earnings reports next week include DAL, TSM, KBH, JPM, WFC, and C. George Cipolloni III weighs in on whether profit margins peaked after a period of surge demand across many sectors and industries. He also discusses a "tug of war" between fundamentals and liquidity. Finally, he provides his take on which sectors of the market are most affected by higher inflation.
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