What’s changed for now and what’s changed forever

Posted in Latest Jobs
What’s changed for now and what’s changed forever

You can listen to this blog post here:My wife and I have this sort of low-boil, ongoing debate about what’s changed temporarily and what’s changed permanently for the rest of our lives as a result of the pandemic. According to a new piece, over 60% of the bank’s analysts see rising prices in their respective coverage universe. And now here’s Savita Subramanian and Jill Hall about what’s changed in the big picture:“Our US Regime Indicator has shifted to Mid-Cycle, a phase where inflation is typically strongest. In this phase, small caps and Value have typically outperformed large caps and Growth – further supported by the profits recovery and economic rebound we expect this year. Get used to rising prices for goods and services as well as the cost of capital not being free anymore.

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