July 02, 2021
Halfway through 2021, the prospect for a “normalized” environment continues to tantalize investors. This seemed to come to a head as stock markets paused in June when a consumer inflation report from the US Bureau of Labor Statistics showed a year-over-year inflation rate of 5%. Meanwhile, the debate over the permanence and impact of rising prices is heating up. This all forms the backdrop for this roundup of views and commentary on the capital markets.
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