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Jul 08 2021

Additional Factors

  • Jul 8, 2021

The much-publicized rotation out of Growth and into Value and Cyclical stocks may have ended in Q2. Bond yields retreated and the specter of ruinous inflation receded. Also gaining traction: the notion that outrageous earnings and economic growth numbers we’re currently seeing are not long for this world. From bust-to-boom-to-moderation in record time?

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About The Author

Phil Segner / Research Analyst