The rise in inflation and the Fed’s reaction to it has been a real headwind for valuations this year. However, it’s also been a tailwind for earnings. Now, we are on the other side of that mountain, and operating leverage is rolling over likely more than the consensus expects. Be careful what you wish for…Inflation has likely peaked and will…
Weekly Warm-up: Operating Leverage Cuts Both Ways as Inflation Peak Signals Margin Risk
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