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IN CONVERSATION

02.08.2022

Perspectives: Episode 60 – Burrito please but hold the $US1.95 guacamole

In this episode, Escala Partners CIO, Tracey McNaughton, shares her views on how US consumers are adapting to the higher inflation environment. Earnings season is about half way done and while earnings expectations have been cut, more is likely as the economy slows further. Which is why the rally in markets last week should be treated cautiously.

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