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Reflationary Growth: What Does It Mean and Why Does It Matter for Capital Markets?
The term "reflationary growth" describes an environment where economic growth is solid and inflation, while still above the Fed's target, is stable and well-supported by the underlying fundamentals. It is also, by the firm's assessment, the environment we are in today.
In the latest episode of The Wealth Enterprise Briefing, Managing Partner Michael Zeuner and Senior Investment Manager Sam Sudame examine what that means in practice, how the current period differs from the two distinct economic environments that preceded it, and what the data actually shows about whether reflationary growth…
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