And on the macro front, MRB Partners, a global investment research firm, expects equity markets to rebound should global growth conditions prove resilient. The firm is”[a]ssuming interest rate expectations and bond yields stay calm for a period of time, which is probable as inflation will temporarily decelerate, first in the U.S. and then elsewhere. Central banks, in turn, likely will briefly cool their newfound hawkishness,” MRB wrote in an email.
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