Bold VZ call>>> I'm gonna go out on a limb here and say we are at peak inflation. Should start moderating from here.
On the inflation call, you have to let that one breath for a second or so.
calling for "peak inflation" is indeed bold. The effects of higher short-term rates hasn't even been seen in balance sheets yet. And THAT cycle is only now beginning, sans any of the other open spigots of the nasty stuff.



