Inflation and leverage are driving a deeper split across markets, with winners and losers diverging by sector and balance-sheet strength. Sonali Basak says that separation is likely to persist even if rates rise in October; she has flagged a path toward 5%-5.3%.
published
Inflation and leverage are driving a deeper split across markets, with winners and losers diverging by sector and balance-sheet strength. Sonali Basak says that separation is likely to persist even if rates rise in October; she has flagged a path toward 5%-5.3
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