Andy Constan says the inflation challenge has entered an early third phase, with both private and public sectors now acting as supply-side catalysts. The shift matters as he has also warned that limited GDP growth could pressure S&P 500 earnings estimates.
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Andy Constan says the inflation challenge has entered an early third phase, with both private and public sectors now acting as supply-side catalysts. The shift matters as he has also warned that limited GDP growth could pressure S&P 500 earnings estimates.
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