The consumer is not doing so well
https://twitter.com/Mayhem4Markets/stat ... 9040584707
Coca-Cola CEO: "Cost-Conscious" Consumers Trade Down Some Products As Inflation Bites
https://www.zerohedge.com/markets/coca- ... tion-bites
1. Large and increasing (again) federal deficits
2. An accelerating trend toward onshoring production to the US
3. The Federal Reserve continuing to reduce its balance sheet
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