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Anthony Saccaro says the economy is still growing, so he doesn’t see stagflation yet, but hot CPI and PPI readings could mean more inflation pain for consumers. He argues the Fed may need to raise rates by as much as half a percentage point to get ahead of inflation, even as the labor market cools. Saccaro likes industrials tied to AI infrastructure and defense spending, along with healthcare and banks, but warns that debt, high valuations and permitting hurdles could create risks for the AI buildout.
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