RE: Schroders22 Oct 2021 11:05
Congrats on calling this well, you were right that this had priced in the margin compression already, when I was still a bear. My inflation expectations are still materially above the markets, so think further corrections are likely, but think it will take six months for them to fully appear in the data. In the mean time, I have reduced my short in certain sectors, and gone long some of the oversold ones.