Stock market starts to price ‘rising risk of stagflation,’ says Research Affiliates CEO. Here’s how investors may be positioning. - MarketWatch

‘If the Fed fails to tame inflation and we have a recession or two, then expect capital markets to behave as in the late 1970s and early 1980s,’ says the CEO of Research Affiliates.

Equity markets are starting to price the rising risk of stagflation, according to Research Affiliates chief executive officer Chris Brightman. Investors are repositioning portfolios to protect the re… [+4785 chars]

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