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Supply Chains & Inflation - where to from here?

Writer's picture: Marcus BogdanMarcus Bogdan

Marcus Bogdan of Blackmore Capital says we're headed into a seasonally tough period for markets. On top of that, supply chain issues are persisting and elevated inflation expectations are still front of mind. Brambles (BXB) recently downgraded its earnings expectations - but long term, Marcus remains positive on the stock.


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