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The Sunday Brief: The dust settles—telecom after COVID

March 13, 2023


Greetings from the Southeast and the Midwest as winter transitions into spring. In this Brief, after a full market commentary, we will provide a retrospective on larger macro trends since the 2020 shutdown (pictured is Bossy Beulah’s, a favorite lunch spot during COVID that we also visited last weekend while in Charlotte). Not surprisingly, many lingering effects of COVID drive today’s economic headlines.

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