Newsom Futures – Knives out for Biden. Kamala is a non-entity. Who else is capable or telegenic?
Repo Men – More work coming their way as consumers struggle & recession officially arrives.
Pre-covid Homebuyers – You’re locked in. Moving is unlikely, but you got a sweetheart mortgage rate and bought before the price explosion.
Americans – Stagflation officially arrives.
Low margin producers – Inflation killing them and shrinkflation might be done.
Europeans – Energy use reduction plans going into effect as winter approaches and Russian gas deliveries are reduced.