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It comes as rising inflation expectations spark jitters across equity markets. U.S. consumer prices rose 0.3% in January and 0.4% in February, while stimulus checks and pent-up demand are seen boosting inflation further as economies start to recover from the coronavirus pandemic.
More than two dozen UBS analysts, led by Bhanu Baweja, compiled a list of their 15 favored U.S. stocks for an inflationary environment, and a bunch of international picks. Here’s the list of stocks, which are all buy rated by the analysts: