Brief Bear  S&P 500 has fallen for seven consecutive weeks and on Friday afternoon, briefly crossed the bear market threshold (a 20% fall from peak) before rallying and ending the trading session close to where it started. For the last few months, investors have been worried about inflation (how long will it go on for? Has it peaked?) and how aggressive the Fed should and will have to be in increasing interest rates to slow down the economy and rein in inflation. Too much and it might tip the economy into a recession while too little and too late will make it much harder (and possibly more painful on households) to tamp down inflation.  Stalwarts stalling  A possible catalyst for this week’s market turbulence is results from consumer staples such as Walmart and Target. For the first time in many years, Walmart reported a fall in quarterly profits – signalling...