Surveillance: Earnings Story with Wilson
Bloomberg Surveillance
00:00
Is the Fed Going to Overshoot?
Bob Michael: I think we're much closer on the rate side, right? Our view is that the rates are going to crest and come down first. And then credit spreads and equities will continue to widen and sell off before they settle down. This is an opportunity in the market where everything is kind of sold off, right? Bob Michael: You can buy really high quality credits at really big yields, really big spreads, low dollar prices.
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