Erin Browne, PIMCO - I Combine Both A Quantitative Approach As A Starting Point…And Then Overlay A Discretionary Point of View | #360
The Meb Faber Show - Better Investing
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Are You Seeing Inflation Really Start to Influence Business Decisions?
Are starting to see inflation really start to influence business decisions? I don't think that the equity market has fully woken up to that fact, when you look at earnings expectations and the expect tions for margins. There's been a lot of talk about interest rates potentially rising and the impact that that's going to have on balance sheats and corporates. But you haven't seen yet a lot of talks about the margin impact that rising energy prices could potentially have to different pockets of business. And so i think that that's really the next conversation to be played outh equity markets as we take that thesis to the next step.
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