Equity Mates Investing Podcast cover image

Expert: Kerry Craig - Winter is Coming | J.P. Morgan Asset Management

Equity Mates Investing Podcast

00:00

What Do You Think About the Italian Debt Crisis?

Companies have shifted from this idea of having just in time inventory systems to just in case, right? So they have huge stockpiles of inventories. They're about to get rid of them. Are they going to start slashing prices to try and clear them? Again, would that be a disinflationary impulse potentially? But I think that that weight around consumers and what they expect them to do will be very important when we think about the upcoming earnings season. The crisis in Europe with energy is more weighing on the euro and the recession rating on euro,. That's where that infections could come through.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app