SURVpodcast_12-01-22_1
Bloomberg Surveillance
00:00
The Bear Market Rally Is Over, Is It Over?
The right setup now is this rally will go further and it will probably drag people back into thinking that the bear market is over. And then that will be part of the signal for us to kind of press on the other side again. We have inflation going back towards 2%, 2, 2% to 3% by the end of next year. That's actually bad for equities because it's going to crush margins. But if inflation is still positive, you can have positive revenue growth.
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