Surveillance: International Stocks with Arnott
Bloomberg Surveillance
00:00
What Is the Data After the Fact That Matters?
Francis Donald: We're going to be moving away from the traditional. What is GDP? What is unemployment rate? What is CPI? That's because the nature of growth and how the slowdown in the economy is likely to be uneven. He says inflation will be problematic because it's not about the headline number anymore. It's going to be about what segment of remaining inflation is interest rate sensitive or not.
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