Surveillance: Tech is Tricky, says Kaiser
Bloomberg Surveillance
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TD Securities Preya: Is the Economic Outlook Coming Along?
This year, we're debating the economic outlook inflation growth. I actually think that the growth outlook will become more interesting as we go into 23. You're supposed to take these outlooks with a pinch of salt or a fistful of salt and be nimble. The data right now is still strong. But owning some duration risk, which has been shunned by investors all through this year, makes sense to start to position for duration coming back.
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