Surveillance: Barclays' Rogoff on Fed Cuts
Bloomberg Surveillance
00:00
How to Hedge Against Higher Inflation Environment for Longer
JP Morgan has been adding a little bit to JP Morgan and I will say that we're going to have to look at some of the other names that we have in their health care names. You don't want to go into those names until we get to the recession. We've already seen the bottom in the market. So we're still being cautious, biting our time a little bit. It's an interesting question because it depends why we're seeing rates cut.
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