Bloomberg Surveillance cover image

Surveillance: BOE Rate Hikes with Davies (Podcast)

Bloomberg Surveillance

00:00

Are You Comfortable With Downward Revisions Going Forward?

The more that the estimates are all over the map, the more it tells you that people are concerned about recessionary outcomes in the direction of economy. In nine of 11 sectors, you are below average in dispersion, meaning that there's very little dou out from analists on the direction of profits. The main factors that are driving a, you know, equity earnings expectations, i think, are rising bond yields and higher commodity prices. Do you think it's going to to cell accelerate, or i mean, are we there yet?

Play episode from 10:36
Transcript

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