Surveillance: Fed Skip with Luzzetti
Bloomberg Surveillance
00:00
The Future of Asset Allocation
I think it is going to be the fundamental asset allocation story over the second half of the year. If we can get to, say, year-end with still payrolls around $250,000, but core inflation and core PC on the way down to 4.4% I think that is a good environment. So, if that translates into corporate profitability, stability and earnings growth as well, you'll better return profile. Why not push cash back into equity? Right now there's two different views, either you just sit in cash, take five, or you go to AI and chase hopes and dreams. Is there something in between right now for you? It's that bubble story as
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