Surveillance: BOJ Jolt with BNY Mellon's Yu
Bloomberg Surveillance
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The Bullish Call Hiding on Inflation Not Re-Acceleration
A 27 times multiple for the Russell 1000 value, that's hard for us to hold our nose and buy. What we're buying is everything else, pretty much. The idea is that it entered its selloff a year before. Those names are still down 20% on a two year basis. If there's any disruption to the big tech and growth names, it's going to be those smaller companies we think will emerge.
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