Surveillance: Rate Cuts with Peterson
Bloomberg Surveillance
00:00
How to Mark the Market Properly
The ECB is coming out swinging, talking about more hikes. It's going to sell the seeds for future inflation down the line. I like BBVA if we're talking about banks especially. They've told the regulator that they expect to grow revenue at 25%. Interest rates aren't zero anymore. That was a big headwind to their profitability. So I'm not anti-bank. I think some of the banks make sense. I like to pair longs with shorts.
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