Surveillance: Longer and Higher with Chiavarone
Bloomberg Surveillance
00:00
The Yield Curve Is Really Inverted
Last year was the worst year for a 60-40 portfolio since in 37 years. I'm not convinced that we're going to see inflation get anywhere near target as soon as the market would like. If you look at labor, certainly there's softness and tech and finance. On the other hand, CVS and Walgreens are limiting hours because they can't get enough employees.
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