
MKT Call 9/6/22: Yields Surge on Economic Data as Stocks try to Shake Off Losing Streak
RiskReversal Pod
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What's the Right Multiple in This Environment?
I don't think that their focus right now is on the s and p. I think there's a lot of runway to the downside that they would allow before they would consider changing course. Historically, over the last 15 or 20 years, who i think they've been lazer focused on the market. So i think we're going to see a lot of volatility here in the next fourto six you know,. The other thing we should look at quickly, and just to amplify your answer, people say, what's the right multiple in this environment? Well, ok, raise rising rates. Check, slowing growth. Check, a europe in a really bad situation. Check, china
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