Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
00:00
Are We About to Have a Demand Spirale Blower?
Last week, we had thought we were through the bulk of S&P 500 earnings for that Q1 period. And then we got to the retailers and there was a couple bombs dropped - Walmart and Target. So my question to you now is that are we about to see that in corporate spending budgets, big corporates? You just mentioned private companies are being asked to rationalize and focus on profitability. But is it all going to happen all at once? That's how it always happens.
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