Surveillance: International Stocks with Arnott
Bloomberg Surveillance
00:00
Are We Going to Be Doing This All Year?
Jay Bryson: For the foreseeable future, I think it's really all about the Fed. Consumer spending is 70% of the economy; you could have a few sectors in the economy in kind of a recession. The overall economy wouldn't necessarily need to tip into recession," he says. "It's right where I wanted to go is you got an MBER recession here"
Play episode from 21:32
Transcript
