Surveillance: Inflation Trades with Golub (Podcast)
Bloomberg Surveillance
00:00
Is It Worth Staying in the Us?
I think you stay in the us. I still think this is a year or two where the us. Is going to continue to out perform rest of world. Emerging market stimula still looks a little bit, you know, potentially risky. Capx cycles are generally good for the economy. They're good for small even they're negative for the companies an have to spend the money. But i think it's interesting to see that cape is still a theme that companies haven't diled back. And we're also seeing a shift in demand from finished, hard goods and big ticket items to services.
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