
Surveillance: Central Bank Roundup with Posen
Bloomberg Surveillance
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The Material Shift in the Markets
We're probably at one of those precipices right now where we're peaking in optimism, peaking in sentiment and growth. The good news is the higher quality parts of the market are still for sale. We've been underweight regional banks. A lot of them just issued the big super regionals and we covered and went to an overweight.
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