Surveillance: Recession Call with Rhame
Bloomberg Surveillance
00:00
The Risk of Disinflation in the Housing Market
If disinflation starts to trend higher towards the end of the year, that's a scenario where you could have equities going down. That is probably more of a risk than the US falling into recession by the end. What are you invested for? 3% inflation return to 2%. Do you see anything compatible with return to 2 right now? No. So we don't have enough of a growth kind of deterioration story...that would speed up a disinflationary back to 2% before next year.
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