Surveillance: Bull Market with Yardeni
Bloomberg Surveillance
The Energy Fundamentals Story Is a Metal Story That's Important
The energy fundamentals story remains strong with or without China. The overhanging main event of the year is going to be what amount of damage and global central banks done to the economy. Saramatica Noveen: What's holding us up here? We're already seeing the consumer dip into their saving rates to keep spending. David Malpass: I think they were just beginning to digest this coming off of the lockdowns.
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