Surveillance: Earnings Recession with Wilson
Bloomberg Surveillance
00:00
Do You Still Believe in 3,000?
We're expecting a pretty sharp downturn in consumption over the first six months of this year. Discounting will return as one of our teams for this year, which is why I think inflation will come downPretty confident about interest rates sensitive areas like housing and autos. Our bear case is actually kind of, we avoid a recession, but not the slowdown.
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