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Central Bankers vs. The Bond Market | Roger Hirst
Forward Guidance
What Do You Think the Recession Will Look Like?
Roger Paltrow: What do you think the recession will actually be like how long do you think it will last and what will the coming out of the recession look like? He says we're going to see more insolvences because as we roll into those higher interest rates higher funding costs for some fund some companies. There's going to be some great cyclicals out there, he adds and good emerging markets everyone loves the emerging markets that's a big consensus at the moment. "I feel that the Phoenix rises from the ashes we haven't had the ashes yet" said Paltrow.
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