Surveillance: UK Market Selloff Slams Gilts, Pound
Bloomberg Surveillance
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What's the Trigger to Let's Go?
We were much more underweight bombs a year ago than we are to day. As e p s estimates come down at the fed titens into recession, that's the next leg for equities. Do you think we've seen enough of that? Earnings expectations come in? Probably notah,. If you look at where rnes estimates are for next year, you're still getting modest growth. Is that consistent with a slow down economy?"
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