Surveillance: Ban the Phillips Curve, Says Sahm
Bloomberg Surveillance
00:00
Are You Still Defensive?
The US consumer shouldn't be counted out quite yet. I am still defensive going into next year. I still like energy utility staples. Once you do get that change in the labor market, I think that's where the market drops a bit further. And then we start talking about the Fed's guidance turning a little more dovish.
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