
MacroVoices #312 Charlie McElligott: Tightening Cycle Is A Headwind Until It Becomes A Tailwind
Macro Voices
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The Market Can Handle One Thing at a Time
There is a going to be very uneven softening in this data, simply on kind of the reverse base effect. And that change in direction will too, then ter because i think, as it happens,. alongside slow in growth, and that point i made earlier on some of the demand being a little bit of an optical illusion. The market can handle one thing at a time. But, you know, the occasional death by paper cut certainly is a phenomenon.
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