Surveillance: Fed Cycle with Mike Wilson (Podcast)
Bloomberg Surveillance
00:00
The Commodity Complex, I Think, Isn't It Good?
Makro: Energy now is vulnerable from an equity standpoint. Makro: Companies are really good at managing earnings, ok? But they're not good at doing his forecasting earnings over a course of 12 months plus. Ad mik: What do you say to people getting mesmerized by the bon market move we've seen since the middle of junel?
Play episode from 04:18
Transcript
