Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
00:00
The Looming, a but Not Yet Felt, Storm of High Issuance
I think what was at an extreme was the level of growth expectations prior to to day, and it was too negative. And so i would cast the rising growth expectations as not at an ex level, but more in line with reality. The reason why i've become a barish a sets, in particular, stocks, is because of the looming, a but not yet felt, storm of ct and the related storm of high issuance.
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