Surveillance: Inflation Fighters with Peters
Bloomberg Surveillance
00:00
The Sustainable Rally in the Early Cyclicals
Jamie Dimon's letter released in Argo is a joke, folks. There are always storm clouds ahead,. You've had this expansion going for quite some time in the US. When you have a 500 basis point tightening in rates like you've had from the Fed over the past year, things start to break. If you do not believe that a recession is upon us in the next six months, and we do not think that there is, equity markets tend to do very well in the year up to a recession.
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