Surveillance: Tchir's Fed Forecast
Bloomberg Surveillance
00:00
Optimism in the High Yield Market
If we are going to get some sort of a soft landing or some sort of period that's not imminent recession, I think those laggards have to be bought. That's where the value is. And even on conceptually AI, right? If AI is really going to work, it's going to work for individual companies as they figure out how to be more strategic and tactical. So I think you're going to see this chasing of that. It's been a problem trade. I'm a little bit worried it's consensus.
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