MRKT Call 1/3/2023: Same As It Ever Was
RiskReversal Pod
00:00
What's Up With the Markets?
I watched from kickoff until midnight or so just listening to the coverage. I thought they did a remarkable job under extraordinarily difficult circumstances. Inflation peaked, but it's not the last peak of this cycle. We're likely to see CPI lower, possibly negative in the second half of 2023 and we will have another inflation spike. It's not hard is that I've heard guy Adami, guy C Adami basically say that same thing for months now.
Play episode from 02:30
Transcript
