Surveillance: Rajappa's Recession Call
Bloomberg Surveillance
The Importance of a Moderate Underweight Equity Market
For the time being, equities for us are a moderate underweight because there is still this optimism about earnings. As central banks are confronted by an inflation rate that continues to come down, then the expectations about rates are going to shift as well. Even Powell has got to learn the stock-titing policy at some point. Can we withstand higher yields? I mean, I get the idea of your case and others are very respectful. Ed Hyman, it ever core ISI.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
