
Why Risk Appetite Is Back | Alfonso Peccatiello, Michael Kantrowitz, Andy Constan & Jack Farley
Forward Guidance
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- Is It a Good Idea to Wait for the Releveraging Flow?
Andy, could you unmeet yourself, please? Thanks. Wll be have to call on you, by the way, after als leaves out here. Tanks. Let fery, well, fant briefly. My brief comments were that alfh and i are actually in am a fairly strong agreement regarding the out outlook. In particular, i would weight things differently, but the general path is consistent with my thinking back in june.
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