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Two Trades To Navigate This Regime Shift
The Macro Trading Floor
Is There a Consensus?
Ocas: If you look at current multiples, one of the k multiples that nalists, strategists, macreconomists point two is the twelvemonth forward p rache. And i think the base case i have is much more negative than the base case analyst surprising in so i need to make sure i discount some of that in the 12 months forward p e. The second thing is the earnings yield itself. People look at that in a sylo and lake a af, look at that im in value s have already compressed,. We're looking at a, think we're trading a word at ten year average right now, or something like that.
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