We’re Probably All Wrong About Interest Rates
Bloomberg Businessweek
00:00
Is There a Bullish Market?
I think that if we look at the data in the bigger macro picture, there's a lot of news in favor of thinking that what Jerome Powell said. We're seeing good news and good data around inflation falling. You're starting to see earnings fall about 10% year over year. I do think that last year the market got hit. I think that there's been a rolling recession in various sectors. I think we're probably closer to the end of this than we are to the beginning of our profession. That's my take on it.
Play episode from 38:05
Transcript
