Surveillance: Hike Probability with Dutta
Bloomberg Surveillance
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The Future of Equity Valuations
One of our largest calls coming to this year, median entertainment, and that's actually kept up with the tech sector if not outperformed it. We wanted to see that pivot of spending from really the girdo bo goods into something more services. What we're still watching here is, you know, what does it be the pace of this rally in the back half this year? And can this AI and uber top led rally continue? I think that's what's really weighing on people's minds.
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