Surveillance: Fed Policy with Bullard
Bloomberg Surveillance
00:00
The Inflation Debate
Time is going to tell on the banks themselves. I do think there are bargains down there to be had, especially if GDP data and earnings stated continue to forecast recovery in 2024. A consumer discretionary was something else that really jumped out at us as being very undervalued in the small cap space but still looking quite expensive frankly in the large cap space. It might be more of the time now to be a stock picker in small cap rather than buying the index.
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