Is Inflation the Only Thing That Matters Right Now?
Real Vision: Finance & Investing
00:00
The Fed's Plan to Tighten the Inflation Data
We don't see a lot of sort of leverage cycle risk in the economy. And so maybe by the time we get incremental data, you know, call it for c two, c three, of this year, we'll get it being a place where it makes sense for those banks to be building loan loss reserves. But for now, i think that's less of a signal. I've been surprised many times stoart my career. It's not whether it's a possibility, is it a probability? And bryan, if you pull up the chart, o crowding and dispersion, in our opinion, it's less of an issue than people are thinking. Wore heading into
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