Surveillance: Yield Curve with Peters
Bloomberg Surveillance
00:00
The K-Shaped Recovery in Luxury
We're trying to work out, has the latter started to crack? Have you noticed that at all? Because we used to see all these lines around these luxury stores. LVMH is definitely one of our top ideas. China is about 25% of revenue, so it's quite material and we're really watching these near-term changes. R&A will be important. You've kind of phrased that I love. It's Stalth Walth. And if you know you know, I can spot Brunello,. I can spot the MS orange poking out of your pocket right now.
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