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Talk Your Book: The "Tech Heavy" Nasdaq
Animal Spirits Podcast
Nasdaq - Is the Bond Market a Smart Money?
The bond market is pricing in us coming back down to sort of 4.5% pretty much by the end of 23. Michael did say that the bond market is a smart money. So I guess this year is going to be a test of that. But what's been really interesting is going and talking to the corporates, you're hearing much more positive news. And I think the investors are starting to see services is holding up. A lot of the hard data is holding up and that could be enough to get us a soft landing sort of model through and have a pretty nice 2024.
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