Surveillance: Fed Cycle with Mike Wilson (Podcast)
Bloomberg Surveillance
00:00
The Divide Between Service and Goods
We have this window of opportunity for equity investors where rates are coming down. I also believe that by the time they do pivot or pause, probably something bad has happened on the gross side. So look, were we're alwas minded. We don't get too dogmatic where these these rallies can happen at any time. And our framework suggests a risky work.
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Transcript
