Surveillance: Growth Outlook with Dutta
Bloomberg Surveillance
00:00
The Risk With the Dots
The risk with the dots right now is that the cuts that are currently baked into the 2024 outlook get priced out because growth is coming in a lot stronger than expected. How do you interpret retail sales with a dynamic of disinflation? There's some flooky season. The inventory adjustment is largely over. And so I think that could be one reason why prices in things like apparel aren't really collapsing as much as possible.
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