Surveillance: Earnings Story with Wilson
Bloomberg Surveillance
00:00
The Bulk Case Is Not That Probabilistic
The bulk case is not no longer Goldilocks. It's kind of this soft landing for the economy. However, that's not a soft landing for earnings. We think maybe you don't make new lows in the bulk case, but there's not a lot upside over the next six months. At 3,900, the risk reward is probably 5 to 1 on the downside.
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