Surveillance: Bank Turmoil with KBW's Michaud
Bloomberg Surveillance
00:00
The Nasdaq's Best Quarter in 2020
When will we start to see the effects of potential credit tightening from some of these regional banks? Well, I think the data, we really have to monitor the twofold. The reason we can be positive on risk data is cash on the sidelines. People are underweight risk relative to benchmark. And that in itself is a tactical reason to see risk on across all asset classes. So I think the Nasdaq has had one of the best quarters going back to 2020,. But based on what you just said, Jeff, where's your favourite place to take risk at the moment?
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