Surveillance: 'Springy' Oil with Blanch
Bloomberg Surveillance
00:00
Are You Going Short and Sweet Here? Sweet Here or War and Peace?
Inflation fears drove us lower to October 12th. That was the day before core CPI topped. Once we see that inflation does not survive a recession and that the Fed will pause when they actually see jobs being lost, you can move higher in a more sustained pace. How does the allocation or outlook of your investment recommendations change if inflation only comes down to 4%.
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Transcript
