Surveillance: Inflation with Fed's Evans (Podcast)
Bloomberg Surveillance
00:00
Are Margins Really Coming Under Pressure?
Cobet: Household wealth is very heavily tied to the equity markets. So when equities are down like this, it can weigh on consumers sentiment. If we stay down off these levels, you could see sort of that souring sentiment really starts blading into consumers spending. Cobet: Not our base case, but the tail risks could be getting bigger here.
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