Investors Eye Jackson Hole for Market’s Next Move
MRKT Matrix
00:00
What Will Stocks Do on the Back of This?
The slowing economy is going to manifest itself in a bond market, and yields the top out where we are now and head lower then that chart. The second part of the question is, what will stocks do on the back of it? I think for a lot of these teky growth names, they'l probably like lower tenure yields, but they'll like it for the wrong reason. Slow down means slower earnings means it meansn my opinion, it means margins contract.
Transcript
Play full episode
