
The tech rally isn’t just about the mega caps and AI, and why Chinese stocks could rise even higher 7/31/23
CNBC's "Fast Money"
00:00
The Pain Trade Was to the Upside
It almost feels like, well, when does that pain trade to the downside going on? I do think there's going to be this re-acceleration of inflation. We've got consumers having to pay off student loan bills in the fall. All these other pressures entering the picture. And we don't have the whatever it is, $200 billion benefit of lower oil prices.
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