Surveillance: Davos, Day 1 (Podcast)
Bloomberg Surveillance
00:00
Do You Think We're Going to See a Plateau?
Rebecca Patterson is chief investment strategist with a guinam prince anddalio as well. She says the biggest change has been discounted tightening by central banks, particularly the fed. And we have seen the equity decline so far largely a function of the change and discount rates,. You haven't seen a major change in expected earnings growth. If this is a head fakor continuing, that would be the shoe to drop.
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