Surveillance: Big Bank Earnings Kick Off
Bloomberg Surveillance
00:00
Is the Fed Engine Too Much of a Recession?
Franklin Mutual is a value manager, so we do not make those very, very significant shifts in the portfolio. We're looking closely at JP Morgan when it comes out and to see what Jamie has to say about where we are in the economic cycle. And I think we're seeing all the signs of a very mild recession. That has very good implications for companies because it's manageable. A deep recession is really difficult to manage.
Play episode from 20:42
Transcript
