Surveillance: Optimistic Case with Calvasina (Podcast)
Bloomberg Surveillance
00:00
How to Price in a Loss of Momentum?
The Fed is committed to two fifties, if we're right, and the economy slowing a two % pace. Later this year is a good chance they slow the pace down. But but ultimately, i don't think what you see in market pricing is going to be consistent with the get fed getting control on inflation. We haven't had a recession in the us without the us. Unemployment rate rising two percentage points or more. Recessions are nonliny events where corporates are pulling back. There are a number of different ways the economy can slow.
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