Surveillance: China Troubles with Mueller-Glissmann
Bloomberg Surveillance
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I'm Glad You Talk About Positioning
Sierra: I think there's a lot of negativity for the way that this will play out priced in. She says credit spreads look as if they're better able to cope with the kind of downturn we'll get than equities. Sierra: It may well be that you get, you know, equities do reasonably well in the first half of May and then we have to rethink it. But yeah, everybody is believing that you can soft land the global economy despite this unique combination of zero unemployment at the beginning of the recession.
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