What To Do at the Acceptance Stage of the Tightening Cycle
Real Vision: Finance & Investing
00:00
Is There Anywhere to Hide?
There are no major catalists hanging over the market. Growth data is now in charge, cause we know inflation data is misbehaving. We've seen sumer spending hangin there in the us. Weeseen sumer confidence bounce. So as conomy's resilient, that's the view. Once the economy stops being resilint and people start anticipating something that looks like an actual recession, then that's from the markets can open up that pocket arist. What? What about earnings? I mean, if we're looking at, so we started the the conversation saying, is there anywhere to hide? There's been some, some real damage done intact.
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