Surveillance: Financial Conditions with Peters (Podcast)
Bloomberg Surveillance
00:00
Is the Fed Solution to the Inflation Problem in the Market?
We actually think there's a 50 y chance of recession in the next 12 months. But we do think the recession will be mild, meaning the job market is so strong and activity is pretty strong in the economy. The stocks are acting like it. If you look at the staples verses a verses a discretionary a, can see the vast performance on the staple side.
Play episode from 09:13
Transcript
