Surveillance: 2023 Expectations with Knutzen
Bloomberg Surveillance
00:00
Do We See a Pivot Eric in 2023?
In 2023 could continue to be pretty challenging for stocks, but we do think that we are at a bit of a sea change. The next Period of time is gonna be quite different from the last 10 to 15 years We've seen and one of the key elements there is that rates have to be in our view structurally higher associated with higher structural inflation And frankly the capital markets need to have a real Positive real yield across the government bunker.
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