
EY Says "Up, Up and...No Way"
MRKT Matrix
00:00
The Equity Risk Premium
Liz Young Stratt: The S&P is up only 4% right now, a little less than 4%. But you know, they've given back at least half their gains. And I think that companies have a really hard time managing their margins in an environment where revenues are falling rapidly because inflation is falling and the consumer is trading down. LZ: You look at some of those patterns that are going to start to occur as we get into late spring and early summer when people realize what's happening with credit card debt.
Transcript
Play full episode