Surveillance: US Inflation with Dudley
Bloomberg Surveillance
00:00
The Importance of Breadth in the Market
Broad base rallies have the potential to continue while narrowing rallies are prone to fair a failure. The values of the values over the next right now, for example, even if GDP is down 2% real and inflation is five, you're going to get nominal revenues going at three. And that's a large basket for what you talked about before on your show. If companies having gross margins, SDNA, they're learning how to deal manufacturing, reshoring to the United States, high centers out. That is the just in time inventory. Now you bring it closer and you do AI and you start doing a lot of automation and you pray for immigration because that's where the long term growth of
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