SURVpodcast_12-01-22_1
Bloomberg Surveillance
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The Real Economy Is Getting Its Reign
Under duress corporations adjust. How does that process actually happen? Yeah, it's slow because they've been so used to zero inflation and zero interest. People are talking about how the real economy is getting its revenge. That has been the theme for 2022 and it's rearing its head. If your company is operating only on unit growth, your unit growth is going to be really strong to get you through. And tech will be a lagging sector again.
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