Surveillance: Certain Recession with Laidler
Bloomberg Surveillance
00:00
Is the Fed Retracing?
Ben: I think it's difficult to see real yields just continuing to hedge the moon at a time when all your inflation lead indicators are rolling over, where recession risks are spiking. John: We're going into third quarter earnings season, but yet again, expectations are very, very negative. Ben: This is an attractive setup. I think we're just going to leap over this low bar and breathe a little bit of a side relief.
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