Last Call 7/14/23
CNBC's "Last Call"
00:00
The Market Rally Could Continue
With the labor market where it's at right now, I do not see recession as an imminent threat. In fact, if the July CPI data comes out strong and we end this year around 3%, that in my view increases dramatically the chances of no recession in 2024. With an disemplationary trend, that is certainly a bull case. Dominic would start looking at small caps versus the triple Qs for example.
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