Surveillance: Hike Probability with Dutta
Bloomberg Surveillance
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The Importance of a Friendly Valuation
I think right now, the beginning of this year burned a lot of people. People were happy to take 4% 5% in some sort of bond and now they've missed out on 20%. So that kind of mentality, I think they have to remain strong the rest of this year. But in what underweight names have been most painful, that's going to be the hard part is when do they capitulate? And we have not seen that yet.
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