Bloomberg Surveillance cover image

Surveillance: Hyman's Fed Forecast

Bloomberg Surveillance

00:00

The Risk of Recession in the Economy

We've had a very good run in risk assets, but I wouldn't chase this rally too much. The majority of the rally that we've seen year to date has been driven by multiple expansion. If we do hit a slower patch in the economy, potentially a recession, you're looking at earnings estimates which are signaling profits will continue to rise.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app