Closing Bell Overtime: Warning Shot for the Bulls? 9/14/22
Closing Bell
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Are We in a Regime Shift?
Eric Zohn: Valuations of equities relative to where fixed income sits not attractive right now. But if you go back again to the 80s and 90s Especially when inflation was the big threat and not deflation as it was in the prior decade to where we are now It persistently traded like that your earnings yield was always lower than the treasury yield So is there a regime shift going on? I guess how demanding should we be about how cheap stocks have to get? Sure, so I think part of it is also the incremental change that's going on.
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