Disney, Tapestry, Monterey, and University Endowments (Podcast)
Bloomberg Intelligence
00:00
How to Deal With a Negative Inflation Outlook
I just saw total consumer credit rose $17.8 billion last month. We are of the school of thought that we think in the short term, you're going to get a correction in the market. On the equity side, we would be looking at opportunities on a pullback. The two parts of the market that we like over here is the high quality momentum areas and then the less love stocks that haven't participated in the rally so far.
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