There Is No Optimal Policy (guest: Cameron Crise)
The Market Huddle
00:00
The Stop Market Weakness Is a Multiple Contraction
A, i think the stop market weakness that we've observed to date has been a in issue, an interest rate issue, if you will. Ah, and so i would expect a second round of equity weakness, ah, that is a function of declining earning's expectations. In terms of commodities, let's just say that commodities start going sideways, all of a sudden the fet doesn't need to be quite as aggressive. The consumer an more resilient than everyone thinks.
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