The 2 sides of a rally, Economic Slowdown?, and the Read on Retail 8/15/22
The Exchange
00:00
The Fed's a Hawkish View on Equities?
Kow: I think our equities clearly are overvalued in comparison with what the macop makro outlook tells us kelly. And lot more of fed tightening need to take place. It may or may not actual happen with a very doblish sharemen that we have in jerome powell. If he does not, it doesn't mean that equities are off to the races. It just means that they get a reprieve.
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