MH+ Ep.01: Kevin chats with Chase Taylor and Jay Pelosky
The Market Huddle
00:00
The Fed's Acceptance of a Higher Inflation Rate
Jay Parini: The play-off is between equity, sell-side equity analysts who are calling for earnings growth to accelerate in Q3 and Q4. He says fixed income investor base looking for recession and interest rate cuts as we go through the second half of the year. Parini: We're not going back to the low inflation, low growth world of the 2010 to 2020 period. "We're going into a high nominal growth world environment," he said.
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Transcript
