Closing Bell Overtime: Shift4 CEO On Consumer Trends; Retail Investor Mistakes With Janus Henderson Investments CEO 5/5/23
Closing Bell
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The Risk of Stagflation in the Stock Market
I think there's probably some room for upside inequities, but I think ultimately it would be a trade you'd want to rent, not own. The Fed will have to step back into this right now with the unemployment rate as low as it is. If I'm right about the economic outlook, they could at best maybe skip meetings over the summer, but I do think by September we might be talking about hikes again.
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