Earnings, Stocks, And Inflation (Podcast)
Bloomberg Intelligence
00:00
Is There a Bottom?
From a fundamental perspective, our model that we updated at the beginning of the year said that we would trade to 3600 to price in some form a very mild recession. That is very close to the level where we bottomed in October. Our model now says there's downside to closer to 3100 to price in a more vicious normal recession. We're still questioning whether a vicious normal recession is likely to emerge.
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