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Uppskattade samtalet!
Vi täckte mycket mark på en timme...
-Deflation till förnedringsskifte,
-Uppdatering av bostäder,
-Scenarier för obligationsmarknaden,
-Aktiemål, värderingar och katalysatorer.
8 juli 22:45
OUT NOW - @WarrenPies of @3F_Research returns to @opmpod.
@3F_Research's work isn't pointing to a recession and technical & fundamental indicators have them bullish on stocks.
If a recession does materialize they think it will show up first in the housing sector 🏘️📉
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