This morning I’m on Bloomberg TV, from 11:00am to noon, on the show Open Exchange with Michelle Safo. We will be discussing the Markets, Fed speak, the slowing economy, various sectors, and whatever else comes up.
Some bullet points I hope to hit:
• Inflation remains elevated, as the economy slows: Demi-stagflation
• Where’s the leadership? Last week’s rally saw Utilities and Telecoms, hardly the sectors you want to see pulling the train.
• eBay, Disney, GE, Mosaic are some of the stocks we will discuss.
If you are not near a TV, you can stream it here:
Should be fun. . .