Friday Musings: Thrashing About | TPW Advisory
Broadcast on: June 24, 2022
Duration: 17:31
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- Cross asset market action, with some wild moves from the bond market are the basis of Thrashing About!
- The rhetoric turns from inflation to recession. Are we in one? Deep or shallow?
- Earnings forecasts to the forefront. While being revised upwards, should they be?
- Looking ahead at China, ARKK, Commodities and Global equities.
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Jay Pelosky, Founder, TPW Advisory
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Mehdi Sunderji, Director, OETV
