Soft Landing Bet a Poor Risk-Reward Trade, Citi’s Kaiser Says
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- เผยแพร่เมื่อ 21 ส.ค. 2024
- Stuart Kaiser, head of US equity trading strategy at Citi, says economic data that is “much more broad-based weak” is creating a tough choice for markets between a soft landing or hard landing bet on the US economy.
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0:43 - Talking about "things" in the labor market
1:12 - Describing negative payroll growth risk path dependencies
He should take a drive down the main streets of any city to see the endless store fronts of all the closed businesses.
That's actually a bullish sign for the stockmarket!