Friday Musings: Thrashing About | TPW Advisory
- 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.
Jay Pelosky, Founder, TPW Advisory
Mehdi Sunderji, Director, OETV