There are only two certainties right now: the Fed will be tightening and profits will be decelerating, says Richard Bernstein. He discusses this, as well as how energy is the best long-term story, but it is cyclical. He then goes over how the labor market is strong. He also talks about how if China reopens fully then consumption could pick up pretty dramatically. Tune in to find out more.
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07 Jul 2022
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