Extra from Bostic: Companies are usually not assured of their outlook at this level
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- Companies are uniformly saying they’ll cross on the price of tariffs
- There’s an consequence the place the Fed would possibly look by tariffs but additionally one the place it may have an effect on value expectations
- Companies say pricing energy is in decline. It might be a shock if it rapidly flipped
- Says he does not count on sufficient readability by March to regulate rates of interest
- To chop charges once more would need to see the housing market sluggish
US equities are close to the perfect ranges of the day.
This text was written by Adam Button at www.ubaidahsan.com.
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