Abby Joseph Cohen
speaker
53 appearances
1 recordings
1 series
first heard Jan 2026
last heard 28 Jan
Abby Joseph Cohen’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.
Appearances
Well, let's back up a little bit, Tom, and good morning to you, Paul, as well.
What we have, of course, is an American economy that was never gone.
The American economy has been dominant truly since the end of the Second World War.
We have been very fortunate.
We have
been blessed, if you will, by decades of investment in education and science and other forms of research.
And so we have a stock market that is reflecting that.
When I take a look at recent stock market performance, I see that investors are focused on basically corporate profits at this point, and companies have not been disappointing.
Here's the question, I think, for investors, and that is with valuations at current levels, is there any room to hide if there are disappointments?
And that, to me, is an issue not just for traders, but also for long term investors.
The earnings clearly appear to be out there, which is great.
I'm very pleased about that.
I don't see a recession coming in the US this year.
Also great news.
And what we need to recognize, of course, and so many people who have been on Bloomberg in recent weeks have talked about this, is the ongoing rotation that we're seeing in the US stock market that is reflecting this challenging situation
valuation environment in some sectors.
And I think that's a healthy discussion to have.
We do see that some sectors that have been laggards have been moving ahead.
And we also see that some markets outside the United States have also been performing better.
One of the big question marks out there, of course, is the dollar.
Showing 1–20 of 53 · page 1 of 3
Next →