Amrith Ramkumar
speaker
860 appearances
16 recordings
1 series
first heard May 2018
last heard Sep 2021
Amrith Ramkumar’s voice in public audio — every appearance, attributed to the second.
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Appearances
People think...
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If this growth momentum reverses and basically goes back outside the U.S., which wouldn't take a lot, like as I mentioned, the expectations are just high for the U.S.
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heading into the latter part of the year.
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And people think these beaten down asset classes, like some of the commodities, like some emerging markets and other stock indexes outside the U.S.
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could offer better opportunities because they have fallen so much and underperformed while the U.S.
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continues again to set fresh record highs and things like that.
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Yeah, and people are really divided, I would say, seems to be one of my biggest takeaways from, like, looking at the story and a lot of the data that's out there.
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I mentioned, like, 4.1% was the clip from last quarter, and the U.S.
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has hit that clip before in this economic cycle, but then it's quickly come back down.
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So people are kind of debating whether it can do that again, whether some of the, like you mentioned, weak manufacturing data we've seen recently are those, like, signaling something broader.
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Is the weakness in housing even in some of those places?
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a cause for broader concern.
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So far, the reaction among investors seems to be broadly no.
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Like I mentioned, stock indexes and the dollar seem to be holding up fairly well.
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But again, people are kind of worried if we go into the latter part of the year.
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Projections for third quarter growth, for example, really range from about 2% to 4%.
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So, depending on what happens these next few weeks, we could really see some of this market action reverse
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Yeah, thanks for having me.
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It's a really nascent market.
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It's very small and really subject to quick changes in sentiment.
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Showing 721–740 of 860 · page 37 of 43
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