Michael Batnick
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Appearances Over Time
Podcast Appearances
There's games in New York too.
New Jersey.
The World Cup's everywhere.
It's like North America's hosting.
For game two, it's sinking like stone.
It's like 700 now, 600.
It was like 1,000 a couple days ago.
Unbelievable.
I'm definitely a fan.
Yeah, I'm not as optimistic.
I mean, I haven't been optimistic now for, it feels like, what, almost a year and a half.
So that's been a shift for me.
I would tend to agree with most of what Skanda said.
I mean, look, I will point out, though, that right before all this Iran stuff started,
10-year yields were at 3.93%, right?
I mean, we're kind of right there for additional cuts for this year.
So, you know, I think since then, a couple things have changed, obviously.
To Skanda's point, the distribution of risks around inflation have changed.
But the labor markets aren't as bad as they were at the end of last year.
I mean, they're not nearly as strong as they were a few years ago, but it's not nearly as bad as it was last year.