Michael Batnick
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Podcast Appearances
That means we actually have more room to cut rates.
That's what he's going in there.
That's the pretense under which he was brought in.
So Skanda, were you done?
Skanda knows that.
So he thinks they should do what my call is.
His call is that they won't.
That's why he's negative.
So I think it's an interesting framing.
I mean, we'll see.
They're not going to go once.
If they're doing it for the reasons he's talking about, it would be very bad for the economy and the capital markets.
Because it's basically you're hiking rates, not because demand is... We're trained to think rate hikes are okay because it means that the economy is strong because demand is there and that means earnings are there.
But the economy is not that strong.
Well, that's... Yeah, the economy is not...
It's fine.
It's okay.
It's okay.
It's not overheating to the point that it needs to be so cool.
It's very uneven.