they're butting heads with one another |
2.559 |
Jump to 61.6 |
|
|
we just did a survey and we got 95 |
4.16 |
Jump to 73.92 |
|
|
been you know one i think that the |
4.64 |
Jump to 111.92 |
|
|
was basically back to 2013 2014 highs |
4.721 |
Jump to 142.319 |
|
|
and late 2020 highs it's about the most |
3.681 |
Jump to 144.879 |
|
|
one thing our trading desk told me this |
3.12 |
Jump to 175.44 |
|
|
a wild ride the past two and a half |
2.96 |
Jump to 188.08 |
DATE
the past two and a half
|
|
in the headline that might be seven |
2.401 |
Jump to 200.879 |
|
|
well one of the things our rate strategy |
3.28 |
Jump to 211.28 |
|
|
how one of the big themes they see not |
3.44 |
Jump to 216.56 |
|
|
2022 but they think people are |
3.2 |
Jump to 228.72 |
|
|
2023 and how high the fed could |
4.72 |
Jump to 231.92 |
|
|
over the next say six months or so is be |
3.921 |
Jump to 258.639 |
DATE
the next say six months or so
|
|
the first half of this year no one said |
4.4 |
Jump to 279.28 |
DATE
the first half of this year
|
|
2022 |
3.2 |
Jump to 288.4 |
|
|
i think it's going to be a tale of two |
2.88 |
Jump to 290.24 |
|
|
halves so i think the first half of the |
3.12 |
Jump to 291.6 |
|
|
reasons is one value cyclical small caps |
4.399 |
Jump to 296.08 |
|
|
consensus numbers are still at 3.9 |
4.48 |
Jump to 301.84 |
|
|
average is two and a half also typically |
4.08 |
Jump to 306.32 |
|
|
in advance of the first fed rate hike |
3.84 |
Jump to 310.4 |
|
|
in 2023 gdp is expected to cool back |
4.64 |
Jump to 333.68 |
|
|
down to average type levels of about two |
3.12 |
Jump to 336.4 |
|
|
think in the second half of the year |
3.84 |
Jump to 341.28 |
DATE
the second half of the year
|
|
to growth i think first half is value |
4.0 |
Jump to 355.36 |
|
|
second half is growth |
4.32 |
Jump to 356.96 |
|
|
for the end of next year is still 50 50 |
4.0 |
Jump to 362.8 |
DATE
the end of next year
|
|
out um i would actually say second is |
4.319 |
Jump to 382.72 |
|
|
one to two months so if we do get a |
3.44 |
Jump to 399.199 |
|
|
secular growth is about 51 of the market |
3.84 |
Jump to 409.199 |
|
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