Brooke had a great conversation with Carol Massar and Tim Stenovec on the Bloomberg Businessweek podcast on 5/30.🎙
They discussed PCE (which came in right as Brooke expected at 2.8%), why Brooke doesn’t think 2% inflation is very achievable near-term (could be another 12-18 months!), areas of the market to be cautious and selective about (hint: small caps), and much more…
Catch the portion of her interview starting at the 32:45 minute mark below ⬇
