interest rates
2 statements across 2 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Jan 11, 2025 by Brad Gerstner · across every show →
Everything said about interest rates, oldest first
Jan 11, 2025 neutral
Gerstner: 2025 Market Returns Depend on Non-Tech Earnings and Sub-5% Rates
“I don't think we're going to see a year that looks anything like 20, 23 or 20, 24 anyway. But if you just said, can we get to 10 or 15% on the market? A couple of things have to happen. You have to see this acceleration in earnings, number one, and number two,…”
Feb 5, 2025 bullish
Gerstner: A credible $1T budget cut plan will bring interest rates down
“If we do this and if we tell the American people, you know, that we're going to do this and we put together a believable plan where you're going to cut a trillion dollars and balance the budget in, in the next few years, I'll tell you what's going to happen, r…”