equities in general, in the US in particular
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 14, 2025 by James Aitken · across every show →
Everything said about equities in general, in the US in particular, oldest first
Apr 14, 2025 bearish
Aitken: Expect two horrible quarters of global growth, crushing US equities
“The reality is that we're going to have two quarters of global growth that are going to be absolutely horrible. And in that context, the market clearing price of earnings, and therefore the market clearing price of equities in general, in the US in particular,…”