On Monday afternoon I was over at the Bloomberg headquarters in New York City to discuss markets with Joe Weisenthal, Alix Steel and Scarlet Fu. Every time I’ve been on a guest on this show I’ve had pretty much nothing but bad news to share as far as the stock market is concerned. In January, all of our downside objectives were achieved and I’ve really changed my tune. I think this strength we’ve seen in stocks over the past month continues, particularly the relative strength in emerging markets.
Here is the video in full:
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