Animal Spirits ‘On Pause’ Until Trade Clarity

Eric Lynch and Brian Szytel preview next week as the market sells off and U of Michigan long-term inflation expectations hit a 32-year high. Brian has “no worry” about the U.S. consumer’s spending “as long as they do have jobs,” noting the strength of the consumer balance sheet. Eric thinks there’s a lot of value opportunities in the market still.

The Watch List

28 Mar 2025

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