Jay on Bloomberg TV - Daybreak Asia

Jay lays out his case as too why inflation is likely to ease while growth picks up - noting used car prices peaking and GM suggesting auto production will pick up by 25-30% this yr. As a result instead of YC inversion, YC will steepen, reinforcing the rotation to Value and non US equity markets.

https://www.bloomberg.com/news/videos/2022-02-04/tpw-advisory-s-pelosky-on-markets-outlook-video?sref=ftskAWJe