Jay on BloombergTV
Jay joins the BTV Surveillance team to discuss his view of the Asian re opening trade and what it means for both economies in terms of supply chain worries, inflation etc as well as for markets. He argues that China’s “Common Prosperity” fears are in the price and notes how Japanese equity has started to break out.
https://theglobalherald.com/business/tpws-pelosky-sees-early-stages-of-earnings-driven-markets/