Bed Bath & Beyond has plunged more than 20% in today’s trading after the company had downgraded their earnings outlook due to slowing consumption and ongoing supply chain bottlenecks. With Kohl’s and Carmax following suit and the holiday season just around the corner, what does this signal about Q4 growth? Darius Dale, founder and CEO of 42 Macro, shares his updated thoughts on why the current inflation market regime “will prove anything other than transitory,” why he thinks dollar strength is occurring, and what he believes will be the posture of Fed policy in the coming months. Interviewed by Dion Rabouin. Want to submit questions? Drop them right here on the Exchange: https://rvtv.io/3iFGUP5
Author.
Real Vision
We’re on a mission to disrupt the whole damn system and change the face of financial media. We’ve created a place where the world’s most successful investors share their thoughts about what’s happening in today’s markets.
9 July 2020
Back
App Store
Google Play