His forward looking deflationary comments on goods and even food where quite interesting.
Alot of these companies have been growing at around the speed of inflation. If prices come down, on weaker consumer spend, there is currently a very big issue with 2024 analysts forecasts.
Was definitely a very interesting call.
His forward looking deflationary comments on goods and even food where quite interesting.
Alot of these companies have been growing at around the speed of inflation. If prices come down, on weaker consumer spend, there is currently a very big issue with 2024 analysts forecasts.
Will be interesting to see how it plays out.