Forecasts of a recession have been way off mark, says Jefferies David Zervos

Forecasts of a recession have been way off mark, says Jefferies David Zervos

Don't get caught up in recession fears, says Jefferies' David ZervosПодробнее

Don't get caught up in recession fears, says Jefferies' David Zervos

It's silly to think rate cuts will come in 2023, says Jefferies' David ZervosПодробнее

It's silly to think rate cuts will come in 2023, says Jefferies' David Zervos

Long-end of Treasuries are the most interesting story of the last few weeks: Jefferies' David ZervosПодробнее

Long-end of Treasuries are the most interesting story of the last few weeks: Jefferies' David Zervos

Inflation has been 'positive for earnings', says Jefferies' David ZervosПодробнее

Inflation has been 'positive for earnings', says Jefferies' David Zervos

We're going back to 2019 level neutral rates, says Jefferies' David ZervosПодробнее

We're going back to 2019 level neutral rates, says Jefferies' David Zervos

This year will be choppy and messy as the Fed tightens, says Jefferies' David ZervosПодробнее

This year will be choppy and messy as the Fed tightens, says Jefferies' David Zervos

The biggest story in the Trump agenda trade is 'deregulation,' says Jefferies' David ZervosПодробнее

The biggest story in the Trump agenda trade is 'deregulation,' says Jefferies' David Zervos

The Fed is ecstatic to see today's CPI data, says Jefferies' David ZervosПодробнее

The Fed is ecstatic to see today's CPI data, says Jefferies' David Zervos

Powell's too scared of unpredictable inflation to declare victory, says Jefferies' David ZervosПодробнее

Powell's too scared of unpredictable inflation to declare victory, says Jefferies' David Zervos

QT tapering will cause policy to continue even more aggressively, says Jefferies' David ZervosПодробнее

QT tapering will cause policy to continue even more aggressively, says Jefferies' David Zervos

I expect the market to chop around a lot this year, says Jefferies David ZervosПодробнее

I expect the market to chop around a lot this year, says Jefferies David Zervos

Economy is a long way from a hard landing, says Jefferies' ZervosПодробнее

Economy is a long way from a hard landing, says Jefferies' Zervos

Not convinced there are big recession risks on horizon: David ZervosПодробнее

Not convinced there are big recession risks on horizon: David Zervos

David Zervos breaks down what's fueling the record sell-off, the Fed and the outlook for a recessionПодробнее

David Zervos breaks down what's fueling the record sell-off, the Fed and the outlook for a recession

This year taught us that 'supply is the driver of inflation,' says Jefferies' David ZervosПодробнее

This year taught us that 'supply is the driver of inflation,' says Jefferies' David Zervos

Jefferies' David Zervos says the upside in stocks this year is not highПодробнее

Jefferies' David Zervos says the upside in stocks this year is not high

Fed's moves about what's priced into next year and when that happens, says Jefferies' ZervosПодробнее

Fed's moves about what's priced into next year and when that happens, says Jefferies' Zervos

Over-reliance on the Fed caused market volatility, says Jefferies' David ZervosПодробнее

Over-reliance on the Fed caused market volatility, says Jefferies' David Zervos

We'll get economic slowing but won't get 'more sinister' period for growth, says Jefferies' ZervosПодробнее

We'll get economic slowing but won't get 'more sinister' period for growth, says Jefferies' Zervos