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

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

Fed will look at inflation from geopolitics and port strike as 'temporary': Jefferies' David ZervosПодробнее

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

The market did not like this move, Fed gave 'really weird message', says Jefferies' David ZervosПодробнее

The Fed is managing inflation 'extraordinarily well', says Jefferies' David ZervosПодробнее

The Fed is ahead of the curve and in a good spot, says Jefferies' David ZervosПодробнее

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

Inflation tends to be good for nominal asset valuations and earnings, says Jefferies' David ZervosПодробнее

The Fed's poor job with messaging has led to market volatility, says David ZervosПодробнее

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

There will be a lot of focus on housing next year if Harris wins, says Jefferies' David ZervosПодробнее

Expect a more hawkish Fed after September, says Jefferies' David ZervosПодробнее

We need to understand what 'Harris-conomics' is, says Jefferies' David ZervosПодробнее

David Zervos' Six Reasons Why Inflation Isn't Going to Be a ProblemПодробнее

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

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

The Fed has to maintain its credibility to keep inflation around 2%, says Jefferies' ZervosПодробнее

The Fed should be considering MBS asset sales, says Jefferies' David ZervosПодробнее

In a high inflation environment you can see really large drops in earnings, says Jeffries' ZervosПодробнее

Fed's new dot plot will be important to watch, says Jefferies' David ZervosПодробнее