but we'll get into that in in a future time. Uh he basically went through the places that are strong and what's going on and he did say that Europe is stronger than he expected. Asia is strong. This is important when you go through but it's the breath of things. It's not just about AI. He talked about what is happening. This is happening for uh defense. This is happening for fixed in infrastructure. So he's basically saying earnings are strong enough to overcome higher interest rates focused on the relationship between higher nominal GDP and EPS and nominal interest
So he's basically saying earnings are strong enough to overcome higher interest rates focused on the relationship between higher nominal GDP and EPS and nominal interest