I think a big problem is everyone is in, “Central banks are on the case and will save us” mode. It’s still an unprecedented route to take. There’s a lofty exube

I think a big problem is everyone is in, “Central banks are on the case and will save us” mode. It’s still an unprecedented route to take. There’s a lofty exuberance to the Hertz rally, in particular, that seems completely detached from the current reality.