Surveillance: Rajappa's Recession Call
Bloomberg Surveillance
The Future of Equity
This was really supposed to be the year of the bond, the year of fixed income. It looks like it just turned into another year for equity, specifically another year for big tech. The problem will come in late summer and towards Q4, when we realize that inflation could start to pick up again.
00:00
Transcript
Play full episode
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
