Investors Ready for FOMC and Campus Protests Intensify
Bloomberg Surveillance
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Implications of Inflation on Real Yields and Earnings Momentum
The chapter delves into the challenges faced by companies with inflation impacting real yields, affecting businesses across different sectors. It discusses how rising debt servicing costs are impacting businesses like Coca-Cola and touches on the shift in earnings momentum revealed by the Fed's actions. Additionally, there are discussions on the current earnings season, predictions for the upcoming Fed meeting, and how interest rate decisions can influence assets like equities and fixed income.
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