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7min chapter
Bloomberg Surveillance TV: April 4, 2024
Bloomberg Surveillance
Economic State and Market Regime Analysis
This chapter explores the current economic state, including inflation, the Fed's data dependency, and prospects of a rate cut impacting risk assets. It also analyzes market shifts towards a pro-risk environment, the impact of rising treasury yields on equity valuations, and broader economic restructuring involving AI and geo-economic changes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode