Bloomberg Surveillance cover image

Reacting to PCE Data and Previewing Trump's April 2 Tariffs

Bloomberg Surveillance

00:00

Navigating Market Dynamics: Strategic Portfolio Adjustments

This chapter explores essential strategies for reallocating multi-asset portfolios in response to shifting market conditions, emphasizing U.S. equities and high yield bonds. The discussion also covers interest rate implications, the stability of municipal bonds, and the cautious incorporation of gold as an investment amidst inflation and geopolitical uncertainty.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app