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12min chapter
Bloomberg Surveillance: Inflation Accelerates
Bloomberg Surveillance
Earnings, Bond Portfolios, and Market Rally
The impact of earnings and bond portfolios on the market rally is discussed in this chapter. The removal of unrealized bond losses and the division between large and small banks are highlighted. The chapter also covers the potential relief in deposit costs and commercial real estate for smaller banks if interest rates decrease.
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Listen to the best highlights from the podcasts you love and dive into the full episode