Surveillance: Global Market Selloff (Podcast)
Bloomberg Surveillance
00:00
Bond Market
The correlation between stocks and bonds in a higher inflation environment was flipping from risk on, risk off. Will be looking for the ten year yield to start to moderate a little bit. I i think there are pockets of value, pockets of st s that have been proven ino still growing earnings in this environment. Companies that can return capital successfully are names you want to own. Return cost cutting. Because if we get an edhim and four % stability and inflation, i'm a corporation. You do.
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