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7min chapter
Bloomberg Surveillance TV: January 8, 2025
Bloomberg Surveillance
Interest Rates and Market Dynamics
This chapter explores the factors influencing rising interest rates and their implications for financial markets, emphasizing the effects of fiscal policy under the new administration. It discusses the relationship between stock multiples and bond yields, revealing potential risks and volatility ahead. The conversation also highlights strategic investment approaches, including a focus on quality stocks and cash allocations amidst ongoing market uncertainty.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode