Bloomberg Daybreak: Asia Edition cover image

Fed's Quarter Point Rate Cut Fuels Asia Rally

Bloomberg Daybreak: Asia Edition

CHAPTER

Inflation, Markets, and Political Shifts

This chapter explores the intricate relationship between inflation trends and potential tariffs in the context of a widening budget deficit. It analyzes recent equity market performances, especially in small-cap and big-tech stocks, while addressing the implications of political changes on corporate earnings. Additionally, it highlights the opportunities within reshoring trades and the utility sector amidst growing demand from new data centers.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner