
Fed's Quarter Point Rate Cut Fuels Asia Rally
Bloomberg Daybreak: Asia Edition
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.
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