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11min chapter
Reaction to CPI and Bank Earnings
Bloomberg Surveillance
Navigating Rising Yields and Global Markets
This chapter explores the impact of rising 10-year bond yields on U.S. corporations, emphasizing the challenges posed by overseas market reliance and the strength of the dollar. It discusses optimism regarding corporate earnings amidst a changing market landscape, including a shift away from big tech to more diverse opportunities. Additionally, the chapter touches on U.S.-China relations and the complexities surrounding fiscal policy, tariffs, and the dynamics of the global economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode