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7min chapter
BWPodcast062923
Bloomberg Businessweek
Implications of Rising Yields and Inflation Uncertainty
Sonia Maskin discusses the upward movement of yields and its implications for the investment environment, aligning with her view of potential upside in inflation. The conversation also covers the risk in financial assets, the possibility of a soft landing in the economy, and the expectations for Q2 earnings season. They further explore the impact of higher school payments, excess savings, and consumer behavior.
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