Surveillance: Bigger Picture with Calvasina
Bloomberg Surveillance
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The Importance of Balance Sheets in a Higher Interest Rate Environment
Investors are trying to wrap their head around a higher interest rate environment. Only 2% of S&P companies have an effect or have an average weighted maturity of under two years, and the Russell 2000 even, it's less than 10%. I think in general, investors want the inflation fight to be won. So they're willing to tolerate none other hike or two and higher for longer.
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