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11min chapter
Surveillance: US Eco. Reacceleration with Bullard
Bloomberg Surveillance
Analyzing Powell's Speech and the Impact of Rising Yields on Equity Market
The hosts discuss the upcoming speech by Powell and speculate on the Fed's stance on monetary policy. They analyze the potential impact of rising real yields on risk assets, particularly the equity market. They also explore the concept of equity risk premium and its relation to the current market conditions.
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Listen to the best highlights from the podcasts you love and dive into the full episode