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15min chapter
US CPI Cools, EU China EV Tariffs
Bloomberg Intelligence
Conflicting Economic Data and Investment Strategies
Discussion on conflicting economic indicators like the inverted yield curve and CPI, along with the uncertainty surrounding a potential Fed rate cut. Insights on investment strategies, favoring high-yield and zero duration bond funds, and the performance of US corporate high yield bonds amidst recession concerns. Exploration of the complexities of importing electric vehicles from China to Europe and the impact of tariffs on the EV industry, along with major players dialing back EV plans due to profitability concerns.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode