4min chapter

Bloomberg Surveillance cover image

Markets Impacted by Earnings and Geopolitics

Bloomberg Surveillance

CHAPTER

Intro

This chapter explores the recent shifts in equity markets, focusing on the effects of macroeconomic factors like interest rate expectations from the Federal Reserve. It examines the interplay between rising yields, stock performance, and the impact of inflation on corporate earnings, with a particular emphasis on the contrasting dynamics of European luxury and U.S. consumer stocks.

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