This chapter explores the recent trends in the stock and bond markets, particularly the significant rally in bonds as Treasury yields drop. It also discusses the potential implications of economic conditions, Federal Reserve policies, and upcoming political events on market sentiment and valuation.
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Bloomberg Intelligence Chief Equity Strategist Gina Martin-Adams talks mega-cap earnings and the latest eco data. Angela Stent, Senior Fellow at the Brookings Institution, on the Gershkovich/Whelan prisoner swap with Russia, Bloomberg Intelligence Senior Tech Analyst Mandeep Singh on META earnings recap, and we Drive to the Close with Katy Kaminski, Chief Research Strategist at AlphaSimplex.
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