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Bloomberg Surveillance

Breaking Down Retail Sales and Higher for Longer Rates

Jun 18, 2024
Senior Portfolio Manager from BlackRock discusses disinflation and Fed rates. CEO from Telsey Advisory Group talks retail sales. CIO from Breakout Capital Partners shares US economy outlook and talks about capitalism in a new book.
32:44

Podcast summary created with Snipd AI

Quick takeaways

  • The bond market faces challenges with tight spreads, necessitating defensive strategies in managing risks.
  • Despite rising interest rates, the investment grade market stays strong due to companies reinforcing balance sheets.

Deep dives

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