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Bloomberg Surveillance
Traders Weigh CPI and Policy Eco Impact
Feb 12, 2025
Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, shares her insights into how inflation impacts stock markets and investing strategies. Huw van Steenis, Vice Chair at Oliver Wyman, discusses the significance of private credit in today's economy. French Hill, a US Republican Representative, talks about his role in addressing budget challenges and fiscal responsibility. Together, they explore the complex interplay between inflation, equities, and the broader economic landscape, offering a rich blend of analysis and humor.
01:13:24
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Quick takeaways
- Inflation significantly impacts U.S. equities, altering the traditional relationship between bond yields and stock prices amidst volatile economic conditions.
- Investor sentiment has shifted towards a focus on individual company fundamentals during earnings seasons, rather than solely on macroeconomic policies.
Deep dives
Market Dynamics and Inflation Insights
Inflation plays a crucial role in stock market performance, particularly U.S. equities, which have historically outperformed inflation over the long term. Notably, periods of volatile inflation often lead to an inverse relationship between bond yields and stock prices, contrasting with more stable inflation periods where both typically rise together. The current economic landscape appears to be shifting back toward that inverse correlation, raising concerns among investors about equities under high inflation conditions. Historical comparisons suggest that previous trade wars and inflation fluctuations can provide valuable lessons for navigating today's market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode