

Big Tech Earnings and the Fed's Higher-For-Longer Policy
7 snips Oct 25, 2023
Mandeep Singh, Bloomberg Intelligence Senior Technology Analyst, breaks down a busy week of tech earnings starting with Microsoft and Alphabet. The Fed's higher-for-longer policy, aid package for Israel and Ukraine, and the Fed's shift towards employment are discussed. The bottom of the long-end of the bond market and the challenges faced by tech giants Apple and Alphabet are also talked about.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Introduction
00:00 • 2min
Developers using GitHub co-pilot and the importance of cloud infrastructure
01:49 • 5min
Tech Giants, Apple and Alphabet, Face Challenges
07:11 • 4min
Reevaluating Portfolio Duration in Bond Markets
10:59 • 7min
The Impact of Higher Yields on the Economy and Political Support for Israel and Ukraine
17:54 • 6min
The Nature of the Current Information War
24:23 • 2min
Trust in Tech, Open Source, and AI: Exploring the Potential and Challenges
26:10 • 1min
Government Spending, GDP, and Bond Market
27:40 • 12min