Bloomberg Intelligence
Bonds, Inflation, and the Equity Rally (Podcast)
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Show notes
Liz McCormick, Chief Correspondent of Global Macro Markets with Bloomberg News, joins the program to discuss the Federal Reserves and what the bond market is currently telling investors. Priya Misra, Managing Director and Global Head of Rates Strategy at TD Securities, joins the show to discuss the Fed and rate hikes. Andrew Marok, VP of Equity Research at Raymond James, joins us to talk about Activision earnings, Microsoft’s acquisition, and gaming outlook. Jay Hatfield, CEO at Infrastructure Capital Management, joins the show to talk about sectors and stocks he sees performing well with inflation still running hot and his outlook for energy and equities. Wes Kosova, host of The Big Take podcast for Bloomberg, joins us to talk about this week’s lineup. Hosted by Matt Miller and Kriti Gupta.
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