Bonds, Inflation, and the Equity Rally (Podcast)
February 6, 2023
40 min
Full
2,349 of 3,435

February 6, 2023
Bonds, Inflation, and the Equity Rally (Podcast)
0:00 / 40:11
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Bloomberg Podcasts Episodes Around February 6, 2023
Episode 2,349 of 3,435 — walk the feed in the order it was published.
40:11This episodeBonds, Inflation, and the Equity Rally (Podcast)
Summary
<p>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.</p><p>See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.</p>
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