Audio is streamed directly from the publisher (podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Subadra Rajappa, Societe Generale Head of US Rates Strategy, says yields seem to have peaked. Peter Tchir, Academy Securities Head of Macro Strategy, says investors are being "a little too complacent" to geopolitical risks. Steven Ricchiuto, Mizuho Securities USA Chief Economist, says there is a substantial amount of firepower left in the consumer. Daniel Ives, Wedbush Senior Equity Analyst, says an EV arms race is playing out. Adam Tooze, Columbia University Professor, says a zero-rate world is off the table. Get the Bloomberg Surveillance newsletter, delivered every weekday.
Sign up now: https://www.bloomberg.com/account/newsletters/surveillance
See omnystudio.com/listener for privacy information.