BLOOMBERG Bloomberg Real Yield July 14, 2024
You cant trade this stuff right now. Fundamentally, i dont think it centers a whole lot around the policy war. You almost have to ignore it and keep investing the way you would. We are focused on the fed, we are focused on the underlying fundamentals. For me, trade is the big thing. Tariffs. The trade deal with china, the negative Interest Rates affecting the markets. What the market is focusing on still, they would like to see some sort of resolution on trade. That will be important. Jonathan joining me around the table in new york city is george rusnak, Michael Collins, plus Luke Hickmore. L...