BLOOMBERG Bloomberg Markets Americas July 12, 2024
Biden hop bidenharris ticket. Are also speaking with the General Mills ceo. We will be delving into all those angles in the next hour. We start on the market with sarah malic, cio of global equities. She oversees 1 trillion in assets. The backdrop, are we seeing real inflation and rotation in Asset Classes . We dont think it is a permanent rotation in Asset Classes, because cyclicals are so cheap. Markets have been very optimistic over hopes of a vaccine and earnings that stimulus is being pushed out a little bit, and that is becoming concerning and as we look at the rest of the year, between ...