PPI Reaction: Why Inflation Is Moving 'Sideways'

Adam Posen joins tom keene and Paul Sweeney on Bloomberg Surveillance.

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Meme Stocks, Tariffs on China and the Middle East

French Hill joins tom keene and Paul Sweeney on Bloomberg Surveillance.

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'You can get a lot of short-term shocks in month-to-month data,' says Ed Al-Hussainy of Columbia Threadneedle. 'There's a place for soft data ... but largely, it's been a false signal'
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'All of the good news on the macro side is priced-in,' says Lara Rhame of FS Investments. 'It is a time for caution, because everything is so stretched'
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'If I were going to bet, the Biden administration will continue with fiscal stimulus,' says IBM Vice Chair Gary Cohn. '[The Fed] will decide what rate policy looks like based on that'
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Joe Feldman of Telsey Advisory Group reacts to weaker-than-expected Home Depot earnings and looks ahead to Walmart coming on Thursday
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'You can generate a 5-6% yield owning high-quality bonds right now,' says Emily Roland of John Hancock. 'This is a great opportunity to really back up the truck'
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'Copper is the new oil,' says Jeff Currie of Carlyle. 'It is the highest conviction trade I've ever seen'
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'Ultimately this is going to moderate,' says Brian Levitt of Invesco on inflation. 'We'll look back and say, remember we were worried that the economy was too strong?'
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Bank of America CEO Brian Moynihan says Americans are getting used to high interest rates, but people are making adjustments trib.al/4GaWhzA

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An exclusive conversation with Bank of America Chairman and CEO Brian Moynihan

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Why Vladimir Putin Shook Up His Cabinet

Alex Brideau of Eurasia Group joins tom keene and @dassower on Bloomberg Surveillance.

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Tune into our exclusive interview with French President Emmanuel Macron today at 1 pm ET here ➡️ trib.al/LPAMqAG

Tune into our exclusive interview with Bank of America CEO Brian Moynihan today at 12 pm ET here ➡️ trib.al/XXSQCwN

Goldman Sachs Chair and CEO David Solomon says he is concerned that fewer companies are going public but expects IPO activity to pick up in the second half of 2024 trib.al/bRRJmTN

Treasury Secretary Janet Yellen says bringing down inflation is the top priority for President Joe Biden trib.al/8XF4VFT

US Treasury Secretary Janet Yellen says she hopes China won’t mount “significant” retaliation against any steps Washington takes to safeguard its investments trib.al/sYMJUI6

Markets Nervous Ahead of Latest Inflation Data

Lori Calvasina of RBC Capital Markets joins tom keene and Paul Sweeney on Bloomberg Surveillance.

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