Odd Lots: Everything in Markets Is Moving Very Fast (Podcast)
Market expert Luke Kawa discusses the current economic volatility, noting the contrast between surging indices and struggling individual stocks. The conversation covers the impact of inflation, the Federal Reserve's policies, and the influence of the AI trade and geopolitical tensions.
The market is acting in ways that make it very hard to get a handle on what exactly is going on right now. The overall indices are surging, while many individual stocks are doing badly. Rates are rising, but the economy is still robust. There’s capex spending and the AI trade. There’s the war in Iran. And of course there’s persistent inflation and the Federal Reserve’s ongoing tightening cycle. On this episode, we speak with our former Bloomberg News colleague Luke Kawa, who is now head of marke
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