Top of Mind: Reflation Risk

Technology stocks have staged a formidable rally, elevating innovation from a thematic tilt to a core portfolio driver. Yet this tailwind arrives alongside a recurring challenge — an inflationary environment in which traditional fixed-income hedges have fallen short. Together, th ...  Show more

After over a decade of rapid growth and relative calm, the private credit market has come under pressure as several high-profile defaults, concerns about valuations, and exposure to a software industry vulnerable to AI disruption have fueled a surge in redemption requests. In thi ...  Show more

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. Lacalle says there is ...  Show more

On this special edition of Wall Street Week, Bloomberg's David Westin spoke with key players in economic policy and business as they gathered in Colorado for the 2023 Aspen Economic Strategy Group Conference. Cecilia Rouse, Former Council of Economic Advisers Chair tells us why a ...  Show more

Last year, Larry Summers famously shot down one of the Federal Reserve's favorite buzzwords, "transitory." This year, he's taking aim at "soft landing."The Harvard University professor, former Treasury secretary and paid Bloomberg contributor says a combination of high inflation ...  Show more

The risk of inflation re-accelerating is really in the last three months of 2024, says Anna Wong, chief US economist at Bloomberg Economics. In this episode of the Macro Matters podcast, Wong joins host and Chief US Interest Rate Strategist Ira Jersey to discuss details of the Ja ...  Show more