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Aug 2022
32m 36s

How TMT Stock Rally May Be the Market's ...

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About this episode

In this week’s Bloomberg podcast, Bloomberg Intelligence analysts discuss the findings and impact of their research:

TMT Bubble Is Again a Threat to Stocks as Interest Rates Rise -- Michael Casper says the sector's rally could be the market's Achilles' heel.

However You Look at It, the US Dollar Is in a Win-Win Position -- Audrey Childe-Freeman says dollar bulls needn't fret over the recent retreat.

Chemical Costs Threaten to Rise as Rhine River Levels Fall -- Jason Miner lays out the risks to a tool producers need to cope with gas shortages.

Treasury Yield Curve Inversion Has More Room Amid Fed Repricing -- Ira Jersey explains why it could go beyond and last longer than most recent economic cycles.

Democrats' Inflation-Cap Act Hikes Tax on Crypto, Telecoms, S&P -- Andrew Silverman explains where the legislation raises taxes by cutting credits and increasing enforcement.

The Bloomberg Intelligence radio show with Paul Sweeney and Alix Steel podcasts through Apple’s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg’s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.

Bloomberg Intelligence, the research arm of Bloomberg L.P., has more than 400 professionals who provide in-depth analysis on more than 2,000 companies and 135 industries while considering strategic, equity and credit perspectives. BI also provides interactive data from over 500 independent contributors. It is available exclusively for Bloomberg Terminal subscribers. Run {BI <GO>}. 

See omnystudio.com/listener for privacy information.

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