Consumer Sentiment & Inflation How Will They Affect Stocks & Bonds?
In this episode, using Refinitiv’s best-in-class data, Johanna Botta discusses the potential effects on the equity market from continued strong consumer sentiment and inflation expectation’s potential effects on the long bond trade. She also looks forward to Schlumberger’s upcoming earnings and the potential for a bounce back from the company and oil sector as a whole. In the After section, she reviews the numbers from the high-profile earnings reports of Goldman Sachs and BlackRock.
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Johanna Botta, Refinitiv