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Stock-market risks are everywhere. But youโd be hard pressed to tell anything was wrong by looking at the surface of major US equity gauges.
Subadra Rajappa, head of research at Societe Generale Americas, expects โa lot more volatility in the very long endโ of the yield curve and questions whether the Federal Reserve can deliver on the rate hike expectations of markets. She speaks on โBloomberg Surveillance.โ (Source: Bloomberg)
Lazard Asset Management CIO Eric Van Nostrand says recent volatility in geopolitics, oil prices and higher rates reinforces Lazardโs view that markets are shifting into a new supply-side era, where outcomes are being driven more by supply shocks than by consumer demand. He speaks on "Bloomberg Open Interest." (Source: Bloomberg)
The Bank of Japan is facing its toughest call in decades. With the yen sliding, volatility spiking and regional growth fragile, the stakes couldn't be higher. Anthony Stephens has more. (Source: Bloomberg)