Bloomberg Surveillance cover image

Better-Than-Expected Job Data Resets Fed Bets

Bloomberg Surveillance

00:00

Rotation from megacaps to cyclicals and value

Timmer makes the case for long-term rotation into international, commodities, and small/mid caps as a multi-year trade.

Play episode from 36:12
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app