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A Market in Sync and a Russia in Chaos –
Walter Todd on Bloomberg

Walter Todd on Bloomberg Daybreak Asia

June 26, 2023

Walter Todd discussed the dramatic Russian uprising and the market’s switch in focus from inflation to recession with Bryan Curtis and Rishaad Salamat on “Bloomberg Daybreak Asia” last night. Amid the movie-like headlines coming out of Russia this weekend, Walter outlined how the news could impact market decisions and what actions China could take in response to become more investable.

He also explained how Powell reconnected the bond market with the Fed’s position, and whether or not that means inflation is in the rearview mirror. Finally, he chatted about the best value to be found in the market today, in both the defensive and offensive sectors.

“You can go sector by sector and look for opportunities that have been lost in the scramble for AI.“

Walter Todd

Listen to the full interview here. 

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