Macro Matters: Wellington’s Medeiros on the Fed and 2027 Risks
With nominal GDP running above 6% year to date and earnings season kicking off, Mike Medeiros, macro strategist at Wellington Management, explains why corporate profitability has been well-supported and why...
By Aditya Somani · Bloomberg
With nominal GDP running above 6% year to date and earnings season kicking off, Mike Medeiros, macro strategist at Wellington Management, explains why corporate profitability has been well-supported and why that support may be fading, in his return to the Macro Matters edition of the FICC Focus podcast, hosted by Ira Jersey, chief interest-rate strategist for Bloomberg Intelligence. The wide-ranging discussion on the macro backdrop heading into 4Q and beyond covers the Fed’s hiking cycle under C