Isaac Poole, Global CIO at Oreana Portfolio Advisory Services, discusses the latest on the markets with Rishaad Salamat and Bryan Curtis on Bloomberg Daybreak Asia.
Poole thinks there is a durable economic recovery that is being supported by monetary and fiscal policy. That will mean inflation will normalize but at levels lower than history. Poole says yields are starting to price this, and so are equities. (Source: Bloomberg)
Click here to listen.