Bloomberg interview: MetLife strategist Matus on Big Tech earnings, economic concentration and the Fed’s inflation stance
Drew Matus, chief market strategist at MetLife Investment Management, speaks with Bloomberg’s This Weekend: Microsoft, Alphabet, Amazon and Intel are reporting earnings in succession this week. The real concentration is not stock-market concentration, but economic concentration, with AI driving the stock market, capital spending and consumption. As for Federal Reserve Chair Kevin Warsh, the market only wants to hear that he still cares about inflation.
Bloomberg Television ·