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Bloomberg: How Markets Are Pricing Policy and Geopolitical Uncertainty

Jan 26, 2026 | Newsroom

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Crescent Grove Advisors Co-CIO, Andrew Krei, returned on Bloomberg Businessweek Daily TV to discuss how markets are digesting the geopolitical tensions and the rotation trade, touching on S&P risks, Fed rate cuts, and policy uncertainty. He also compares today’s environment to the recent spike in yields in Japan and draws parallels to 2022 as a useful analog.

Listen to the entire interview here.

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