Polka Mishra, Partner and Managing Director on Bloomberg Insight

🎙️Polka Mishra on Bloomberg News with Haslinda Amin: Responding to the US Supreme Court Ruling and What It Means for Markets

Here are Polka’s key highlights from her latest Bloomberg segment:

✔️From an investor perspective, the decision is a constructive signal—it supports confidence that key institutions can still operate with independence. At the same time, policy uncertainty remains, and investors should be careful not to draw sweeping conclusions from a single ruling
✔️US Treasuries—particularly the long end—as a key area of vulnerability. A potential revenue drag from refunds, a heavy Treasury issuance calendar, and increased competition from sizeable, long-dated corporate issuance by tech giants could all contribute to upward pressure on long-term Treasury yields
✔️Gold and precious metals still serve as portfolio hedges—particularly as a way to dampen the impact of policy-driven volatility, shifts in rates expectations and weakening US dollar

Watch the full Bloomberg segment here: https://www.bloomberg.com/news/videos/2026-02-23/insight-with-haslinda-amin-2-23-2026-video

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