Bloomberg Surveillance: Peak Restrictions Not Reached
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 December 2023
⏱️ 27 minutes
🧾️ Download transcript
Summary
Carl Riccadonna, BNP Paribas Chief US Economist, says we still have yet to feel peak restriction. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says there's a place for bonds as investors look to a more balanced portfolio. Greg Valliere, AGF Chief US Policy Strategist, says we could see a surprise from the Democrats with an unknown nominee. Max Layton, Citi Global Head of Commodities Research, says OPEC+ would need to maintain cuts next year in order to balance markets.
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Transcript
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| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
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| 0:23.7 | Listen to the big take on the I Heart Radio app, Apple Podcasts, |
| 0:27.6 | or wherever you listen. This is the Bloomberg Surveillance Podcast. I'm Tom Keene, along with Jonathan |
| 0:39.3 | Pharaoh and Lisa Abramowitz join us each day for insight from the best and economics |
| 0:45.0 | geopolitics finance and investment. |
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| 1:00.3 | This is a joy and it's particularly a Matthew joy because Kyle Riccadonna of the aerospace engineering persuasion knows the glide paths that are out there. |
| 1:10.0 | The glide paths in economics are usually described through adverbs. |
| 1:14.8 | In a paragraph in his recent report, he really nails this. |
| 1:18.8 | He's with BMP Paribond, their chief U.S. economist. |
| 1:21.8 | You nail this strange word sufficiently. |
| 1:26.6 | We are sufficient. |
| 1:28.7 | We are getting there. |
| 1:29.8 | Disinflation is now sufficiently in trend. |
| 1:33.6 | Describe the sufficiently that Jerome Powell has to confront Wednesday. |
| 1:38.3 | Sure, well there's a tension there, but on the sufficiently side side we're seeing evidence of |
... |
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