Here's What Just Happened to the Stock Market and the Economy
Odd Lots
Bloomberg
4.5 • 2K Ratings
🗓️ 9 May 2022
⏱️ 55 minutes
🧾️ Download transcript
Summary
It's really been an extraordinary year for markets and the economy. Stocks are down, particularly, growth stocks which have gotten clobbered. Treasuries are down. Inflation is hotter than it's been in years. For the first time in ages, the Fed is hiking aggressively, having just moved by 50 basis points, with premises to do more. Plus there's a host of other shocks we're experiencing from the ongoing effects of the pandemic, the invasion of Ukraine, and the hard lockdowns in China. So how to make sense of it all? On this episode we speak with Neil Dutta, Head of Economics at Renaissance Macro Research and Luke Kawa, Allocation Strategist at UBS Asset Management, to make sense of what's going on, and what to watch next.
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| 0:00.0 | As of 9-1-20-23, you may earn a 5.5% annualized yield with six-month T-bills of held to maturity. |
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| 0:21.2 | Visit public.com-slash-t-build-podcast to get started. |
| 0:24.9 | This is a paid endorsement by public.com. |
| 0:27.2 | Fees and conditions apply. Treasury accounts at public.com or through Gico Securities Inc. |
| 0:31.5 | Member Finra and SIPC. Not FDIC-insured? No bank guarantee. |
| 0:35.2 | May lose value. Full disclosures can be found at www.public.com-slash-t-build-podcast. |
| 0:41.5 | This is Lisa Bramoytz here to tell you about another podcast we think you'll enjoy listening to. |
| 0:46.4 | Bloomberg Surveillance. Join Tom Keane, Jonathan Farrow, and me every weekday, |
| 0:50.8 | for a unique perspective on the worlds of economics, finance, and investment. |
| 0:54.8 | Plus, insight from the names that shaped the world's markets. |
| 0:58.0 | Savage Solomon, the Goldman Sachs, CEO. |
| 1:00.0 | Ian Bremmer, of Eurasia Group. |
| 1:01.4 | Pleasant said President of Redamesta. |
| 1:03.1 | Subscribe to Bloomberg Surveillance today on Apple, Spotify, or wherever you get your podcasts. |
| 1:08.7 | Hello, and welcome to another episode of The Oddlogs Podcast. |
| 1:25.4 | I'm Joe Eisenthal. And I'm Tracy Alloway. |
| 1:28.0 | Tracy, it has been a week, right? |
| 1:30.9 | I'm not afraid of what to say. I am so tired. |
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