PCE Data and a Meeting with Zelenskiy
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 February 2025
⏱️ 48 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene & Paul SweeneyFebruary 28th, 2025
Featuring:
- Neil Dutta, Head of US Economic Research at Renaissance Macro Research, Ian Lyngen, Head of US Rates Strategy at BMO Capital Markets, Frances Donald, Chief Economist at RBC, react to PCE and discuss the outlook for US economic growth
- Jordan Rochester, Head of FICC Strategy at Mizuho EMEA, on USD strength and his note on the Japan cyclical story
- Mick Mulroy, co-founder at the Lobo Institute, on Ukrainian President Volodymyr Zelenskiy visiting President Trump at the White House
- Lisa Mateo on newspapers
Eric Mollo
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Transcript
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| 0:00.0 | Get your daily market preview on projected stock updates, monetary policy decisions, and key results in statistics that may impact your trading. |
| 0:08.2 | Schwab Market Update is an original podcast from Charles Schwab. |
| 0:11.7 | Listen today at Schwab.com slash market update podcast or wherever you get your podcasts. |
| 0:19.4 | Bloomberg Audio Studios |
| 0:21.1 | Podcasts Radio News |
| 0:24.0 | This is the Bloomberg Surveillance Podcasts |
| 0:30.6 | Podcasts. |
| 0:32.2 | Catch us live weekdays at 7 a.m. Eastern |
| 0:34.6 | on Apple CarPlay or Android Auto with the Bloomberg business app. |
| 0:39.2 | Listen on demand wherever you get your podcasts or watch us live on YouTube. |
| 0:44.1 | Victoria Fernandez, Jordan Rochester, Michael McKee, Francis Donald, and Lincoln. |
| 0:48.5 | We go into this inflation report strong with Neil Duda of Renaissance macro. |
| 0:54.0 | Neil, you're more cautious now on real GDP on the |
| 0:57.0 | growth of the nation. All the inflation numbers pretty much on the survey, but I really want to |
| 1:02.3 | focus out on real personal spending, declined way off survey and personal income with a nice |
| 1:09.6 | lift as well. |
| 1:11.5 | I got retail inventories, which I don't understand. |
| 1:13.8 | We're going to skip that. |
| 1:14.6 | I got a little bit of an equity lift. |
| 1:16.3 | I went right to the 10-year real yield, came in a little bit, but it comes right back. |
| 1:21.6 | Neil Duda, am I right that this was a nothing burger? |
| 1:26.0 | I mean, real personal consumption fell quite a bit to start the quarter. |
... |
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