Surveillance: 2022 Bulls & Bears
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 December 2021
⏱️ 33 minutes
🧾️ Download transcript
Summary
John Stoltzfus, Oppenheimer Chief Investment Strategist, explains the reasoning behind his street-high S&P target of 5,330. Daniel Skelly, Morgan Stanley Wealth Management Head of Market Research & Strategy, discusses the factors behind the firm's 4,400 S&P call. Michael Gapen, Barclays Chief Economist, reacts to the jump in U.S. PPI. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says credit is "all good, except the yield." Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the Covid-19 omicron variant and the importance of first and second vaccine doses for the unvaccinated over booster shots.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Bonds are back. |
| 0:03.0 | And so is all the credit. |
| 0:05.0 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.0 | From the latest trends to long-term perspectives, |
| 0:10.0 | you'll get timely fixed income insights |
| 0:12.0 | from leading economists, research analysts, |
| 0:14.0 | and investment professionals. |
| 0:16.0 | Whether you're new to bonds or a seasoned investor, |
| 0:18.0 | tune in to all the credit wherever you get your podcasts. |
| 0:21.0 | This podcast is intended solely for professional investor use. |
| 0:24.0 | Past performance is not a guarantee of future results. |
| 0:31.0 | Music |
| 0:35.0 | Welcome to the Bloomberg surveillance podcast |
| 0:37.0 | I'm Tom Keane, |
| 0:39.0 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.0 | Daily, we bring you insight from the best, |
| 0:45.0 | an economics, finance, investment, |
| 0:47.0 | and international relations |
| 0:49.0 | to find Bloomberg surveillance, |
| 0:51.0 | an Apple podcast suncloud, |
| 0:53.0 | Bloomberg.com, and of course, |
| 0:55.0 | on the Bloomberg terminal. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.