Surveillance: 3% GDP with Matus

Bloomberg Surveillance

Bloomberg

News, Investing, Business News, Business

4 • 1.1K Ratings

🗓️ 25 July 2023

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Drew Matus, Chief Market Strategist at MetLife Investment Management sees longer term potential growth at 3% GDP. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income says the US remains on solid economic footing and doesn't expect a recession. Paul Jacobson, General Motors CFO says the company has the vehicles customers demand. Michael Zezas, Morgan Stanley Head of Fixed Income Research says the Fed will hike this month, but not in September. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman & "Bloomberg Wealth with David Rubenstein" Host sees slow office valuation diminution.
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Transcript

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0:00.0	What do you see on the horizon? Uncertainty or opportunity?
0:05.0	Whatever you see at PGM, we can help you rise to the challenges of today
0:10.0	when active investing and disciplined risk management are needed most.
0:14.0	Drawing on deep expertise across the world's public and private markets
0:18.0	in pursuit of long-term returns.
0:21.0	Our investments shape tomorrow today.
0:24.0	Pissue your tomorrow with PGM, a leading global asset manager.
0:30.0	I'm Akshatrati and this summer on my podcast Zero.
0:33.0	I'm doing a series about climate storytelling,
0:36.0	how we talk about climate change and what it means for how we confront it.
0:41.0	This week, I'm interviewing journalist Amy Westowelt
0:44.0	about reporting on the history of climate denialism.
0:47.0	I'm a big believer in the idea that you can't effectively solve a problem
0:52.0	if you don't really know where it came from.
0:55.0	10-0 on the iHeart Radio app or wherever you get your podcasts.
1:25.0	I'm Bloomberg.com, the Bloomberg Terminal, and the Bloomberg Business App.
1:30.0	Drew Madness's chief market strategist at MetLife Investment Management.
1:34.0	He has been wonderful about gaming the optimism of the American economic experiment.
1:39.0	Drew, let's start with that glass half full, glass half empty at MetLife.
1:44.0	Well, the good news is there's not going to be a recession this year.
1:48.0	The bad news is it's still coming.
1:51.0	We've had to move back our forecast from mid-year to the start of next year.
	...

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