Surveillance: Aggressive Cuts with Luzzetti
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 19 April 2023
⏱️ 30 minutes
🧾️ Download transcript
Summary
Matthew Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to be cutting rates more aggressively. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, discusses Morgan Stanley earnings. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, sees a return to a trading environment of higher inflation volatility. Michael O'Leary, Ryanair CEO, expects double-digit price increases for airfares this year. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
| 0:05.9 | headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking |
| 0:11.4 | Investor. Join us as we re-examine the past, present-day opportunities and future possibilities |
| 0:18.3 | in global capital markets. The Outthinking Investor, an award-winning |
| 0:23.2 | podcast from PGIM. This podcast is intended solely for professional |
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| 0:30.2 | This is Carol Maser, here to tell you about another podcast we think you'll love listening |
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| 1:05.2 | This is the Bloomberg surveillance podcast. I'm Tom Keane, along with Jonathan Farrow and Lisa |
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| 1:27.3 | Terminal, and the Bloomberg Business app. Matthew Lazzetti joins us now with |
| 1:32.0 | Deutsche Bank. And away from your archery session call, you led on that among |
| 1:36.2 | I think all of market economics. Your call for interest rates is like Richard |
| 1:42.4 | Claire is the former vice chair writing in the economist. No, we're not going to |
| 1:46.0 | get back to 2%, not back to 1. But what does our road look like with an |
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