Surveillance: Beware Bonds, Holland Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 December 2021
⏱️ 31 minutes
🧾️ Download transcript
Summary
Michael Holland, Holland & Company President, says to beware the bond market. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, doesn't expect Biden's Build Back Better plan to have a material impact on the Fed's path. Jane Foley, Rabobank FX Strategy Head, says the move up in the dollar may not last. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair, stresses the importance of improving Covid testing.
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Transcript
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| 0:00.0 | Bonds are back. |
| 0:03.5 | And so is all the credit. |
| 0:05.1 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.9 | From the latest trends to long-term perspectives, you'll get timely fixed income insights from |
| 0:12.1 | leading economists, research analysts, and investment professionals, whether you're new |
| 0:16.5 | to bonds or a seasoned investor, tune in to all the credit wherever you get your podcasts. |
| 0:21.6 | This podcast is intended solely for professional investor use. |
| 0:24.3 | The performance is not a guarantee of future results. |
| 0:35.4 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, along with Jonathan Ferrell |
| 0:40.7 | and Lisa Abramowitz. |
| 0:42.4 | Daily, we bring you insight from the best, an economics, finance, investment, and international |
| 0:48.2 | relations. |
| 0:49.2 | To find Bloomberg's surveillance, an Apple podcast soundcloud, Bloomberg.com, and of course, |
| 0:55.4 | on the Bloomberg terminal. |
| 1:00.4 | Let's talk about inflation. |
| 1:01.4 | Mike Holland, chairman of Holland and company joins us this morning to do just that and |
| 1:06.8 | to expand the conversation from there. |
| 1:08.8 | Mike, good to speak to you. |
| 1:09.8 | Thanks for joining us here on Bloomberg TV. |
| 1:12.4 | What do you think central bank policy can do against inflation right now? |
| 1:15.8 | Because you say ahead of our conversation in your notes, you say there's too much money |
| 1:19.0 | chasing too few goods, and so that makes me realize that the taper can't do much about |
... |
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