Surveillance: Bonds are Back, says Schneider
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 March 2023
⏱️ 40 minutes
🧾️ Download transcript
Summary
Jerome Schneider, PIMCO Head of Short Term Portfolio Management, says cash is back, bonds are back. Lindsey Piegza, Stifel Chief Economist, says we could see a 6% Fed funds rate. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, expects a steepening of the curve if the stock market "wins." Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, says Europe's economy is stronger than the US.
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Transcript
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| 0:00.0 | Bonds are back. |
| 0:03.6 | And so is all the credit. |
| 0:05.2 | 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. |
| 0:16.2 | Whether you're new to bonds, or a seasoned investor, tune in to all the credit wherever |
| 0:20.0 | you get your podcasts. |
| 0:21.6 | This podcast is intended solely for professional investor use. |
| 0:24.3 | Performance is not a guarantee of future results. |
| 0:30.7 | On October 24th, join top technology leaders, business executives, innovators, and entrepreneurs |
| 0:36.1 | in London for the Bloomberg Technology Summit. |
| 0:38.8 | How can unprecedented digitization help solve global challenges? |
| 0:43.7 | Speakers from GraphCore's Siemens, Deliveroo and Aber Voyage, will explore the rapid advance |
| 0:49.2 | of AI and green technology and delve into the escalation of cyber warfare and more. |
| 0:54.6 | Learn more at bloomberglive.com slash tech summit 2023. |
| 1:19.7 | On Apple, Spotify, and anywhere you get your podcasts and always on bloomberg.com, the |
| 1:27.0 | Bloomberg Terminal, and the Bloomberg Business App. |
| 1:30.2 | Jerome Schneider, I think he inherited Bill Gross's Monroe Trader out at PIMCO. |
| 1:34.8 | It does the short-term ballet there with a 4.87% to your yield and joins us this morning. |
| 1:41.4 | Just an open question on your desk. |
| 1:44.1 | What is the focal point within the short-term space? |
| 1:47.6 | There's a couple of focal points. |
... |
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