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Bloomberg Surveillance

Surveillance: China Growth with Emanuel

Bloomberg Surveillance

Bloomberg

News, Business News, Investing, Business

3.81.2K Ratings

🗓️ 10 January 2023

⏱️ 38 minutes

🧾️ Download transcript

Summary

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the team expects 6.2% GDP growth in China this year. Max Kettner, HSBC Chief Multi-Asset Strategist, says that the drop in recession calls for Europe could continue over the next couple weeks. Lindsey Piegza, Stifel Chief Economist, says the Fed will raise rates higher. Olivier Blanchard, Peterson Institute for International Economics Senior Fellow & Author, "Fiscal Policy Under Low Interest Rates", says inflation is too high and we need to slow down the economy a bit. 

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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

0:12.0

from leading economists, research analysts, and investment professionals, whether you're

0:16.4

new 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

Performance is not a guarantee of future results.

0:54.3

Apple, Spotify, or wherever you get your favorite podcasts.

1:05.2

Welcome to the Bloomberg's surveillance podcast I'm Tom Keane, along with Jonathan Farrell

1:10.4

and Lisa Abramowitz.

1:12.2

Daily we bring you insight from the best, an economics, finance, investment, and international

1:17.8

relations to find Bloomberg's surveillance.

1:20.6

An Apple podcast, SoundCloud, Bloomberg.com, and of course, on the Bloomberg terminal.

1:29.4

I'm looking at Jürgen Emmanuel and he's just itching to jump in on this.

1:32.7

Jürgen, dip and rip, I think my Wilson and Morgan stand the last yesterday.

1:36.2

No, we don't do this for Ed Heiman.

1:37.4

I wouldn't do this for anyone else.

1:38.6

We're going to come up this year.

1:39.6

We're going to come up this year.

1:40.6

We're going to come up this year.

1:41.6

Oh, yeah.

...

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