Surveillance: Earnings Optimism With Ward
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 August 2021
⏱️ 32 minutes
🧾️ Download transcript
Summary
Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to watch the mini virus spikes that appear in China. Stephen Stanley, Amherst Pierpont Chief Economist, expects the Fed's first rate hike to come in June 2022. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says yields belong higher.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Bonds are back. |
| 0:03.0 | And so is all the credit. |
| 0:05.0 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.0 | From the latest trends to long-term perspectives, |
| 0:10.0 | you'll get timely fixed income insights |
| 0:12.0 | from leading economists, research analysts, |
| 0:14.0 | and investment professionals. |
| 0:16.0 | Whether you're new to bonds or a seasoned investor, |
| 0:18.0 | tune in to all the credit wherever you get your podcasts. |
| 0:21.0 | This podcast is intended solely for professional investor use. |
| 0:24.0 | Past performance is not a guarantee of future results. |
| 0:30.0 | Hi, I'm Eric Schatzker, the editorial director of Bloomberg New Economy. |
| 0:34.0 | At Bloomberg, we believe in the power of ideas. |
| 0:37.0 | That's why we launched Bloomberg New Economy Catalysts. |
| 0:40.0 | This global community of entrepreneurs and innovators |
| 0:42.0 | is blazing new trails in every corner of the economy, |
| 0:45.0 | like using AI to speed up supply chains |
| 0:47.0 | and saving our coral reefs with 3D printing. |
| 0:50.0 | The 2023 Catalyst class is reshaping our world |
| 0:53.0 | in radical and exciting ways. |
| 0:55.0 | Learn more about the Catalysts and what they're doing |
| 0:57.0 | at BloombergNewEconomy.com slash Catalysts. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

