Surveillance: ECB Policy with Ladha
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 February 2022
⏱️ 29 minutes
🧾️ Download transcript
Summary
Shahid Ladha, BNP Paribas Head of G10 Rates Strategy Americas, says the ECB should embrace the opportunity to exit negative interest rates. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the market valuation story is back. Janet Henry, HSBC Global Chief Economist, says it wouldn't be unusual to see the yield curve reach some kind of inversion with more monetary tightening. Angela Stent, Brookings Institution Nonresident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says diplomacy with Russia seems to be stalling.
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| 0:00.0 | What's on the horizon for financial markets? |
| 0:03.6 | At PGM, it's a question that over 1,400 investment professionals relentlessly research |
| 0:09.7 | in pursuit of your long-term goals. |
| 0:12.8 | Specialized across asset classes, but united in collaboration, |
| 0:17.1 | our teams provide global and local expertise. |
| 0:20.7 | Our investments shape tomorrow, today. |
| 0:24.1 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:38.8 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.0 | Daily, we bring you insight from the best, |
| 0:44.8 | an economics finance investment and international relations |
| 0:48.8 | find Bloomberg's surveillance, an Apple podcast suncloud, |
| 0:52.8 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 0:58.9 | Let's get right to an advanced for global Wall Street, |
| 1:01.2 | the story of this February. |
| 1:03.2 | We can do this with Saeed Lada, head of G10 rate strategy at America's at BNP Perry |
| 1:09.4 | about Saeed. |
| 1:10.0 | I love your research note. |
| 1:11.3 | And what I know there is a migration from four to six rate hikes in the United States. |
| 1:17.5 | What do you need to see to ever go more from six to eight rate hikes? |
| 1:24.1 | Absolutely. |
| 1:25.0 | Thank you, Tom, and thank you for having me. |
... |
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