Surveillance: ECB Surprise (Podcast)
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 July 2022
⏱️ 19 minutes
🧾️ Download transcript
Summary
Vassili Serebriakov, UBS FX & Macro Strategist, says the key question for the ECB going forward is going to be the growth-inflation mix. Gilles Moec, AXA Investment Managers Chief Economist Officer, says wage growth data is going to be key for the ECB going forward. Marc Chandler, Bannockburn Chief Market Strategist, thinks the odds of both a European and US recession are increasing.
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| 1:34.0 | The city talked to me about what you think, about what we've just heard from the CCB. |
| 1:38.0 | Yeah, well, I think the market reaction makes sense. |
| 1:41.0 | We got 50 basis points, which is kind of in line with the Bloomberg story that came out a few days ago. |
| 1:48.0 | Clearly, the points that you've been making about forward guidance apply not just to ECB, |
| 1:54.0 | but to other central banks as well. |
| 1:56.0 | We've seen those quick turnarounds and changes of mind. |
... |
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