Surveillance: Economic Cycle With Crescenzi
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 26 October 2021
⏱️ 27 minutes
🧾️ Download transcript
Summary
Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos, JPMorgan Investment Mgmt. Global Market Strategist, expects deceleration in China to continue. Regina Mayor, KPMG Global Head of Energy, says not to count out the energy industry. Thierry Wizman, Macquarie Group Global Interest Rates & Currencies Strategist, says the definition of transitory has been changing.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
| 0:05.9 | headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking |
| 0:11.4 | Investor. Join us as we re-examine the past, present-day opportunities and future possibilities |
| 0:18.3 | in global capital markets. The Outthinking Investor, an award-winning |
| 0:23.2 | podcast from PGIM. This podcast is intended solely for professional |
| 0:27.1 | investor use. Past performance is not a guarantee of future results. Join us in Toronto on |
| 0:31.6 | October 19th for Bloomberg's intelligent automation briefing about |
| 0:35.4 | transformation in a time of uncertainty. During a special evening event, |
| 0:39.6 | top business and IT executives will gather to explore ways in which intelligent |
| 0:44.2 | automation can offset economic pressures and help organizations thrive by |
| 0:48.9 | enhancing operational efficiencies and stakeholder value. This program is |
| 0:53.6 | proudly sponsored by IBM. Register at BloombergLive.com slash automation slash radio. |
| 1:05.1 | Welcome to the Bloomberg's surveillance podcast I'm Tom Keane, along with Jonathan Farrell and Lisa |
| 1:11.0 | Abralwitz. Daily we bring you insight from the best. An economics finance |
| 1:16.2 | investment and international relations find Bloomberg's surveillance. An Apple podcast |
| 1:22.1 | SoundCloud, Bloomberg.com and of course on the Bloomberg Terminal. |
| 1:30.2 | Tony Prissenti, joining us now, markets, strategist and portfolio manager at PIMCO. Tony, |
| 1:34.8 | this cycle is moving so quickly. That's the story at the epicenter of your outlook with you and |
| 1:39.0 | the team right now. Can you just walk us through how you're thinking about the world around us at the |
| 1:42.2 | moment? Well, when we talk, like to talk about the yield curve and the yield curve movement, |
| 1:48.2 | I speech this idea of a fast-moving cycle. It does seem like the economic cycle is moving at |
| 1:52.9 | warp speed. Think about it. We're probably at mid-cycle, meaning look at the unemployment rate |
... |
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.

