Surveillance: Era of Moderation with Mahajan
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 January 2022
⏱️ 34 minutes
🧾️ Download transcript
Summary
Mona Mahajan, Edward Jones, Senior Investment Strategist, expects to see an era of moderation in 2022. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, expects to see weaker growth in the U.S. this year. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, expects to see omicron peaking in weeks, no months. Henry Rome, Eurasia Group Global Macro Director & Deputy Head of Research, says Iranian leadership today is rational in the way it pursues its policies. Kumar Galhotra, Ford Americas & International Markets Group President, says demand is there for electric vehicles.
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Transcript
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| 0:00.0 | What's on the horizon for financial markets? |
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| 0:30.2 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:38.8 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.1 | Daily, we bring you insight from the best, |
| 0:44.9 | an economics finance investment and international relations |
| 0:48.9 | find Bloomberg's surveillance, an Apple podcast suncloud, |
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| 1:23.0 | Thanks, John. Happy new year. |
| 1:24.8 | Look, I think the good news for investors is this bull market probably does have some legs, |
| 1:30.2 | but what we're calling for is an era of moderation in 2022. |
| 1:34.1 | So for us, that means not only moderating economic and earnings growth, |
| 1:39.1 | moderating inflation to some extent, moderating fed policy support, |
| 1:43.8 | but it also means moderating returns. |
| 1:46.0 | So we do expect S&P returns to be more in line with earnings growth, |
| 1:50.8 | which we see as single digits this year, |
| 1:54.2 | but expect a little bit more volatility. |
... |
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