Surveillance: Fed Cycle with Calvasina
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 February 2023
⏱️ 26 minutes
🧾️ Download transcript
Summary
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield Asset Management CEO, doesn't expect the Nasdaq to hit a new high this year. Julie Norman, UCL Center on US Politics Co-Director, says China has been put on the backfoot because of the balloon incident. Sarah Hewin, Standard Chartered Head of Europe & Americas Research, thinks the recovery in China will be led by consumers.
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| 0:00.0 | Bonds are back. |
| 0:03.6 | And so is all the credit. |
| 0:05.2 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.9 | From the latest trends to long-term perspectives, you'll get timely fixed income insights from |
| 0:12.1 | leading economists, research analysts, and investment professionals. |
| 0:16.2 | Whether you're new to bonds, or a seasoned investor, tune in to all the credit wherever |
| 0:20.0 | you get your podcasts. |
| 0:21.6 | This podcast is intended solely for professional investor use. |
| 0:24.3 | Performance is not a guarantee of future results. |
| 0:30.5 | The world needs solutions. |
| 0:32.1 | On October 24th at the London edition of the Bloomberg Technology Summit, join leaders, |
| 0:36.5 | innovators, and entrepreneurs to discuss technologies that are poised to solve our most pressing |
| 0:41.8 | global challenges. |
| 0:43.2 | From reducing CO2 emissions and making cities more livable to affordable healthcare and |
| 0:48.0 | combating food insecurity. |
| 0:50.2 | Executives from Deliveroo, Siemens, Graphical, and more will examine where tech innovation |
| 0:54.6 | can take us. |
| 0:55.6 | Learn more at BloombergLive.com slash tech summit 2023. |
| 1:05.6 | This is the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrow and |
| 1:10.2 | Lisa Abramowitz join us each day for insight from the best and economics geo-politics |
| 1:15.9 | finance and investment, subscribe to Bloomberg surveillance on demand, on Apple, Spotify, |
| 1:22.4 | and anywhere you get your podcasts and always on Bloomberg.com, the Bloomberg terminal, |
... |
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