Surveillance: Fed Day with Lacker

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 26 January 2022

⏱️ 33 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jeffrey Lacker, Former Richmond Fed President, expects inflation to be 4% or higher in 2022. Bob Michele, JPMorgan Asset Management CIO & Head of Global Fixed Income, Currency & Commodities, thinks the Fed is going to have to hike 25 basis points at every meeting. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says Fed quantitative tightening doesn't necessarily mean higher yields. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, is expecting a pretty dramatic downward move in the U.S. economy in the first quarter.

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Transcript

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0:00.0	Bonds are back.
0:03.0	And so is all the credit.
0:05.0	PGM Fixed Incomes Monthly Podcast Series.
0:07.0	From the latest trends to long-term perspectives,
0:10.0	you'll get timely fixed income insights
0:12.0	from leading economists, research analysts,
0:14.0	and investment professionals.
0:16.0	Whether you're new to bonds or a seasoned investor,
0:18.0	tune in to all the credit wherever you get your podcasts.
0:21.0	This podcast is intended solely for professional investor use.
0:24.0	Past performance is not a guarantee of future results.
0:31.0	Music
0:35.0	Welcome to the Bloomberg's surveillance podcast,
0:37.0	I'm Tom Keane,
0:39.0	along with Jonathan Ferrell and Lisa Abramowitz.
0:42.0	Daily, we bring you insight from the best,
0:45.0	an economics, finance, investment,
0:47.0	and international relations to find Bloomberg's surveillance.
0:51.0	An Apple podcast, SunClaude,
0:53.0	Bloomberg.com, and of course,
0:55.0	on the Bloomberg Terminal.
1:00.0	We get informed by a gentleman from the Richmond Fed.
	...

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