Surveillance: Fed & Inflation With Crescenzi
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 June 2021
⏱️ 31 minutes
🧾️ Download transcript
Summary
Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Investment Committee, says the Fed "got spooked" on the hype over inflation. Gerard Cassidy, RBC Capital Markets Managing Director & Head of U.S. Bank Equity Strategy, says this pullback is a great opportunity for investors to buy bank stocks. Ben Emons, Medley Global Advisors MD of Global Macro Strategy, says an upside economic surprise may normalize rates. Jane Foley, Rabobank Head of FX Strategy, says we may see more hawkish central banks from here.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 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 | The world is more complex than ever, |
| 0:33.0 | but that complexity pushes me to look at the bigger picture. |
| 0:36.0 | I'm Emily Chang, and I cover tech, culture, innovation, |
| 0:39.0 | and the future of business for Bloomberg. |
| 0:42.0 | At Bloomberg, reporters like me dig into the context of a story |
| 0:45.0 | so you understand how it impacts you. |
| 0:48.0 | Because context changes how you see things, |
| 0:51.0 | how you change things, context changes everything. |
| 0:55.0 | Start watching my shows and more at Bloomberg.com. |
| 1:00.0 | Music |
| 1:05.0 | Welcome to the Bloomberg's surveillance podcast, |
... |
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.