Surveillance: Fed Outlook with Hatzius
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 May 2023
⏱️ 43 minutes
🧾️ Download transcript
Summary
Jan Hatzius, Chief Economist at Goldman Sachs, says the market is being overly aggressive in pricing in Fed rate cuts. Cameron Dawson, NewEdge Wealth CIO, says the risk of recession is high but we're not seeing the 'whites of the eyes' in the hard data. Peter Tchir, Head of Macro Strategy at Academy Securities, says people in Washington DC have lost focus, and there's plenty of other things we should be focusing on rather than the debt ceiling. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says that when the Fed does cut rates, they'll be cutting aggressively. Bloomberg's Annmarie Hordern talks the debt ceiling after her exclusive interview with Treasury Secretary Janet Yellen at the G7 meeting in Japan. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance
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 | This is Karen Moscow. |
| 0:32.0 | And I'm Nathan Hager, |
| 0:33.0 | here to tell you about another podcast. |
| 0:35.0 | You should be listening to Bloomberg Daybreak US Edition. |
| 0:38.0 | Every weekday morning, we bring you all the news. |
| 0:40.0 | You need to start your day in just 15 minutes. |
| 0:43.0 | Join us as we run down the top business |
| 0:45.0 | and global headlines of the morning |
| 0:47.0 | with the reach of over 2700 journalists and analysts |
| 0:50.0 | in more than 120 countries. |
| 0:52.0 | Subscribe to Bloomberg Daybreak US Edition today |
... |
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.