Surveillance: Fed's Pain Threshold with Misra
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 April 2023
⏱️ 39 minutes
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Summary
Priya Misra, TD Securities Head of Global Rates Strategy, says we don't know the Fed's pain threshold and the market is going to grapple with that for the rest of the year. Daniel Ives, Wedbush Senior Equity Analyst, discusses Tesla and upcoming big tech earnings. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says a "cliff dive moment" in the second quarter is not happening. Mayra Rodriguez Valladares, MRV Associates Managing Principal, says the regional banks are preparing "at worst, for the beginning of a recession or at best, for a softening of the economy." Daniel Tannebaum, Oliver Wyman Global Anti-Financial Crime Practice Leader & Atlantic Council Senior Fellow, discuss Biden's plans to limit investment in China. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance
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| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
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| 0:30.0 | I'm Akshatrati and this summer on my podcast Zero. |
| 0:33.0 | I'm doing a series about climate storytelling, |
| 0:36.0 | how we talk about climate change and what it means for how we confront it. |
| 0:41.0 | This week, I'm interviewing Dorothy Fortenberry, executive producer of Extrapolations |
| 0:46.0 | and Apple TV Climate Show. |
| 0:48.0 | All of the current shows on TV that are taking place right now |
| 0:51.0 | that don't portray climate change, those are the science fiction shows. |
| 0:55.0 | Listen to Zero on the iHeart Radio app or wherever you get your podcasts. |
| 1:26.0 | The question has certainly shifted away from how far are they going to hike |
| 1:30.0 | to how far will they cut? |
| 1:32.0 | Pretty much, which I just now had a global rate strategy at TD Securities. |
| 1:35.0 | Priya, let's start with the economic data. |
| 1:37.0 | It's changed since we last spoke. |
| 1:39.0 | It's started to weaken. |
| 1:40.0 | That process seems to be continuing. |
... |
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