Surveillance: Fed Tightening with Luzzetti

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 19 January 2022

⏱️ 27 minutes

🔗️ Recording | iTunes | RSS

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Summary

Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says the Fed needs to tighten to rein in demand. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, explains why he expects the U.S. to under-perform this year. Leslie Falconio, UBS Financial Services Head of U.S. Fixed-Income Asset Allocation, says the Fed's tightening cycle will last longer than the market is expecting. David Rubenstein, Carlyle Group Co-Founder and Co-Chairamn and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Ford Foundation President Darren Walker.

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Transcript

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0:00.0	What do you see on the horizon? Uncertainty or opportunity?
0:05.0	Whatever you see at PGM, we can help you rise to the challenges of today
0:10.0	when active investing and disciplined risk management are needed most.
0:14.0	Drawing on deep expertise across the world's public and private markets
0:18.0	in pursuit of long-term returns.
0:21.0	Our investments shape tomorrow today.
0:24.0	Pissue your tomorrow with PGM, a leading global asset manager.
0:30.0	Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane,
0:39.0	along with Jonathan Farrell and Lisa Abramowitz.
0:42.0	Daily, we bring you insight from the best,
0:45.0	an economics finance investment and international relations
0:49.0	to find Bloomberg's surveillance, an Apple podcast suncloud,
0:53.0	Bloomberg.com, and of course, on the Bloomberg terminal.
0:59.0	The homework of David Fulkert's Landows' work at Deutsche Bank
1:03.0	is to have a group of economists, people that battle, decide,
1:07.0	and then do acute, published research.
1:10.0	John Farrell, no exception here in the last couple of weeks,
1:14.0	is Mr. Hooper and Mr. Lazzetti have looked at the movement that we will see
1:18.0	and particularly the rate and rates of change that we will see.
1:22.0	John, very happy to say the match on just now, Tom.
1:24.0	Matt Lazzetti at Deutsche Bank. Matt, let's start there.
1:26.0	The work out going into the weekend with Peter Hooper.
	...

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