Surveillance: Flight to Quality with Singh

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.8 • 1.2K Ratings

🗓️ 11 October 2023

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Daleep Singh, PGIM Fixed Income Chief Global Economist, says there's been a flight to quality as markets wade through the "fog of war." Julie Norman, UCL Centre On US Politics Co-director, says Israel faces a challenging path forward as they respond to the attacks by Hamas. Torsten Slok, Apollo Global Management Chief Economist, says the Fed is succeeding with their tightening and that the economy is moving towards a faster slowdown. Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, says markets can rip from here and sees a 4,600 S&P by year-end. Alix Steel, Bloomberg News and Julian Lee, Bloomberg News, discuss Exxon to buy Pioneer for $60B.
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Transcript

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0:00.0	What do you see on the horizon? Uncertainty or opportunity?
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1:54.0	National Security experts debating whether the U.S. has sufficient throughput capacity to bank Ukraine, Israel and possibly Taiwan.
2:07.0	In a simultaneous and extended conflict scenario, the unanimous and emphatic answer from experts is no.
2:13.0	Which underscores the likelihood of a period of fiscal dominance in which deficits are mostly disregarded and interest rates must adjust to a higher equilibrium.
2:23.0	The Chief Global Economist and PGM Fixed Income joined us right now.
2:27.0	Do you want to catch up with you, sir, what a difficult time.
2:30.0	I'm going to lean a little bit on your experience in the administration along the way in this conversation as well.
2:34.0	Paul Tudor Jones caught up with a regional business news network called CNBC in the last 24 hours.
2:40.0	You might have heard of Paul, I'm not sure about the network.
	...

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