Surveillance: Hyman's Fed Forecast
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 5 July 2023
⏱️ 50 minutes
🧾️ Download transcript
Summary
Ed Hyman, Evercore ISI Chairman & Head of Macro Economic Research, sees the Fed hiking one more time then they will be done. Thomas Tzitzouris, Strategas Head of Fixed Income Research, believes inflation expectations are bottoming for this cycle. David Lebovitz, JPMorgan Asset Management Global Market Strategist, warns against chasing the rally. Ellen Wald, Atlantic Council Senior Fellow, isn't surprised by Saudi Arabia's search for "global prestige" in the sports world, as they are "not really getting it from oil anymore." Helane Becker, TD Cowen Senior Research Analyst, discusses the airline industry following the influx of travel on July 4th.
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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. |
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| 1:25.0 | I'm Bloomberg.com, the Bloomberg Terminal, and the Bloomberg Business app. |
| 1:30.0 | We're thrilled to bring you the chairman of Evercore ISI and Hyman joins us for a mid-year update. |
| 1:36.0 | I want to do a little history of John's got six serious questions. |
| 1:39.0 | I'm calling the October bottom, the Ralph Ang Capora, Edward Yardenny Bottom. |
| 1:44.0 | Many other people were out there as optimistic, but Ed Yardenny absolutely nailed the bottom. |
| 1:51.0 | You basically gave him his job. You were at CJ Lawrence a million years ago. |
| 1:56.0 | I read your research worshipfully, and you went out the door to set up your own shop |
... |
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