Surveillance: I Don't Think Inflation Is Dead, Hatzius Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 April 2019
⏱️ 20 minutes
🧾️ Download transcript
Summary
Jose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Economics and Markets Research, doesn't think inflation is dead. Dan Tannebaum, PwC United States Principal and Global Sanctions Leader, thinks it's unlikely that Iran closes the Strait of Hormuz. Lindsey Piegza, Stifel Chief Economist, predicts negative economic growth in 2020.
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| 0:00.0 | The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day. |
| 0:05.7 | However, we can create spaces where people can freely kick the tires of their preconceived notions. |
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| 0:43.6 | Daily, we bring you insight from the best in economics, finance, investment, and international |
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| 1:00.3 | Here in New York, Jose Raskate, us now, HSBC Chief Investment Strategist at |
| 1:04.7 | HSBC Private Bank Americas. |
| 1:07.1 | Jose, great to catch up with you. |
| 1:08.4 | Walk us through that take. |
| 1:09.6 | Well, I think if you look at where we are, |
| 1:11.6 | you know, clearly the Fed had a tremendous effect on emerging markets last year on markets and on the economy and as a result |
| 1:18.0 | We feel the Fed is patient or on hold this year |
| 1:24.8 | So no question about it and we think that's positive for markets. But largely priced in at this point so we're over to the fundamentals, |
| 1:28.7 | cycle, earnings, how constructive are you on those two things? Well, for us, it's those two things, right? |
| 1:34.0 | An improving economy after Q1 is going to be weak, we think, 1.6%, |
... |
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