Surveillance: Inflation Debate With Dan Fuss
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 February 2021
⏱️ 37 minutes
🧾️ Download transcript
Summary
Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says a pullback may be coming in April. Democratic Congressman Dwight Evans of Pennsylvania, says the vaccine rollout is moving in the right direction. Diane Swonk, Grant Thornton Chief Economist, says growth this year could be the strongest since 1984. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Disney+ adoption has been stronger than imagined.
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Transcript
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| 0:00.0 | Join us in New York on November 2 for the Bloomberg Technology |
| 0:03.2 | Transformation and the Strategic Sea Suite event. |
| 0:06.2 | Join CFOs and senior leaders in corporate finance and operations |
| 0:09.9 | for special evening briefing to discuss the sea suite's |
| 0:12.6 | increasingly strategic role in their organization's technology transformation. |
| 0:17.1 | Companies participating include Navistar, City, |
| 0:20.0 | Heimarchel, TDBag, UPS, and many more. |
| 0:23.3 | This program is proudly sponsored by IBM. |
| 0:25.9 | Register at BloombergLive.com slash transformation slash radio. |
| 0:30.0 | Music |
| 0:40.0 | Welcome to the Bloomberg surveillance podcast I'm Tom Keane. |
| 0:43.5 | Daily we bring you insight from the best in economics finance investment |
| 0:48.1 | and international relations. |
| 0:49.9 | Find Bloomberg surveillance on Apple podcasts, |
| 0:52.9 | SoundCloud Bloomberg.com, and of course, on the Bloomberg. |
| 0:57.6 | Daniel Fuss joins us from LumaSales, their vice chairman, |
| 1:01.3 | and truly someone who invented the modern bond business. |
| 1:05.4 | Dan Fuss, you are the one that told us to forget about yield |
| 1:10.8 | by depressed price bonds. |
| 1:13.6 | There will be credit improvement. |
| 1:16.0 | And the bonds will appreciate for total return. |
| 1:19.5 | You can't do that anymore, can you? |
... |
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