Surveillance: Inflation Expectations with Rajan (Podcast)
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 May 2022
⏱️ 33 minutes
🧾️ Download transcript
Summary
Raghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the market believes the Fed is serious about inflation. Angela Stent, Brookings Nonresident Senior Fellow & “Putin’s World” author, says Putin's army is over-extended. Barton Crockett, Rosenblatt Securities Tech Analyst, doesn't see Elon Musk backing down from the Twitter deal. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, says a soft landing will be tough for the Fed to achieve. Mike Schumacher, Wells Fargo Head of Rates and Macro, says the market has to price in a lot more Fed tightening.
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
| 0:05.9 | headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking |
| 0:11.4 | Investor. Join us as we re-examine the past, present-day opportunities and future possibilities |
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| 1:24.6 | On the Bloomberg Terminal. Right now, we are thrilled to bring to you |
| 1:32.8 | a Ragan Rajan. He is, of course, at the University of Chicago-Boost School. He is, of course, |
| 1:37.5 | a former Reserve Bank of India Governor, but also one of the most prescient students of |
| 1:43.1 | American culture and our future. We're thrilled that Dr. Rajan could join Bloomberg this |
| 1:48.2 | morning. Ragan, I want to go back to, I think it was 2012, and you're post-mortem in the |
| 1:55.0 | corporation and finance where you talked about the near death experience of 2008. How |
| 2:01.2 | close are we to that now? When you look at the unique challenges every central bank happens, |
| 2:08.1 | including the work at Bank of India 10 days ago, I will say, how close are we to a 2022 |
| 2:16.9 | near death experience? Well, every sort of episode is different, of course. I think we are |
| 2:27.7 | not as fearful of the banking sector this time because of substantially more capital in that sector. |
... |
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