Surveillance: Inflation Hits Investor Confidence
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 October 2021
⏱️ 28 minutes
🧾️ Download transcript
Summary
Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where we’re going on some of these supply issues. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, examines inflation, stagflation, and growth expectations as he urges investors to take a broad view of economic metrics. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the permanent changes Covid-19 has made in hospitals, the use of antibiotics, and defining the long-term effects of Covid-19.
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
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| 1:05.2 | Welcome to the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrell and Lisa |
| 1:11.1 | Abralwitz. Daily we bring you insight from the best and economics, finance, investment and |
| 1:17.3 | international relations, find Bloomberg surveillance, an Apple podcast soundcloud, |
| 1:22.9 | bloomer.com and of course on the Bloomberg terminal. |
| 1:30.0 | But they don't talk to me, they just tell me what to do. |
| 1:32.1 | It's joining us now, Marketfield asset management chairman and CEO. Michael, this from Deutsche Bank, |
| 1:36.5 | consumer inflation expectations have now clearly moved out of the low inflation regime. |
| 1:42.0 | This is important, Michael. I'm not talking about hyperinflation. I'm talking about finally |
| 1:46.1 | breaking out of the low-flation regime that really played much of the last decade. Do you think we have? |
| 1:52.4 | Yes, I mean, straightforwardly. I think you have. I think it is really a very different |
| 1:57.1 | environment to anything we saw, three COVID. I mean, one of the big changes that is going to |
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