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Bloomberg Surveillance

Surveillance: Investors Await Fed Rate-Hike Clarit

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 24 August 2022

⏱️ 39 minutes

🧾️ Download transcript

Summary

Andrew Hollenhorst, Citi Chief US Economist, sees the Fed raising rates above 4% next year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says a Fed hike beyond 4% doesn't make sense. Tom Porcelli, RBC Capital Markets Chief US Economist, says the Fed may stop hiking by the end of the year. Seabreeze Partners President Doug Kass and Blue Ridge Capital Founder John Griffin discuss the life and legacy of Julian Robertson. 

See omnystudio.com/listener for privacy information.

Transcript

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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

0:18.3

in global capital markets. The Outthinking Investor, an award-winning

0:23.2

podcast from PGIM. This podcast is intended solely for professional

0:27.1

investor use. Past performance is not a guarantee of future results.

0:30.5

No one just watches a movie anymore. They play the video game, screen the soundtrack,

0:35.0

and binge a podcast too. Boundaries have blurred and ever-in-a-scrambling

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for one thing, screen time. Join me, Lucas Shaw, for Bloomberg Screen Time, our new LA

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event that will connect entertainment's brightest minds. We'll be interviewing guests

0:48.2

like Ted Cerandos of Netflix, Donna Langley of NBC Universal, and Arya Manual, the

0:52.9

super agent Debt and Ever. Catch it on October 11th and 12th. You can find out more at

0:57.2

BloombergLive.com slash screen time.

1:05.0

Welcome to the Bloomberg's surveillance podcast I'm Tom Keane, along with Jonathan Farrell and Lisa

1:10.9

Abramowitz. Daily, we bring you insight from the best, and economics, finance, investment,

1:16.9

and international relations. Find Bloomberg's surveillance on Apple Podcasts,

1:21.7

suncloud, Bloomberg.com, and of course, on the Bloomberg Terminal.

1:29.4

Right now, a guy's out front. This is like Bob Dylan picking up an electric gutter at Newport

1:35.2

a few years ago. Andrew Hollenhorst at Citigope had the courage to come out early and say,

1:40.9

hire rates. And everybody said, you're nuts. Now he's not nuts. Everybody's joined the party.

1:47.0

Reaffirm for us, Andrew Hollenhorst, where Mr. Powell is going right now. Give us that level

1:52.1

that we will see next year. I think we're going to be at 4% or above. And really Tom, the call

...

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