Surveillance: JPM's Michele on the Fed

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 28 September 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.

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Transcript

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0:00.0	Hi, I'm Lisa Mateo, introducing you to the new Stockmovers report from Bloomberg.
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1:00.0	This is the Bloomberg surveillance podcast.
1:07.3	I'm Tom Keane, along with Jonathan Farrow and Lisa Abramowitz, join us each day for insight from the best and economics, geopolitics, finance, and investment.
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1:24.5	And always, on Bloomberg.com, the Bloomberg Terminal, and the Bloomberg bloomberg.com the bloomberg terminal and the bloomberg business app in
1:31.4	2011 I joined a guy named mohammed al arian on the stage at the fixed income analyst society
1:40.4	as he was wandered into the Hall of Fame of fixed income folks.
1:45.0	On Wall Street, this is like a genuormous deal.
1:48.0	Names like Dan Fuss of Luma Sales.
1:51.0	Ed Altman, who was one of my first, the Z score and all that.
1:55.0	A guy named Fibosi, it was inflicted upon us at gunpoint to read this.
2:00.0	Roger Ferguson, he did okay, and every other name.
2:03.6	It's a who's who here, a fixed income.
2:05.9	There's a new name.
	...

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