Surveillance: Labor Balance with Luzzetti
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 February 2023
⏱️ 45 minutes
🧾️ Download transcript
Summary
Matthew Luzzetti, Deutsche Bank Chief US Economist, says it's remarkable that the Fed has tightened as much as they have and you don't see the labor market coming into better balance. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees a 30% chance of recession. Lara Rhame, FS Investments Chief US Economist, says the Fed needs to move the needle on employment. Leland Miller, China Beige Book International CEO, says there will be a cyclical bounce-back in China starting in 2Q.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
| 0:05.0 | Whatever you see at PGM, we can help you rise to the challenges of today |
| 0:10.0 | when active investing and disciplined risk management are needed most. |
| 0:14.0 | Drawing on deep expertise across the world's public and private markets |
| 0:18.0 | in pursuit of long-term returns. |
| 0:21.0 | Our investments shape tomorrow today. |
| 0:24.0 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:31.0 | This is Barry Rittles here to tell you about another podcast |
| 0:34.0 | we think you'll love listening to, Masters in Business. |
| 0:38.0 | Join each week for an enlightening conversation with some of the smartest people |
| 0:42.0 | in investing and business. |
| 0:44.0 | Doing business in Europe, it's all about being local. |
| 0:46.0 | Stocks are way too cheap. |
| 0:48.0 | This is where you want to be. |
| 0:50.0 | I think life and markets are intertwined. |
| 0:52.0 | Subscribe to Masters in Business today. |
| 0:54.0 | On Apple, Spotify, or wherever you get your favorite podcast. |
| 1:00.0 | This is the Bloomberg surveillance podcast I'm Tom Keane, |
| 1:08.0 | along with Jonathan Farrow and Lisa Abramowitz. |
| 1:11.0 | Join us each day for insight from the best. |
| 1:14.0 | An economics geo-politics finance and investment. |
| 1:17.0 | Subscribe to Bloomberg surveillance on demand. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.