Surveillance: Market Optimism with Kaminski
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 September 2022
⏱️ 28 minutes
🧾️ Download transcript
Summary
Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, explains why he thinks yields are now reasonable. Kathryn Kaminski, Alphasimplex Group Chief Research Strategist, says she is less optimistic than the markets. Ben Hodges, Former Commanding General US Army Europe and CEPA Pershing Chair in Strategic Studies, says sanctions against Russia really are having a strong effect. Gilles Moec, AXA Investment Managers Chief Economist, says it's going to be difficult for European government to continue to accommodate the shock from rising energy prices with rising interest rates.
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Transcript
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| 0:00.0 | Bonds are back. |
| 0:03.6 | And so is all the credit. |
| 0:05.2 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.9 | From the latest trends to long-term perspectives, you'll get timely fixed income insights |
| 0:12.0 | from leading economists, research analysts, and investment professionals, whether you're |
| 0:16.4 | new to bonds or a seasoned investor, tune in to all the credit wherever you get your podcasts. |
| 0:21.6 | This podcast is intended solely for professional investor use. |
| 0:25.3 | Hi, I'm Eric Schatzker, the editorial director of Bloomberg New Economy. |
| 0:34.4 | At Bloomberg, we believe in the power of ideas. |
| 0:37.4 | That's why we launched Bloomberg New Economy Catalysts. |
| 0:40.0 | This global community of entrepreneurs and innovators is blazing new trails in every corner |
| 0:45.0 | of the economy, like using AI to speed up supply chains and saving our coral reefs with |
| 0:49.4 | 3D printing. |
| 0:50.4 | But the 2023 Catalysts class is reshaping our world in radical and exciting ways. |
| 0:55.4 | Learn more about the Catalysts and what they're doing at BloombergNewEconomy.com slash Catalysts. |
| 1:06.4 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, along with Jonathan Ferrell |
| 1:11.5 | and Lisa Abramowitz. |
| 1:13.3 | Daily, we bring you insight from the best, and economics, finance, investment, and international |
| 1:19.0 | relations, find Bloomberg's surveillance, an Apple podcast, SoundCloud, Bloomberg.com, |
| 1:25.0 | and of course, on the Bloomberg Terminal. |
| 1:30.0 | Bob Miller, head of America's fundamental fixed income, truly with decades of experience. |
| 1:36.0 | Bob Miller, what is the symbolism if the Lehman Barclays Bloomberg total return aggregate |
... |
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