Surveillance: One Year of War in Ukraine
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 February 2023
⏱️ 38 minutes
🧾️ Download transcript
Summary
Yuriy Sak, Advisor to Ukraine Defense Minister, says Ukraine is fighting a smarter war. Alina Polyakova, Center for European Policy Analysis President & CEO and Johns Hopkins School of advanced International Studies Professor, thinks the war in Ukraine could end this year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, thinks the Fed is near the end of their rate hike cycle and that yields will eventually have to go lower. Max Kettner, HSBC Chief Multi Asset Strategist, says US equities are in a tough spot. Mickey Levy, Berenberg Capital Markets Senior Economist and Visiting Scholar at Stanford University’s Hoover Institution, says the Fed should hike 50 basis points at the next meeting.
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
| 0:05.8 | headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking |
| 0:11.3 | 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. |
| 0:30.8 | This is Barry Rittles here to tell you about another podcast we think you'll love |
| 0:35.2 | listening to. Masters in Business. Join each week for an enlightening conversation |
| 0:40.2 | with some of the smartest people in investing and business. Doing business in |
| 0:44.8 | Euro, it's all about being local. Stocks are way too cheap. This is where you want to be. |
| 0:49.0 | I think life and markets are intertwined. Subscribe to Masters in Business today. On Apple, |
| 0:54.6 | Spotify or wherever you get your favorite podcast. |
| 1:25.0 | I'm Bloomberg.com, the Bloomberg terminal, and the Bloomberg business app. We've taken great |
| 1:30.5 | pride with a titanic effort of our booking team to bring you experts on Ukraine. I speak of |
| 1:37.1 | the generals of the American military, General Hodges, General Kimmit. Thank you so much for |
| 1:42.8 | joining us, people in diplomacy, such as Ambassador Hoss, and we move that forward today with |
| 1:48.2 | Yuri Sack. He is advisor to Ukraine's defense minister, but far more is steeped in the diplomacy |
| 1:55.7 | linkage to military effort, if you will, from diplomacy to attack and defense. Mr. Sack, |
| 2:03.4 | thank you so much for joining us today. It will be a spring war. It will be on the ground |
| 2:10.6 | in mud. How do you foresee that tanks will be utilized? Good morning, Tom, and thank you for |
| 2:17.1 | inviting me. Now, we have said long time ago that with the courage and determination of the |
| 2:24.3 | Ukrainian armed forces, we were able to, and of course with the help of the military assistance |
... |
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