Surveillance: Peak Inflation With Carpenter
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 September 2021
⏱️ 26 minutes
🧾️ Download transcript
Summary
Seth Carpenter, Morgan Stanley Chief Global Economist, says inflation has probably peaked. Ben Laidler, EToro Global Markets Strategist, sees the S&P at over 5,000 in the next year. Savita Subramanian, Bank of America Securities Head of U.S. Equity & Quantitative Strategy, explains why she raised her S&P target from 4250 from 3800. Holger Schmieding, Berenberg Chief Economist, reacts to the ECB decision.
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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 | The world needs solutions. On October 24th at the London edition of the Bloomberg |
| 0:34.5 | Technology Summit join leaders, innovators and entrepreneurs to discuss |
| 0:38.2 | technologies that are poised to solve our most pressing global challenges. From |
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| 1:04.5 | Welcome to the Bloomberg's surveillance podcast I'm Tom Keane along with |
| 1:09.5 | Jonathan Ferrell and Lisa Abramowitz. Daily we bring you insight from the best |
| 1:14.5 | and economics, finance, investment and international relations. Find Bloomberg |
| 1:20.0 | surveillance, an Apple podcast suncloud, Bloomberg.com and of course on the |
| 1:25.5 | Bloomberg Terminal. When you are deputy director of monetary affairs at the |
| 1:32.5 | Fed, you are known to write short sharp notes. Seth Carpenter has been acclaimed |
| 1:37.3 | at doing that across Wall Street for years and he joins us for his first |
| 1:41.2 | Bloomberg conversation, Chief Global Economist at Morgan Stanley. Seth |
| 1:45.8 | congratulations on your new position. You got to go fly fishing with Alan |
... |
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