Surveillance: Peak Yields with Rajappa
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 10 April 2023
⏱️ 46 minutes
🧾️ Download transcript
Summary
Subadra Rajappa, Societe Generale Head of US Rates Strategy, says yields seem to have peaked. Peter Tchir, Academy Securities Head of Macro Strategy, says investors are being "a little too complacent" to geopolitical risks. Steven Ricchiuto, Mizuho Securities USA Chief Economist, says there is a substantial amount of firepower left in the consumer. Daniel Ives, Wedbush Senior Equity Analyst, says an EV arms race is playing out. Adam Tooze, Columbia University Professor, says a zero-rate world is off the table. Get the Bloomberg Surveillance newsletter, delivered every weekday.
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Transcript
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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. |
| 0:30.4 | This is Carol Maser, here to tell you about another podcast we think you'll love listening |
| 0:34.5 | to Bloomberg Business Week. Join us every weekday for the day's breaking |
| 0:38.0 | business, finance, tech, and entertainment news from reporters and editors who |
| 0:42.4 | bring you America's most trusted business magazine. Central banks can get |
| 0:45.8 | on top of inflation if they want to. The trend and AI models and the figures |
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| 1:23.7 | And always on Bloomberg.com, the Bloomberg terminal, and the Bloomberg Business app. |
| 1:54.5 | Right. That is guiding us towards their projections. |
| 1:56.9 | And what this market is priced for, and this market is priced for a lot of cuts. |
| 2:00.5 | And what's important here is a suction heritage of derivatives where they slice and dice |
| 2:05.2 | all of the different dynamics. So, Bob, what is the dynamic of service sector |
| 2:09.6 | inflation that you see right now? That's a very good question, Tom, because |
| 2:14.2 | the tug of war is really between the services side inflation, higher rents, |
| 2:20.1 | at least in the first half, which is not really dictated what the thinking is on CPI. |
| 2:25.6 | And this week's report in CPI is going to be very interesting because we might start seeing |
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