Surveillance: Positive Real Yields Unlikely, Bianco Says

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.8 • 1.2K Ratings

🗓️ 10 September 2021

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

David Bianco, DWS CIO for the Americas, says positive real yields are unlikely in the coming years. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, sees value in the long-run for big banks. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the bond market feels like a deer in the headlights waiting for more information. David Page, AXA Investment Managers Head of Macro Research, sees U.S. GDP growth at 2% in the long-term.

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1:18.0	David, does that resonate with you, sir?
1:20.0	That we could see a broadening in price pressures going into next year.
1:25.0	Yeah, I mean, it's the key debate that every central bank has to sort of focus on how persistent is this supply show.
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