Surveillance: Rate Impact with Berro

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.8 • 1.2K Ratings

🗓️ 5 October 2023

⏱️ 41 minutes

🔗️ Recording | iTunes | RSS

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Summary

Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the economy is not going to be able to handle these rates, but the Fed will be the last to admit that. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says there's room for fixed income in portfolios. Peter Tchir, Academy Securities Head of Macro Strategy, sees concern as people question the trajectory of treasuries. Kevin Tynan, Bloomberg Intelligence, discusses the latest in the EV market, as well as UAW strikes. Rep. Bill Huizenga, (R) Michigan, expects "real trouble" if bond rates continue to go up, as the US govt faces a potential shutdown on November 17th.
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Transcript

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0:00.0	Bonds are back.
0:03.3	And so is all the credit.
0:05.0	PGM Fixed Incomes Monthly Podcast Series.
0:07.6	From the latest trends to long-term perspectives,
0:10.1	you'll get timely fixed income insights
0:12.0	from leading economists, research analysts,
0:14.4	and investment professionals.
0:16.0	Whether you're new to bonds or a seasoned investor,
0:18.4	tune in to all the credit wherever you get your podcasts.
0:21.4	This podcast is intended solely for professional investor use.
0:24.0	Past performance is not a guarantee of future results.
0:30.4	Hi, I'm Eric Schatzger,
0:31.6	the editorial director of Bloomberg New Economy.
0:34.4	At Bloomberg, we believe in the power of ideas.
0:37.3	That's why we launched Bloomberg New Economy Catalysts.
0:39.9	This global community of entrepreneurs and innovators
0:42.6	is blazing new trails in every corner of the economy,
0:45.9	like using AI to speed up supply chains
0:48.2	and saving our coral reefs with 3D printing.
0:50.5	The 2023 Catalyst class is reshaping our world
0:53.8	in radical and exciting ways.
0:55.5	Learn more about the Catalysts
	...

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