Surveillance: Recession Call with Rhame
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 July 2023
⏱️ 38 minutes
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Summary
Lara Rhame, FS Investments Chief US Economist, still expects a recession but says it doesn't have to be severe. Phil Camporeale, JPMorgan Asset Management Multi-Asset Portfolio Manager, says his recession probability has dropped to 25% from 40% in March. Claudia Sahm, Former Federal Reserve Economist, Sahm Consulting Founder & Bloomberg Opinion Columnist, says everything is puzzling with the Fed. Brent Schutte, Northwestern Mutual Wealth Management Chief investment Officer, expects a short and shallow recession. Jonathan Miler, Miller Samuel President & CEO, says housing prices will rise more than people think.
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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. |
| 0:30.6 | Are you rich? |
| 0:31.8 | That's a good question. |
| 0:33.2 | Is it about what you have in the bank or your 401k? |
| 0:36.8 | Should you buy a place where you live or hold off? |
| 0:39.8 | And if you build, could sand shortages in Singapore |
| 0:42.7 | impact prices in Connecticut? |
| 0:44.5 | At Bloomberg, we see wealth as more than just money. |
| 0:47.5 | Our coverage looks at wealth from every angle |
| 0:50.0 | so you can make smarter decisions. |
| 0:52.2 | Bloomberg wealth. |
| 0:53.1 | All you need to know about wealth. |
... |
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