Surveillance: Recession Forecast Loh

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 16 May 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

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Summary

Marvin Loh, State Street Senior Global Macro Strategist, says a recession is unavoidable. Tiffany Wilding, PIMCO Economist says the consumer is hanging in there following retail sales data. Lindsay Rosner, Portfolio Manager at PGIM Fixed Income says the inflation battle is not over, and says a move into fixed income makes sense. Chuck Grom of Gordon Haskett warns of a "discretionary recession" in retail. Isaac Boltansky, BTIG Director for Policy Research says hearings rarely change policy ahead of the Senate hearing on the failures of SVB and Signature Bank. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

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Transcript

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0:00.0	What's on the horizon for financial markets?
0:03.6	At PGM, it's a question that over 1,400 investment professionals relentlessly research
0:09.7	in pursuit of your long-term goals.
0:12.8	Specialized across asset classes, but united in collaboration,
0:17.1	our teams provide global and local expertise.
0:20.7	Our investments shape tomorrow, today.
0:24.1	Pissue your tomorrow with PGM, a leading global asset manager.
0:30.0	I'm Akshatrati and this summer on my podcast Zero,
0:33.4	I'm doing a series about climate storytelling,
0:36.3	how we talk about climate change and what it means for how we confront it.
0:40.8	This week, I'm interviewing Dorothy Fortenberry, executive producer of extrapolations
0:45.7	and Apple TV climate show.
0:47.6	All of the current shows on TV that are taking place right now that don't portray climate change,
0:53.0	those are the science fiction shows.
0:54.7	Listen to Zero on the iHeart Radio app or wherever you get your podcasts.
1:25.2	I'm Bloomberg.com, the Bloomberg Terminal and the Bloomberg Business Out.
1:30.0	Marvin Loewen joins us now.
1:31.2	Senior Global Macro Strategist at State Street.
1:33.2	Marvin, wonderful to have you with us on a program.
1:35.2	Tom wanted to talk about the note from Sok Jen's kit juke this morning.
1:38.0	He said this,
1:38.9	US data will dominate sentiment and will probably deliver solid retail sales,
	...

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