Surveillance: Recession Reset with JPM's Michele

Bloomberg Surveillance

Bloomberg

News, Business News, Investing, Business

3.8 • 1.2K Ratings

🗓️ 18 January 2023

⏱️ 37 minutes

🔗️ Recording | iTunes | RSS

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Summary

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Economist, expects stubborn and sticky inflation. Veronica Clark, Citi Economist, says the market is misinterpreting the Fed's commitment to getting rates above 5%. Fatih Birol, IEA Executive Director, says China is the oil market's biggest uncertainty.

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Transcript

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0:00.0	Bonds are back.
0:03.4	And so is all the credit.
0:05.1	PGM Fixed Incomes Monthly Podcast Series.
0:07.7	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.
0:21.5	This podcast is intended solely for professional investor use.
0:24.0	Past performance is not a guarantee of future results.
0:30.4	This is Carol Maser, here to tell you about another podcast
0:33.3	we think you'll love listening to, Bloomberg Business Week.
0:36.2	Join us every weekday for the day's breaking business,
0:38.6	finance, tech, and entertainment news from reporters and editors
0:42.4	who bring you America's most trusted business magazine.
0:44.9	Central banks can get on top of inflation if they want to.
0:48.0	The trend and AI models and the figures better.
0:50.8	It's actually just an amazing success story.
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0:56.4	or wherever you get your podcasts.
1:00.4	Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane,
	...

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