Surveillance: Recession Risk with Dutta
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 April 2022
⏱️ 28 minutes
🧾️ Download transcript
Summary
Neil Dutta, Renaissance Macro Head of U.S. Economic Research, says the risk of recession in the U.S. is no higher than it normally is. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says rates can still move higher from here. Jonathan Fenby, Author of "The History of Modern France," says the conventional center-left, center-right division on which the Fifth Republic of France has lasted for the past 50 years or more is now destroyed. Ellen Wald, Atlantic Council Senior Fellow, says the war in Ukraine has given Iran an advantage in selling oil.
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
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| 1:05.0 | Welcome to the Bloomberg's surveillance podcast I'm Tom Keane, |
| 1:08.7 | along with Jonathan Ferrell and Lisa Abralwitz. Daily we bring you insight from the best |
| 1:14.8 | and economics finance investment and international relations find Bloomberg's surveillance |
| 1:20.6 | on Apple Podcasts SoundCloud, Bloomberg.com and of course on the Bloomberg Terminal. |
| 1:30.0 | Neil Dotto with Economic Forecast out 100 years joined this now head of U.S. |
| 1:34.7 | Economic Research Renaissance macro and he has been a strident optimist through gloomy times. |
| 1:41.4 | Neil what does the gloom coup get wrong on this Monday morning? |
| 1:46.7 | Well first I mean I think it's important to recognize that the recession chatter is ubiquitous. |
| 1:51.9 | I mean it's everywhere I think I was reading an article in the economist talking about |
| 1:55.6 | recession risk rising obviously we're seeing a number of major sell side research houses |
| 2:02.1 | you know mark up their expectations or probabilities for recession. |
... |
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