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Bloomberg Surveillance

Surveillance: Soft Landing with Oppenheimer

Bloomberg Surveillance

Bloomberg

News, Business News, Investing, Business

3.81.2K Ratings

🗓️ 27 January 2023

⏱️ 32 minutes

🧾️ Download transcript

Summary

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for bonds. Ray Farris, Credit Suisse Chief Economist, says inflation could return if oil gets above $100 per barrel. Richard Haass, Council on Foreign Relations President, says he is worried about an American version of the Irish troubles. 

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Transcript

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0:00.0

Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic

0:05.8

headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking

0:11.3

Investor. Join us as we re-examine the past, present-day opportunities and future possibilities

0:18.3

in global capital markets. The Outthinking Investor, an award-winning

0:23.2

podcast from PGIM. This podcast is intended solely for professional

0:27.1

investor use. Past performance is not a guarantee of future results.

0:30.4

This is Carol Maser, here to tell you about another podcast we think you'll love listening

0:34.5

to Bloomberg Business Week. Join us every weekday for the day's breaking

0:38.0

business, finance, tech, and entertainment news from reporters and editors who

0:42.4

bring you America's most trusted business magazine. Central banks can get

0:45.8

on top of inflation if they want to. The trend in AI models is the bigger is better.

0:50.7

It's actually just an amazing success story. Subscribe to Bloomberg Business Week

0:54.5

today on Apple, Spotify, or wherever you get your podcasts.

1:05.1

This is the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrow and Lisa

1:10.3

Abramowitz. Join us each day for insight from the best and economics geopolitics,

1:15.8

finance, and investment. Subscribe to Bloomberg surveillance on demand on Apple, Spotify,

1:22.1

and anywhere you get your podcasts. And always, I'm Bloomberg.com, the Bloomberg

1:27.4

Terminal, and the Bloomberg Business app. Joining us now from our offices in London,

1:33.7

John Phil, John Eurexan is changed this week. It's worse than normal.

1:38.6

It just to be clear, I am funded in dollars, Tom, for the tenth time, and that's where I

1:42.1

pay taxes as well. I want to clear that up. And for the second point, I'll make Tom,

1:45.5

the chance of us only here to warm up the seat for Peter Oppenheimer,

...

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