Surveillance: Stepping on Brakes with Slok

Bloomberg Surveillance

Bloomberg

Business, Investing, News, Business News

3.8 • 1.2K Ratings

🗓️ 8 September 2023

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

Torsten Slok, Apollo Global Management Chief Economist, says the Fed is stepping harder on the brakes. Earl Davis, BMO Asset Management Head of Fixed Income & Money Markets, doesn't expect any Fed hikes next year. Pierre Ferragu, New Street Research Head of Global Technology Infrastructure, says China has to be very careful with what they do with Apple because China depends on Apple for many things. Steven Major, HSBC Global Head Of Fixed Income Research, says yields will probably go sideways. Anna Ashton, Eurasia Group Director China Corporate Affairs and US-China, says the China slowdown is systemic.
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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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1:30.5	Torston's lock of a pile of global management was on Williams R-Start. Torston, I was
1:36.1	absolutely thunderstruck by the responses. Camp Many out at 4% leaf
1:41.7	Farage in a three-handle and even you going all on anchor on Williams and
1:47.0	suggesting we go from this 2% Nirvana up to something higher, under 3% but
1:52.8	something higher. How does our world change if we get a new
1:57.4	interest rate regime out there somewhere? Well, I do think a very important
2:01.4	implication is that then the cost of capital will be higher.
2:04.9	The cost of capital will be higher for companies, the cost of borrowing,
	...

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