Surveillance: U.S. Inflation Picture with Saravelos
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 January 2022
⏱️ 31 minutes
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Summary
George Saravelos, Deutsche Bank Global Head of FX Research, says the U.S. inflation picture is very different from anything we've seen before. Sarah House, Wells Fargo Senior Economist, says the pace of Fed hiking will be a key theme at the next meeting. Nadia Lovell, UBS Senior U.S. Equity Strategist, says the recent equity market selloff "might be behind us" and that investors should take advantage of the pullback. Tina Fordham, Avonhurst Head of Global Political Strategy, says the conflict between Russia and Ukraaine is entering serious territory.
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Transcript
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| 0:00.0 | What's on the horizon for financial markets? |
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| 0:24.1 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | Welcome to the Bloomberg's surveillance podcast, I'm Tom Keane, |
| 0:38.9 | along with Jonathan Ferrell and Lisa Abramowitz. |
| 0:42.2 | Daily, we bring you insight from the best, |
| 0:45.0 | an economics finance investment and international relations |
| 0:49.0 | find Bloomberg's surveillance, an Apple podcast suncloud, |
| 0:53.0 | Bloomberg.com, and of course, on the Bloomberg terminal. |
| 0:59.6 | As far as I'm concerned, this is the domestic |
| 1:01.6 | and the finance interview of the day. |
| 1:03.1 | George Serevalos has been brilliant, feeding in all of David Fokert's |
| 1:07.8 | Landau's research at Deutsche Bank into foreign exchange research |
| 1:12.0 | in this morning, an absolutely brilliant tour |
| 1:15.2 | to force paragraph from Serevalos. |
| 1:17.6 | Let's go to it right now, and you know this, folks, |
| 1:20.5 | the real wage, it ain't happening. |
| 1:22.5 | Real wages at negative 2%, are the weakest since 2008. |
... |
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