Surveillance: U.S. Inflation With Kelly
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 August 2021
⏱️ 33 minutes
🧾️ Download transcript
Summary
David Kelly, JPMorgan Asset Management Chief Global Strategist, reacts to U.S. inflation data. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, investment in people and infrastructure will drive productivity more than investment in technology. Patrick Palfrey, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist, says strong sales should keep margin pressure under control. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, says brick-and-mortar retail is back. Nicolas Aguzin, HKEX Chief Executive, says the IPO pipeline is at record levels.
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| 0:00.0 | Bonds are back. |
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| 0:05.1 | PGM Fixed Incomes Monthly Podcast Series. |
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| 0:30.4 | Hi, I'm Eric Schatzker, the editorial director of Bloomberg New Economy. |
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| 1:06.3 | Welcome to the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Ferrell |
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| 1:30.8 | David Kelly joins us now with JP Morgan Asset Manages, his work as a global economist |
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