Surveillance: US Inflation Cools Sharply
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 July 2023
⏱️ 26 minutes
🧾️ Download transcript
Summary
Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion Columnist, says the latest US CPI data won't change the Fed's trajectory in the July meeting. Michael Gapen, BofA Securities Head of US Economics, sees nominal GDP growth remaining healthy until 2025. Megan Horneman, Verdence Capital Advisors Chief Investment Officer, says the Fed can't take their foot off the pedal yet. Michael Darda, MKM Partners Chief Economist & Market Strategist, discusses the US June CPI print.
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What do you see on the horizon? Uncertainty or opportunity? |
| 0:05.0 | Whatever you see at PGM, we can help you rise to the challenges of today |
| 0:10.0 | when active investing and disciplined risk management are needed most. |
| 0:14.0 | Drawing on deep expertise across the world's public and private markets |
| 0:18.0 | in pursuit of long-term returns. |
| 0:21.0 | Our investments shape tomorrow today. |
| 0:24.0 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.0 | No one just watches a movie anymore. |
| 0:32.0 | They play the video game, screen the soundtrack, and binge a podcast too. |
| 0:36.0 | Boundaries have blurred and ever-in-a-scrambling for one thing, screen time. |
| 0:40.0 | Join me, Lucas Shaw, for Bloomberg Screen Time. |
| 0:43.0 | Our new LA event that will connect entertainment's brightest minds. |
| 0:47.0 | We'll be interviewing guests like Ted Sarandas of Netflix, Donald Langley of NBC Universal, |
| 0:51.0 | and Arya Manual, the super agent Debt and Ever. |
| 0:54.0 | Catch it on October 11th and 12th. |
| 0:56.0 | You can find out more at bloomberglive.com slash screen time. |
| 1:00.0 | Music |
| 1:04.0 | This is the Bloomberg surveillance podcast I'm Tom Keane, |
| 1:08.0 | along with Jonathan Farrow and Lisa Abramowitz. |
| 1:11.0 | Join us each day for insight from the best. |
| 1:14.0 | An economics geo-politics finance and investment. |
| 1:17.0 | Subscribe to Bloomberg surveillance on demand, on Apple, Spotify, |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.

