Surveillance: US Inflation Cools
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 December 2022
⏱️ 28 minutes
🧾️ Download transcript
Summary
Matthew Luzzetti, Deutsche Bank Chief US Economist, discusses the US November CPI print and the Fed's path ahead. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says he's hesitant about market sentiment, and that this recession "is the most anticipated...of our entire lifetimes." Rep. Bill Huizenga, (R) Michigan, says he sees “a lot of question marks” around the timing of Sam Bankman-Fried’s arrest. Amrita Sen, Energy Aspects Director of Research, says China will be one of the biggest drivers of oil in 2023.
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| 1:01.0 | Welcome to the Bloomberg surveillance podcast. |
| 1:07.6 | I'm Tom Keene, along with Jonathan Farrell and Lisa Abramowitz. Daily, we bring you |
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| 1:28.3 | He has been fabulous out front on the slowdown in GDP. Matthew Lazzetti joins us with Deutsche |
| 1:34.3 | Bank with one of the great calls of 2003 or recession, but it's out there somewhere. |
| 1:39.3 | I've got to ask you your arch call. |
| 1:41.4 | How have you recalibrated your recession call and how do you recalibrate after this |
| 1:46.7 | inflation report today? Sure. First, thanks so much for having me. No doubt, you know, you look at the |
| 1:52.2 | headline numbers, you look at core, better than expected, decelerations and a number of the items. |
| 1:58.1 | I think interestingly, we didn't mention it yet, but rent to know we are, |
| 2:01.2 | we're actually strong. They rebounded and bounced back up 0.8.7%. Those are the sticky items we know are going to be there. I think in terms of, you know, the market certainly doesn't look at nuance at this point, and I think rightfully so, because it's a lower print. But if you think about some of the nuances here, Mike mentioned you have medical |
| 2:18.8 | services inflation in the CPI very, very weak. That's something that sticks with us throughout |
... |
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