Surveillance: Watch Bond Market, Calvasina Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 March 2021
⏱️ 28 minutes
🧾️ Download transcript
Summary
Lori Calvasina, RBC Capital Markets Head of Equity Strategy, says the bond rout does not erode the case for equities yet. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the cost of corporate borrowing continues to improve even though treasury yields are higher. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses the challanges surrounding vaccine distribution. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says the $1.9 trillion stimulus package is too much.
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Transcript
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| 0:00.0 | Bonds are back. |
| 0:03.3 | And so is all the credit. |
| 0:05.0 | PGM Fixed Incomes Monthly Podcast Series. |
| 0:07.6 | From the latest trends to long-term perspectives, |
| 0:10.1 | you'll get timely fixed income insights |
| 0:12.0 | from leading economists, research analysts, |
| 0:14.4 | and investment professionals. |
| 0:16.0 | Whether you're new to bonds or a seasoned investor, |
| 0:18.4 | tune in to all the credit wherever you get your podcasts. |
| 0:21.4 | This podcast is intended solely for professional investor use. |
| 0:24.0 | Past performance is not a guarantee of future results. |
| 0:30.5 | Join us in New York on November 2nd |
| 0:32.4 | for the Bloomberg Technology Transformation |
| 0:34.4 | and the Strategic Sea Suite event. |
| 0:36.6 | Join CFOs and senior leaders |
| 0:38.4 | in corporate finance and operations |
| 0:40.2 | for special evening briefing |
| 0:41.6 | to discuss the sea suite's increasingly strategic role |
| 0:44.5 | in their organization's technology transformation. |
| 0:47.5 | Companies participating include Navastar, City, |
| 0:50.4 | Highmark Health, TDBG, UPS, and many more. |
| 0:53.6 | This program is proudly sponsored by IBM. |
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