Surveillance: Yield Curve with Peters
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 May 2023
⏱️ 41 minutes
🧾️ Download transcript
Summary
Greg Peters, PGIM Fixed Income Co-CIO, says the yield curve is already pricing in a recession. Oliver Chen, Cowen Senior Equity Research Analyst, discusses the slump in European luxury retailers. James Lucier, Capital Alpha Partners Senior Political Analyst, discusses debt-limit talks and DeSantis' potential announcement of his 2023 presidential bid on Twitter with Musk. Liz Young, SoFi Head of Investment Strategy, says the market is showing "pretty classic late cycle behavior." Doug Kass, Seabreeze Partners President, explains why he thinks the debt ceiling is a sideshow distracting investors from the seriously negative ramifications of a top heavy market.
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| 1:30.0 | Dead Limit Talks, stolen, grandpeters of PGM fixed income, |
| 1:33.0 | saying investors are paying for default protection in the near term. |
| 1:36.0 | We went out the curve somewhat as our sneaking suspicion |
| 1:40.0 | is that it will continue year after year. |
| 1:42.0 | The congressional disruption in DC is not going away anytime soon. |
| 1:47.0 | TK is this the old normal, the new normal, what do you want to call it? |
... |
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