Surveillance: Zentner's Fed call
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 July 2023
⏱️ 50 minutes
🧾️ Download transcript
Summary
Ellen Zentner, Morgan Stanley Chief US Economist says it would take a payroll print of less than 100,000 and a downside surprise in CPI for the Fed to not hike in July. Tony Crescenzi, PIMCO Market Strategist says the US is in a growth recession today. Anna Han, Wells Fargo Securities says it's time to take some profits on your winners. Jim Bianco, Bianco Research President says rates are going to continue to drift higher. Isaac Boltansky, BTIG Director of Policy Research says the bar is low for US-China talks.
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