Understand What You're Investing In, Rhodes Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 14 February 2018
⏱️ 32 minutes
🧾️ Download transcript
Summary
John Ryding, Founder of RDQ Economics, thinks the stimulus we're getting is pretty unprecedented. Gideon Rose, Foreign Affairs Magazine Editor, says we're getting a global lesson in comparative politics right now. Frances Donald, Manulife Asset Management Senior Economist, says to pay attention to the retail sales number. Bill Rhodes, Citigroup Former Vice Chairman, thinks some investors have gone overboard because they didn't want to be left out.
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| 0:00.0 | Business stories aren't just about business. They're also about policy, politics, finance, and more. |
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| 0:24.7 | Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
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| 1:09.6 | It's US inflation data which drops alongside US retail sales and I'm really pleased to walk |
| 1:15.1 | us through it we've got John Riding the founder of RDQ economics with us around a |
| 1:19.6 | table in New York is it the most important inflation print ever John Riding? |
| 1:24.7 | In a word no. In a word no. And honestly as concerned as I am in the medium term |
| 1:31.1 | about the inflation potential with trillion dollar fiscal deficits and policy, |
| 1:36.1 | monetary policy still too easy. This backup in bond deals has not been primarily an inflation story. |
| 1:44.0 | We've moved up, |
| 1:46.0 | 5 8th of the move up in bond deals |
| 1:49.0 | has been on higher real yields, |
| 1:52.0 | not on inflation break-evens. |
... |
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