Surveillance: Hollenhorst on Soft Landing

Bloomberg Surveillance

Bloomberg

News, Business News, Business

4 • 1.1K Ratings

🗓️ 11 August 2023

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Andrew Hollenhorst, Citi Chief US Economist, doesn't think the US is headed to a soft landing. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says the markets are enamored with Europe, China. Joe Feldman, Telsey Advisory Group Senior Research Analyst and Assistant Director of Research, discusses upcoming retail earnings from Walmart and Target. Rep. French Hill, (R) Arkansas, says the House is behind the curve here.
Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance

See omnystudio.com/listener for privacy information.

Transcript

Click on a timestamp to play from that location

0:00.0	What do you see on the horizon? Uncertainty or opportunity?
0:05.0	Whatever you see at PGM, we can help you rise to the challenges of today
0:10.0	when active investing and disciplined risk management are needed most.
0:14.0	Drawing on deep expertise across the world's public and private markets
0:18.0	in pursuit of long-term returns.
0:21.0	Our investments shape tomorrow today.
0:24.0	Pissue your tomorrow with PGM, a leading global asset manager.
0:30.0	This is Karen Moscow.
0:32.0	And I'm Nathan Hager, here to tell you about another podcast.
0:35.0	You should be listening to Bloomberg Daybreak US Edition.
0:38.0	Every weekday morning we bring you all the news you need to start your day in just 15 minutes.
0:43.0	Join us as we run down the top business and global headlines of the morning
0:47.0	with the reach of over 2700 journalists and analysts in more than 120 countries.
0:52.0	Subscribe to Bloomberg Daybreak US Edition today on Apple, Spotify, Bloomberg.com or wherever you get your podcast.
1:22.0	And anywhere you get your podcast and always on Bloomberg.com, the Bloomberg Terminal and the Bloomberg Business App.
1:30.0	Unset right now is our interview of the day for those of you concerned about the persistency of inflation.
1:36.0	Andrew Hollenhorst is chief US economist at Citigroup and has been shockingly prescient about elevated inflation,
1:43.0	not only in America, but for Citigroup worldwide as well.
1:47.0	Andrew, I want to go back to yesterday's free-for-all on one year, six months, three months, one month, annualized.
1:54.0	John's beautiful job there on PPI seriously, the granularity of the data.
1:58.0	Are we getting way too granular here, Andrew? Are we so desperate that we're just looking at every single T-Leaf?
2:05.0	Well, I really think you have to do both here, Tom.
	...

Transcript will be available on the free plan in -599 days. Upgrade to see the full transcript now.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.