Bloomberg
Summers Fears Ukraine Crisis Could Blunt Fed's Inflation Fight
Former U.S. Treasury Secretary Lawrence Summers says the Federal Reserve shouldn't shift its policy stance due to the Russia-Ukraine crisis after falling "far behind the curve" on containing inflation. "The danger is that 'team...
Bloomberg
Manulife IM Sees 'Insufficient' Policy Support in China
Sue Trinh, head of global macro strategy for Asia at Manulife Investment Management, discusses central banks' efforts in fighting inflation, the US dollar's strength, and the implications for financial markets. She also talks about the...
Bloomberg
Euro Zone May Be at Risk of Stagflation: ECB's Centeno
Bank of Portugal governor and European Central Bank governing council member Mario Centeno says that in spite of the war in Ukraine, "the traction of growth that the economy was following will prevail." Still, "a scenario close to...
Bloomberg
Stagflation Among Key Market Risks, Manulife IM's Trinh Says
Sue Trinh, head of of global macro strategy Asia at Manulife Investment Management HK Ltd., discusses inflation in the U.S., its implications for Federal Reserve policy and financial markets. She also talks about the opportunities she...
Bloomberg
Societe Generale Lam on China's Pro-growth Policies
Societe Generale Greater China Economist Michelle Lam says broad-based easing will be needed in China, not only on fiscal but also monetary side. Societe Generale expects another 50bp RRR cut and 10bp policy rate cut in 1H22. Lam speaks...
Bloomberg
Bridgewater's Karniol-Tambour Sees 'Echoes of 1973' in Current Market
Karen Karniol-Tambour, co-CIO for sustainability at Bridgewater Associates, says current economic and financial conditions echo those of the 1970s, when high inflation was coupled with a geopolitical shock. "It really to me echoes of...
Bloomberg
The War in Ukraine's Effect on Inflation
Former U.S. Treasury Secretary Lawrence H. Summers says it's vital that the Federal Reserve isn't swayed by the Russia-Ukraine crisis as a reason to hold off on adopting restrictive monetary policy in order to quell a decades-high pace...
Bloomberg
Nouriel Roubini Sees Global Debt Trap Driving Inflation
Sep.21 -- Nouriel Roubini, CEO at Roubini Macro Associates, discusses the impact of global fiscal and central bank policy on inflation, economic growth, and inequality. He speaks on "Bloomberg Surveillance."
Bloomberg
Nouriel Roubini Says a Stagflationary Debt Crisis Is on the Way
Jul.28 -- Nouriel Roubini, CEO at Roubini Macroassociates, discusses his stagflation concerns as he sees the potential for 1970’s-style inflation. He speaks on “Bloomberg Surveillance.”
Bloomberg
Greenspan Sees Signs of Stagflation, Threats to U.S. Economy
Nov.14 -- Former Federal Reserve Chairman Alan Greenspan tells David Rubenstein that rising deficits and debt are already showing signs of eroding U.S. growth and that he sees indications of stagflation -- a stagnant economy saddled with...
Bloomberg
Mashreq Capital's Kettlewell: Energy Crisis Adds Stagflation Risk
"Bloomberg Daybreak: Middle East" live from Dubai, connects Asian markets to the European opens. With Manus Cranny, Yousef Gamal El-Din and Simone Foxman, the show focuses on global macro issues with a Middle Eastern context. Oliver...
Bloomberg
Morgan Stanley’s Kushma Sees Yields, Rates Capped in Short-Term
Michael Kushma, global fixed income CIO at Morgan Stanley Investment Management, expects above trend growth and no stagflation for next year and sees yields and interest rates capped in the short term. He speaks on “Bloomberg...
Bloomberg
Bernstein Asia Rupal Agarwal on Global Markets
Bernstein Asia Quantitative Strategist Rupal Agarwal discusses her market outlook and investment strategy. Rupal
looks at markets very differently through the lens of quants. She speaks with Juliette Saly and Rishaad Salamat on...
Bloomberg
Rabobank's Every on Inflation, Stagflation, Deflation
Apr.06 -- Michael Every, Rabobank Head of Asia-Pacific Financial Markets Research discusses stimulus and inflation. He speaks with Yousef Gamal El-Din and Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
Central Banks Are Poorly Equipped to Supply Chain Shock: Panmure Gordon's French
Panmure Gordon Chief Economist Simon French says "This is a supply side story and central banks are really poorly equipped" to deal with this. He joins Bloomberg Surveillance to discuss U.K. inflation data, Jens Weidmann’s departure and...
Bloomberg
Legal & General's Roe on Price Pressure, Tight Labor Market
John Roe, head of multi-asset funds at Legal & General Investment Management, discusses inflation with Bloomberg's Anna Edwards and Mark Cudmore on "Bloomberg Markets: European Open." (Source: Bloomberg)
Bloomberg
Peter Fisher Is Worried About a ‘Mini-Stagflation Economy’
Nov.05 -- Dartmouth Tuck School Clinical Professor Peter Fisher says the U.S. economy may not be as strong as people think as he discusses a steepening of the yield curve and noise in the dollar. He speaks on "Bloomberg Markets."
Bloomberg
World Bank's Malpass 'Worried' About Stagflation Persistence
World Bank President David Malpass discusses the impact of inflation on global economic growth, China, and monetary policy from the Federal Reserve Bank of Kansas City's annual gathering in Jackson Hole, Wyoming.
Bloomberg
Fed Has Courage to Act on Inflation, Glenn Hubbard Says
Columbia Professor of Economics Glenn Hubbard discusses Federal Reserve policy on "Bloomberg Surveillance."
Bloomberg
Das: High Market Volatility to Continue
Let's get to Arnab Das, Global Market Strategist at Invesco discusses his market outlook. He speaks with Yousef Gamal El-Din Manus Cranny on "Bloomberg Daybreak: Middle East."
Bloomberg
El-Erian Sees Stagflation Scenario for US Economy
Mohamed El-Erian, a Bloomberg Opinion contributor, says "notably low" US economic growth will lag below the level needed to offset the impact of ongoing inflation. "That's too low for the stage of where we are in the economy, " he says...
Bloomberg
Goldman Taking More Constructive View on Southeast Asia
Tim Moe, chief Asia-Pacific equity strategist at Goldman Sachs, discusses the outlook for the region's economies, markets, and the opportunities he sees. He also talks about the Bank of Japan's policy and the yen with Haidi Stroud-Watts...
Bloomberg
El-Erian Says US Stagflation Is 'Unavoidable'
Mohamed El-Erian, chief economic advisor at Allianz and Bloomberg Opinion columnist, says markets have not yet priced in a significant slowdown in growth as he sees stagflation "unavoidable" for the US economy. He speaks with Francine...