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Surveillance: Inflation Trades with Golub (Podcast)

Surveillance: Inflation Trades with Golub (Podcast)

FromBloomberg Surveillance


Surveillance: Inflation Trades with Golub (Podcast)

FromBloomberg Surveillance

ratings:
Length:
36 minutes
Released:
May 20, 2022
Format:
Podcast episode

Description

 Jonathan Golub, Credit Suisse Chief Equity Strategist, says tech stocks will continue to struggle as long as we're in a high-inflation environment. Kwasi Kwarteng, UK Business & Energy Secretary, warns energy companies they may face a windfall tax if they don’t “step up” on new investments. Savita Subramanian, Bank of America Securities US Equity & Quantitative Strategy Head, says a lot of the bad news is priced in to the markets, but the worst is not yet behind us. John Ryding, Brean Capital Chief Economic Advisor, says the Fed doesn't know what it's going to take to get inflation back down to the 2% level. 

See omnystudio.com/listener for privacy information.
Released:
May 20, 2022
Format:
Podcast episode

Titles in the series (100)

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.