Bloomberg Surveillance

Bloomberg Surveillance TV: April 18, 2024

Apr 18, 2024

IIF President Tim Adams discusses global economic uncertainties, UBS Chief US Economist predicts Fed interest rate hikes despite strong US growth, and Dutch Central Bank President Klaas Knot talks about ECB's position on disinflation. The podcast delves into geopolitical risks impacting the economy, Treasury yields, Fed policies, ECB monetary stance, and historical examples of interest rates influencing inflation.

20:13

Creator website

Episode guests

Klaas Knot

Jonathan Pingle

Tim Adams

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Episode notes

Podcast summary created with Snipd AI

Quick takeaways

Geopolitical uncertainties overshadow global economic calculations, emphasizing caution and preparedness.

Financial firms are hedging against risks from geopolitical tensions, highlighting the importance of energy price stability in manufacturing.

Deep dives

US Economy Growth Exceeding Expectations Amid Global Geopolitical Risks

Despite the US economy surpassing growth expectations, global geopolitical risks, including wars in Europe and the Middle East, are creating uncertainty. Concerns about a dangerous world with tensions affecting the Asia Pacific region have led to heightened preparation for potential economic impacts. While the US economy's robust performance is commendable, the looming geopolitical uncertainties emphasize the need for caution and preparedness.

Introduction

2min

Navigating Geopolitical Risks in a Shifting Economy

7min

Analysis of Treasury Yields, Rate Hikes, and Fed's Stance

2min

Comparing ECB and U.S. Monetary Policy

5min

Debate on Interest Rates and Inflation with Historical Examples

2min

Navigating Rate Cuts and Potential Rate Hikes

4min

Insights on Economic Slowdown and Rate Cut Timing amid Political Uncertainty

4min

-Tim Adams, IIF President
-Jonathan Pingle, Chief US Economist, UBS
-Klaas Knot, Dutch Central Bank President & European Central Bank Governing Council Member

IIF President Tim Adams says geopolitical uncertainties, including the US presidential election, are overwhelming global economic calculations. UBS Chief US Economist Jonathan Pingle says the 'extraordinary pace of growth' in the US may lead the Fed to raise interest rates, but still expects two cuts this year. Dutch Central Bank President Klaas Knot says the ECB is 'confident that the overall picture is one of disinflation.'

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