

Surveillance: Big Week for Central Banks
Sep 18, 2023
A PIMCO executive considers the US 10-year bond attractive. The European economy is compared to the US. A market strategist warns of a wage-price spiral. The Democratic party lacks a logical successor to President Biden. An energy director predicts oil will hit $100 a barrel by Halloween.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
Real Yields, Inflation, and Recession Risk
02:35 • 5min
Current state of forward rates, risk premiums, and vulnerability of credit markets
07:20 • 5min
Euro Weakness and its Impact on Tourism
12:20 • 12min
China's Domestic Financial Challenges and Global Impact
24:42 • 5min
Labor Strike Negotiations and Political Challenges
29:18 • 9min
Analysis of Crude Oil Potential and Sponsorship Announcement
38:34 • 2min