Tim Adams

Jay Bryson, Wells Fargo Chief Economist, still sees the Fed hiking by 25 basis points in May following the March CPI print. Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the direction of the banking crisis is "clear" but "the magnitude is not." Adam Posen, Peterson Institute for International Economics President & former BOE Monetary Policy Committee member, discusses the problems with subsidies in global trade. Tim Adams, Institute of International Finance President and CEO & former Under Secretary of Treasury for International Affairs, says this isn't a banking crisis. Mark Kimmitt, former US Assistant Secretary of State for Political-Military Affairs & Retired Brigadier General, discusses the leak of classified documents. 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.

Bob Michele, CIO of Fixed Income at JPMorgan Asset Management, shares insights on the bond market and the expected impact of Fed policies. Tim Adams, CEO of the Institute of International Finance, discusses his talks with the US Treasury regarding the IMF's critical roles. Meghan Graper, Global Head of Debt Capital Markets at Barclays Capital, highlights the brighter side of uncertainty in investment-grade credit amid possible trade deals with China. Together, they explore the intricate dynamics of global finance and the evolving landscape of economic policy.

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.