Bloomberg Surveillance

Guests Dana Peterson, Phil Orlando, Mohamed Younis, and Anna Ashton discuss topics such as US economic fragmentation, Fed rate hikes, GOP lineup, US-China relations, and export controls in China's technological development.

On this bonus episode, Odd Lots turn to Bloomberg Surveillance co-host Tom Keene and Michael McKee to discuss Federal Reserve Chair Jerome Powell's speech at the Jackson Hole conference. They explore the changes in the conference over the years, the uncertainty surrounding inflation, and the current debate on whether it will be a long-lasting issue. They also touch on the impact of the used car market on inflation and share their favorite moments at Jackson Hole.

Christine Lagarde, European Central Bank President, discusses challenges in policymaking during the pandemic, the importance of being data-dependent, monitoring wage developments, anchoring inflation expectations, and the need for new ideas in economics.

Join Tom Keene, Jonathan Ferro and Lisa Abramowicz, live From the 2023 Jackson Hole Symposium with esteemed guests including Mohamed El-Erian of Queens' College Cambridge, Tracy Alloway of Bloomberg Odd Lots, Patrick Harker of the Philadelphia Fed, Kristalina Georgieva of the IMF, and Barry Eichengreen of UC Berkeley. They discuss Chairman Powell's speech, complexities of monetary policy, housing market recovery, fracture of the global economy, and the significance of the 2% target inflation rate.

Former St. Louis Fed President Jim Bullard discusses reacceleration of the US economy. Michael Darda predicts high probability of US recession. Max Kettner highlights bearish market sentiment. Diana Amoa talks about lackluster growth outside the US.

Economists discuss idiosyncratic risk and rally in a bear market. Fed Chair Powell's role in US economy. Insights on GOP presidential debate and upcoming elections. Impact of global political and deflationary forces on inflation. Biases in consumer behavior and labor market cracks. Long-term perspectives in the global economy.

Kathryn Kaminski says a 6% 10-year yield is not crazy. Vincent Reinhart says current yield levels are sustainable. Chuck Grom says signs of a discretionary recession are emerging. David Rubenstein says fixed income returns are better than a year ago. The podcast also discusses market signals, higher rates, and the sustainability of yields, as well as the shift from services to goods and the state of pensions in the US.

Julian Emanuel says it's a market correction not an end to bull run. Amanda Lynam discusses early stages of distress cycle. William Lee talks about China needing a social safety net. Wendy Schiller discusses Gov. Ron DeSantis' position in GOP debate with Trump leading in polls.

Edward Yardeni, president of Yardeni Research, discusses the impact of bond yields. Kelsey Berro, fixed income portfolio manager at JPMorgan Asset Management, explains why now is a good time to buy fixed income. Sheila Kahyaoglu, senior equity research analyst at Jefferies, talks about declines in domestic airfares. Steve Pagliuca, senior advisor at Bain Capital, discusses the potential disruption in the premier league due to the recent Saudi investment in football.

James Athey believes credit spreads are too tight. Matthew Luzzetti expects a recession and equity market decline. Susan Thornton discusses China's need for increased household spending. Joe Feldman analyzes Walmart's lifted profit outlook due to US shoppers.