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Bloomberg Surveillance TV: September 26, 2024
Manage episode 442085292 series 1504388
-Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.
See omnystudio.com/listener for privacy information.
Capítulos
1. Bloomberg Surveillance TV: September 26, 2024 (00:00:00)
2. Marker 03 (00:08:40)
3. Marker 04 (00:13:42)
3395 episódios
Manage episode 442085292 series 1504388
-Evan Brown, UBS Asset Management Portfolio Manager-Jay Bryson, Wells Fargo Chief Economist-Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager
Evan Brown of UBS thinks the bar is "very low" for the Fed to keep doing 50bps cuts. JPMorgan's Kelsey Berro thinks the Fed has justification to "cut 100 to 150 basis points just on the improvement of inflation". Jay Bryson of Wells Fargo reacts to US weekly jobless claims, saying he sees a 30% to 35% risk of recession in the next 12 months.
See omnystudio.com/listener for privacy information.
Capítulos
1. Bloomberg Surveillance TV: September 26, 2024 (00:00:00)
2. Marker 03 (00:08:40)
3. Marker 04 (00:13:42)
3395 episódios
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