Margaret Patel Sees Inflation Tapering Down Through 2022
Margaret Patel, senior portfolio manager at Allspring Global Investments, discusses inflation expectations, protection against speculation and market bubbles.
JPMorgan's Michele: Investors Will Miss Fed Bond Buying
Bob Michele, CIO of fixed income at JPMorgan Asset Management, discusses the outlook for Federal Reserve monetary policy.
Flowbank's Dwek: Inflation Will Retreat In 2022
Esty Dwek, Flowbank CIO, discusses whether inflation will be transitory or is here to stay.
Leuthold's Paulsen Sees A Good Future For Business, Investors
James Paulsen, chief investment strategist at Leuthold Group, explains his positive earnings season outlook, why he sees a future boost from household liquidity, and offers perspective on what a boom economy means in the U.S.
MetLife's Matus: Zero Rates 'Incredibly Distortive' To Economy
MetLife Investment Management Chief Market Strategist Drew Matus says higher interest rates could be a boon to baby boomers and U.S. economic growth. “Zero rates at a policy level are incredibly distortive to economic activity.”
Brookfield's Flatt Says ‘Good Time' To Be Liquidating Assets
Brookfield Asset Management CEO Bruce Flatt says it's a “very good time” to be liquidating assets. “The wedge is opening up,” Flatt said at the Bloomberg Invest Global virtual conference.
Economist Weinberg: Markets Overly Optimistic On Jobs, Policy
Carl Weinberg, chief economist and managing director at High Frequency Economics, says the Federal Reserve can't be relied on to help in the next recession as monetary policy has been exhausted by the coronavirus pandemic.
Inflation Will Fade In Mid-2022, Says JPM's Stubbs
David Stubbs, JPMorgan Chase Bank global head of market strategy, talks about investing in digital technology, earnings margins and his outlook for inflation.
Fed Is 'Adjusting The Dials' On Inflation: Pimco's Schneider
Jerome Schneider, Pimco's head of short-term portfolio management, sees inflationary trends headed downward, which will lead to the Federal Reserve raising rates in 2023.
Why Economist LaVorgna Is Worried About U.S. Growth In 2022
Joseph LaVorgna, chief economist of the Americas at Natixis CIB, explains the market signals behind his concerns about U.S. economic growth.