logo
episode-header-image
Jun 2023
19m 16s

Bloomberg Economics’ Anna Wong on Fed Ja...

BLOOMBERG INTELLIGENCE
About this episode

The Federal Reserve may not hike the additional 50 bps shown in the infamous “Dot Plot” at the June monetary policy meeting, Bloomberg Economics’ Chief US Economist Anna Wong remarks. She joins Bloomberg Intelligence’s Chief US Rates Strategist Ira Jersey on this Macro Matters edition of the FICC Focus podcast to recap the FOMC meeting and discuss her views for the future. Wong still expects a mild recession in 2H, thinks the Fed will maintain interest rates near the peak and that balance-sheet reduction will continue into next year. She also believes Chairman Jerome Powell’s press conference was relatively neutral, though the dot plot was hawkish.

Up next
Yesterday
Investor Survey, Trade War and Dollar, 2H Outlook: Credit Crunch
Credit and high yield had a good 1H, shaking off tariffs and a spread rout with a strong recovery. Will 2H be as strong, and why? Thomas Samson, high yield portfolio manager at Muzinich & Co., joins Mahesh Bhimalingam, Bloomberg Intelligence’s global head of credit strategy, on t ... Show More
38m 58s
Jul 3
Rates Volatility With Quadratic’s Davis: All Options Considered
Rates volatility has compressed with the Fed on hold and mean reversion of yields, but exhibited a bumpy path in 1H. In this edition of the All Options Considered podcast, BI’s chief global derivatives strategist Tanvir Sandhu is joined by Nancy Davis, founder of Quadratic Capita ... Show More
12m 54s
Jul 2
Euro-Dollar 2H Bullish View May Get Cyclical Support: FX Moment
The nearly 15% euro-dollar rally in 1H was fueled largely by dollar weakness and a potentially bullish cyclical case for the euro — especially expectations for a supportive fiscal and monetary policy mix — which may continue to support the outlook into 2H. Bloomberg Intelligence’ ... Show More
28m 27s
Recommended Episodes
Sep 2023
US Federal Reserve held off from interest rate rise
The US Federal Reserve held interest rates unchanged but projected a further rise by the end of the year. The Fed is keeping monetary policy significantly tighter than previously expected in 2024. (Picture: Federal Reserve Chair Powell Holds A News Conference Following The Federa ... Show More
50m 11s
Feb 2019
LendingTree's Kapfidze: The Fed may have made a mistake this week
Tendayi Kapfidze, chief economist at LendingTree, said in the Big Interview that he thinks the Fed may have overreacted to increased market volatility by signalling that it may put off further rate hikes. Now the market is reacting like they won't happen, which could lead to trou ... Show More
59m 12s
Oct 2023
BONUS: Fed Chair Jerome Powell Talks Fed Rates Outlook
Speaking at the Economic Club of New York, Federal Reserve chair Jerome Powell suggested the Fed could hold interest rates steady again at its next meeting. But, he warned a future hike isn't out of the question. Powell sat down for an exclusive conversation with Bloomberg Wall S ... Show More
37m 52s
Dec 2022
Where Things Stand Now With Inflation and the Fed
Last week was a big one. On Tuesday, we got a CPI report that came in substantially cooler than expected. Then on Wednesday, the Fed hiked 50 basis points, which was a step down from the series of 75 basis point hikes that we had been getting at recent meetings. So where do thing ... Show More
49m 37s
Jan 2024
Macy’s Rejects $5.8 Billion Takeover Offer From Investors
Watch Carol and Tim LIVE every day on YouTube: http://bit.ly/3vTiACF.      Bloomberg Intelligence Senior Retail Analyst Mary Ross Gilbert discusses Macy’s saying that it isn't interested in a bid from Arkhouse Management Co. and Brigade Capital Management to take over the retaile ... Show More
45m 56s
Aug 2023
IBKR's Sosnick: Inflation is here until something breaks
Steve Sosnick, chief market strategist at Interactive Brokers, says investors should be thinking defensively and looking at dividend stocks rather than hoping that central bankers will pivot and start cutting rates to boost the market, because he thinks the Fed will stick with hi ... Show More
1 h
Sep 2022
U.S. Economy: The Fed Continues to Fight Inflation
After another Fed meeting and another historically high rate hike, it’s clear that the Fed is committed to fighting inflation, but how and when will the real economy see the effects? Chief Cross-Asset Strategist Andrew Sheets and Global Chief Economist Seth Carpenter discuss. --- ... Show More
7m 37s
Sep 2017
Fed Should Get Out of the Business of Setting Rates, Forbes Says
Steve Forbes, chairman and editor-in-chief of Forbes Media, says the Federal Reserve should let borrowers and lenders set interest rates. Until then it's still the Fed, and Carl Riccadonna, the chief U.S. economist at Bloomberg Intelligence, gives his outlook for rate increases. ... Show More
31m 23s
Nov 2022
Fed Chair says inflation fight far from over
The US Federal Reserve Chair Jerome Powell on Wednesday announced a 0.75% jump in interest rates, suggesting future increases could be smaller. Emergency warnings have been triggered in Japan as North Korea launches a ballistic missile. It marks a further increase in tensions on ... Show More
50m 17s
Oct 2023
The Big Bond Market Event Wednesday Is at Treasury, Not the Fed
Bloomberg News Chief Correspondent for Global Macro Markets Liz McCormick explains why the Federal Reserve’s policy statement is setting up to be the No. 2 event on Wednesday, with investor focus instead likely to be on the Treasury Department’s new borrowing plan, due hours ahea ... Show More
30m 25s