-Mohamed El-Erian, Queens' College, Cambridge President & Bloomberg Opinion
-Katy Kaminski, AlphaSimplex Chief Research Strategist
-Gilles Moec, AXA Investment Managers Chief Economist
Mohamed El-Erian of Queens' College, Cambridge says a softening in the labor market will lead to an economic slowdown 'really quickly', and that the Fed's 2% inflation target is 'totally arbitrary.' Katy Kaminski of AlphaSimplex says treasuries no longer serve as risk-off assets during high-inflationary environments. Gilles Moec of AXA Group overviews the diverging path forward on interest rates between the ECB and the Fed, saying a June cut risks undershooting the ECB's 2% inflation target.
See omnystudio.com/listener (omnystudio.com/listener) for privacy information.
Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
Subscribe to Bloomberg Podcasts: bit.ly/BloombergPodcasts
Listen to more Bloomberg Surveillance: • Bloomberg Surveillance
#Bloomberg #Podcast #Surveillance #News #Markets
Visit us: www.bloomberg.com/podcasts
Follow Bloomberg Podcasts on Twitter: / podcasts
Visit our other KZfaq channels:
Bloomberg Television: / @markets
Bloomberg Originals: / bloomberg
Quicktake: / @bloombergquicktake
For coverage on news, markets and more: www.bloomberg.com/video