Om episode
Marvin Loh, State Street Senior Global Macro Strategist, says a recession is unavoidable. Tiffany Wilding, PIMCO Economist says the consumer is hanging in there following retail sales data. Lindsay Rosner, Portfolio Manager at PGIM Fixed Income says the inflation battle is not over, and says a move into fixed income makes sense. Chuck Grom of Gordon Haskett warns of a "discretionary recession" in retail. Isaac Boltansky, BTIG Director for Policy Research says hearings rarely change policy ahead of the Senate hearing on the failures of SVB and Signature Bank. Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance See omnystudio.com/listener for privacy information.