Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low for a sustained amount of time.” Seema Shah, Principal Global Investors Senior Global Investment Strategist, says emerging markets are slightly more stable than we've been used to in recent years. George Goncalves, MUFG Head of U.S. Macro Strategy, says inflation could fast forward the Fed's timeline.

<p>Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy &amp; Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low for a sustained amount of time.” Seema Shah, Principal Global Investors Senior Global Investment Strategist, says emerging markets are slightly more stable than we've been used to in recent years. George Goncalves, MUFG Head of U.S. Macro Strategy, says inflation could fast forward the Fed's timeline.</p>

The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF. 

<p>The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: <a href="http://bit.ly/3P7nstQ" data-destination="rte:bind">http://bit.ly/3P7nstQ</a>. Watch Surveillance Radio LIVE weekday mornings: <a href="http://bit.ly/3vTiACF" data-destination="rte:bind">http://bit.ly/3vTiACF</a>. </p>

Tom Keene and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment.

Bloomberg Surveillance

Surveillance: Cash Over Bonds, Goldman Says

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/b44da6e3-19dc-45c4-a1b7-ae270043f6bf/transcript

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