What podcasts say about Elizabeth Charissa Economy

Every statement, with the speaker, the exact quote and the moment it was said.

What Elizabeth Charissa Economy has said on podcasts

16 statements · 12 positive · 2 negative · 1 mixed · 1 neutral

on Xi JinpingPositiveSep 24, 2026· Bloomberg Surveillance
Xi Jinping is now recognized globally as President Trump’s equal.
“he is now recognized as an equal to President Trump.”
Listen at 3:43
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on ChinaNegativeSep 24, 2026· Bloomberg Surveillance
China’s global rise poses challenges across trade, investment, technology, and international institutions.
“China's rise on the global stage, the range of challenges that China now poses to the United States”
Listen at 4:25
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on ChinaNegativeSep 24, 2026· Bloomberg Surveillance
China has substantial leverage over the United States through critical minerals and rare earths.
“China knows it has a chokehold on the United States around critical minerals and rare earths.”
Listen at 6:02
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Taiwan trade exposure to ChinaPositiveSep 24, 2026· Bloomberg Surveillance
Taiwan reduced its trade exposure to China from 43% to approximately 23%.
“they've taken their trade with China down from 43 to about 23 percent.”
Listen at 7:54
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on U.S.-China cooperationMixedSep 24, 2026· Bloomberg Surveillance
U.S.-China cooperation on climate and global health is possible but requires different leaders.
“We can get to that place. That will require two different leaders.”
Listen at 9:39
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on U.S.-China AI consultation mechanismPositiveSep 24, 2026· Bloomberg Surveillance
The summit may establish an AI consultation hotline and cooperation against rogue AI actors.
“I think that's a takeaway and it's important.”
Listen at 10:35
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on U.S.-China tariffsPositiveSep 24, 2026· Bloomberg Surveillance
The summit may reduce or eliminate tariffs on $30 billion of goods per side.
“Maybe we'll get some progress on the board of trade, you know, sort of reducing or zeroing out tariffs on 30 billion dollars worth of goods on each side”
Listen at 10:41
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on U.S.-China tariffsPositiveSep 24, 2026· Bloomberg Surveillance
The summit may reduce or eliminate tariffs on $30 billion of goods per side.
“reducing or zeroing out tariffs on 30 billion dollars worth of goods on each side”
Listen at 10:45
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Fixed incomePositiveSep 24, 2026· Bloomberg Surveillance
Fixed income currently offers abundant investment opportunities.
“opportunities abound in fixed income. Honestly, this is the place to be.”
Listen at 25:24
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Bond demandPositiveSep 24, 2026· Bloomberg Surveillance
Demand for bonds will increase as yields rise to attractive levels.
“there's going to be a point where demand is really going to fill in there.”
Listen at 25:55
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Corporate credit spreadsPositiveSep 24, 2026· Bloomberg Surveillance
Corporate credit spreads are likely to remain tight because fundamentals are strong.
“we think that there's scope for that to continue for the spreads to continue to be tight here.”
Listen at 27:04
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Fixed-income investingPositiveSep 24, 2026· Bloomberg Surveillance
Fixed-income investors should remain active and selective in choosing credit exposures.
“you have to stay active, meaning you have to be selective. You have to pick your spots.”
Listen at 27:19
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Bond yieldsPositiveSep 24, 2026· Bloomberg Surveillance
Current bond yields strongly predict future fixed-income returns.
“getting in at today's yields is a very strong predictor of what your future return stream would be.”
Listen at 28:32
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Artificial IntelligenceNeutralSep 24, 2026· Bloomberg Surveillance
AI is the key theme driving fixed-income market activity.
“AI is obviously the key theme that's driving everything.”
Listen at 29:30
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on Higher-quality investment-grade creditPositiveSep 24, 2026· Bloomberg Surveillance
Strong fundamentals support reducing the portfolio’s underweight in higher-quality investment-grade credit.
“we've been closing that overweight because we're comfortable with the fundamentals”
Listen at 30:09
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff
on economic growthPositiveSep 24, 2026· Bloomberg Surveillance
Underlying economic growth strengthens fundamentals and increases bond-paying cash flows.
“if you look at the underlying growth, that means fundamentals are strong and cash flows are increasing, which that's ultimately what pays your bond.”
Listen at 30:30
Open the episode · UNGA, Trump-Xi, and a Global Bond Selloff

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.