← Eric Winograd

What podcasts say about Eric Winograd

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

What Eric Winograd has said on podcasts

10 statements · 1 positive · 9 negative

  1. on Interest rateNegativeSep 30, 2026· Bloomberg Surveillance

    Positive economic data would push interest rates higher.

    “if everything is looking positive, I think you can expect that rates continue to move higher.”

    Listen at 2:51

    Open the episode · PCE, Yields, and the Tech Trade
  2. on Housing inflationNegativeSep 30, 2026· Bloomberg Surveillance

    Housing disinflation is largely finished this year.

    “the disinflation there is largely done for this year”

    Listen at 3:24

    Open the episode · PCE, Yields, and the Tech Trade
  3. on InflationNegativeSep 30, 2026· Bloomberg Surveillance

    Inflation is currently moving in the wrong direction.

    “All of this says inflation is moving in the wrong direction.”

    Listen at 4:12

    Open the episode · PCE, Yields, and the Tech Trade
  4. on U.S. labor marketPositiveSep 30, 2026· Bloomberg Surveillance

    Labor-market indicators show little weakness.

    “it's really hard to find any weakness”

    Listen at 4:52

    Open the episode · PCE, Yields, and the Tech Trade
  5. on Canadian employment under tariffsNegativeSep 30, 2026· Bloomberg Surveillance

    Current tariffs could reduce Canadian employment by up to 90,000 jobs.

    “we do think it could. reduce employment there up to about 90,000 jobs.”

    Listen at 5:52

    Open the episode · PCE, Yields, and the Tech Trade
  6. on Pre-tariff inventoriesNegativeSep 30, 2026· Bloomberg Surveillance

    Pre-tariff inventories will continue drawing down for one or two quarters.

    “we still think you have about a quarter or two of inventory drawdown.”

    Listen at 6:23

    Open the episode · PCE, Yields, and the Tech Trade
  7. on Federal ReserveNegativeSep 30, 2026· Bloomberg Surveillance

    Rate hikes will not resolve the current inflation and consumer pressures.

    “you have forces at play that aren't going to be resolved by a hiking cycle.”

    Listen at 9:30

    Open the episode · PCE, Yields, and the Tech Trade
  8. on Non-mortgage personal interest paymentsNegativeSep 30, 2026· Bloomberg Surveillance

    Non-mortgage interest payments at 2.8% have preceded recessions.

    “when you've hit 2.8% of that non-mortgage personal interest payment, we've gone into recession.”

    Listen at 10:20

    Open the episode · PCE, Yields, and the Tech Trade
  9. on Consumer credit-card spendingNegativeSep 30, 2026· Bloomberg Surveillance

    Continued credit-card spending will further strain consumers.

    “this is going to continue to squeeze them.”

    Listen at 10:58

    Open the episode · PCE, Yields, and the Tech Trade
  10. on One-year-forward crude oilNegativeSep 30, 2026· Bloomberg Surveillance

    One-year-forward crude prices are rising aggressively.

    “year forward crude is now moving up quite aggressively.”

    Listen at 27:46

    Open the episode · PCE, Yields, and the Tech Trade

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.

Eric Winograd: what podcasts say · PodLume