What podcasts say about Geoffrey Yu

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

What Geoffrey Yu has said on podcasts

7 statements · 4 positive · 2 negative · 1 mixed

on Brent crude oilPositiveSep 22, 2026· Bloomberg Surveillance
Brent near 100 would benefit the ECB
“if we can, especially for Europe, if we can have, let's say, Brent at about 100, that will do the ECB a lot of good”
Listen at 2:46
Open the episode · Bloomberg Surveillance TV: September 22nd, 2026
on Chinese energy demandPositiveSep 22, 2026· Bloomberg Surveillance
Soft Chinese energy demand is helping the global economy
“soft Chinese demand is sort of helping the global economy in this respect”
Listen at 3:05
Open the episode · Bloomberg Surveillance TV: September 22nd, 2026
on European interest ratesPositiveSep 22, 2026· Bloomberg Surveillance
European rate markets have scope for positive surprises
“there is some scope for some positive surprises”
Listen at 4:11
Open the episode · Bloomberg Surveillance TV: September 22nd, 2026
on Central-bank rate hikesNegativeSep 22, 2026· Bloomberg Surveillance
Markets should not price three or four hikes within six months
“don't price in, let's say, three hikes, four hikes over the next six months or so. That is far too aggressive.”
Listen at 5:03
Open the episode · Bloomberg Surveillance TV: September 22nd, 2026
on Central-bank disciplineMixedSep 22, 2026· Bloomberg Surveillance
Central-bank discipline could improve risk appetite despite higher risk premiums
“If that discipline comes through, then I think we can create a, yes, higher risk premium, but a better risk appetite”
Listen at 5:10
Open the episode · Bloomberg Surveillance TV: September 22nd, 2026
on France-Germany bond spreadNegativeSep 22, 2026· Bloomberg Surveillance
The France-Germany spread will persist until the presidential election
“that spread now, for the time being, at least until the presidential election, is going to stay in place”
Listen at 7:54
Open the episode · Bloomberg Surveillance TV: September 22nd, 2026
on European fiscal rulesPositiveSep 22, 2026· Bloomberg Surveillance
European countries need fiscal rules during the energy crisis
“You need fiscal rules, I think.”
Listen at 8:30
Open the episode · Bloomberg Surveillance TV: September 22nd, 2026

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.