What podcasts say about Jayati Bharadwaj
Every statement, with the speaker, the exact quote and the moment it was said.
What Jayati Bharadwaj has said on podcasts
13 statements · 7 positive · 4 negative · 1 mixed · 1 neutral
The Bank of Japan must raise rates in September.
“I think they have to hike in September.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 11:31
The Bank of Japan may shift to rate hikes every three months.
“Maybe now it's once every three months.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 11:44
Further Bank of Japan rate hikes are the remaining available tool to reverse yen weakness.
“the only thing left now is the BOJ rate hikes.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 12:47
An aggressive BOJ hiking signal would trigger a major carry-trade rotation.
“if the BOG signals a big hiking cycle and a big carry on wind, we actually think the next thing that will happen is a big carry rotation to different funders and, in fact, even different longs.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 13:09
Japan needs at least three rate hikes over the next nine months.
“Japan needs to go at least thrice in the next nine months.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 14:02
Persistent dollar hedging is keeping the U.S. dollar in a bearish regime.
“that's what's keeping the dollar in still somewhat of a bearish regime.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 15:00
Yen short positions have reached an extreme high not seen for three decades.
“the yen shorts have been at a three-decade extreme high.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 15:53
The South African rand has further upside potential.
“The South African brand is one which we've been flagging to clients for quite some time. I think there's still more room for the currency.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 17:04
Data-center development will increase power supply and lower local electricity prices.
“You'll have more power will be built and the price of power in your community will go down.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 21:17
Data-center companies should pay their own energy costs.
“We're going to pay for all the energy costs.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 25:10
The United States cannot afford to lose the AI race.
“There's no sort of losing the AI race, if you will.”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 25:46
AI-related construction accounts for one-third of GDP.
“a third of GDP right now is AI-related construction”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 26:16
Candidates will emerge who reconcile AI investment with public concerns.
“you will see candidates who figure out a way to thread that needle over the next few months”
Open the episode · Bloomberg Surveillance TV: September 3rd, 2026Listen at 26:29
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.