What podcasts say about Marvin Loh
Every statement, with the speaker, the exact quote and the moment it was said.
What Marvin Loh has said on podcasts
8 statements · 6 negative · 1 mixed · 1 neutral
Near-term data will cool enough for the Fed to credibly avoid hiking.
“the data will look a little bit cooler in the next couple of prints such that the Fed can avoid hiking and do it credibly.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 9:15
Softer labor and inflation data will let the Fed wait instead of hiking.
“So overall, we're likely to see an environment where the labor market data look a little bit softer from here and the inflation data also cool such that they can just sort of wait and see and therefore they don't ultimately have to hike.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 9:47
Kevin Warsh will reaffirm the 2% inflation target.
“He'll probably talk about 2% is for sure the inflation target.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 10:14
The next report will show higher unemployment and moderate payroll growth.
“In the next print, we'll probably see a bit of a tick up in the unemployment rate with payrolls running at an okay pace.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 11:03
Sluggish wage inflation is not currently feeding into inflation.
“we're in an environment where wage inflation is pretty sluggish and therefore it's not feeding into inflation.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 11:14
After Labor Day, clearer data and no Fed hike could lower yields.
“When people wake up after Labor Day, we'll probably be in an environment where the data comes more into focus, then focus on a Fed that's not likely to hike, and therefore yields can come down a bit.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 12:02
AI-related inflation remains incompletely reflected in current data.
“the biggest thing we should be watching is on the AI-related inflation because that's a piece that hasn't fully worked its way through the data at this point.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 12:56
AI-related factors could continue adding inflationary pressure.
“This is the part that could be, you know, still adding some inflationary pressure.”
Open the episode · Bloomberg Surveillance TV: August 26th, 2026Listen at 13:16
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.