Meghan Robson

What Meghan Robson has said on podcasts

14 statements

1. on Corporate bond supplyNegativeSep 21, 2026· Bloomberg Surveillance

   Corporate bond supply will continue and raise credit spreads.

   “we think the supply continues and that um it starts to uh raise the floor on spreads”

   Listen at 16:11

   Open the episode · Hawkish Central Banks
2. on Credit marketsNegativeSep 21, 2026· Bloomberg Surveillance

   Credit would begin struggling after roughly five rate hikes.

   “you'd need to see five hikes before credit really started to struggle”

   Listen at 17:42

   Open the episode · Hawkish Central Banks
3. on Software earningsPositiveSep 21, 2026· Bloomberg Surveillance

   There is no evidence that AI has slowed software earnings.

   “We're not seeing fundamental evidence that software earnings have started to slow from all of this new AI.”

   Listen at 20:06

   Open the episode · Hawkish Central Banks

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.

• Sep 21, 2026AI investment lifts growth while concentrating market riskBloomberg SurveillanceSep 21, 2026Guest