What podcasts say about Rebecca Patterson

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

What Rebecca Patterson has said on podcasts

46 statements · 8 positive · 33 negative · 4 mixed · 1 neutral

on Central-bank policyNegativeOct 2, 2026· Bloomberg Surveillance
Central-bank policy cannot directly create additional oil or semiconductor supply.
“central bank policy changes can't create a barrel of oil. They can't create more chips”
Listen at 9:50
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on Central-bank policyNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
Central-bank policy cannot directly create oil or semiconductor supply
“a lot of the pressure coming in are supply shocks and central bank policy changes can't create a barrel of oil, they can't create more chips, etc.”
Listen at 9:52
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on AI-driven economic growthNegativeOct 2, 2026· Bloomberg Surveillance
AI-driven growth is not translating into an equivalent number of jobs.
“it's not necessarily translating into an equal number of jobs.”
Listen at 10:33
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on AI SpendingMixedOct 2, 2026· Bloomberg Daybreak: US Edition
AI-related capital expenditure boosts growth without proportionate job creation
“So you've got this boost to growth, but as we just saw, it's not necessarily translating into an equal number of jobs.”
Listen at 10:36
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on Data-center constructionNegativeOct 2, 2026· Bloomberg Surveillance
Data-center construction is contributing to construction-worker shortages elsewhere.
“you don't have enough construction workers because they're all building data centers.”
Listen at 10:55
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on AI data-center construction and Treasury yieldsNegativeOct 2, 2026· Stock Movers
Data-center construction diverts workers and debt issuance pressures Treasury yields higher
“you don't have enough construction workers because they're all building data centers. You have pressure higher on Treasury yields because you are now competing with all that debt.”
Listen at 11:01
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on Data-center constructionNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
Data-center construction is diverting construction workers from other activity
“you don't have enough construction workers because they're all building data centers.”
Listen at 11:01
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Government bond yieldsNegativeOct 2, 2026· Bloomberg Surveillance
Government bond yields are structurally resetting higher in a higher-for-longer regime.
“we are in a higher for longer regime. I think government bond yields again across a number of markets are resetting higher structurally.”
Listen at 11:51
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on Interest rateNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
Interest rates are in a higher-for-longer regime
“Yes, I think we are in a higher-for-longer regime.”
Listen at 11:56
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on Government bond yieldsNegativeOct 2, 2026· Stock Movers
Government bond yields are structurally resetting higher in a higher-for-longer regime
“I think we are in a higher-for-longer regime. I think government bond yields, again, across a number of markets are resetting higher structurally.”
Listen at 11:57
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Government-bond yieldsNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
Government-bond yields are structurally resetting higher across markets
“government bond yields, again, across a number of markets are resetting higher structurally.”
Listen at 12:00
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Near-zero interest-rate eraNegativeOct 2, 2026· Bloomberg Surveillance
The post-2008 era of near-zero interest rates and very low yields will not return.
“the era that we had for 20-some years after the financial crisis in 08, where we had zero interest rates and very low yields, that's not coming back.”
Listen at 12:02
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on Post-2008 near-zero interest-rate eraNegativeOct 2, 2026· Stock Movers
The post-2008 era of near-zero rates and very low yields will not return
“The era that we had for 20-some years after the financial crisis in '08, where we had zero interest rates and very low yields, that's not coming back.”
Listen at 12:08
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Near-zero interest ratesNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
The post-2008 era of near-zero interest rates will not return
“The era that we had for 20-some years after the financial crisis in '08, where we had zero interest rates and very low yields, that's not coming back.”
Listen at 12:08
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on US TreasuriesNegativeOct 2, 2026· Bloomberg Surveillance
Investors should not add to Treasuries at current yields.
“I would not be adding to treasuries here.”
Listen at 12:57
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on US TreasuriesNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
Investors should not add to Treasuries at current levels
“If I were still chief investment officer managing your money, I would not be adding to Treasuries here.”
Listen at 13:00
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on US TreasuriesNegativeOct 2, 2026· Stock Movers
Investors should not add to Treasuries at current levels
“I would not be adding to Treasuries here.”
Listen at 13:04
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Treasury YieldsNegativeOct 2, 2026· Bloomberg Surveillance
Treasury yields are likely to rise further from current levels.
“I still think yields have more upside from here.”
Listen at 13:06
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on Portfolio diversificationPositiveOct 2, 2026· Bloomberg Surveillance
Investors should seek portfolio diversification beyond Treasuries.
“I would be looking at other ways to have diversification in my portfolio.”
Listen at 13:09
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on Treasury YieldsNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
Treasury yields are likely to rise further
“But I still think yields have more upside from here.”
Listen at 13:12
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Treasury YieldsNegativeOct 2, 2026· Stock Movers
Treasury yields are likely to rise further
“I still think yields have more upside from here.”
Listen at 13:12
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Portfolio diversificationPositiveOct 2, 2026· Stock Movers
Investors should seek portfolio diversification beyond Treasuries
“I would be looking at other ways to have diversification in my portfolio.”
Listen at 13:15
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. inflationNegativeOct 2, 2026· Bloomberg Daybreak: US Edition
U.S. inflation remains sticky, especially in services
“I think right now inflation, even though we had a benign report earlier in a few days ago on core PCE, I think inflation sticky. It's still about service.”
Listen at 14:38
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on InflationNegativeOct 2, 2026· Bloomberg Surveillance
Inflation remains persistent.
“I think inflation's sticky.”
Listen at 14:38
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. inflationNegativeOct 2, 2026· Stock Movers
Inflation remains sticky, particularly in services
“I think inflation sticky. It's still about service.”
Listen at 14:45
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Interest ratePositiveOct 2, 2026· Bloomberg Surveillance
Interest rates should still be raised because the economy remains strong.
“I think you still need to be raising rates right now. The economy is strong.”
Listen at 14:46
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on Federal Reserve interest ratesPositiveOct 2, 2026· Bloomberg Daybreak: US Edition
The Federal Reserve should continue raising interest rates because the economy is strong
“Oh, I think you still need to be raising rates right now. The economy is strong.”
Listen at 14:51
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Federal Reserve interest ratesPositiveOct 2, 2026· Stock Movers
The Federal Reserve should continue raising interest rates because the economy is strong
“I think you still need to be raising rates right now. The economy is strong.”
Listen at 14:52
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on Corporate earningsPositiveOct 2, 2026· Bloomberg Surveillance
Corporate earnings are currently offsetting higher yields and supporting stock prices.
“for now, earnings are providing a nice offset, and that's keeping stocks supported.”
Listen at 15:20
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction
on U.S. stock marketPositiveOct 2, 2026· Bloomberg Daybreak: US Edition
Current earnings are supporting stock prices despite higher yields
“for now, earnings are providing a nice offset and that's keeping stocks supported.”
Listen at 15:27
Open the episode · US Firms Add Just 29,000 Jobs, Unemployment Rate Ticks Up: Instant Reaction

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.