Carlyle Group ($CG) podcast mentions
So the charts that you see of how much oil is getting through is definitely too low. But Jeff Currie, a commodity analyst, former Goldman, former Carlyle, he's made the point that oil getting through is not as explosive as the refined products. Those are really explosive. So as a result, even though the price of oil had gone down a bit, the refined products were always super high, and that's why the crack spread was so high. And then what's been going on in the past month is the price of oil has returned high, so the WTI is now above $100. So the commodity complex, Max, has really snuck up on us. And really, it's amazing the stock market isn't down more. I'll just say that. I mean, I know that You know, every, everyone, uh, was dooming and saying the price of oil is going to ruin the economy in like April and May, and that didn't happen. But I think as a result, people got complacent, myself included.
Jack Farley · Monetary Matters with Jack Farley · Hawks Take Flight | Joseph Wang on Fed’s Hawkish Hike and Warsh’s Gameplan · 2026-09-16The Federal Reserve is expected to raise interest rates today for the first time since 2023, despite President Trump's push for lower borrowing costs. But Carlyle Group CEO Harvey Harvey Schwartz says that lower rates may not make economic sense.
Caroline Hepker · Bloomberg News Now · Russia-Europe Tensions, UK Inflation Hits 5 Month High, More · 2026-09-16While staying with central banks, the Federal Reserve is expected to raise rates today for the first time since 2023, despite President Trump's push for lower borrowing costs. But Carlyle Group CEO Harvey Schwartz says low rates may not make economic sense.
James Woolcock · Bloomberg News Now · Russia Hybrid War Threat, UK Inflation Accelerates to 3.1% · 2026-09-16That is former Secretary of State Antony Blinken speaking on Bloomberg's Balance of Power. Today, the yield on the US 10-year Treasury rose to above 5% for its highest level in nearly two decades. Now, this move reflects concern over higher inflation as well as the greater competition from corporate bonds. Those elevated Treasury yields, by the way, have raised the stakes for tomorrow's Fed rate decision. If the Fed does not hike, yields on long-term bonds may move higher as the market demands more compensation for the risk that inflation will remain elevated. Money markets have priced the probability of a 25 basis point rate hike at more than 90%. Here is Carlyle CEO Harvey Schwartz.
Doug Krisner · Bloomberg News Now · Trump Officials Meet Anthropic on AI, Crypto Bill Fails, More · 2026-09-16That is Carlyle CEO Harvey Schwartz speaking earlier to Bloomberg. U.S. Treasury Secretary Scott Bessant says he is supportive of President Trump's plan to send $5,000 checks to American adults if Republicans retain their majorities in Congress. In testimony today to the House Financial Services Committee, Bessant downplayed concerns about the potential cost. I think putting more money in the American people's pocket, it should be an objective for everyone, and I believe there are ways to do it that are—
Doug Krisner · Bloomberg News Now · Trump Officials Meet Anthropic on AI, Crypto Bill Fails, More · 2026-09-16That is former Secretary of State Antony Blinken speaking on Bloomberg's Balance of Power. Today, the yield on the US 10-year Treasury rose to above 5% for its highest level in nearly two decades. Now, this move reflects concern over higher inflation as well as the greater competition from corporate bonds. Those elevated Treasury yields, by the way, have raised the stakes for tomorrow's Fed rate decision. If the Fed does not hike, yields on long-term bonds may move higher as the market demands more compensation for the risk that inflation will remain elevated. Money markets have priced the probability of a 25 basis point rate hike at more than 90%. Here is Carlyle CEO Harvey Schwartz.
Doug Krisner · Bloomberg News Now · Trump Advisors, Anthropic Exec Meet on AI, Clarity Act Fails, More · 2026-09-16That is Carlyle CEO Harvey Schwartz speaking earlier to Bloomberg. U.S. Treasury Secretary Scott Bessant says he is supportive of President Trump's plan to send $5,000 checks to American adults if Republicans retain their majorities in Congress. In testimony today to the House Financial Services Committee, Bessant downplayed concerns about the potential cost.
Doug Krisner · Bloomberg News Now · Trump Advisors, Anthropic Exec Meet on AI, Clarity Act Fails, More · 2026-09-16That is former Secretary of State Antony Blinken speaking on Bloomberg's Balance of Power. Today, the yield on the US 10-year Treasury rose to above 5% for its highest level in nearly two decades. Now, this move reflects concern over higher inflation as well as the greater competition from corporate bonds. Those elevated Treasury yields, by the way, have raised the stakes for tomorrow's Fed rate decision. If the Fed does not hike, yields on long-term bonds may move higher as the market demands more compensation for the risk that inflation will remain elevated. Money markets have priced the probability of a 25 basis point rate hike at more than 90%. Here is Carlyle CEO Harvey Schwartz.
Doug Krisner · Bloomberg News Now · Trump Advisors-Anthropic Meet on AI Safety, Crypto Bill Fails, More · 2026-09-16That is Carlyle CEO Harvey Schwartz speaking earlier to Bloomberg. U.S. Treasury Secretary Scott Bessant says he is supportive of President Trump's plan to send $5,000 checks to American adults if Republicans retain their majorities in Congress. In testimony today to the House Financial Services Committee, Bessant downplayed concerns about the potential cost.
Doug Krisner · Bloomberg News Now · Trump Advisors-Anthropic Meet on AI Safety, Crypto Bill Fails, More · 2026-09-16That is former Secretary of State Antony Blinken speaking on Bloomberg's Balance of Power. Today, the yield on the US 10-year Treasury rose to above 5% for its highest level in nearly two decades. Now, this move reflects concern over higher inflation as well as the greater competition from corporate bonds. Those elevated Treasury yields, by the way, have raised the stakes for tomorrow's Fed rate decision. If the Fed does not hike, yields on long-term bonds may move higher as the market demands more compensation for the risk that inflation will remain elevated. Money markets have priced the probability of a 25 basis point rate hike at more than 90%. Here is Carlyle CEO Harvey Schwartz.
Doug Krisner · Bloomberg News Now · Trump Advisors Met Anthropic Executive on AI, Crypto Bill Blocked, More · 2026-09-16That is Carlyle CEO Harvey Schwartz speaking earlier to Bloomberg. U.S. Treasury Secretary Scott Bessant says he is supportive of President Trump's plan to send $5,000 checks to American adults if Republicans retain their majorities in Congress. In testimony today to the House Financial Services Committee, Bessant downplayed concerns about the potential cost.
Doug Krisner · Bloomberg News Now · Trump Advisors Met Anthropic Executive on AI, Crypto Bill Blocked, More · 2026-09-16That is former Secretary of State Antony Blinken speaking on Bloomberg's Balance of Power. Today, the yield on the U.S. 10-year Treasury rose to above 5% for its highest level in nearly two decades. Now, this move reflects concern over higher inflation as well as the greater competition from corporate bonds. Those elevated Treasury yields, by the way, have raised the stakes for tomorrow's Fed rate decision. If the Fed does not hike, Yields on long-term bonds may move higher as the market demands more compensation for the risk that inflation will remain elevated. Money markets have priced the probability of a 25 basis point rate hike at more than 90%. Here is Carlyle CEO Harvey Schwartz.
Doug Krisner · Bloomberg News Now · Trump Officials-Anthropic Meet on AI, Crypto Bill Fails, More · 2026-09-15That is Carlyle CEO Harvey Schwartz speaking earlier to Bloomberg. U.S. Treasury Secretary Scott Bessant says he is supportive of President Trump's plan to send $5,000 checks to American adults if Republicans retain their majorities in Congress. In testimony today to the House Financial Services Committee, Bessant downplayed concerns about the potential cost.
Doug Krisner · Bloomberg News Now · Trump Officials-Anthropic Meet on AI, Crypto Bill Fails, More · 2026-09-15That is former Secretary of State Antony Blinken speaking on Bloomberg's Balance of Power. Today, the yield on the U.S. 10-year Treasury rose to above 5% for its highest level in nearly two decades. Now, this move reflects concern over higher inflation as well as the greater competition from corporate bonds. Those elevated Treasury yields, by the way, have raised the stakes for tomorrow's Fed rate decision. If the Fed does not hike, Yields on long-term bonds may move higher as the market demands more compensation for the risk that inflation will remain elevated. Money markets have priced the probability of a 25 basis point rate hike at more than 90%. Here is Carlyle CEO Harvey Schwartz.
Doug Krisner · Bloomberg News Now · Trump Advisors-Anthropic Executive Meet, Crypto Bill Blocked, More · 2026-09-15That is Carlyle CEO Harvey Schwartz speaking earlier to Bloomberg. U.S. Treasury Secretary Scott Bessant says he is supportive of President Trump's plan to send $5,000 checks to American adults if Republicans retain their majorities in Congress. In testimony today to the House Financial Services Committee, Bessant downplayed concerns about the potential cost.
Doug Krisner · Bloomberg News Now · Trump Advisors-Anthropic Executive Meet, Crypto Bill Blocked, More · 2026-09-15