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Bloomberg Surveillance

Bloomberg Surveillance: End of the Everything Rally?

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 20 December 2023

⏱️ 39 minutes

🧾️ Download transcript

Summary

Michael Hirson, 22V Research Head of China Research, discusses a new NBC News report that claims Xi Jinping warned President Biden that Beijing intends to reunify Taiwan. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we've already entered a global easing cycle. Jim Caron, CIO, Portfolio Solutions Group, Morgan Stanley Investment Management, advises a balanced portfolio approach going into what he expects to be a 'very rocky year'. Dan Ives, Wedbush Sr. Equity Research Analyst, says Apple margins will continue to expand despite pressure from EU regulators. Aaron David Miller, Carnegie Endowment for International Peace Senior Fellow, says 'huge' problems lie ahead for the US in addressing the Houthi attacks on Red Sea shipping vessels.
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Transcript

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0:00.0

To me, context is about pattern recognition.

0:02.8

It's connecting the dots.

0:04.4

It's giving readers an ability to synthesize

0:07.6

a number of different perspectives

0:09.2

so they can understand how the greater whole works,

0:12.0

because nothing really occurs in isolation anymore.

0:14.4

I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.

0:18.0

On our platform, we ask tough questions and solve complex problems with the facts in mind.

0:23.0

Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. This is the Bloomberg Surveillance Podcast. I'm Tom Keene, along with Jonathan

0:39.2

Pharaoh and Lisa Abramowitz join us each day for insight from the best and economics

0:44.8

geopolitics finance and investment.

0:47.2

Subscribe to Bloomberg Surveillance on Demand on Apple,

0:50.9

Spotify, and anywhere you get your podcasts, and always,

0:55.0

I'm Bloomberg.com, the Bloomberg Terminal, and the Bloomberg Business App.

1:00.0

Joining us with 22v Research, 22 V research is Michael Herson, head of their China research this morning.

1:07.2

Michael, were you surprised by the NBC report of a discussion between the two world leaders over the future of Taiwan?

1:14.8

No, not particularly surprised. It was consistent with what I heard from the meeting.

1:19.8

I obviously wasn't there so I can't speak to the details.

1:23.6

But I think the notion that she jenpeng

1:26.4

is determined to pursue reunification with Taiwan

1:30.4

is not new.

1:31.3

I think in some ways it was equally as interesting that he told

...

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