Euro-Dollar Still Looks Favorable, Yu Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 April 2018
⏱️ 25 minutes
🧾️ Download transcript
Summary
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says we're missing growth in consumer loans. Geoffrey Yu, UBS Private Banking Head of the U.K. Investment Office, says the ECB could still surprise to the upside. Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says they're underweight staples and utilities. Craig Moffett, MoffettNathanson Co-founder & Analyst, says Verizon and AT&T are primarily bond proxies.
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| 0:00.0 | Business stories aren't just about business. They're also about policy, politics, finance, and more. |
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| 0:24.7 | Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
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| 0:57.1 | In honor of our waltz to May and the final crunch to the CFA exam seven, eight weeks out, |
| 1:10.3 | Gina Martin Adams darkens the door. |
| 1:12.8 | Gina level one, definitely level two exams, CFA. |
| 1:17.3 | You get up to a compare and contrast of what a company makes down the income statement as compared to their debt. |
| 1:27.0 | And right now, with all of the changes, the Fed interest rates are going higher. |
| 1:32.0 | What about the economy? |
| 1:34.2 | How are companies doing that are at that tipy-tippy point |
| 1:38.2 | of, say, Ebitada, debt or whatever other ratio |
| 1:41.4 | of cash flow to debt you want to look at. What do you see? |
| 1:44.8 | Yeah, really interesting transition in how stock prices of heavily indebted |
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