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Bloomberg Surveillance

Facts and Logic are Now Partisan, Gideon Says

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 15 December 2017

⏱️ 37 minutes

🧾️ Download transcript

Summary

Bob Sinche, Amherst Pierpont Global Strategist, predicts U.S. bond yields will go higher next year. Gideon Rose, Foreign Affairs Editor, says one of the interesting things to watch in 2018 is the Saudi-Iranian relationship. Jens Nordvig, Exante Data CEO and Founder, foresees an institutional chapter in the cryptocurrency market. Sony Kapoor, Re-Define Managing Director, says he never lost faith in the EU's ability to stay together and be resilient, even in the depths of the European crisis. 

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Transcript

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0:00.0

Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it.

0:07.0

I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and

0:15.5

I'm going to explore the lessons we can learn when creativity and ambition collide

0:20.7

with competition and power.

0:23.0

Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts,

0:28.0

or wherever you get your podcasts. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene.

0:43.5

Daily, we bring you insight from the best in economics, finance, investment, and international

0:48.9

relations.

0:49.9

Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course

0:56.2

on the Bloomberg.

1:00.4

This is Bloomberg Surveillance with Jonathan Ferro and Tom Keene.

1:04.4

The S&P 500 heading for a fourth straight week of gains, but a little bit of weakness emerging

1:09.9

in a past few days sparked, some would say say by jitters around tax cuts and whether the

1:14.4

GOP has the votes to get this done next week. As far as futures are concerned this

1:18.9

Friday morning a little bit firmer at five points on the S&P 500 positive 62 points on the Dow in the

1:26.1

bottom market it's as you were incredibly tight trading ranges through the year

1:30.7

and over the last month as well somewhere in the 2 30s we're up

1:33.6

another basis point at 2 36 on a US 10 year at a front end of a curve on a US 2

1:38.8

year we are trading at 1.82% confidence that growth will improve and inflation will stay low, shared by most

1:46.4

investors and central bankers are like going into 2018, and in the FX market it's

1:50.9

just a story of dollar weakness through the year and on the session as well with one exception

1:54.8

some dollar strength against the pound even as European leaders vote to go to phase

...

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