Good & Bad News: The Economy is Strong, Ward Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 February 2018
⏱️ 40 minutes
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Summary
Howard Ward, Gabelli Funds CIO of Growth Equities, says he's not sure if this is a market rally that can be trusted. Terry Haines, Evercore ISI Head of US Policy & Political Analysis, says Pres. Trump has proved not to be a Congressional Republican. Tobias Levkovich, Chief US Equity Strategist at Citi, thinks the next several earnings seasons are going to be good. Steven Cook, CFR Senior Fellow for Middle East & Africa Studies, expects Sec. Tillerson to get a cold welcome in Turkey today.
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| 0:43.5 | Daily, we bring you insight from the best in economics, finance, investment, |
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| 0:57.0 | I'm the Bloomberg. |
| 0:59.2 | I'm very pleased to say to help us navigate these markets Howard Ward |
| 1:05.6 | Gabelli Funds CIO of Growth Equities joins us around a table in New York City |
| 1:10.5 | how but it's always great to catch up with you? |
| 1:12.6 | Thank you Jonathan. It's great to be here. Talk to me about what on earth is going on. |
| 1:15.7 | First of all we're scared of inflation and higher bond yields and now we just shake |
| 1:19.7 | it off and put a big bid into equity futures in the United States. |
| 1:24.0 | Yeah, I would be careful because if rates continue to rise, the stock market will not ignore that. |
| 1:31.0 | So we can get a bit of a momentum surge here as we rebound from the 10% |
| 1:37.0 | correction of the last week. But I'm not sure this is a rally that you can truly trust and to be 94 in the tenure now what's the |
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