Mnuchin a Moderating Force But Lacks Cohn's Gravitas, says Valliere
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 March 2018
⏱️ 36 minutes
🧾️ Download transcript
Summary
Greg Valliere, Horizon Investments Chief Global Strategist, believes that Secretary Mnuchin will now act as a moderating force in the Trump Administration, though he lacks the gravitas of Cohn. Steve Englander Rafiki Capital Management Head Of Research And Strategy, highlights the difference between a tariff and a quota, and argues that President Trump will soon want the latter. Scott Mushkin, Wolfe Research Managing Director & Senior Research Analyst, predicts that Amazon will have 20% of the share of the consumables market, sucking a lot of share from traditional supermarkets. Michael O'Hanlon, Brookings Senior Fellow: Foreign Policy, believes the Department of Defense could save 5-10% of their budget.
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| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
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| 1:02.4 | Joining us now for the main event Greg Valier, Horizon Investment CIO and Peter Hooper, Deutsche Bank, Chief Economist. |
| 1:09.2 | Greg, the latest, Gary Cohn resigns. |
| 1:11.7 | The conclusion of some market participants means that this |
| 1:14.8 | is a shift of this administration towards protectionism is that your view Greg? |
| 1:20.7 | Absolutely Jonathan the free traders have lost. I think this means NAFTA is on |
| 1:26.0 | thin ice. I think new sanctions against China are imminent and maybe most |
| 1:31.1 | intriguingly there is an open rebellion among Republicans in Congress. |
| 1:36.0 | Well there's a vacuum in the White House now and who's it going to be filled by Greg? |
| 1:40.0 | There's a vacancy that cone leaves open. Do you see Pina Navarro stepping into the fold? |
| 1:46.3 | Yes I do I think he has seduced Trump with his ideas on trade protectionism and into that vacuum I think we will see Navarro |
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