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Bloomberg Surveillance

NAFTA Decision will be Market Moving, Haines Says

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 30 January 2018

⏱️ 30 minutes

🧾️ Download transcript

Summary

Chris Rupkey, MUFG Union Bank Chief Financial Economist, asks how Washington will pay for new infrastructure and healthcare programs following the tax cuts. Max Nisen, Bloomberg Gadfly Columnist, joins to breakdown the news that JPMorgan, Amazon, and Berkshire Hathaway are partnering to create a healthcare company for their U.S. Employees. Terry Haines, Evercore ISI Head of U.S. Policy & Political Analysis, says he'll be listening for signals on housing finance and trade in President Trump's State of the Union Address tonight. Emily Roland, John Hancock Investments Head of Capital Markets Research, says it's likely we'll see an increase in volatility in 2018. 

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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 Apple Podcast, SoundCloud,

0:53.8

Bloomberg.com, and of course, on the Bloomberg.

0:57.0

Let's turn our attention now to the State of the Union message. I know that a lot of

1:07.4

people are waiting for this and Chris Ruppke is among them. He is the chief

1:11.3

financial economist for M U F G Union Bank and he joins us here in our studio

1:18.3

Chris Ruppke, great to have you here.

1:20.3

Hey great to be here. So what kind of economy is the president going to be, what kind of economy do we have

1:28.0

while the president speaks?

1:29.8

I don't know.

1:30.8

It was interesting.

1:31.8

Remember during the campaign, 5% unemployment was phony

1:36.0

uh... he wouldn't be getting people into the stadiums if unemployment was really

1:40.4

5% but now uh... the president's growing about how well the economy is doing with unemployment rate at 4.1%.

1:47.0

I know what you're saying, but what are you saying?

...

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