Our Sentiment is Still Good on EM, Santos Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 June 2018
⏱️ 29 minutes
🧾️ Download transcript
Summary
Andrew Barden,Bloomberg's European Government Reporter, joins us from the G-7 in Quebec to preview the geopolitical tension ahead. Gabriela Santos, JPM Asset Management Global Market Strategist, says EM as a whole is a more resilient picture than the recent headlines. Steven Major, HSBC Managing Director & Global Head of Fixed Income Research, imagines two more rate hikes will be enough for the Fed. Steven Ricchiuto, Mizuho Securities Chief U.S. Economist, thinks the G-7 should focus in on a narrow G-3. And a special segment with Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, on the Stanley Cup.
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Transcript
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| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
| 0:18.0 | Each weekday I dig into one important story and talk about why it matters. |
| 0:23.7 | Listen to the big take on the I Heart Radio app, |
| 0:26.6 | Apple Podcasts, we bring you insights. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:47.8 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:53.8 | Bloomberg.com and of course on the Bloomberg. The main event then the G7 and leaders meeting today and Saturday |
| 1:07.1 | and what's shaping up to be the most divisive gathering of leaders from |
| 1:10.1 | major industrialized nations in years. |
| 1:12.7 | I'm really pleased to say that joining us from Canada |
| 1:15.1 | is Andrew Barden, Bloomberg's European government |
| 1:17.7 | reporter. |
| 1:18.5 | Andrew, just walked me through the issues on the table |
| 1:21.4 | and why this could be so contentious over the next 24 hours. on the is obviously the trade war though they're scheduled to talk about other |
| 1:36.2 | things have invited a few emerging markets here they'll talk about terror |
| 1:40.1 | they'll talk about cybercrime it's really all about trade and as you said you know |
| 1:46.0 | the setting the table and it's and it's not looking good you had Mac Hall come |
| 1:49.9 | out and saying you know we have no problem signing an agreement with only six |
... |
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