Surveillance: AT&T Downgraded To Sell With Moffett
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 19 November 2019
⏱️ 38 minutes
🧾️ Download transcript
Summary
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, explains why interest rates are just one piece of the dollar puzzle. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says she doesn't think the phase one trade deal will come. David Herro, Harris Associates CIO of International Equities, discusses his outlook on the U.S. economy, as well as his expectations for the S&P sectors. Gregory Zuckerman, author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution," outlines the advantages of quantitative thought. And Craig Moffett, Moffettnathanson Founding Partner & Senior Research Analyst, explains his early morning bear call on AT&T.
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Transcript
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. |
| 0:57.3 | The data right now is sub 2% to be polite. |
| 1:00.6 | It may be a lot worse than that. |
| 1:02.0 | And of course, Home Depot guides to that. |
| 1:05.0 | The president would like something better. He tweets overnight. |
| 1:08.0 | At my meeting with Jay Powell this morning, I protested the fact that our fed rate is too high relative to the interest rates of other |
| 1:14.7 | competitor countries. In fact, our rate should be lower than all others, too strong a dollar |
| 1:19.0 | hurting manufacturers and Grucks. |
| 1:21.0 | And then Powell turned and said, well I'm going to blame it on Jim Carren. |
| 1:24.2 | And he joins us now Morgan Stanley Investment Management Fixed Income portfolio manager. |
| 1:27.6 | Jim your thoughts on the president pushing back against the chairman of the Federal Reserve. |
| 1:32.0 | Well like I mean you, I think Trump is no secret. |
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