Surveillance: Boeing's Rough Year
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 December 2019
⏱️ 38 minutes
🧾️ Download transcript
Summary
Catherine Mann, Citi Global Chief Economist, says the U.S.-China Phase 1 agreement looks similar to the deal proposed earlier this year in May. Kit Juckes, Societe Generale Chief FX Strategist, thinks the Chinese Yuan is as important as the Euro or the U.S. dollar now. George Ferguson, Bloomberg Intelligence Senior Aerospace and Airline Analyst discusses the implications of Boeing CEO Dennis Muilenburg stepping down. Brooke Sutherland, Bloomberg Opinion Columnist, says Boeing is at serious risk of losing its competitive edge. Greg Valliere, AGF Investments Chief U.S. Policy Strategist thinks that President Trump's 2017 tax cuts continue to fuel the market rally today.
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Transcript
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| 0:00.0 | Business stories aren't just about business. They're also about policy, politics, finance, and more. |
| 0:06.5 | With Bloomberg, you stay informed on global coverage that connects the dots. |
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| 0:22.0 | Find it in the Apple App Store or on Google Play. |
| 0:24.7 | Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
| 0:48.1 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course on the |
| 0:56.4 | Bloomberg. What we're going to do here in a good half hour that we have Catherine Mann with this with Citigroup is to go to her acclaim, her fame out of MIT and all that she's done in academics. |
| 1:12.8 | And it dovetails with a story of 2019, which |
| 1:16.2 | is a trade war. |
| 1:17.5 | And then we'll talk about the equity markets |
| 1:19.3 | and the US economy and that here in a bit. You wrote a classic in 1999. You read a five with Michael |
| 1:28.0 | Rosenberg codependency and dysfunction between China and the U, 2003, 2004, you're one of the, you're truly one of the |
| 1:37.0 | experts on this. Did you see a trade war coming? |
| 1:41.0 | I don't think that a trade war was inevitable, but I do think that there was |
| 1:46.5 | definitely a pivot with the change in leadership in China and that pivot was |
| 1:51.8 | towards a more state oriented and a move away from the |
| 1:57.7 | objective of more private oriented enterprise running the economy. There was also a pivot away from |
... |
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