Surveillance: Borrowers Simply not Borrowing, Caron Says

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 2 July 2019

⏱️ 24 minutes

🔗️ Recording | iTunes | RSS

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Summary

Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, identifies one of the contributing factors to increased negative-yielding European debt: "borrowers are simply not borrowing." Jeffrey Wright, Eurasia Group U.S. Analyst, believes that the administration's reasoning behind no firm deadline in U.S.-China trade discussions is to avoid market pressure. Megan Greene, Harvard Kennedy School Senior Fellow, explains why the Fed will most likely cut rates. Jai Jacob, Lazard Asset Management Managing Director, says market uncertainty is being driven by trade, monetary and fiscal policy.

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Transcript

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0:00.0	To me, context is about pattern recognition.
0:02.8	It's connecting the dots.
0:04.4	It's giving readers an ability to synthesize
0:07.6	a number of different perspectives
0:09.2	so they can understand how the greater whole works,
0:12.0	because nothing really occurs in isolation anymore.
0:14.4	I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion.
0:18.0	On our platform, we ask tough questions and solve complex problems with the facts in mind.
0:23.0	Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. 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	Daly, 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.
1:00.4	Helping us push things forward.
1:01.8	Here in New York, Jim Karen, Morgan Stanley Investment
1:03.8	Fixed Income Portfolio Manager. Good morning to Jim. Good morning, John.
1:07.8	Another morning, and it means another day of talking about very, very low bond yields in Italy the two-year
1:13.4	yield back in a sub-zero club and everyone trying to work out what that means for
1:17.3	a ten-year treasury. How is a negative two-year Italy possible a wise one?
1:22.4	Well look at the ten year in Italy right now. Italy possible a wise one.
	...

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