Surveillance: China Growth May Be Flat, Kasman Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 February 2020
⏱️ 32 minutes
🧾️ Download transcript
Summary
Bruce Kasman, JPMorgan Chief Economist & Head of Global Research, says Chinese growth may be flat in the first quarter of 2020. Dr. Jennifer Rohn, University College London Micro Biologist, says the coronavirus is looking just as contagious as flu and just as lethal. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says we still have a global market recovery that is being delayed rather than derailed. Tavis McCourt, Raymond James Institutional Equity Strategist, says the coronavirus has upset market expectations in a way that is similar to the U.S.-China trade war.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 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, Bloomberg.com and of course |
| 0:56.1 | on the Bloomberg. |
| 0:57.1 | Let's bring in the guest of the morning shall we Bruce Kastman, J. B. |
| 0:59.6 | Morgan Chief Economist. Good morning to Bruce. for the markets investors have been focusing |
| 1:04.6 | on the likely stimulus response coming out of China, it's just easy to get your |
| 1:08.1 | hands around. The possible fallout from the containment effort much harder the |
| 1:11.9 | process. |
| 1:12.6 | What's your base case in the moment? |
| 1:14.5 | Well, the base case here is that we have a huge disruption |
| 1:17.6 | that's very narrowly based in China and a few other countries |
| 1:20.9 | in the month of February and in the first quarter. |
| 1:22.8 | We have Chinese growth getting down to one. |
| 1:25.0 | It could even be flat on the quarter sequentially. |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.