Surveillance: China's PMIs Showing Resilience, Haque Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 30 December 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
Kona Haque, ED&F Man Head of Research, says China's government has to continue to apply stimulus to keep growth momentum ticking. Mike Gallagher, Continuum Economics Managing Director of Macro and Strategy, doesn't expect China to get a major lift from a trade truce. Ira Jersey, Bloomberg Intelligence U.S. Rates Strategist, details what to watch for in the next Fed minutes. Geetha Ranganathan, Bloomberg Intelligence Analyst: U.S. Media, predicts that Netflix might become a victim of its own success.
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| 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 | 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. |
| 0:57.4 | We were just talking with Edward Stringham about the optimism that's being unleashed as a result |
| 1:02.4 | of the Trade Pact that we still have yet to learn very much about. |
| 1:06.0 | Which brings us really to the commodities market because arguably that's where you're seeing the biggest signs |
| 1:11.1 | of optimism heading into next year where you're seeing the highest level |
| 1:15.4 | certainly in crude and copper depending on what you look at in more than a year and |
| 1:21.0 | luckily for us we have someone who's going to join us who actually |
| 1:24.0 | understands the commodities angle and compare it perfectly with the macro angle and that's |
| 1:28.4 | Kona Hack she is E.D. and F. Man head of research focused on macro as well as commodities. |
| 1:35.1 | Kona, thank you so much for joining us, really appreciate it. |
| 1:37.8 | I'm wondering whether you think that the optimism is well placed that we're |
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