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Bloomberg Surveillance

Surveillance: Consumer Is Strong, Sadove Says

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 27 November 2020

⏱️ 31 minutes

🧾️ Download transcript

Summary

Peter Dixon, Commerzbank Global Equities Economist, sees markets in a holding pattern as investors await new catalysts. Camilla Yanushevsky, CFRA Equity Research Analyst, looks at some potential winners and losers in an unprecedented holiday shopping season. Drew Matus, MetLife Investment Management Chief Market Strategist, examines the risk of inflation. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, discusses the rapid change in shopping habits in the Covid-19 era.

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Transcript

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0:00.0

On December 4th and 5th, against the backdrop of the United Nations Climate Change Conference,

0:05.2

Bloomberg Green will convene the foremost leaders in business, finance, policy, academia,

0:10.3

and NGOs for candid conversations focused on creating solutions to support

0:14.9

the goals set forth at COP28. Join our community of global influencers and

0:19.5

problem solvers in Dubai to build connections, inspire innovation and challenge the status quo in the

0:25.1

battle against climate change. Register at Bloomberg Live. 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

0:56.2

the Bloomberg.

0:57.2

Let's start a conversation off this morning with Peter Dixon Commerce Bank Global Equities

1:01.6

Economists.

1:03.0

Peter, great to catch up with you, sir.

1:05.0

Just want to start with the basic one.

1:06.0

Seems to me that nobody really wants to sell down risk

1:09.0

before the first vaccination.

1:11.0

Do you share that view, sir?

1:13.0

Good morning. Yeah, it's true. I mean, I think that at the moment, you know, all the good news is

1:21.3

basically being put into the price, or most of it anyway.

1:24.9

And, you know, we're not entirely sure how this is going to play out.

1:26.8

And we've had lots of questions, I think, particularly regarding the Afrozenica situation.

...

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