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Bloomberg Surveillance

Surveillance: Disputed Convention Possible, Valliere Says

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 12 February 2020

⏱️ 39 minutes

🧾️ Download transcript

Summary

Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says it is a little too early to write Joe Biden off. Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Investment Team, says the majority of returns from the equity market has to come from earnings. James Bevan, CCLA Investment Management Chief Investment Officer, says equity valuations are too low. Neil Shearing, Capital Economics Chief Economist, says we are still in a Goldilocks period of low but positive growth. Tony Dwyer, Canaccord Genuity Chief Market Strategist, says the valuation of the market is fair and earnings are unclear.

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Transcript

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0:51.5

Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene.

1:10.0

Daly, we bring you insight from the best in economics finance investment and

1:14.9

international relations find Bloomberg surveillance on Apple

1:18.5

podcasts soundcloud bloomer dot com and of course, on the Bloomberg.

1:24.0

Right now on politics, Greg Valier with us,

1:26.2

thrilled he could be with us with H.G.

1:28.0

He grew up in Kunka at New Hampshire,

1:30.4

so we're great that Mr. Valier can give us a little perspective there and look forward and his really important research note this morning Kevin Seri with us as well and let us dive in right now. Kevin on Nevada, who goes to Nevada with the up? Is it

1:46.0

Klobishar doing better last night or is it really Bernie Bernie Bernie

1:50.1

as they land in Las Vegas? Bernie Bernie Bernie Bernie.

1:53.0

Bernie. Look, and Klobach now has some new momentum.

1:55.0

She's headed to New York City.

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