Surveillance: Earnings Growth Not Significant, Levitt Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 October 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the Brexit "purgatory" is suiting no one. Brett Bruen, Global Situation Room Director and Former Global Engagement Director in the Obama White House, says President Trump's decision to pull out of the Iran Nuclear Deal makes a deal with North Korea much less likely. Nela Richardson, Edward Jones Investment Strategist, says earnings growth will continue to slow but still sees "bright lights" when it comes to the consumer.
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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 |
| 0:55.6 | on the Bloomberg. |
| 0:57.3 | Really pleased to say that joining us here in the studio in New York City is Brian Leavitt |
| 1:01.8 | Investco Global Market Strategist. |
| 1:03.6 | Good morning to you Brian. |
| 1:05.0 | Your take on that, how well this market is holding up in the face of some bad news here |
| 1:08.8 | and there through much of this week? |
| 1:10.8 | Well it's a better tone for the market. I mean, think about how negative |
| 1:13.7 | investors were in the summer. You had seen interest rates go down |
... |
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