Surveillance: Earnings Recession with Wilson
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 January 2023
⏱️ 27 minutes
🧾️ Download transcript
Summary
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will need all energy products when it reopens. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the House of Representatives failing to elect a speaker.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | What do you see on the horizon for financial markets? |
| 0:04.0 | From uncertainty to opportunity |
| 0:07.0 | PGM can help you rise to the challenges of today. |
| 0:10.0 | When disciplined risk management is needed most. |
| 0:14.0 | With $1.2 trillion in AUM |
| 0:17.0 | and deep expertise across asset classes |
| 0:20.0 | our investments shape tomorrow today. |
| 0:23.0 | pursue your tomorrow with PGM |
| 0:26.0 | a leading global asset manager. |
| 0:30.0 | This is Karen Moscow. |
| 0:32.0 | And I'm Nathan Hager, here to tell you about another podcast. |
| 0:35.0 | You should be listening to Bloomberg Daybreak US Edition. |
| 0:38.0 | Every weekday morning we bring you all the news you need to start your day in just 15 minutes. |
| 0:43.0 | Join us as we run down the top business and global headlines of the morning |
| 0:47.0 | with the reach of over 2700 journalists and analysts in more than 120 countries. |
| 0:52.0 | Subscribe to Bloomberg Daybreak US Edition today on Apple, Spotify, Bloomberg.com or wherever you get your podcast. |
| 1:23.0 | Let's get right to it right now. |
| 1:25.0 | Michael Wilson with our question the top strategist we have observed for last year. |
| 1:29.0 | Chief US equity strategist Morgan Stanley. |
| 1:32.0 | Mike I want to go to technique here. |
| 1:34.0 | Do you change your technique here day-to-day grind at Morgan Stanley? |
| 1:38.0 | And the classic idea is are you bottom up, top down all this. |
... |
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.