Surveillance: Earnings Revision with Sheets
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 16 September 2022
⏱️ 37 minutes
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Summary
Andrew Sheets Morgan Stanley Chief Cross Asset Strategist, says we are into the thick of what we think is going to be a disappointing earnings revision lower. Jane Foley, Rabobank Head of FX Strategy, says she can't dismiss the possibility of parity between the British pound and the US dollar. Subadra Rajappa, Societe Generale US Rates Strategy Head, says all assets are very correlated right now. José Antonio Ocampo, Colombia Finance Minister, discusses the impact of inflation on his nation's economy, plans to raise capital, and growth in tourism. Seth Carpenter, Morgan Stanley Chief Global Economist, says to expect earnings to be lower across the board if the economy is going to slow down enough to get inflationary pressures under control.
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| 0:00.0 | Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic |
| 0:05.9 | headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking |
| 0:11.4 | Investor. Join us as we re-examine the past, present-day opportunities and future possibilities |
| 0:18.3 | in global capital markets. The Outthinking Investor, an award-winning |
| 0:23.2 | podcast from PGIM. This podcast is intended solely for professional |
| 0:27.1 | investor use. Past performance is not a guarantee of future results. The Bloomberg |
| 0:32.0 | Sustainable Business Summit returns to New York on October 5th, featuring |
| 0:36.1 | leaders driving innovation in sustainable business and finance. Looking at the |
| 0:40.1 | latest trends in green financing and ambitious ESG goals, speakers include |
| 0:44.8 | executives from KKR, Macy's, Green Giants, C16 Sciences, Environmental Defense Fund, |
| 0:50.9 | and more. Summit Advisor, Principal Financial Group. Visit BloombergLive.com |
| 0:55.9 | slash SBSNY slash radio to learn more. |
| 1:05.1 | Welcome to the Bloomberg's surveillance podcast I'm Tom Keane, along with Jonathan Ferrell and Lisa |
| 1:11.1 | Abramowitz. Daily, we bring you insight from the best and economics finance |
| 1:16.3 | investment in international relations. Find Bloomberg's surveillance, an |
| 1:21.0 | Apple podcast suncloud, Bloomberg.com, and of course on the Bloomberg Terminal. |
| 1:29.3 | Can I tell you it's so great to have people alongside us, Andrew Sheets, one of |
| 1:32.4 | them just dropped by from Morgan Stanley, the Chief Cross-Asset Strategist, |
| 1:35.6 | Andrew. It's going to see you, Mr. Sheets. When can I buy this equity market? |
| 1:39.5 | Well, thanks. It's nice to be with you. It's nice to be with you in person. Look, |
| 1:43.6 | this is an equity market that I think over the next month is still dealing with a |
| 1:47.0 | real crucible of challenges. We are into the thick of what we think is going to be a |
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