Surveillance: Europe's Economic Recovery With Herro
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 June 2020
⏱️ 30 minutes
🧾️ Download transcript
Summary
David Herro, Harris Associates CIO of International Equity, says Europe is beginning to see normalized light at the end of this dark economic tunnel. Richard Haass, Council on Foreign Relations President, says President Trump has to step up to the moment and stop the divisive tweets and personal attacks. Ethan Harris, Bank of America Merrill Lynch Head of Global Economics Research, says data shows we are starting to move off the economic bottom. Meredith Sumpter, Eurasia Group Head of Research Strategy, says emerging market economies will struggle to balance with the competing pressures from the U.S. and China.
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| 0:00.0 | On December 4th and 5th, against the backdrop of the United Nations Climate Change Conference, |
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| 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 | It is good to speak to David Harrow. |
| 0:59.4 | He is one of the world's great international investors. That does well when international stocks |
| 1:05.0 | does well and does less well when it is a struggle and it has been a struggle. |
| 1:09.8 | David, you are in the fabric of the Midwest. |
| 1:13.2 | You're coming to us from Wisconsin today |
| 1:15.0 | and you're based out of Chicago. |
| 1:17.3 | This unrest that we see, I know it doesn't affect |
| 1:21.0 | your investment strategy. |
| 1:22.4 | I know you're gonna tell tell us that, but it colors |
| 1:25.5 | the international tone. How does the unrest of America change international investment forward? |
| 1:33.0 | Well, it depends whether this becomes a permanent part of the fabric of our society, |
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