Surveillance: Everyone Is Scrambling For Yield, Michele Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 April 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
Davide Serra, Algebris Investments CEO, says there are too many banks in Europe. Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't think this is a "dollar-sell" environment. Catherine Barnard, Cambridge University Professor, believes it would have been smart to have cross-party discussions since the Brexit referendum. Bob Michele, JP Morgan Chief Investment Officer, sees everyone scrambling for yield right now.
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| 0:00.0 | The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day. |
| 0:05.7 | However, we can create spaces where people can freely kick the tires of their preconceived notions. |
| 0:11.2 | I'm Tim O'Brien, and I'm the senior executive editor at |
| 0:13.8 | Bloomberg Opinion. On our platform we ask tough questions and solve complex |
| 0:18.1 | problems with the facts in mind. Because context changes how you see things and |
| 0:22.4 | how you change things. |
| 0:23.6 | Context changes everything. |
| 0:25.6 | 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 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:48.0 | and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. |
| 0:57.0 | With us, we are thrilled this morning to have Davadee, Sarah, |
| 1:06.6 | where this of Algebra's truly expert on EU banking. |
| 1:11.0 | Davade, to our global Wall Street audience, |
| 1:13.7 | what is the single statistical or ratio observation |
| 1:18.4 | of EU banking that maybe is not in the zeitgeist right now? |
| 1:22.4 | What's the Sarah ratio that matters? |
| 1:27.0 | Well I think the numbers that probably matters the most is the number of banking |
| 1:32.1 | institutions you know the that is the number of banking institutions. |
| 1:34.0 | You know, the EU has the highest number of banks. |
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