Surveillance: Expansionary Programs With Kocherlakota
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 23 April 2020
⏱️ 32 minutes
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Summary
Paul Sankey, Mizuho Americas Oil & Gas Analyst, says crude futures could trade negatively again in May, if commodity trade advisors who must get out of their positions the day before settlement "get caught again." Savita Subramanian, Bank of America Head of U.S. Equity and Quantitative Strategy, says earnings have come down, but prices are still relatively high. Narayana Kocherlakota, University of Rochester Economics Professor, Former Head of the Minneapolis Fed and Bloomberg Opinion Columnist, says that as long as interest rates & inflation remain low, congress and the Fed will continue to feel comfortable with expansionary programs. Jason Farley, John Hopkins University Nursing Professor, says he fully expects a second wave of COVID-19 infections. Jon Lieber, Eurasia Group Managing Director for the United States, says President Trump's immigration order is less about protecting jobs and more about setting up a contrast on immigration with Joe Biden in the fall election.
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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 | 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 the |
| 0:56.4 | Bloomberg. |
| 0:57.4 | Paul Sankey with Missouo is with us part of an acclaimed team years ago with Adam Siminsky |
| 1:02.3 | and company and now at Missouo doing granular work on oil. |
| 1:07.0 | Paul, just simply to your research note for this weekend and to Monday, what part of this collapse are you most focused on? |
| 1:15.0 | Well we're obviously following the end of the lockdown but as you know some of the |
| 1:21.0 | data for example out of Japan is headed in the wrong |
| 1:24.2 | direction completely but as you know the overall problem here is a demand one and |
| 1:28.8 | generally analysts as you also know Tom focus far too much on the supply side. The fact is that |
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