Surveillance: Expect Others to Follow Apple, Campling Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 February 2020
⏱️ 26 minutes
🧾️ Download transcript
Summary
David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first quarter. Neil Campling, Mirabaud Securities Global Thematic Strategy Group Head of TMT Research, expects other companies to follow Apple in cutting their outlook. Elaine Kamarck, Brookings Senior Fellow in the Governance Studies, discusses which candidates she expects to have the momentum going into the Nevada Democratic debate. Michael Holland, Holland & Co. Chairman, says although he's mindful of the valuations in the big-cap names, he's not so concerned that he's a seller.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts SoundCloud, Bloomberg.com and of course |
| 0:56.1 | on the Bloomberg. |
| 0:57.1 | Yes, fronts and sense for me this week. |
| 0:59.1 | The big data point of the week I think PMI's out of Europe this coming Friday will be a big focus of this market |
| 1:04.8 | looking ahead to it all I'm really pleased to say David Kelly joins us now |
| 1:07.5 | JP Morganess and management chief global strategist David fantastic to have you with us |
| 1:12.2 | talk to me about the message that you have for clients this |
| 1:14.8 | Tuesday morning. Well yeah I think the message is you've got to look at the sort of different paths |
| 1:21.0 | that markets and the economy have taken. I think we've gotten |
| 1:23.7 | a little complacent. This is 11 years into an expansion. Not much seemed to go on. So the |
| 1:28.8 | markets keep on drifting higher in terms of equity markets, rates keep on drifting lower. |
| 1:33.2 | But the main stories really the one that you and Tom have been talking about, |
| 1:36.3 | which is there are plenty of signs of the global economy slowing down. |
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