Surveillance: Fed Needs To Be Flexible, Laidler Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 11 February 2020
⏱️ 41 minutes
🧾️ Download transcript
Summary
Ben Laidler, Tower Hudson Research CEO, thinks valuations are very well supported for U.S. markets. Representative John Yarmuth, Democrat from Kentucky and Chairman of the Budget Committee, says Donald Trump is the biggest motivating factor for Democrats right now. Gideon Rose, Foreign Affairs Magazine Editor, says the Chinese threat to U.S. hegemony is a long term challenge rather than an immediate crisis. Stephen Stanley, Amherst Pierpont Chief Economist, doesn't see the Fed moving on rates anytime before the U.S. election. John Butler, Bloomberg Intelligence Senior Telecoms Analyst, says the T-Mobile-Sprint deal will allow T-Mobile to move more aggressively on 5G.
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| 0:53.0 | To get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 1:10.0 | Daly, we bring you insight from the best in economics, finance, investment, and international relations. |
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| 1:24.0 | December, John and I were working what, 22, 23, 24, bottom. |
| 1:30.0 | Yeah, and then there was a crater and there was a whole bunch of notes that said get on board but there was one note that had the courage to like get on board and also mentioned magnitude and he said up 20% and after everybody picked themselves up off the floor |
| 1:46.9 | laughing said Ben Lader you're out of your mind. |
| 1:50.3 | This crazy guy turns up from HSBC and starts talking about massive upside in 2019 and everyone's looking at him like his crazy |
| 1:57.4 | including me. I'm really pleased to say that the former chief equity strategist of HSBC and now the CEO of Tower Hudson Research, |
| 2:04.9 | Ben Laidler, joins us on the phone. |
| 2:07.2 | Ben, a fantastic call through 2019. |
| 2:10.4 | And as Tom and I and Lisa have been discussing for weeks, months, if not years now, the courage to stay invested. |
| 2:16.5 | When everybody is obsessed with the downside risk, Ben how important is that story right now? |
| 2:30.0 | Yeah, very, I mean, you know, to Tom's point, you know, I don't really know how the coronavirus thing, you know, pans out, right? We have some sort of historical precedent, but you know, I ultimately I think markets are sort of historical precedent but you know I ultimately I think I think |
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