Surveillance: Ford's Electric Future
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 29 December 2020
⏱️ 30 minutes
🧾️ Download transcript
Summary
Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says consumer spending needs to be strong in order to keep the recovery going. Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, expects things to be more difficult for markets in the second half of 2021. James Bevan, CCLA Chief Investment Officer, says the pound still has serious challenges ahead. Mark Kaufman, Ford Motor Global Electrification Director, discusses the global race for leadership in the electric-vehicle market.
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Transcript
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| 0:00.0 | When you get your news from Bloomberg, you don't just get the story. You get the story behind the story. |
| 0:07.0 | How your Evie's battery may not be as green as it seems. |
| 0:11.0 | Why a decrease in global birth rates could send countries scrambling to increase immigration. |
| 0:16.2 | You get context. |
| 0:17.6 | And context changes how you see things, how you change things, because context changes everything. Go to Bloomberg |
| 0:24.6 | dot com to get context. 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, and international |
| 0:48.9 | relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:57.5 | Let's bring in our market guest to kick off this hour. |
| 0:59.8 | Scott Wren is with us, Wells Fargo Management's, |
| 1:02.8 | senior global equity strategists, |
| 1:05.6 | and he joins us here from Missouri, |
| 1:08.2 | as he likes to remind me that I like to say. |
| 1:10.7 | Scott, good to have you here. |
| 1:13.0 | Remarkable that we're kind of at the end of this year after what a year it's been. |
| 1:16.8 | What do you make though of once again we continue to see like global equity records taken out one after another. Well Carol it has been a |
| 1:25.1 | crazy year and these record highs you know the markets have definitely higher |
| 1:29.7 | than where we thought it was going to be at the end of this year. |
| 1:33.0 | But, you know, Matt mentioned bets on economic recovery |
| 1:37.0 | and whether you're looking at commodities, aluminum, |
... |
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