Surveillance: JPMorgan Is Fairly Valued, Whalen Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 12 April 2019
⏱️ 27 minutes
🧾️ Download transcript
Summary
Catherine Mann, Citi Global Chief Economist, and Lupin Rahman, PIMCO Head of EM Sovereign Credit, discuss China's latest economic data. Adam Posen, Peterson Institute President, says low interest rates in Europe are the scariest development in bond markets he has ever seen. Chris Whalen, RC Whalen Global Advisers, thinks JPMorgan is fairly valued. Adrienne Elrod, Democratic Strategist & Clinton 2016 Campaign Director of Strategic Communications, says Bernie Sanders is the front-runner for the Democratic presidential nomination.
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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 | Daly, 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. |
| 1:02.4 | Joining us now for an extended conversation on emerging markets |
| 1:04.8 | Lupin Raman Pimko head of emerging market sovereign credits and so with us |
| 1:08.8 | Catherine Mann city global chief economist so thank you both for coming on. |
| 1:12.8 | Lupin when you look at emerging markets overall lower for longer from |
| 1:16.6 | central banks not only from the Fed but around the world is this a buying opportunity |
| 1:20.3 | for emerging market credit? I think it's a very constructive opportunity for |
| 1:23.8 | emerging markets right now. The Fed being on pause, being a lot more patient, China, |
... |
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