Surveillance: Market Sell-Off With Matus
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 24 February 2020
⏱️ 54 minutes
🧾️ Download transcript
Summary
Drew Matus, MetLife Investment Management Chief Market Strategist, says 2021 is when we really have to start thinking about there being a recession in the U.S. Todd Mariano, Eurasia Group U.S. Director, says there is a sense among campaign strategists that it may be too late for other candidates to catch up to Bernie Sanders. Selina Wang, Bloomberg China Correspondent, says the rate of new coronavirus cases in Hubei province seem to be stabilizing. Stuart Kaiser, UBS Head of Equity Derivatives Research, says the VIX at 25 or 30 would suggest "indiscriminate hedging." Kristina Hooper, Invesco Chief Global Market Strategist, says the Fed must be measured and thoughtful in its response to coronavirus risks.
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| 0:00.0 | The media alone can't ease the tensions that come from the debate surrounding the issues we deal with every day. |
| 0:05.7 | However, we can create spaces where people can freely kick the tires of their preconceived notions. |
| 0:11.2 | I'm Tim O'Brien, and I'm the senior executive editor at |
| 0:13.8 | Bloomberg Opinion. On our platform we ask tough questions and solve complex |
| 0:18.1 | problems with the facts in mind. Because context changes how you see things and |
| 0:22.4 | how you change things. |
| 0:23.6 | Context changes everything. |
| 0:25.6 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. 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, |
| 0:48.0 | and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud, |
| 0:53.8 | Bloomberg.com, and of course, on the Bloomberg. |
| 0:57.8 | The Dow long way from 10% correction, |
| 1:00.4 | negative 4%, maybe 5% |
| 1:03.0 | and the Vix that measurement 22.32 it was above 23 to put that in perspective in the great markets of Vix's 12 |
| 1:10.9 | 13 maybe you expand out in the new regime of the Vix is 12, 13, maybe you expand out in the new regime of the Vix to 17 or 18 and we come out |
| 1:17.0 | as well. |
| 1:18.0 | We have the perfect guest to frame this this morning. |
| 1:20.2 | Drew Mattis, not only with his clarion an award winning economic work for years |
| 1:24.7 | but it met life now driving forward their strategy as well. Drew Mattis |
| 1:30.0 | dovetail your equity strategy into your first class economics. |
| 1:35.2 | How do you fit those two together right now? |
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