Surveillance: Markets Aren't Telling Anything, Dwyer Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 January 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
Tony Dwyer, Canaccord Genuity Chief Market Strategist, is more focused on the Fed than on trade tensions. Stewart Patrick, Council on Foreign Relations Senior Fellow, doesn't see a new global hegemon on the horizon. Diane Swonk, Grant Thornton Chief Economist, expects data to confirm that in the fourth quarter, we were in solid footing. Dean Curnutt, Macro Risk Advisors CEO, says current volatility comes from a mix of both micro and macro trends.
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Transcript
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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 Bloomberg. Tony |
| 1:06.7 | Tony Dwight dropping by the studio, Canichord Gen-Gen-Mity, Chief Market Strategist and he joins us now. |
| 1:08.0 | Good morning to you, Tony. |
| 1:09.0 | Good morning, John. |
| 1:10.0 | So what's the highlight of the week for you? |
| 1:11.0 | Looking ahead. |
| 1:12.0 | Well, the market's had such a run. |
| 1:13.7 | It's had a 13% gain off the Christmas Eve low. |
| 1:17.3 | And typically, when you get this kind of overbought |
... |
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