Surveillance: Markets Not Pricing Risk, Coronado Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 21 February 2020
⏱️ 44 minutes
🧾️ Download transcript
Summary
Julia Coronado, Macropolicy Perspectives President & Founder, says there is a lot of complacency in market pricing right now. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the big tech names have been keeping the rest of the tech sector afloat. Jonathan Fenby TS Lombard Chairman of China Research, says the coronavirus outbreak is a big test for the leadership in China. Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says the global economy may hit stall speed because of the coronavirus. Michael McKee, Bloomberg International Economics & Policy Advisor, discusses his interview with ECB Board Member Philip Lane.
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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 |
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| 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 Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:57.2 | I don't want to make them blush, but John Farrell changed the discussion in economics |
| 1:00.8 | worldwide at Davos, or he tore apart Mr Prince of Bridgewater over boom |
| 1:06.4 | and bust. It became a three-day fun-filled derby for us talking about the dynamics |
| 1:11.2 | of our economic system at the zero bound. |
| 1:14.4 | We didn't know then we'd be near a record low on the 30 year yield. |
| 1:18.7 | We didn't know then. |
| 1:20.1 | We'd be at near 1700 on gold. We didn't know then there would of course be this tragedy of a virus in China |
| 1:26.4 | To make sense of it with a really important fed confab today in New York is Julia Coronado of macro policy perspectives and you are perfect to talk to about the fear that's out there among public officials messaging. We are the world happy happy |
| 1:44.8 | Jim Bullards over on the death star right now with Joe Andrew and Becky everything's fine baloney it's a Bullard regime change. Clarita Gally Gertler in 1999, the science of monetary |
| 1:57.7 | policy. What's the science in 2020? Well that's exactly what they're trying to figure out. I mean they it's a tricky |
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