Surveillance: NATO Summit With Adm. Stavridis & Vinjamuri
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 4 December 2019
⏱️ 48 minutes
🧾️ Download transcript
Summary
Savita Subramanian, Bank of America Merrill Lynch Head of U.S. Equity & Quantitative Strategy, thinks cyclicals could see a strong rally on a skinny trade deal. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, says the vast majority of Americans still want to be in NATO. Jane Foley, Rabobank Head of FX Strategy, thinks U.K.-EU trade talks could bring back a no-deal Brexit risk next year. James Stavridis, Former NATO Supreme Allied Commander & Bloomberg Opinion Columnist, says he is concerned about Turkey’s direction and their willingness to partner so closely with Russia in Syria. And Brian Wieser, Group M Global President of Business Intelligence, discusses the changing nature of ad breaks.
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Transcript
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| 0:24.7 | Bloomberg in-car apps are sponsored by interactive brokers. 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. |
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| 0:56.2 | the Bloomberg. |
| 0:58.2 | With us here in New York I'm pleased to say, Cervita Subramanian, Bank of America, |
| 1:02.1 | Merrill Lynch, |
| 1:02.7 | head of U.S. Equity Strategy. |
| 1:04.0 | Good morning to you, Savita. |
| 1:05.1 | Good morning. |
| 1:06.1 | What are you telling clients at the moment |
| 1:08.5 | about December 15th, the line in the sand |
| 1:12.4 | when tariffs could go on, what is it, 160 billion dollars of Chinese imports. |
| 1:16.4 | What's the message at the moment? |
| 1:17.6 | And it's mostly consumer goods, which is different from what we've seen in the past. |
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