Surveillance: Negative Interest Rates With Kotok
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 27 November 2019
⏱️ 27 minutes
🧾️ Download transcript
Summary
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, expects U.S. manufacturing weakness to start broadening out to the rest of the economy. Andrew Hollenhorst, Citi Chief U.S. Economist, says the stock market gains are not experienced widely across the economy. David Kotok, Cumberland Advisors Chairman & CIO, says ECB's Christine Lagarde has a difficult task right now. And Karen Ubelhart, Bloomberg Intelligence Senior Analyst for Machinery, provides an industrial outlook for 2020.
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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 |
| 0:56.4 | Bloomberg. |
| 0:57.4 | Rick Boutel joining us, B. M. Perrybrough, I'm thrilled that he could be with us today. |
| 1:02.4 | And one of the reasons is you have a house cautious |
| 1:05.2 | call in the American economy. Let's start with that. Why are you cautious where others see |
| 1:09.6 | above 2% growth? Well I think what the market is looking for generally is this weakness that we've seen in the |
| 1:15.8 | manufacturing side of the economy start to mean revert and the rest of the economy, the |
| 1:21.4 | service side, the consumer that has been much more robust, just kind of continue on track. |
| 1:26.0 | We think what we're actually likely to see is this weakness from the manufacturing side of the economy, |
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