Surveillance: Oil At Inflection Point, Morse Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 7 July 2020
⏱️ 31 minutes
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Summary
James Athey, Aberdeen Standard Investments Director, says it's very difficult for the world economy to thrive without the success of the United States. Isaac Boltansky, Compass Point Director of Policy Research, says Congress will likely roll out $1.5 trillion on subsequent stimulus spending. Jordan Rochester, Nomura FX Strategist, says U.S. growth will underperform the Eurozone this year, driving a weaker dollar. Ed Morse, Citigroup Global Head of Commodity Research, outlines opportunities in oil and natural gas.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course |
| 0:56.1 | on the Bloomberg. |
| 0:57.8 | The big question, how do you tilt away from the United States when it is the home of mega cap growth stocks. I want to begin |
| 1:05.0 | this show by asking that question to James Athie of Aberdeen Standard |
| 1:09.1 | Investments. James, help me understand that. It is the home to mega cap tech Apple Amazon Microsoft |
| 1:15.2 | surging this year and back at all time highs for all three of those stocks why would |
| 1:19.7 | you tilt away from that story towards the rest of the world. |
| 1:24.6 | Yeah, good morning, John. |
| 1:25.7 | I mean, if you had done so for whatever reason, |
| 1:28.9 | then obviously you would have underperformed significantly |
| 1:31.7 | because globally equities have you know had nowhere |
| 1:36.4 | near the performance that we've seen from some of these mega cap tech names that you've just |
| 1:41.0 | described there and that's not just in the you know immediate |
... |
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