Surveillance: Oil Price War With Yergin
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 10 March 2020
⏱️ 38 minutes
🧾️ Download transcript
Summary
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says the correction we're going through now is just a continuation of the correction that began two years ago. Dan Yergin, IHS Markit Vice Chairman, says there is a grudge match going on between Saudi Arabia and Russia. Philipp Hildebrand, BlackRock Vice Chairman & Steven Major, HSBC Fixed Income Research Managing Director, discuss the low interest rate environment. Meredith Sumpter, Eurasia Group Head of Research Strategy, says Chinese leadership is more concerned about containing the coronavirus outbreak than getting the economy back up to speed. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the bond market is pricing a zero rate interest policy.
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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. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. 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 |
| 0:55.1 | and of course on the Bloomberg. |
| 0:57.8 | Joining us now, Michael Wilson, Morgan Stanley Chief U.S. Equity |
| 1:00.6 | strategist joining us on the phone. |
| 1:01.8 | Fantastic to have Mike with us. |
| 1:03.5 | Mike, let me just begin with a line of yours that comes from your team and your research. |
| 1:07.4 | COVID-19 may simply be the accelerant for a cycle that was already on its way to ending. Your thoughts Mike. |
| 1:15.0 | Yeah, I think that's, you know, our main message over the past month actually is that we |
| 1:20.4 | actually think that this correction we're going through now is just a |
| 1:23.9 | continuation of the correction that really began almost two years ago |
| 1:28.2 | okay and you guys are familiar with our work on the rolling bear market, the consolidation call, and quite frankly, the fourth |
| 1:36.4 | quarter of last year was a false breakout that was orchestrated by extraordinary liquidity, and sure the fundamentals were trying to |
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