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Bloomberg Surveillance

Surveillance: Oil Swings with Citi's Morse

Bloomberg Surveillance

Bloomberg

Business, Investing, News, Business News

3.81.2K Ratings

🗓️ 21 February 2023

⏱️ 29 minutes

🧾️ Download transcript

Summary

Ed Morse, Citigroup Global Head of Commodity Research, says Chinese and global oil consumption are approaching a peak as the energy transition away from fossil fuels gathers pace. Spencer Dale, BP Chief Economist, says the oil market remains very uncertain. Ben Laidler, eToro Global Market Strategist, says the rally has been fundamentally driven. Karen Short, Credit Suisse Analyst, reacts to earnings from Walmart and Home Depot. 

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Transcript

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0:00.0

Is inflation finally on the retreat? Can labor markets withstand an economic slowdown and demographic

0:05.9

headwinds? Will the tense geopolitical climate ease or escalate? This is the Outthinking

0:11.4

Investor. Join us as we re-examine the past, present-day opportunities and future possibilities

0:18.3

in global capital markets. The Outthinking Investor, an award-winning

0:23.2

podcast from PGIM. This podcast is intended solely for professional

0:27.1

investor use. Past performance is not a guarantee of future results.

0:30.5

No one just watches a movie anymore. They play the video game, screen the soundtrack,

0:35.0

and binge a podcast too. Boundaries have blurred and ever-in-a-scrambling

0:38.8

for one thing, screen time. Join me, Lucas Shaw, for Bloomberg Screen Time, our new LA

0:44.4

event that will connect entertainment's brightest minds. We'll be interviewing guests

0:48.2

like Ted Cerandos of Netflix, Donna Langley of NBC Universal, and Arya Manual, the

0:52.9

super agent Debt and Ever. Catch it on October 11th and 12th. You can find out more at

0:57.2

BloombergLive.com slash screen time.

1:04.9

This is the Bloomberg surveillance podcast I'm Tom Keane, along with Jonathan Farrow and Lisa

1:10.1

Abramowitz. Join us each day for insight from the best, an economics geo-politics

1:15.5

finance and investment, subscribe to Bloomberg surveillance on demand, on Apple, Spotify,

1:21.8

and anywhere you get your podcasts and always. I'm Bloomberg.com, the Bloomberg terminal,

1:27.9

and the Bloomberg business app. Right now, I'm Edward Morris, global head of commodity

1:32.7

research at City Group as public service to the nation, a few years back, and of course,

1:37.0

Dr. Morris on hydrocarbons, on oil, on the global view. Ed, I have never seen from you a more

1:46.1

indirect note. Edward Morris, stealing from Thatcher, says expect the unexpected. Defining

1:53.6

unexpected out there, a long, a burgeoning, reopening Pacific Rim.

...

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