Surveillance: Pessimism Of Summer Reversed, Shaoul Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 November 2019
⏱️ 32 minutes
🧾️ Download transcript
Summary
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, thinks the deep market pessimism of the summer is returning to normal. Alicia Levine, BNY Mellon Chief Strategist, says cyclical sectors are beginning to show signs of life even as data remains somewhat soft. Terry Haines, Pangaea Policy Advisory Founder, says the U.S. is ultimately pursuing for an "enforceable" deal with China. Karen Leigh, Bloomberg Greater China Government Editor, reports retail and travel have taken a hit in recent months in Hong Kong. And Chris Rupkey, Chief Financial Economist at MUFG Union Bank, says it sounds like President Trump is still taking a hard line on trade with China.
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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. |
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| 0:56.4 | Bloomberg. |
| 0:57.4 | We have come to a deal pretty much subject to getting it written. |
| 1:00.3 | It'll take probably three weeks, four weeks or five weeks that's five weeks ago |
| 1:04.2 | Friday we still don't have a deal on paper substantially I don't know what that |
| 1:08.4 | means with I don't know what the mathematics of that is but you know finally it's a pause I mean I looked at the chart log chart |
| 1:14.4 | SPX is basically a moon shot from the first week of October and today's sort of |
| 1:19.5 | a pause we have stalled Lisa Brahmitz with us as well in here in New York City and |
| 1:23.4 | Lisa I just wonder whether we're starting to test the patience of some people out |
| 1:26.7 | there. It's close, it's close, but it's still not here. |
| 1:29.9 | Well if you look at though at credit it's very much risk on and so if you look at credit as a leading |
| 1:35.2 | indicator then perhaps people might be losing patients with it's on it's off it's on it's off |
... |
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