Surveillance: Public Investment Is Key, IMF's Gaspar Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 15 October 2020
⏱️ 28 minutes
🧾️ Download transcript
Summary
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says markets are wrestling with a brand new economic cycle. Chris Kotowski, Oppenheimer & Co. Senior Analyst, examines third-quarter results from U.S. banks. Vitor Gaspar, IMF Director of Fiscal Affairs, says public investment can play a key role in boosting growth. Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow and Former Chief Economist & Economic Adviser to Vice President Joe Biden, discusses what Trump’s and Biden’s competing economic agendas reveal about the economy.
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| 0:00.0 | When you get your news from Bloomberg, you don't just get the story. You get the story behind the story. |
| 0:07.0 | How your Evie's battery may not be as green as it seems. |
| 0:11.0 | Why a decrease in global birth rates could send countries scrambling to increase immigration. |
| 0:16.2 | You get context. |
| 0:17.6 | And context changes how you see things, how you change things, because context changes everything. Go to Bloomberg |
| 0:24.6 | dot com to get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course |
| 0:56.2 | on the Bloomberg. |
| 0:57.2 | Gabri Lissantos joins us now, JPMorgan Asset Management Global Market Strategists. |
| 1:01.9 | Anytime, Gavi, you are welcome in London, you know that. |
| 1:04.4 | Let's just start with this market. |
| 1:06.1 | What are you more concerned about this morning? |
| 1:07.6 | We wake up, fiscal talks breaking down state side, |
| 1:10.1 | the other side of the Atlantic. |
| 1:11.6 | More restrictions in Europe. |
| 1:13.0 | Well, thank you, John, for the invitation. |
| 1:17.0 | In terms of the markets, so I think we're trying to wrestle with two things at the same time here. |
| 1:24.5 | The first is as long-term investors we're trying to position for where we're going over |
| 1:29.7 | the next couple of years, which is we're in a brand new economic cycle one that's coming |
| 1:35.5 | with a lot of monetary and fiscal support that does not seem to be going away |
... |
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