Surveillance: Rolling Correction With Wilson
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 October 2021
⏱️ 35 minutes
🧾️ Download transcript
Summary
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Government Affairs, says the fissure in the Democratic party is a worry. James Sweeney, Credit Suisse Chief Economist, says stagflation is a silly hypothesis. Jane Foley, Rabobank Head of FX Strategy, says the weight of negative fundamentals in the U.K. has driven a wedge between the pound and rates. James Dyson, Dyson Chairman & Founder, discusses the future of invention.
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Transcript
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| 0:00.0 | What's on the horizon for financial markets? |
| 0:03.6 | At PGM, it's a question that over 1,400 investment professionals relentlessly research |
| 0:09.7 | in pursuit of your long-term goals. |
| 0:12.8 | Specialized across asset classes, but united in collaboration, |
| 0:17.1 | our teams provide global and local expertise. |
| 0:20.7 | Our investments shape tomorrow, today. |
| 0:24.1 | Pissue your tomorrow with PGM, a leading global asset manager. |
| 0:30.1 | Hi, I'm Eric Schatzger, the editorial director of Bloomberg New Economy. |
| 0:34.0 | At Bloomberg, we believe in the power of ideas. |
| 0:37.0 | That's why we launched Bloomberg New Economy Catalysts. |
| 0:39.6 | This global community of entrepreneurs and innovators is blazing |
| 0:43.1 | new trails in every corner of the economy, |
| 0:45.6 | like using AI to speed up supply chains and saving our coral reefs with 3D printing. |
| 0:50.1 | The 2023 Catalyst class is reshaping our world in radical and exciting ways. |
| 0:55.2 | Learn more about the Catalysts and what they're doing at BloombergNewEconomy.com |
| 0:59.0 | Slash Catalysts. |
| 1:30.0 | Joining us now, Mike Wilson of Morgan Stanley, their chief U.S. equity |
| 1:34.6 | strategy is Mike, I want to go 60,000 feet on you. |
| 1:38.2 | We have had a stretch of disinflation from Voker to Mike Wilson right now. |
| 1:43.4 | Do you sense that this is a nuance within a bull market wrapped around fixed income, |
| 1:49.1 | commodities, the rest of it, the dollar, etc. |
| 1:52.1 | Or are we at a point of a major change in the vectors to 2025? |
... |
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