Surveillance: Stimulus Bets With BofA's Meyer
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 16 December 2020
⏱️ 29 minutes
🧾️ Download transcript
Summary
Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, says there could be a new volatility regime in 2021. Jeremy Stretch, CIBC Head of G-10 FX Strategy, discusses U.S. Treasury report designating Switzerland and Vietnam as currency manipulators. Michelle Meyer, BofA Securities Head of U.S. Economics, says don't overlook the near-term challenges for the economy. Dr. Katherine Baumgarten, Oschner Health Medical Director of Infection Control and Prevention, says there are many critical steps involved with the distribution of Covid-19 vaccines and cold storage is a challenge.
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| 0:00.0 | Join us in Seattle on November 8th for Bloomberg's intelligent automation briefing about transformation in a time of uncertainty. During this special evening event, top business and IT executives will gather to explore ways in which intelligent automation can offset economic |
| 0:15.8 | pressures and help organizations thrive by enhancing operational efficiencies and stakeholder |
| 0:21.2 | value. |
| 0:22.3 | This program is proudly sponsored by IBM. Register at |
| 0:25.7 | Bloomberg Live.com slash automation slash radio. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:33.0 | Daily, we bring you insight. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.0 | Daily, we bring you insight from the best in economics, finance, investment, and international relations. |
| 0:49.5 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.2 | Bloomberg. |
| 0:57.2 | Right now to get the conversation started on radio, on television to help you prepare for that |
| 1:02.3 | you aren't in the equity market. |
| 1:03.8 | Greg Botel joins us with BMP Perry, |
| 1:06.3 | head of equity and derivative strategy. |
| 1:08.6 | Greg, what does the derivative markets say, |
| 1:10.8 | the Greek letters, what does it say about developing confidence |
| 1:15.0 | towards 2021? |
| 1:17.0 | Well I think it's an interesting story in the in the volatility market we've seen the |
| 1:22.2 | Vicks come down considerably and 20 as you |
| 1:25.8 | point out has been a bit of a low for the last six months. Our view is though it's |
| 1:29.5 | likely to go lower into the new year. We've seen a huge amount of money be put to work in the |
| 1:34.0 | equity market, but we haven't seen the same type of return to short volatility |
| 1:38.6 | strategies that we saw pre-Covid. So we think that could be a big story for Q1 next year. |
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