Surveillance: The BOE Is Trapped, PIIE's Posen Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 1 August 2019
⏱️ 37 minutes
🧾️ Download transcript
Summary
Adam Posen, Peterson Institute President, says the Bank of England can't do anything ahead of Brexit. Willem Buiter, Citi Special Economic Advisor, only sees the BOE hiking rates in response to a soft Brexit. Vincent Reinhart, Standish Mellon Asset Management Chief Economist, says he no longer takes "Japanification" as a bad term. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, does a deep dive into consumer staple stocks. And Amanda Renteria, Clinton 2016 Presidential Campaign National Political Director, says a fighting spirit is more important than policy proposals for the Democratic candidates.
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Transcript
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| 0:00.0 | To me, context is about pattern recognition. |
| 0:02.8 | It's connecting the dots. |
| 0:04.4 | It's giving readers an ability to synthesize |
| 0:07.6 | a number of different perspectives |
| 0:09.2 | so they can understand how the greater whole works, |
| 0:12.0 | because nothing really occurs in isolation anymore. |
| 0:14.4 | I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion. |
| 0:18.0 | On our platform, we ask tough questions and solve complex problems with the facts in mind. |
| 0:23.0 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. 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. |
| 0:43.5 | Daly, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
| 0:48.1 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course on the |
| 0:56.4 | Bloomberg. |
| 0:57.4 | It's called a bare flattening when the front end sounds |
| 1:00.1 | sells off and you'll start to rise. |
| 1:01.7 | So that's the bond market, |
| 1:03.0 | and then the FX market, dollar strength, |
| 1:05.0 | can't get away from this at the moment. |
| 1:07.0 | We just had the biggest monthly gain on the dollar index |
| 1:10.0 | since 2016. |
... |
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