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Bloomberg Surveillance

Surveillance: The Great Inflation Debate With Kasman

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.81.2K Ratings

🗓️ 25 August 2020

⏱️ 37 minutes

🧾️ Download transcript

Summary

Chris Verrone, Strategas Research Partners Head of Technical Analysis, says the leadership tone of the equity market is telling us to expect a positive economic surprise in the back half of the year. Regina Mayor, KPMG Global Head of Energy, says the removal of Exxon from the Dow Jones is a signal that large energy companies need to embrace an “energy transition” to remain relevant. Terry Haines, Pangaea Policy Founder, says Trump's enthusiasm advantage over Biden is real. James Sweeney, Credit Suisse Chief Economist, says the Fed is on thin ice given where the economy is. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, weighs in whether inflation is on the way back.

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Transcript

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0:00.0

On December 4th and 5th, against the backdrop of the United Nations Climate Change Conference,

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Bloomberg Green will convene the foremost leaders in business, finance, policy, academia,

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and NGOs for candid conversations focused on creating solutions to support

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the goals set forth at COP28. Join our community of global influencers and

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problem solvers in Dubai to build connections, inspire innovation and challenge the status quo in the

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battle against climate change. Register at Bloomberg Live. I'm Tom Keene.

0:43.5

Daily, 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

0:56.2

the Bloomberg.

0:57.7

There are two kinds of technical analysis which by the way really works on Bloomberg radio

1:02.4

and we say good morning to all of you.

1:04.0

One of them is stochastic, which is the movement, the spikes trying to catch the knife in the dark,

1:10.0

and the other is trend-based analysis.

1:12.0

Anybody that knows my work over the years

1:14.4

knows I am totally and completely in the trend-based camp.

1:18.7

As is Christopher Varone, the fabulous technical analyst,

1:22.0

it's strategicist, Chris, it was great to hear your children in the background

1:25.2

before they were sequestered before we came on what is it like naming your young children support and

1:31.0

resistance that that go over well with Mrs. Verone?

1:35.0

You know, it didn't go over as well as you might think.

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