Surveillance: The Retail Transformation with Cowen's Chen
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 December 2019
⏱️ 33 minutes
🧾️ Download transcript
Summary
Carl Weinberg, High Frequency Economics Founder & Chief Economist, doesn't see an end to the industrial recession as long as inventories are rising. Oliver Chen, Cowen Senior Equity Research Analyst, details research which suggests a niche area of apparel is growing double digits, despite weakness in the broad sector. Diane Swonk, Grant Thornton Chief Economist, says consumers are showing signs of weakness just as businesses are finally showing signs of life. Bill Smead, Smead Capital Chief Investment Officer & Founder, expects millennials to double their use of gasoline in the next 10 years. Sonali Basak, Bloomberg Finance Reporter, previews what's in store in the next decade for Goldman Sachs.
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Transcript
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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. |
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| 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. |
| 0:43.3 | Daily, we bring you insight from the best in economics, finance, |
| 0:47.1 | investment, and international relations. |
| 0:49.7 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course |
| 0:56.2 | on the Bloomberg. |
| 0:57.2 | Joining us here in New York City I'm pleased to say is Carl Weinberg, high frequency economics |
| 1:00.7 | founder and chief economist Carl is great to see you |
| 1:04.0 | to be here John should we begin with that data worldwide out of China and out of Europe |
| 1:08.5 | have we seen the worst of it that's a question we've been debating over the last couple of weeks |
| 1:12.0 | what do you say in response? |
| 1:14.0 | Nah, not yet. |
| 1:15.0 | Not yet. |
| 1:16.0 | You know, you look at the China PMI, that's very nice. |
| 1:19.0 | China we know has problems. |
| 1:20.0 | They've got the pork holding back the consumer. |
| 1:22.0 | They've got the pork holding back the consumer they've got the trade stuff |
| 1:24.4 | holding down industrial production they've got secular changes in their |
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