Surveillance: The UTX and Raytheon Deal With Heymann
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 10 June 2019
⏱️ 32 minutes
🧾️ Download transcript
Summary
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says the idea of one or two rate cuts by year end is starting to make sense. Marc Chandler, Bannockburn Global Forex Chief Market Strategist, expects the Chinese renminbi to break through the 7.00 level within the next three months. Ben LaBolt, Obama 2012 Presidential Campaign Press Secretary, says Democrats need to attack the notion that immigration is affecting the average worker's job. Nick Heymann, William Blair Co-Group Head–Global Industrial Infrastructure, says Raytheon and United Tech are targeting an audience beyond institutional investors.
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| 0:00.0 | There's so much news happening around the world that we're somehow supposed to stay on top of. |
| 0:05.5 | That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart |
| 0:11.4 | Radio that turns down the volume a bit to give you some space to think. |
| 0:16.5 | I'm Wes Kossova. |
| 0:18.0 | Each weekday I dig into one important story and talk about why it matters. |
| 0:23.7 | Listen to the big take on the I Heart Radio app, |
| 0:26.6 | Apple Podcasts, we bring you insights. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, |
| 0:47.8 | and international relations. |
| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.2 | on the Bloomberg. |
| 0:58.8 | This is a great interview because Monamage has one of the great double major undergraduate degrees in the combine of North American |
| 1:07.1 | education out of Wharton and economics and computer science as well. |
| 1:11.4 | Mona that means you know that there's a zero and one in |
| 1:14.2 | computer language. Did we get enough of a zero and one decision tree off of |
| 1:20.7 | Fridays Mexico discussion off of the various Central Bankers discussions |
| 1:25.8 | that you need on a zero and one basis shift aggressively the Alian strategy. |
| 1:31.8 | Hi Tom, hi John, happy Monday and yes the Friday news was certainly an interesting one in in some ways we actually felt that tariffs perhaps worked with Mexico. |
| 1:45.0 | Interestingly, you know, when you compare Mexico to China, |
| 1:48.8 | a United States is a much larger trading partner with Mexico, |
| 1:51.9 | accounts for nearly, you know nearly 80% of Mexican exports, |
| 1:54.6 | about 30% of GDP. |
... |
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