Surveillance: Tragic Irony To Brexit Debate, Kelly Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 October 2019
⏱️ 34 minutes
🧾️ Download transcript
Summary
Michael Purves, Tallbacken Capital Advisors CEO, thinks that earnings season so far has been an important affirmation of what the bulls would like to see. Axel Christensen, BlackRock Chief Investment Strategist For Latin America, says Chile's President-elect Alberto Fernandez will have to negotiate deep structural changes in Argentina. Stephanie Kelly, Aberdeen Standard Senior Political Economist, says U.K. growth has been very weak relative to its potential. Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says that heading into third quarter earnings, investors were very bearish. And Sameer Samana, Wells Fargo Investment Institute Senior Global Market Strategist, says macro events like trade uncertainty and Brexit affect levels of volatility, but the market is primarily driven by the Fed.
See omnystudio.com/listener for privacy information.
Transcript
Click on a timestamp to play from that location
| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
| 0:17.1 | officials from Saskatchewan, Quebec, British Columbia, Alberta and Ontario as well |
| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, |
| 0:54.0 | Bloomberg.com and of course on the Bloomberg. |
| 0:57.0 | What a couple of weeks we've had in global equity markets. |
| 1:00.0 | Stocks are doing better than good. |
| 1:02.0 | What's changed the data or the way investors |
| 1:05.2 | respond to it? Joining us now Michael Purvis of Tallback and capital advisors |
| 1:09.4 | good morning to you Mike. Good morning John. Your thoughts on that question what has |
| 1:13.8 | changed is the data getting better has the data changed or is it the way investors |
| 1:17.9 | are reacting to it I think it's the latter John you know the earnings season has thus far been an |
| 1:26.2 | important affirmation of what the Bulls would like to see to keep the markets |
| 1:31.2 | moving higher but again I don't think there's any real big surprise there, right? |
| 1:34.9 | The economic data for most of the economy has been really pretty constructive and affirming that, |
| 1:40.5 | you know, the earnings story will be pretty good I mean that's |
... |
Please login to see the full transcript.
Disclaimer: The podcast and artwork embedded on this page are from Bloomberg, and are the property of its owner and not affiliated with or endorsed by Tapesearch.
Generated transcripts are the property of Bloomberg and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.
Copyright © Tapesearch 2026.