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Bloomberg Surveillance

Surveillance: U.S.-China, A New Cold War, Buiter Says

Bloomberg Surveillance

Bloomberg

Investing, Business News, News, Business

3.81.2K Ratings

🗓️ 13 February 2019

⏱️ 25 minutes

🧾️ Download transcript

Summary

Willem Buiter, Citi Special Economic Adviser, says the trade relationship between the U.S. and China is part of a wider new Cold War. George Goncalves, Nomura Securities Managing Director & Head of Americas Fixed Income Strategy, thinks the bond market is nervous about a downturn. Laura Davison, Bloomberg Tax Reporter, says only Democrats in the North East are addressing the new limit on federal deductions for state and local tax payments. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, sees a greater risk of an earnings recession than an economic recession. 

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Transcript

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0:00.0

Business stories aren't just about business. They're also about policy, politics, finance, and more.

0:06.5

With Bloomberg, you stay informed on global coverage that connects the dots.

0:10.5

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0:16.7

podcasts and audio articles in the car. Download the Bloomberg Mobile App now to get started.

0:22.0

Find it in the Apple App Store or on Google Play.

0:24.7

Bloomberg in-car apps are sponsored by interactive brokers. 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

The film let's see if you've been one over, so to speak. Over the last week, we have had a

1:06.4

ton of happy talk around the potential for a trade deal. We now understand from the President

1:10.9

that the March 1st deadline is something that he would be inclined

1:13.4

to let slide if they are close to a deal. Do you assume we have made some progress on the trade

1:20.0

front over the last month?

1:21.0

Undoubtedly, yes.

1:24.0

I think the more positive noises have some foundation in reality.

1:30.0

Trump wouldn't be saying what he is saying if he didn't believe that he could indeed push

1:37.8

out the March 1 deadline and that has to be good news.

1:41.8

The problem isn't solved yet, right?

...

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