Surveillance: U.S. Economy Weakening But Strong, Cantrill Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 20 November 2018
⏱️ 30 minutes
🧾️ Download transcript
Summary
George Bory, Wells Fargo Securities Head of Credit Strategy, says the march back towards cash is well underway. Libby Cantrill, PIMCO Head of Public Policy, thinks the chances of a big infrastructure package are higher than markets seem to think. Mark Gilbert, Bloomberg Opinion Columnist, says we are nearing a bear market. Wolfgang Munchau, Eurointelligence Director, thinks people are overestimating the power of Germany to influence Euro states.
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| 0:00.0 | To me, context is about pattern recognition. |
| 0:02.8 | It's connecting the dots. |
| 0:04.4 | It's giving readers an ability to synthesize |
| 0:07.6 | a number of different perspectives |
| 0:09.2 | so they can understand how the greater whole works, |
| 0:12.0 | because nothing really occurs in isolation anymore. |
| 0:14.4 | I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion. |
| 0:18.0 | On our platform, we ask tough questions and solve complex problems with the facts in mind. |
| 0:23.0 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Jaley, 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, |
| 0:53.0 | soundcloud, Bloomberg.com, and of course, on the Bloomberg. |
| 0:57.0 | It's not just the equity market then that's facing a rough 2018 for the first time |
| 1:01.0 | since the global financial crisis high high yield and investment grade in |
| 1:04.7 | both dollars and euros are heading for an annual loss. |
| 1:08.1 | So what is going on in credit and how is concerned should you be? |
| 1:11.8 | George Bory joining us to now, Wells Fargo Securities, |
| 1:14.1 | head of credit strategy. Good morning to you George. |
| 1:16.8 | Good morning, Jonathan. Some of our listeners might not have the same visibility they |
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