Surveillance: U.S. Equities In Good Shape, Laidler Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 February 2020
⏱️ 30 minutes
🧾️ Download transcript
Summary
Ben Laidler, Tower Hudson Research CEO, thinks U.S. equities are in much better shape than many people think they are. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, thinks the Fed could be close to the point of taking action on the coronavirus. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says market uncertainty makes in almost impossible to take a three-year view. Dr. Peter Hotez, Baylor College of Medicine Dean, breaks down the most recent efforts to combat the coronavirus. Kevin Cirilli, Bloomberg Chief Washington Correspondent, says tonight's debate is most critical for Joe Biden.
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| 0:10.8 | And context changes everything. Go to Bloomberg.com to get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:28.0 | Daily, we bring you insight from the best in economics finance investment and international relations |
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| 0:41.4 | Bloomberg. |
| 0:42.4 | Benjamin Loehler with us with Tower Hudson right now. |
| 0:45.0 | Many of you know that he was with us 14 months ago and did better than good. |
| 0:49.0 | I'm calling Equity Market. |
| 0:51.0 | He was with us a few weeks ago and we're thrilled he could |
| 0:52.9 | rejoin us today. Ben you have a brilliant chart and I want you to dovetail |
| 0:57.5 | this into where we are now after a thousand points down yesterday of the |
| 1:02.2 | great rotation of U.S. domestic and international flows. |
| 1:08.0 | What does that chart tell you about your confidence in U.S US equities? |
| 1:15.0 | It tells me that maybe people aren't as bulled up on US equities as, you know, I think the consensual |
| 1:20.6 | narrative is. |
| 1:21.6 | I mean you've had something like 400 billion dollars of |
| 1:25.3 | mutual fund outflows out of US equities over the last couple of years and at the same time |
| 1:29.9 | you had an awful lot of money going into international equity so I think this sort of narrative |
| 1:35.0 | which we came into the year that you know the US just couldn't keep out forming and that you should really look at |
| 1:40.4 | international equities I've actually sort of been turned on its head, right? |
| 1:44.8 | I mean, the coronavirus was a sort of catalyst for this, but I think we've all woken up to the fact |
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