Surveillance: U.S. Expansion is Late Stage, Chandler Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 2 April 2018
⏱️ 30 minutes
🧾️ Download transcript
Summary
Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, says the market has been squeezed out of a lot of the short yen positions. Kim Wallace, Eurasia Group Managing Director for the U.S., says the United States' trading partners are confused right now. Neil Dutta, Renaissance Macro Research Head of U.S. Economics, thinks there's still some residual slack in the labor market. Jonathan Palmer, Bloomberg Intelligence's Healthcare Analyst, says he doesn't foresee Walmart buying Humana.
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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 on the |
| 0:56.4 | Bloomberg. |
| 0:57.4 | So we begin April, closing out a quarter which saw a resurgent volatility index. |
| 1:01.3 | Dominant forces began to reassert themselves though, including a and year yields drop below 50 basis points a post crisis low. So what's the economic |
| 1:15.1 | signal if there is one at all? Let's bring in Mark Chandler, Brown Brothers |
| 1:18.7 | Harriman Global Head of Currency Strategies who joins us now in New York. Mark great to catch up with you sir. Thanks happy one. currency strategies |
| 1:24.0 | to join us now in New York. |
| 1:22.0 | Great to catch up with you, sir. |
| 1:24.0 | Thanks. |
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