Surveillance: Value In International Stocks, Santos Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 20 November 2019
⏱️ 34 minutes
🧾️ Download transcript
Summary
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is value in international stocks. Bill Dudley, Former New York Fed President, says contrary to the recent Fed report, he thinks there are two significant economic risks on the horizon. Todd Mariano, Eurasia Group U.S. Director, believes there is a veto-proof majority in support of the Hong Kong Human Rights and Democracy bill. Megan Greene, Harvard Kennedy School Senior Fellow, says global growth will look better next year because emerging markets will be less squeezed. Dan Alpert, Westwood Capital Founding Managing Partner, says jobs numbers have been dented by the lack of government spending on infrastructure.
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| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, |
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| 0:49.8 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, on the |
| 0:56.4 | Bloomberg. |
| 0:57.4 | There's a history here that's just laden with history and with the Republican Party that |
| 1:02.4 | been coming out of World War II was |
| 1:04.6 | Shanko Shek in Taiwan where there was just a raging debate. I have the clearest |
| 1:09.4 | memories of the debates over this in the 60s when I was a kid and it was heated within |
| 1:14.0 | Republican politics. Nothing's changed here except we have a president who's |
| 1:18.6 | grossly, you know without any criticism with the president to be kind he's unpredictable and we just |
| 1:24.6 | simply don't know what he'll do with a veto-approved vote that we just saw. |
| 1:28.4 | Let's bring in Gabriela Santo shall we J.P. Morgan Asset Management Global |
| 1:31.7 | Market strategist Gabriela, two widely-howed assumptions |
| 1:34.8 | I've heard in the last couple of days from market participants. |
| 1:37.4 | One, that the president needs a phase one trade deal before the elections in 2020, and two, it's's unlikely the president will break with |
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