Surveillance: Watch China Loan Demand, Miller Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 18 June 2020
⏱️ 28 minutes
🧾️ Download transcript
Summary
Leland Miller, China Beige Book International CEO, says loan demand will be the absolute key thing to watch in China for the next three or four months. Kate Moore, BlackRock Head of Thematic Strategy for the Global Allocation Team, expects investors to ride the risk wave heading into the election cycle. Bob Crandall, Former American Airlines CEO, says it will be a long time before the airline industry sees as much business travel as they did pre-Covid-19.
Dr. Vivian Lee, Verily Life Sciences President of Health Platforms & Author of "The Long Fix: Solving America's Health Care Crisis with Strategies," says testing asymptomatic people will be a critical component in getting people back to work. Craig Gordon, Bloomberg Washington Bureau Chief, says the current national poll numbers between Joe Biden and President Trump will narrow towards the election.
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Transcript
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| 0:16.2 | You get context. |
| 0:17.6 | And context changes how you see things, how you change things, because context changes everything. Go to Bloomberg |
| 0:24.6 | dot com to get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.4 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | 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 | Who does George Magnus listen to? |
| 1:00.0 | He listens to Leland Miller. Miller has come out of Washington and Lee University |
| 1:05.5 | and carved out a career is the absolute definitive |
| 1:10.0 | micro analyst of China. |
| 1:12.8 | No one, and I mean no one folks, does it better than Leland Miller |
| 1:17.4 | of trying to figure out what rail traffic or what electric utility rates are doing |
| 1:22.4 | to China |
| 1:23.4 | and what its signals. |
| 1:24.4 | So Leland, let me get right to it |
| 1:26.5 | in your China Beige book. |
| 1:28.3 | What do you see of interior demand dynamics across great China? |
| 1:34.3 | Well, one of the major problems because the last several months haven't been synchronous |
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