Surveillance: Yen Stands to Benefit from Trade War, Says Barth
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 3 June 2019
⏱️ 28 minutes
🧾️ Download transcript
Summary
Marvin Barth, Barclays Head of FX Strategy, believes that the dollar is ultimately the beneficiary of a volatile, global environment. Lorenzo Codogno, LSE Visiting Professor & Former Italian Treasury Chief Economist, says the government framework of Europe is still unfinished. Margaret Talev, Bloomberg White House Correspondent, discusses President Trump's tweets on London Mayor Sadiq Khan this morning. And Diane Swonk, Grant Thornton Chief Economist, thinks the President's tariffs on Mexico also have to do with immigration at the border.
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| 0:00.0 | Join us in New York on November 29th for the Bloomberg Canadian Finance Conference, |
| 0:04.6 | proudly sponsored by National Bank of Canada Financial Markets. |
| 0:07.8 | 2023 marks the 11 year anniversary of our Canada focused event and continues the tradition of providing timely |
| 0:13.8 | insights and actionable strategies. We'll have senior government |
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| 0:21.9 | as speakers from Northland Power, World Bank, Transolta, and many more. |
| 0:26.0 | Register at Bloomberg Live.com I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best |
| 0:45.9 | in economics, finance, investment, and international relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com, and of course, |
| 0:56.1 | on the Bloomberg. |
| 1:00.1 | We've got an important guest to get starting with folks just to say that John and I will be here through Thursday. |
| 1:06.2 | We take the Gulf Stream back Thursday night, the Red Eye, to really get back, John, for Jobs Day in America, |
| 1:12.1 | which really goes to the synthesis of market house |
| 1:15.6 | adjustment over the weekend. A lot of houses saying not so much we were wrong |
| 1:21.0 | here's a new view but just saying we got to catch up with all the |
| 1:24.3 | events market to market to some degree let's bring in Marvin Bath shall we |
| 1:27.7 | Barclays head of FX strategy it feels like that Marvin it was already in the |
| 1:31.6 | price a market looking for two rate cuts then the likes |
| 1:34.9 | of Barclays come out and say yes that's probably what we're going to get JP Morgan |
| 1:38.4 | calling for the same walk me through why two cuts this year from the Federal Reserve make sense with |
| 1:44.7 | unemployment south of 4% and GDP in and around 2-3 percentage points? |
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