The Market is Forward-Looking, Miletti Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 6 August 2018
⏱️ 34 minutes
🧾️ Download transcript
Summary
Geoffrey Yu, UBS Wealth Management Head of U.K. Investment Office, thinks external pressure will be an opportunity for reform in China. Daniel Tannebaum, PWC Principal and Global Sanctions Leader, says from an enforcement standpoint, Iran sanctions remain unclear. Ann Miletti, Wells Fargo Asset Management Lead Portfolio Manager, thinks market strength will continue but not without volatility. Kenneth Shea, Bloomberg Intelligence Senior Food & Beverage Analyst, and Jordyn Holman, Bloomberg News Managing Diversity Reporter, join us to break down what PepsiCo's CEO change may mean for the company.
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Transcript
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| 0:00.0 | Business stories aren't just about business. They're also about policy, politics, finance, and more. |
| 0:06.5 | With Bloomberg, you stay informed on global coverage that connects the dots. |
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| 0:22.0 | Find it in the Apple App Store or on Google Play. |
| 0:24.7 | Bloomberg in-car apps are sponsored by interactive brokers. Welcome to the Bloomberg Surveillance Podcast, I'm Tom Keene. |
| 0:40.0 | Daily, we bring you inside. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene. |
| 0:43.5 | Daily, 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. Your main story following a weekend of claims by President Donald Trump that he has |
| 1:07.3 | the upper hand in a trade war with China, Beijing responding through state media |
| 1:11.6 | by saying the nation is ready to endure the economic |
| 1:13.6 | fallout. China is prepared for a protracted war and doesn't fear sacrificing short-term |
| 1:19.2 | economic interests. That's according to an editorial in the Nationalist Global Times on Sunday evening. |
| 1:24.4 | Joining me to discuss is Jeffrey U, UBS Waff Management, head of UK Investment Office, |
| 1:29.0 | and he joins us from London. Good morning to you, Jeffrey. |
| 1:31.6 | Get me up to speed on where on earth we are with this |
| 1:34.2 | trade dispute. Well I mean firstly in a global times they probably will have its own let's just |
| 1:40.0 | say readership to to a cater to so I wouldn't put it that far yet but at the same |
| 1:46.7 | time you're going to see a combination of rhetoric and restraint as what our |
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