The U.S. Is Immune To EM To A Point, Konstam Says

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 16 August 2018

⏱️ 29 minutes

🔗️ Recording | iTunes | RSS

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Summary

Dominic Konstam, DB Securities Managing Director & Global Head of Rates Research, says the U.S. is immune to emerging markets to a point. Greg Parsons, Semper Capital Chief Executive Officer, says Special Counsel Robert Mueller is focused on getting to the truth. Jurrien Timmer, Fidelity Investments Director of Global Macro, says we're approaching late cycle but we're not there. And Elsa Lignos, RBC Capital Markets Global Head of FX Strategy, says Euro-Sterling looks fairly interesting. ------

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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	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. With your top story as you wake up here in New York City and beyond, talks about
1:09.4	talks. China will dispatch Vice Commerce Minister to the United States for low-level
1:15.3	trade talks in late August the first official exchanges since earlier
1:19.7	negotiations broke down I think about two months ago.
1:23.0	Joining me to discuss is Dom Constant,
1:24.8	Deutsche Bank Securities Managing Director
1:26.9	and Global Head of Rights Research.
1:28.5	Good morning to you, Dom.
	...

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