There are no 100% Embargoes, Tannebaum Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 8 January 2018
⏱️ 28 minutes
🧾️ Download transcript
Summary
Neil Shearing, Capital Economics Chief Emerging Markets Economist, predicts we won't see any meaningful liberalization in China anytime soon. Daniel Tannebaum, PwC Principal and Global Sanctions Leader, says the multilateral sanction days are hanging by a thread. Diane Swonk, Grant Thornton US Chief Economist, says she's worried about the economy having a good year at the expense of future years. Eric Freedman, US Bank Wealth Management Chief Investment Strategist, says second and third derivative plays are the next level in global equity markets.
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| 0:10.8 | And context changes everything. Go to Bloomberg.com to get context. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
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| 0:35.2 | Bloomberg surveillance on Apple Podcasts soundcloud bloomer.com and of course on the |
| 0:41.5 | Bloomberg. I'm going to bring in Neil Shearing, |
| 0:49.0 | Capital Economics Chief Emerging Markets Economists, |
| 0:51.0 | and Neil, I want to ask you if things are really as good as they say they are. |
| 0:55.2 | The numbers out of Europe today, the economic confidence numbers the best in like two decades, |
| 0:59.9 | the data out of Europe's been good, the US as well. |
| 1:02.8 | What about EM? |
| 1:04.1 | So the ESI, like you say, ESR is at record highs, PMI is at record highs, |
| 1:08.0 | all the news out of EM has been pretty solid too. |
| 1:10.5 | I think the global economy is entering 2008 on a reasonably strong footing. |
| 1:15.0 | Q1 I think will be quite strong. |
| 1:17.0 | The one area of concern I have at this stage is China. |
| 1:20.0 | Some sense that China's economy is already starting to turn this big recovery |
| 1:24.0 | cyclic-up swing that we saw in 2015 already starting to perhaps lose a bit of steam |
| 1:28.8 | and I think that could be the big story that starts to emerge over the course of this year. |
| 1:33.0 | How do you get a lead on what's happening in China? |
| 1:35.5 | What are the data points that give you that picture, Neil? |
| 1:38.1 | Well the first thing is you ignore the official data, because the official data are going |
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