There will be a new conservatism, Lenkner says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 28 June 2018
⏱️ 36 minutes
🧾️ Download transcript
Summary
Kate Moore, BlackRock Chief Equity Strategist, says she expects quite strong earnings across a huge variety of sectors in the second quarter. David Woo, Bank of America Merrill Lynch Head of Global Rates, says he's bullish about the U.S. economy. Travis Lenkner, Keller Lenkner Managing Partner, says Gorsuch and Kavanaugh are similar candidates for the Supreme Court seat. Dr. Christopher Smart, Barings Head of Global Macro and Geopolitical Research, discusses the strained relationship between the U.S. and Russia.
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Transcript
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| 0:00.0 | Welcome to Crash Course, a podcast about business, political, and social disruption and what we can learn from it. |
| 0:07.0 | I'm Tim O'Brien. Every week on Crash Course, I'm going to bring listeners directly into the arenas where epic upheavals occur and |
| 0:15.5 | I'm going to explore the lessons we can learn when creativity and ambition collide |
| 0:20.7 | with competition and power. |
| 0:23.0 | Listen to Crash Course every Tuesday on the IHeartRadio app, Apple Podcasts, |
| 0:28.0 | or wherever you get your podcasts. Welcome to the Bloomberg surveillance podcast. I'm Tom Keene. |
| 0:43.5 | Daily, we bring you insight from the best in economics, finance, investment, and international |
| 0:48.9 | relations. |
| 0:49.9 | Find Bloomberg Surveillance on Apple Podcasts, SoundCloud, Bloomberg.com and of course on the |
| 0:56.4 | Bloomberg. Treasury's the story of the last couple of months is just yields bleeding lower |
| 1:07.5 | this morning yields unchanged 10 year yields 2 83 on a US two-year note |
| 1:12.0 | we're unchanged at 250. |
| 1:14.5 | So the story, sentiment just whip soaring. |
| 1:16.8 | First by Treasury Secretary Steve Manuchin, |
| 1:18.9 | who for some set the stage for a softer approach towards China, |
| 1:22.3 | and then by economic advisor Larry |
| 1:24.0 | Cudlow who suggested the US wasn't backing down. |
| 1:27.4 | Joining me here in New York is Kate Moore, Black Rock Chief Equity |
| 1:30.4 | strategist. Good morning to you Kate. Good morning. So what do you say to clients? What |
| 1:34.5 | in Earth is going on? Well look I think it's very difficult for any of us to |
| 1:38.2 | predict what's going on in the White House. The White House has difficult |
| 1:41.2 | predicting what's going on in the White House. |
... |
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