Things Fall Apart (in the Markets), Gartman Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 9 February 2018
⏱️ 27 minutes
🧾️ Download transcript
Summary
James Sweeney, Credit Suisse Chief Economist and International Wealth Management Division Americas CIO, thinks the market has been pricing in more policy than usual. Jeff Currie, Goldman Sachs Global Head of Commodities and Research, says the reflation story really began in April 2016. John Hudak, Brookings Senior Fellow of Governance Studies, says a lot of government agencies have had hiring troubles. Dennis Gartman, Gartman Letter Economist, Editor & Publisher, says he's dismayed that the U.S. government can't get spending under control.
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| 0:57.0 | Earlier this week, Tom Keene, you asked me whether this was fun. And I sat there and thought, |
| 1:07.7 | fun for who. And then I had lunch yesterday with two global macro guys. They bought? |
| 1:12.1 | And literally literally let me |
| 1:13.2 | wait who whoa whoa they bought it at redo the keeper of the MX buy. They could not have |
| 1:18.9 | been happier they could not have been happier after global macro has been smacked around for like five six seven years |
| 1:25.9 | For these guys they're hoping this is regime change all of a sudden it's a traders market with a time arising of like two minutes get in get out get back in again |
| 1:35.2 | get out. |
| 1:36.2 | James Sweeney is this a change or has global macro just got a break for a week? |
| 1:40.8 | I think this is a change. |
| 1:42.1 | I think we're going to have more volatile interest rates and exchange rates than we had for |
... |
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