Traders Trace Inflation and Debate Politics
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 25 June 2024
⏱️ 28 minutes
🧾️ Download transcript
Summary
Watch Tom and Paul LIVE every day on YouTube: http://bit.ly/3vTiACF.
Bloomberg Surveillance hosted by Tom Keene and Paul SweeneyJune 26th, 2024
Featuring:
- Rebecca Patterson, former CIO at Bridgewater Associates, on the French election, the US economy, and the yen and the Bank of Japan
- Mike Wilson, CIO and Chief US Equity Strategist for Morgan Stanley, on why growth is more important than inflation
- David Gura, host of the Bloomberg "Big Take" podcast, talks about the CNN Presidential Debate between Joe Biden and Donald Trump
- Frances Donald, Chief Economist at Manulife, talks about a potential tipping point in the global macro story
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Transcript
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| 0:00.0 | Bloomberg Audio Studios. |
| 0:04.2 | Podcasts, Radio News. |
| 0:07.0 | This is the Bloomberg Surveillance Podcast. |
| 0:14.0 | I'm Tom Keene along with Paul Sweeney. |
| 0:16.0 | Join us each day for insight from the Best in Economics Finance Investment |
| 0:21.0 | and International Relations. You can also watch the show live on YouTube. |
| 0:26.0 | Visit the Bloomberg Podcast Channel on YouTube to see the show, |
| 0:30.8 | weekday mornings from 7 to 10 a.m. Eastern from our global |
| 0:34.2 | headquarters in New York City. |
| 0:36.4 | Subscribe to the podcast on Apple, Spotify, or anywhere else you listen and |
| 0:41.2 | always on Bloomberg Radio, the Bloomberg Terminal and the |
| 0:44.7 | Bloomberg Business app. |
| 0:46.5 | Rebecca Patterson joins us with Tours of Duty at Bridgewater and Bessamer Trust |
| 0:51.6 | is well what was Brussels like I've been there like three times and to me it's this enigma almost |
| 0:57.2 | It's really the heart of Europe if you will because you have all the European policy makers coming there regularly to talk about how to lead Europe as an entity forward. |
| 1:07.1 | And then of course you have NATO's headquarters. |
| 1:09.5 | And we have the big NATO summit coming up in Washington, D.C. in early July to celebrate the 75th |
| 1:15.7 | anniversary of the treaty signing I'm getting the date right. What's important here |
| 1:20.2 | were the Trilateral Commission's? Correct. Trilateral commission and you spoke there. The level of panic in Brussels, you know, it's not World War II and it's not the day Putin invaded Ukraine, but what was the level of panic over the |
| 1:34.6 | elections and particularly in France? I wouldn't say there was panic I wouldn't use |
| 1:39.6 | that word to describe the the tone there I would say that there is a lot of frustration |
| 1:46.6 | that Europe is unable to implement a lot of the things |
... |
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