We Have Seen a Doom Loop in EM, Santos Says

Bloomberg Surveillance

Bloomberg

News, Business, Business News, Investing

3.8 • 1.2K Ratings

🗓️ 7 August 2018

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says dynamics in Turkey are unlike other emerging markets. Steven Major, HSBC Global Head of Fixed Income Research, says the Fed is exporting tightening to the rest of the world. Tom Singlehurst, Citi Media Analyst, foresees more vertical integration in the music business. And Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, questions what Zillow insiders did and did not know as they sold a few weeks back.

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Transcript

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0:00.0	Business stories aren't just about business. They're also about policy, politics, finance, and more.
0:06.5	With Bloomberg, you stay informed on global coverage that connects the dots.
0:10.5	The Bloomberg mobile app now features Apple Car Play and Android Auto so you can get the latest live radio,
0:16.7	podcasts and audio articles in the car. Download the Bloomberg Mobile App now to get started.
0:22.0	Find it in the Apple App Store or on Google Play.
0:24.7	Bloomberg in-car apps are sponsored by interactive brokers. 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. The big theme though it is what is happening in emerging markets with Turkey's
1:08.1	financial markets very much sinking the Lira hitting a record low bond yields
1:12.4	hitting a fresh record high, the 10 year yield
1:14.5	breaching 20% for the first time ever, and yet investors are confronted with the sound of silence,
1:20.2	the Central Bank and government so far seemingly nowhere to be seen.
1:24.0	Joining us here in New York is Gabriela Santos,
1:26.2	JP Morgan Asset Management Global Market Strategist.
1:28.8	Good morning to you Gabby.
1:29.8	Good morning.
1:30.8	So where are they?
1:31.8	Where's the government? Where's the central bank?
	...

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