We're Concerned About Fixed Income, Cohen Says
Bloomberg Surveillance
Bloomberg
3.8 • 1.2K Ratings
🗓️ 13 February 2018
⏱️ 36 minutes
🧾️ Download transcript
Summary
Harm Bandholz, Unicredit Chief U.S. Economist, says we've just hit a new record high in terms of deficit. Stan Collender, Georgetown University’s McCourt School of Public Policy Professor, says it remains to be seen whether the bond vigilantes will be coming back in force. Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she prefers to look at intermediate and long-term issues in the markets. Garrett Graff, Author of the "The Threat Matrix", says the thing he finds most fascinating about Special Counsel Robert Mueller is how straight his moral compass is.
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| 0:00.0 | To me, context is about pattern recognition. |
| 0:02.8 | It's connecting the dots. |
| 0:04.4 | It's giving readers an ability to synthesize |
| 0:07.6 | a number of different perspectives |
| 0:09.2 | so they can understand how the greater whole works, |
| 0:12.0 | because nothing really occurs in isolation anymore. |
| 0:14.4 | I'm Tim O'Brien and I'm the senior executive editor at Bloomberg Opinion. |
| 0:18.0 | On our platform, we ask tough questions and solve complex problems with the facts in mind. |
| 0:23.0 | Start exploring our opinion coverage and more at Bloomberg.com slash subscribe. 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. |
| 0:59.4 | To get you set up for the market action this morning here we go |
| 1:05.0 | futures negative 142 on a down negative 13 points on the S&P 500 is risk off almost |
| 1:11.1 | across the board I talked about that bid governing to the Japanese |
| 1:13.8 | yen we have a 107 handle on dollar yen we dropped to 107 spot 64 down by |
| 1:19.1 | one full percentage point almost and to round things out in the Treasury market for you |
| 1:23.6 | yields creeping high yesterday this time yesterday now lower by about three basis |
| 1:28.5 | points to 2.83 percent and for the Vicks watchers out there Tom Keene being one of them, we bleed higher, back to a 27 handle on the Vicks. |
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