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Bloomberg Surveillance

Weak Dollar is Great for EM, Santos Says

Bloomberg Surveillance

Bloomberg

Business News, News, Investing, Business

3.81.2K Ratings

🗓️ 29 January 2018

⏱️ 29 minutes

🧾️ Download transcript

Summary

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks President Trump's speech in Davos at the World Economic Forum was well received. Dana Telsey, Telsey Advisory Group CEO, says she is seeing experiential retail come to the forefront. Edward Alden, Council on Foreign Relations Senior Fellow, says U.S. manufacturers are crying bloody murder because they can't find trained workers. Kenneth Shea, Bloomberg Intelligence Senior Food and Beverage Analyst, phones in from Princeton to discuss the announcement that Keurig will buy Dr. Pepper Snapple Group Inc.

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Transcript

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0:00.0

There's so much news happening around the world that we're somehow supposed to stay on top of.

0:05.5

That's why we launched The Big Take. It's a daily podcast from Bloomberg and I Heart

0:11.4

Radio that turns down the volume a bit to give you some space to think.

0:16.5

I'm Wes Kossova.

0:18.0

Each weekday I dig into one important story and talk about why it matters.

0:23.7

Listen to the big take on the I Heart Radio app,

0:26.6

Apple Podcasts, we bring you insights. Welcome to the Bloomberg Surveillance Podcast. I'm Tom Keene.

0:43.4

Daily, we bring you insight from the best in economics, finance, investment,

0:47.8

and international relations.

0:49.8

Find Bloomberg Surveillance on Apple Apple Podcast, SoundCloud,

0:53.8

Bloomberg.com, and of course, on the Bloomberg. I wonder if Gabrielle would want to dream bearings this weekend I did so you're better

1:08.8

prepared to talk to Gabrielle the name no not necessarily nice big of Lloyd Blankfine of Goldman Sachs on the cover barons.

1:16.0

Gabriela Santos is the vice president for J.P. Morgan and our global market strategist for J.P. Morgan Asset Management.

1:25.0

Gabriela, thank you very much for being here.

1:27.0

Thank you so much.

1:28.0

Good morning. You know, as I was mentioning to Tom, it looked like there was a crush of people who really wanted to be in that room and I'm wondering if you felt that there may be

1:40.0

Obviously you were not there if there was a change in sentiment because of the remarks that were televised and broadcast by the president on that Friday,

1:50.0

and whether that has had any effect in your mind about investor psychology.

1:54.8

So if we think about how investors are feeling right now, they're feeling quite good

1:59.2

about the global economy, they're feeling like we're finally on solid footing, but they're also

2:05.3

wondering what could disrupt that balance. And so what I think investors were

2:11.6

looking for in that speech was any sort of sign or inkling

...

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