Tag Archive: Cool Video
Cool Video: Bloomberg Double Feature
Many are still celebrating the Easter holiday today, but not Tom Keene and Lisa Abramowicz and the Bloomberg team. They hosted me on Bloomberg TV today. As is often the case, the discussion was broad, covering the pressing economic and financial issues.
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Cool Video: Let’s Not Declare Trade War Yet
Trade tensions have risen. No doubt about it, but to consider this a trade war is premature. We should not pretend that this is the first time that the US adopted protectionist measures that ensnarled are military allies. We have been to this dance before.
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Cool Video: Bloomberg Interview-Rates, Dollar, and Equites
In large gatherings of people, from airplanes to theater to conferences, we are often told to know the closest exit. The same is true for investing. No matter one's confidence when they buy a security, someone is just as convinced on the other side who is selling the security. Well into this 4.5-minute interview (click here for the link) on Bloomberg's "What'd You Miss" show, Lisa Abramowicz asks the always important question. How will I know I am...
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Cool Video: Bloomberg Double Feature–BOE Meeting and the Yield Curve
The Bank of England meets tomorrow. Although no one expects a move, it has little to do with the recent market volatility. The FTSE 100 is poised to snap a six-day 7%+ slide. The FTSE 250 fell for seven consecutive sessions through yesterday, shedding 5.75% in the process. The UK's 2-year yield slipped about seven basis points from last week's close to58 bp before recovering to 63 bp today, around the middle of this week's range.
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Cool Video: Bloomberg TV Clip on Central Banks
I joined Alix Steel and David Westin on the Bloomberg set earlier today. Click here for the link. In the roughly 2.5 minute clip, we talk about the US and and the monetary cycle in Europe. In the US, Q4 was another quarter of above trend growth. The Atlanta Fed says the economy is tracking 2.7%, while the NY Fed puts it at 4.0%.
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Cool Video: Is the Third Major Dollar Rally Since Bretton Woods Over?
To many, the question about the fate of the third major dollar rally since the end of Bretton Woods was resolved last year. The dollar fell broadly. It marked the end the greenback's ride higher. However, I remain less convinced that this is really the case. And that is what I discuss in this three-minute clip from Bloomberg's What'd You Miss.
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Cool Video: Short Take on Bitcoins
I stopped by Bloomberg near midday to talk with Vonnie Quinn and Shery Ahn. We talked about many macro issues, but this clip that Bloomberg provided covers is the one topic that has overshadowed the big rally in US equities, tax reform and Matt Lauer: Bitcoins. In this two minute clip, I mention that despite Bitcoins capturing the headlines, most Americans are not and cannot be involved.
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Cool Video: Bitcoin Discussion on Bloomberg
I had to be on Bloomberg's Day Break with David Westin and Alix Steel earlier today. We talked about the collapse of talks to put together a new coalition following the results of the September election. I suggested that the initial reaction was exaggerated, negotiations will likely resume in some fashion, and speculation of Merkel's demise are premature.
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Cool Video: Bloomberg TV on Powell–Heir Apparent
In London on business and had the opportunity to go to Bloomberg. In this clip, Francine Lacqua discuss the likely nomination of Fed Governor Powell to succeed Yellen at the helm of the Federal Reserve. I make three points. First, that, like others, I recognize a strong element of continuity between Bernanke, who was first appointed by a Republican, Yellen, and now, presumably Powell.
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Cool Video: A Tentative Answer to the Low Vol Question
I had the privilege of joining the set of anchors (Julie Chatterley, Scarlet Fu, and Joe Weisenthal on the set of "What'd You Miss" today. The unrehearsed discussion took an unexpected turn when Joe asked about the low volatility.
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Cool Video: Double Feature Courtesy of Bloomberg
Tom Keene and Francine Lacqua gave me a most appreciated opportunity to present my dollar views on Bloomberg TV earlier today. They also let me opine about current events, like Catalonia's push for independence and May's troubled speech at the Tory Party Conference. Bloomberg made two clips of the discussion available. The first is about the dollar's outlook broadly. I suggest a combination of technical and fundamental factors point to a strong Q4...
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Cool Video: CNBC Clip Tactical and Strategic Dollar Outlook
I appeared on CNBC earlier today to talk about the dollar. I was given the time to briefly sketch out my view of the dollar. Near-term, I am concerned about the political and economic events in September, but I am looking for a better Q4 for the greenback.
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Cool Video: Bloomberg Discussion of Opioid Epidemic and US Labor
I had the distinct of honor of being on Bloomberg television today with David Gura and Francine Lacqua. Dino Kos, formerly of the NY Fed and now at CLS, joined this segment as well. The broad topic was the Jackson Hole Symposium, and the challenge is fostering more dynamic growth.
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Cool Video: Dollar Drivers on Bloomberg
There were three talking points. First was the observation that while the President took credit for the record stock market, the strength of the economy, the low unemployment rate, and business confidence, there was no mention of the dollar, which poised to close lower for its seventh consecutive month.
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Cool Video: Oil, US Inflation
I was on Bloomberg's Day Break with the team and guest Anne Lester from JP Morgan discussing oil and inflation. Oil prices had bounced back at the end of last week and were lifted further on news that Saudi Arabia and Russia were inclined to support extending output cuts not just until the end of the year, but through Q1 18.
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Cool Video: Making Sense of the New Administration
I was on Bloomberg TV earlier today, chatting with David Gura about how to try to make sense of new Trump Administration. I suggest that the decision-making style and practical concerns have created two wing to the Administration. There is a populist-nationalist wing that is home to America First ideas.
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Cool Video: Brexit, Europe and EU Challenges
Earlier today, I had the opportunity to discuss the outlook for sterling and the US dollar on Bloomberg TV with Rishaad Salamat and Haidi Lun. It is a momentous day with Article 50 of the Lisbon Treaty being formally triggered by UK Prime Minister May, nine months after what was, at least initially, a non-binding referendum.
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Cool Video: Bearish Case for Euro and Prospect of Currency Wars
Still in London as this part of the business trip is winding down. I had the privilege of going over to the Bloomberg office today and spoke with Vonnie Quinn and Mark Burton about the euro's outlook and whether the US should have a strong or weak dollar.
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Cool Video: Around the World with Katie Martin of the Financial Times
I am in London as part of a larger business trip. I had the chance today to talk to Katie Martin, who runs Fast FT and is often writing about foreign exchange. They show was live on Facebook. It is about a 22 minute interview and although foreign exchange is the key issue, to get to it we end up talking about many things, including US interest rates, Trump, and even cooking frogs.
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Cool Video: Bloomberg’s Daybreak–Trump and Rates
On what Trump's first working day as POTUS, I had the privilege to be on Bloomberg's Daybreak to talk about the wagers on US interest rates in the futures market. In the most recent CFTC reporting week, which ended on January 17, speculators in the 10-year note futures market reduced the record net short position. It is only the second week reduction since the end of November.
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