Tag Archive: Cool Video
Cool Video: Bloomberg’s Daybreak – Dollar Correction
I was on Bloomberg's Daybreak: Americas today. The issue at hand was about the dollar's losses since the start of the year. I suggest that the correction actually began a day or so after the Federal Reserve hiked rates in mid-December. I noted that the correction was not just about the dollar but also interest rates.
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Cool Video: CNBC’s Power Lunch-China and Mexico
Two central banks were particularly active today. Chinese officials appear to be engineering short squeeze that has lifted the yuan 1.2% over the past two sessions. While this does not sound like much, it is a record two-day move, for the still closely managed currency.
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Cool Video: Double Feature on Bloomberg
I am finishing the year like I began it, on Bloomberg Television, talking about the dollar and Fed policy. Bloomberg has made two clips of my interview available.
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Cool Video: Big Picture Dollar Outlook
I had the privilege of joining Scarlet Fu and Joe Wisenthal on the set of What'd You Miss on Bloomberg TV yesterday afternoon. It was within a couple of hours of the second Fed rate hike in a decade. The dollar rallied.
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Cool Video: Discussing the ECB on Bloomberg TV
Tired of reading what analysts are saying? Here is a 4.3 minute video clip of my discussion earlier today on Bloomberg TV about the outlook for tomorrow's ECB meeting. The discussion covers various aspects of the ECB's decision.
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Cool Video: Bloomberg TV-Italy and Austria this Weekend
I was on Bloomberg Television with Joe Wisenthal this afternoon. I explain what I have been suggesting for the past couple of weeks, namely that the Austrian presidential election this weekend is the third point in the populist-nationalist wave, not Italy.
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Cool Video: Reiterate Bullish Dollar Call on Bloomberg
I was on Bloomberg TV this morning to weigh in on the dollar's rally. The US Dollar Index is flirting with the 100 area that has blocked side since last year. In my work, after a big run-up form around 80 in mid 2014, the Dollar Index has been consolidating. I have long anticipated a spring board for another leg up.
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Cool Video: Chat with the FT’s John Authers
I was just as surprised as anyone by the election outcome. The initial market reaction was not as surprising, but the dramatic reversal was. About a dozen hours after the election was called, John Authers from the Financial Times came to my office and we chatted. Check out the cool video here.
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Cool Video: Double Bloomberg Feature–ECB and US Baby Boomers
This afternoon I had the privilege of being on Bloomberg TV, with anchors Scarlet Fu and Matt Miller. I was joined by an old market friend Bob Sinche. We had a lively discussion (what did you expect?) on two issues. The first was on the ECB. At his press conference earlier today, Draghi indicated that the question of extending QE and tapering was not discussed.
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Cool Video: Bloomberg TV-Dollar Supercycle and Brexit
I reiterated my long-standing view that the euro is going to retest its record lows before the Obama Dollar Rally is over. I warn that the UK's quest to regain sovereignty is an illusion. I announce that my new book will be published in early December or early January.
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Cool Video: CNBC Asia–Mostly about the Redback and Greenback
I was invited to appear on CNBC Asia Rundown show with Pauline Chiou. We discuss the Chinese yuan on the anniversary of last summer's unexpected devaluation. I suggest that most of the things that get observers excited, like the internationalization of the yuan, or the Hong Kong-Shanghai link or, perhaps by the end of the year,a Hong Kong-Shenzhen link are really Chinese machinations that are the result of its contradictions.
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Cool Video: Whirlwind Discussion; UK, Politics and the Dollar
Shortly before I was on Bloomberg TV today, Leadsom withdrew from the Tory leadership context, leaving May, who favored remaining the EU, as the likely successor of Cameron. Leadsom had been trailing May even before her controversial weekend comments.
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Cool Video: Early Thoughts on Brexit Implications with FT’s John Authers
The Financial Times' John Authers visited me at Brown Brothers Harriman to discuss the initial implications. The situation is very fluid and there are many moving pieces. In Chinese, the characters for crisis are "danger" and "opportunity."
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Cool Video: Chandler at CNBC on Brexit
Chandler on CNBC's Trading Block show to discuss how the market is positioned for the UK referendum. The markets are strongly anticipating the UK to vote to stay in the EU, even though polls remain very tight. Given that leveraged participants and speculators have rallied sterling more than nine cents from last week's lows.
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Cool Video: Bloomberg Television–All about the Periphery
I am in Boston to attend the Fixed Income Leaders Summit and was invited to join Alix Steel, Joe Weisenthal, and Scarlet Fu on Bloomberg TV. We talked about the peripheral in Europe, especially Portugal, Italy and Spain. Each has a pressing issue. In Portugal, yields have not fallen as much as in other … Continue reading »
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Cool Video: Bloomberg Surveillance: Dollar to trend higher
Returning from a two-week business trip to Asia, I was invited to appear on Bloomberg Surveillance with Tom Keene and Francine Lacqua. Check out the video clip here. Key Points My key points include,the driver now is changing perceptions of the trajectory of Fed policy and the reemergence of divergence. I suggest that “real news” …
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Cool Video: CNBC Asia–Rare Double Feature
My two week trip to Asia is winding down. I had the privilege of being on CNBC in Asia earlier today and discussed the markets with Martin Soong from Singapore. There were two segments. The first segment (here) is about two minutes long and focuses on about Japan. The second segment (there) is 3.5 … Continue reading »
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Cool Video: Chatting with Bloomberg’s Angie Lau in Hong Kong
As the second week of this Asian business trip gets underway, I am in Hong Kong. I was on Bloomberg TV in the Asian morning to discuss market developments with Angie Lau. The 4.5 minute discussion covers a number of topics, including the outlook for Fed policy, the BOJ, dollar outlook and game theory. … Continue...
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Cool Video: Trump and the Dollar–Bloomberg TV
I was invited to discuss the potential impact of a Trump presidency on the US dollar with Bloomberg's with Joe Weisenthal, Oliver Renick, and Alix Steel on "What'd You Miss" show yesterday afternoon, Of course the topic lends itself to all sorts of partisanship. However, I put aside my own political axes and focused on two potential …
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Cool Video: Bloomberg TV Interview–Italian Banks and FOMC
I was a guest on "What'd You Miss" on Bloomberg TV this afternoon, shortly after the markets closed. Alix Steel, Joe Weisenthal, and Scarlet Fu, and I discussed two main issues. Click here to see the seven minute clip. The first was the EU's approval, finally, of the establishment of a "bad bank" in … Continue reading...
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