John Micklethwait News Today

We will talk the markets, fx, and the dollar, but overwhelming all today is the news on the virus. Our team in brazil out with a terrific article on the pandemic in brazil. Jon, i know it is not equivalent , but it is the same energy about the sunbelt in america. At a pandemic, but it is worsening condition of the virus in the sunbelt. Jonathan youre right to say it is not equivalent because it is not, but it certainly is concerning regardless. For many Market Participants, theyve had confidence...

Its possible we have gotten too disconnected from the fundamentals. The dow and others are on their way to the best quarter since 1998, and for the nasdaq, it will be the best quarter in decades. That is happening at the same time the corporate corporate profit outlook continues to deteriorate, now trading at 22 times forward earnings estimates it will be interesting to see how we rerate in the next couple of weeks when we start to get major results. Thank you for that markets a deep dive. Playe...

Me if my tie was fixed. But, ok. Just leave it this way. All right. David i dont consider myself a journalist, and nobody else would consider myself a journalist. I began to take on the life of being an interviewer, even though i have a day job of running a private equity firm. How do you define leadership . What is it that makes somebody tick . We are here today with his excellency, yasir alrumayyan, who is both the chairman of saudi aramco and the head of the pif, the saudi sovereign wealth fu...

Software happens to fall neatly in that category. Do equities need to rerate because rates are so low . Are they giving us a signal that equities are at risk . They are able to issue whatever they want in the Corporate Bond market. You can see that has caused a change in strategy already. It is like everything becomes a bond. Bonds are rallying, gold is rallying because of the nature of these things. Jonathan joining me around the table are james keenan, winifred cisar, and peter tchir. It feels...

Least. Day two of the Goldman Sachs global macroeconomic conference and goldmans chief equity strategist. We have breaking news out of south korea and Fourth Quarter g. D. P. Numbers. This is much faster than what was expected and fastest pace since the Third Quarter of 2017. These are the preliminary numbers for the Fourth Quarter. The south s also korean economy expanding 2 meeting the bank of korea projections and have seen growth in Household Spending and gains and Consumer Confidence and a ...

Negative rates help the economy. Trade, brexit and growth put pressure on e. U. Alliances but europes top officials remained resolute. We will be the exporter of knowledge, technologies. Every company should contribute where they do extra in business. Europe and the eurozone in particular have to go a little further. From iran to saudi arabia to south africa leaders spoke to bloomberg about their challenges. Weve already committed to reducing expenditure on a number of fronts. We want to avoid a...

Can died here and we stocks. Famas relationship now extends five decades and led the beginning of difficult men shonal and Institutional Fund manager. They are coming out with a landmark paper and brand new stuff. The two recently sat down at the university of Chicago School of business. Widearranging conversations on a very special masters in business. During your last year at tufts you worked nor a professor who ran a stock market Forecasting Service and you did research for him, what sort of ...

A prolonged photo. Political leaders deal with challenges internal and external. Investment is being reviewed to attract investment and provide jobs. How long are you willing to wait before you take legal action . We are patient. The worlds top investors shared perspectives in a turbulent year. China iy like wish america had better industrial policy. All the Central Banks around the world are moving towards lower rates. The headlines, the trade war has put americans on their heels as far as inve...

A couple and here we meet with global news makers and talk about the stories that matter how does it. Know the secret is go ok lets try this cut down on me all right right. Ok. Thats just trying to design to right extremes. Hello im Richard Gilbert and youre at the listening post here are some of the media stories that were covering this week big news that beijing didnt want out there somebody inside the communist party wants the outside world to know what is happening in sin jack conflict of in...

Business, finance, and politics. Jin liqun in the presentday world, only cooperation is the answer. For the first time, this generation realized there is no planet b. This invasion portfolio, we have to have a lot of bets, knowing that some of them wont succeed. This innovation portfolio, we have to have a lot of bets, knowing that some of them wont succeed. Viviana it is all straight ahead on bloomberg best. Hello and welcome. I am viviana hurtado. On this edition of bloomberg best, highlights ...