2015년 1월 13일 화요일

Share the View 2: Gross on Pimco


Bloomberg View
Share The View
THE LATEST OPINIONS FROM BLOOMBERG VIEW

JANUARY 13, 2015bloombergview.com

WALL STREET
@TimOBrien (Tim O'Brien): Bill Gross on getting fired, Pimco and more, from @ritholtz (Barry Ritholtz) interview: Read more...

ENERGY
Noah Smith: "The 'Texas Miracle' has been one of the big drivers of the U.S. recovery: Until recently, Texas was responsible for all of the net job growth in the country since the start of the Great Recession. ... Now the miracle state is in trouble." Read more...

EUROPE
Mohamed A. El-Erian: "As the latest polls show the anti-austerity Syriza party in the lead for the Jan. 25 elections, Greek markets are displaying some of the characteristics of Brazil in the second half of 2002." Read more...
Leonid Bershidsky: "Europe -- and France in particular -- should look to Germany for guidance on how to integrate Muslim communities." Read more...

HEALTH-CARE REFORM
Philip Klein: "When it comes to health-care policy, Republicans are known more by what they oppose than by what they support. ... That must change in 2015 -- or it may never change at all." Read more...

INVESTING
Mark Gilbert: "Another day, another batch of evidence that deflation is stalking the world. For those central banks thinking to raise interest rates from near zero -- notably the U.S. Federal Reserve -- such a move will be mighty hard to justify." Read more...

TECH
Keith B. Alexander: "Cyber-attacks against the U.S. are certain to increase. ... The U.S. must learn from the attack on Sony, and use this opportunity to take the steps necessary to protect ourselves from such intrusions going forward." Read more...

NEWS ROUNDUP
Jonathan Bernstein (Read the news roundup)
  • I agree with Dan Drezner's complaint about reporting focus groups as if they were news: Read more...
  • At HuffPollster, Natalie Jackson looks at recent evidence showing a Fox News effect on presidential-election voting and suspects it's less impressive than advertised: Read more...
  • Seth Masket at Pacific Standard argues in favor of more state legislative staff: Read more...
Matt Levine (Read the news roundup)
Katie Benner (Read the news roundup)
  • British Prime Minister David Cameron wants to ban encrypted messaging services that don't give Britain's intelligence services access to the communications. Read more...
  • Juicero, a startup that makes fresh juice, is raising $100 million from Kleiner Perkins and Campbell's Soup. Read more...
  • Level, a personal finance app that tracks spending, was acquired by Capital One. Read more...
Barry Ritholtz (Read the news roundup)

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