Surveillance: Watch China Loan Demand, Miller Says
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Leland Miller, China Beige Book International CEO, says loan demand will be the absolute key thing to watch in China for the next three or four months. Kate Moore, BlackRock Head of Thematic Strategy for the Global Allocation Team, expects investors to ride the risk wave heading into the election cycle. Bob Crandall, Former American Airlines CEO, says it will be a long time before the airline industry sees as much business travel as they did pre-Covid-19. Dr. Vivian Lee, Verily Life Sciences President of Health Platforms & Author of "The Long Fix: Solving America's Health Care Crisis with Strategies," says testing asymptomatic people will be a critical component in getting people back to work. Craig Gordon, Bloomberg Washington Bureau Chief, says the current national poll numbers between Joe Biden and President Trump will narrow towards the election.
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