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Edward Fishman states that the United States is currently engaged in an economic war with Iran.
The United States has used the global financial system and the U.S. dollar's dominance to isolate Iran and persuade countries like China, India, and Turkey to reduce their purchases of Iranian oil.
The United States has implemented a naval blockade against Iran to cripple its economy, a military response to Iran's attacks in the Strait of Hormuz.
Edward Fishman believes that the era of economic globalization is now defunct.
Edward Fishman predicts the global economy could evolve into a block-based system where the United States, North America, Europe, industrialized Asia, and India integrate deeply while reducing ties with China.
Edward Fishman is concerned that Russian President Vladimir Putin might see an opportunity to attack a Baltic state amid current geopolitical tensions involving Iran and the Taiwan Strait.
According to Edward Fishman, China has successfully used its control over the supply of rare earth elements as a "choke point" to influence policy discussions in Washington D.C.
Bob Sloan asserts that over the last 15 years, financial regulations have caused risk to be transferred from large banks like Goldman Sachs and Morgan Stanley to multi-strategy hedge funds such as Citadel and Balyasny.
Meredith Whitney estimates that 30% of cars being traded in are "underwater," where the outstanding loan balance exceeds the vehicle's value.
According to Meredith Whitney, auto loan delinquencies and charge-offs have now reached pre-2008 financial crisis levels.
Meredith Whitney predicts that dissatisfied consumers will vote out incumbent politicians in the upcoming midterm elections, leading to market volatility from potentially contested results.
Robert Kaplan predicts that as Federal Reserve Chairman, Kevin Warsh will work with Governor Michelle Bowman to accelerate bank deregulation, particularly by tailoring rules for smaller banks.