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Garfield Reynolds
Bloomberg Markets Live (Asia coverage lead)
First call on the ledger
No calls filed yet. Quotes in curly quotation marks are verbatim; everything
else is a labeled paraphrase. Every call links its original source. Before you trust the call, check the record.
Where they stand
Views on the record but not scoreable bets: no single number and deadline to grade. Shown in their exact words, never scored.
Asked if the 5-6 week selloff is any closer to the bottom: 'I think probably not' @19:35. TSMC and ASML 'report excellent earnings... that didn't help because it didn't assuage those cost concerns' @22:07-22:19; 'just more of the old big earnings by themselves, that's not enough' @23:28. Nikkei down ~4.5% on the day per host @20:43.
“Meanwhile, they also still seem so elevated on a historical basis that we 're some way away from capitulation.”
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