‘Bloomberg Surveillance: Early Edition’ Full Show (08/04/2021)

Aug.04 — Bloomberg Surveillance: Early Edition, live from London, Berlin and New York. Francine Lacqua, Matt Miller, and Kailey Leinz deliver the latest news and analysis on the markets with leaders in global finance and economics. Magdalena Stoklosa, Head of European Banks Research at Morgan Stanley, says earnings outlook for European banks will continue to improve. Paul Donovan, Global Chief Economist at UBS says that the more moderate views on China’s growth are appropriate as the delta outbreak threatens demand. Philippe Houchois, Global Autos Analyst at Jefferies Equity Research, says the outlook for automakers remains unclear as the global chip shortage persists.