Geoff Cutmore anchors CNBC's flagship "Squawk Box " programme in EMEA.
The three-hour show, which broadcasts worldwide five days a week, bookends the opening of European equity markets and is a must-see for financial professionals, C-suite executives and investors.
Cutmore is one of CNBC's most experienced presenters, with more than 15 years dedicated to financial broadcasting. He has anchored programmes for CNBC in both Europe and Asia, having spent a number of years working in Hong Kong.
Cutmore covers the most important senior business gatherings for CNBC including the World Economic Forum meetings in Davos and China and the United Nations Climate Change Conference, where he has interviewed the world's top CEOs, economists and political leaders. He has reported on the most important issues facing the global economy today and has also led special programming on Central and Eastern Europe, climate change and the global energy challenge.
Cutmore is a contributor to business and finance magazines including the Economist, Investors Chronicle and Money Market. His first book on the markets, "New Market Mavericks," was well-received.
Blowout retail sales numbers for the UK in May are only further confusing the fixed-income markets. Surging sales in food and clothing challenge the bank of England's forecast that consumer spending is set to slow sharply this year, bringing inflation back toward the target rate of 2 percent.
There are obviously some positive aspects to the cleansing and rejuvenating performed by efficiently-managed capital. And Chinese managers will do well taking that message on board -- but when western bankers start invoking the impressive powers of leveraged equity, let us hope they are given less attention.
This year it is the news outside Davos that became the meat of conversations in corridors and at receptions. Is the US in recession? Will a $150-billion stimulus package of tax cuts prevent recession? Can Europe avoid a slowdown? Should my business be chasing more growth in emerging markets?
Davos sometimes gets dismissed as a talking shop which achieves few concrete results, but that is a misunderstanding of the event, usually spoken by people who have never attended.Davos' greatest coup is in gathering together individuals who have the ability to make meaningful decisions –- and then encouraging them to think freely and discuss their fears and hopes.
In the last week before Christmas Scrooge is no where to be seen. The skeptics are being driven from the markets. It is nigh on impossible to find a strategist at the moment prepared to come on TV and tell you not to own lots of stocks going into 2007. Giles Keating, Head of Research at Credit Suisse is a case in point, it doesn't get much more Goldilocks than this: U.S. soft landing then reacceleration of growth in the second half of the year, Europe outperforms the U.S., and Japan (A STINKER THIS YEAR) recovers further. Safe in emerging markets, but hard to find value in bond markets. Inflation doesn’t threaten the party and corporate profits continue to roll along nicely, with partial confirmation from another guest –- Ed Thompson, Gartner (the tech research people) –- that corporate spending on software and IT is, if anything, picking up.
Cutmore anchors CNBC’s flagship "Squawk Box" in EMEA; the three-hour show bookends the opening of European equity markets.
Based in London, Tso co-anchors CNBC flagship show in EMEA, Squawk Box, a show that sets the news agenda every trading day.
Sedgwick co-anchors CNBC's flagship program "Squawk Box" (Europe) and is also CNBC's OPEC reporter covering major meetings.