Bloomberg Surveillance
2,078 episodes - English - Latest episode: almost 3 years ago - ★★★★ - 907 ratingsTom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
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Episodes
Surveillance: China Waiting on Huawei Details, Broderick Says
July 12, 2019 14:40 - 29 minutesWillem Buiter, Citi Special Economic Adviser, says Europe is yet to clean up the banking system following the financial crisis. Jane Foley, Rabobank Head of FX Strategy, says the South African rand is the most obvious EM FX trade. Susan Lund, McKinsey Partner, discusses her report, "The Future of work in America." And Kelsey Broderick, Eurasia Group China Analyst, says President Trump and his trade negotiators have different goals in talks with China. Learn more about your ad-choices at htt...
Surveillance: No Recession Anytime Soon, Doll Says
July 11, 2019 14:36 - 26 minutesBob Doll, Nuveen Asset Management Chief Equity Strategist, explains the real issues the U.S. faces today but "doesn't see a recession any time soon." Chris Grisanti, Grisanti Capital Management CEO, shares best practices in investing and discusses value with the S&P 500 near record highs. Alicia Levine, BNY Mellon Chief Strategist, says, "The Fed's actions today are going to support the riskiest parts of the market." Paul Sweeney, Bloomberg Radio Anchor, calls in from Sun Valley where the top...
Surveillance: Deutsche Bank Will Survive, Albertson Says
July 10, 2019 14:41 - 34 minutesStephen Stanley, Amherst Pierpont Chief Economist, says that if the Fed is not planning on cutting in July, it needs to tell markets soon. Robert Albertson, Sandler O'Neill Chief Investment Strategist, thinks Deutsche Bank will "survive" their $8.3 billion overhaul plan. Henrietta Treyz, Veda Partners Director of Economic Policy, discusses Trump's position on Huawei in the aftermath of the G-20. Paul Sweeney, Bloomberg Radio Anchor, surveys the media sector from the Allen & Co. Conference in ...
Surveillance: Dollar's Power Here to Stay, Bloom Says
July 09, 2019 14:25 - 32 minutesLindsey Bell, CFRA Investment Strategist, says that while defensive stocks are performing well, the technology sector is "the best performing sector on a year-to-date basis." Chris Whalen, a former debt rater at Kroll Bond Rating Agency and now Whalen Global Advisors Chairman, has bearishly low expectations for Deutsche Bank's future. David Bloom, HSBC Global Head of FX Strategy, thinks that the power of the U.S. dollar is here to stay. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, ...
Surveillance: Deutsche Bank Cuts, Restructures
July 08, 2019 14:51 - 28 minutesFilippo Alloatti, Hermes Senior Credit Analyst, says Deutsche Bank must now work with regulators on a new investment strategy to be "less of a problem" in the future. Alison Williams, Bloomberg Intelligence Senior Analyst of Global Investment Banks & Asset Managers, thinks Deutsche Bank CEO Christian Sewing has made "the best of bad choices" with the company's latest restructuring plan. Marcus Ashworth, Bloomberg Opinion Columnist, examines the embattled Deutsche Bank's retreat out of investm...
Surveillance: Fed Should Take Back Rate Hike, Kudlow Says
July 05, 2019 15:01 - 43 minutesJulia Coronado, MacroPolicy Perspectives President and Founder, explains how the Fed must ideally move ahead of risks instead of waiting on data. Jason Furman, Former White House Council of Economic Advisers Chairman, predicts what the stronger than expected U.S. jobs report might mean for the Fed. Michael Darda, MKM Holdings Chief Economist & Market Strategist, doesn't think the strong employment report should be enough to prevent the Fed from easing policy. Larry Kudlow, White House Nation...
Surveillance: USTR-China Meeting to Happen Soon, Navarro Says
July 03, 2019 15:06 - 34 minutesKathy Fisher, Bernstein Head of Wealth & Investment Strategies, identifies the need for adaptability in a disruptive global economy. Frederik Ducrozet, Pictet Wealth Management Strategist, is pleasantly surprise by the choice to have Christine Lagarde take the helm from Mario Draghi. Peter Navarro, Assistant to the President for Trade and Manufacturing Policy, says U.S. Trade Representative Robert Lighthizer will soon meet face to face with China Vice Premier Liu He. Rick Atkinson, author of ...
Surveillance: Borrowers Simply not Borrowing, Caron Says
July 02, 2019 14:25 - 25 minutesJim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, identifies one of the contributing factors to increased negative-yielding European debt: "borrowers are simply not borrowing." Jeffrey Wright, Eurasia Group U.S. Analyst, believes that the administration's reasoning behind no firm deadline in U.S.-China trade discussions is to avoid market pressure. Megan Greene, Harvard Kennedy School Senior Fellow, explains why the Fed will most likely cut rates. Jai Jacob, Laza...
Surveillance: Growth Overall Is Coming Down, Weinberg Says
July 01, 2019 14:48 - 29 minutesCarl Weinberg, High Frequency Economics Chief Economist & Founder, says the industrial recession in Europe is ongoing with "no clear end in sight." Bob Profusek, Jones Day Global Chair of M&A, talks potential takeovers in the second half and what he's watching. Lindsey Piegza, Stifel Chief Economist, says durable goods and inventories are important market economic data points. And Daniel Ives, Wedbush Securities Analyst, explains how forthcoming trade talks between the U.S. and China will imp...
Surveillance: The Best G-20 Outcome With Hormats
June 28, 2019 15:20 - 30 minutesLori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she thinks small cap stocks deserve to be underperforming. Robert Hormats, Kissinger Associates Vice-Chair, says rather than focusing on China, the U.S. ought to strengthen its own competitive capability. Shira Ovide, Bloomberg Opinion Technology Columnist, doesn't think there's a software guru at Apple. And Lawrence Ferrara, NYU Professor of Music, says copyright infringement claims have greatly increased over the p...
Bloomberg Special: The Americans Are Coming, MLB In London
June 28, 2019 14:32 - 19 minutesIn this special, the Surveillance team does a deep dive on Major League Baseball's debut in the U.K. Robert Manfred Jr., MLB Commissioner, speaks on the profound financial opportunities of bringing Major League Baseball to Europe. And Sam Kennedy, Boston Red Sox CEO, illustrates the severity of the need to grow the MLB on an international scale. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Energy Stocks Are Unloved, Emanuel Says
June 27, 2019 15:04 - 32 minutesJulian Emanuel, BTIG Chief Equity and Derivatives Strategist, explains why he thinks energy stocks are currently unloved. Shawn Donnan, Bloomberg Senior Writer, examines a potential pause in tariffs at the G-20 in Osaka - where Huawei could be a detrimental factor in trade discussions. Brooke Sutherland, Bloomberg Opinion Columnist, analyzes a new technical malfunction for Boeing and what it could mean for the current share value. And Joseph Abboud the Chief Creative Director at Tailored Bran...
Surveillance: We've Had Too Little Globalization, Mann Says
June 26, 2019 15:06 - 35 minutesJoyce Chang, JPMorgan Chair of Global Research, says, "it's not all about the Fed," expecting fixed income yields to lower. Catherine Mann, Citi Managing Director and Global Chief Economist, hones in on the "most pivotal" issue: the interaction of financial markets and the real economy based on the G20. Tim O'Brien, Bloomberg Opinion Columnist, expects moderate and progressive discussions during tonight's Democratic debate. Stephen Stanley, Amherst Pierpont Chief Economist, explains why he th...
Surveillance: China Could Wait Out Trump, Crebo-Rediker Says
June 25, 2019 14:59 - 27 minutesTobias Levkovich, Citi Investment Research Chief U.S. Equity Strategist, shares why he has been bullish on healthcare equipment services. Liz Krutoholow, Bloomberg Intelligence Healthcare Analyst, describes the horizon for Allergan's long term growth as "unimpressive." Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Senior Fellow, thinks a trade war ceasefire is the best we can hope for from a Trump-Xi meeting at the G-20. And Golnar Montevalli, Bloomberg Reporter in Tehran, doubts ...
Surveillance: Tariffs Have Many Uses, Peter Navarro Says
June 24, 2019 15:11 - 35 minutesDan Tannebaum, PwC Global Sanctions Leader, discusses how the U.S. could continue to pressure Iran despite running low on additional things to sanction. Mary E. Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, considers the possible outcomes of the forthcoming meeting between President Trump and President Xi. And Peter Navarro, Assistant to the President and Director of the Office of Trade and Manufacturing Policy, says Mexico and the United States are significantly c...
Surveillance: Adm. Stavridis on Worsening Iran Conflict
June 21, 2019 14:40 - 35 minutesWilliam Lee, Milken Institute Chief Economist, parses the Fed message with conflicting economic signals resulting in new emphasis on next jobs report. Leslie Falconio, UBS Global Wealth Management's Chief Investment Office Senior Strategist, shares her preferred market strategy — overweight equity versus fixed income. Dan Yergin, IHS Markit Vice Chairman, is surprised at how well the market has adjusted to the cessation of Iranian and Venezuelan oil. Diane Jaffee, TCW Group Senior Portfolio M...
Surveillance Special: Fed Vice Chairman Richard Clarida
June 21, 2019 13:34 - 15 minutesIn an exclusive conversation with Tom Keene, Federal Reserve Vice Chairman Richard Clarida says the argument in favor of cutting interest rates has strengthened recently as cross currents buffet the U.S. economy, amid heightened uncertainty. Clarida also brushed aside concerns that the Fed’s political autonomy is at risk from President Donald Trump. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: U.S. Not In Liquidity Trap, Henry Says
June 20, 2019 14:35 - 31 minutesDiana Amoa, JPMorgan Asset Management Fixed Income Portfolio Manager, discusses why the Fed needs to act into a deeper cutting cycle. Bill Smead, Smead Capital Management Founder, says the U.S. economy is pretty strong. Janet Henry, HSBC Bank Global Chief Economist, says a trade deal would be good news for equities. And Shira Ovide, Bloomberg Opinion Columnist, indicates Slack is not raising capital today. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Blackstone's Schwarzman On Lower Rates
June 19, 2019 14:52 - 36 minutesWe kick off with a segment from our TV broadcast with Blackstone CEO Stephen Schwarzman. He tells Francine Lacqua & Tom Keene that lower rates would be great "symbolically" but it wouldn't change business decisions. Julia Coronado, Macropolicy Perspectives President and Founder, outlines the Fed's difficult communication challenge. Krishna Memani, Invesco OFI CIO, says growth is moderating but not to a catastrophic level. And Vincent Reinhart, Mellon Chief Economist & Macro Strategist, echoes...
Surveillance: ECB Policy Not Targeted At USD, Posen Says
June 18, 2019 20:20 - 33 minutesWe kick off with a segment from our Bloomberg TV show with Bloomberg's Joe Weisenthal and Nordea Asset Management's Sebastian Galy. They weigh in on Facebook's new Libra cryptocurrency. Adam Posen, Peterson Institute President, says ECB policy is not targeted at the U.S. dollar. General Stanley McChrystal, Former Commander of U.S. and International Forces in Afghanistan, says "leadership requires character." Lindsey Piegza, Stifel Chief Economist, says today's U.S. housing starts paint a nega...
Surveillance: The State of Employment with Blanchflower
June 17, 2019 14:50 - 29 minutesDavid Blanchflower, Former BOE Monetary Policy Committee Member and Dartmouth Professor, answers the question he asks in his new book: "Not Working: Where Have All the Good Jobs Gone?" Priya Misra, TD Securities Managing Director and Global Head of Rates Strategy, expects the Fed to signal readiness to ease policy in their next meeting, but that they will stop short of committing to a near-term cut. Bloomberg's Stephen Engle, reports live from Hong Kong, where protests continue. Meredith Sump...
Surveillance: U.S. Rates Near 0% in 5 Years, Crescenzi Says
June 14, 2019 15:29 - 33 minutesTony Crescenzi, PIMCO Market Strategist and Portfolio Manager, sees U.S. rates collapsing toward 0% over the next five years. In a banking roundtable, Gerard Cassidy, Head of U.S. Bank Equity Strategy for RBC Capital Markets defends the profitability of U.S. investment banks, while Jonathan Tyce, Bloomberg Intelligence European Banking Analyst, says Barclays is better than Europe but still lagging its American peers. Alexia Howard, Bernstein Analyst, recently downgraded Beyond Meat because sh...
Surveillance: Golden Age for Security Selection With Kantor
June 13, 2019 15:11 - 31 minutesAnthony DiPaola, Bloomberg Middle East Energy Markets Reporter, updates us on the attacks on oil tankers in the Strait of Hormuz. Jason Gammel, Jefferies Energy Research Analyst, says both demand and supply concerns together are driving volatility in oil prices. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the golden age for stock-picking is when factors drive underlying securities. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strateg...
Surveillance: Paul Tudor Jones on Making Money with 'Just Capital'
June 12, 2019 15:01 - 31 minutesKaren Leigh, Bloomberg China Government Editor, explains what sets the current protests in Hong Kong apart from previous demonstrations. Gideon Rose, Foreign Affairs Magazine Editor, says the trends in Hong Kong's autonomy are not going in the right direction. Spencer Dale, BP Group Chief Economist & Former BOE Official, says BP needs to shift from being an oil and gas company to an energy company. Paul Tudor Jones, Founder of Tudor Investment Corporation and Robin Hood Foundation, details th...
Surveillance: Goldman's Currie Calls for Cheaper Oil
June 11, 2019 14:08 - 34 minutesLearn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: The UTX and Raytheon Deal With Heymann
June 10, 2019 15:14 - 32 minutesMona Mahajan, Allianz Global Investors U.S. Investment Strategist, says the idea of one or two rate cuts by year end is starting to make sense. Marc Chandler, Bannockburn Global Forex Chief Market Strategist, expects the Chinese renminbi to break through the 7.00 level within the next three months. Ben LaBolt, Obama 2012 Presidential Campaign Press Secretary, says Democrats need to attack the notion that immigration is affecting the average worker's job. Nick Heymann, William Blair Co-Group H...
Surveillance: Moving Forward on Tariffs, Says CEA's Hassett
June 07, 2019 14:31 - 32 minutesJason Furman, Former Council of Economics Chair, says issues with Mexico might be more important than the tensions with China. Julia Coronado, Macropolicy Perspectives President and Founder, says prime age participation in the labor force has room to grow. Jeff Rosenberg, BlackRock Financial Management Senior Portfolio Manager, says the ECB will have to continue to support the euro-area with perpetual negative interest rates. And Kevin Hassett, White House Council of Economic Advisers Chairma...
Surveillance: Conservatives Are Without Party, Says George Will
June 06, 2019 15:17 - 40 minutesToday's episode begins with a conversation from Bloomberg TV with Antony Phillipson, British Consul General to New York, on the 75th Anniversary of D-Day. Following, Neil Shearing, Capital Economics Group Chief Economist, says that Mexico may fold to the U.S. in trade negotiations. George Will, "The Conservative Sensibility" Author, says conservatives are an orphan without a political party. Sonali Basak, Bloomberg Investment Banking Reporter, characterizes Wall Street's mood for the summer a...
Surveillance: Trade Talks Are Unpredictable, Hewson Says
June 05, 2019 15:26 - 31 minutesDavid Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg News Senior Writer, updates us on trade negotiations between the U.S. and Mexico. Victoria Hewson, Institute of Economic Affairs Senior Counsel, International Trade and Competition Unit, says President Trump is using powers not related to day-to-day trade policy. Jim Caron, Fixed-Income Portfolio Manager at Morgan Stanley Investment Management, dis...
Surveillance Fed Special: Low Inflation Nerves with Evans
June 05, 2019 15:23 - 41 minutesMichael McKee, Bloomberg News International Economics & Policy Correspondent, sits down with two Federal Reserve Presidents. First, Robert Kaplan of the Dallas Fed says the yield curve reflects heightened trade tensions. And Charles Evans of the Chicago Fed says he is "a little bit nervous" about low inflation. Following, Simon Kennedy, Bloomberg News Executive Editor of Economics, says the center of gravity has moved towards a rate cut. And Yelena Shulyatyeva, Bloomberg Economics Senior U.S....
Surveillance: Johnson & Trump Dissimilar, Diamond Says
June 04, 2019 15:38 - 37 minutesJenny Leonard, Bloomberg Trade Reporter, and David Merritt, Bloomberg Senior Executive Editor, discuss what a trade deal could look like between the U.S. and a post-EU U.K. Mike Ryan, UBS Wealth Management Chief Investment Strategist, says the notion of fixing the issues between U.S. and China in the coming months is a little naïve after decades in the making. Guy Johnson, Bloomberg TV & Radio Anchor, provides insight into the press conference with President Trump and Prime Minister May. Bob ...
Surveillance: Yen Stands to Benefit from Trade War, Says Barth
June 03, 2019 14:54 - 28 minutesMarvin Barth, Barclays Head of FX Strategy, believes that the dollar is ultimately the beneficiary of a volatile, global environment. Lorenzo Codogno, LSE Visiting Professor & Former Italian Treasury Chief Economist, says the government framework of Europe is still unfinished. Margaret Talev, Bloomberg White House Correspondent, discusses President Trump's tweets on London Mayor Sadiq Khan this morning. And Diane Swonk, Grant Thornton Chief Economist, thinks the President's tariffs on Mexico ...
Surveillance: U.S. Is Now A Service Economy, Treyz Says
May 31, 2019 14:42 - 27 minutesEric Farnsworth, Council of Americas Vice President, says the U.S. is going down a path that requires Mexico to react negatively. Laura Rosner, Macropolicy Perspectives Senior Economist, expects inflation to revert back to 2% over the next 6-12 months. Henrietta Treyz, Veda Partners Director of Economic Policy, recommends stacking up on avocados, in case the U.S. increases tariffs on Mexico. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, advises to buy utility stocks today ...
The Age of Disruption with PIMCO
May 31, 2019 13:04 - 24 minutesIn conversation with Bloomberg Surveillance and The Open's Jonathan Ferro, PIMCO CEO and CIO present their bearish view of corporate credit and what they expect when it comes to volatility and long term returns. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Fed Vs. The Markets With MUFG's Rupkey
May 30, 2019 15:25 - 29 minutesChris Rupkey, MUFG Union Bank Chief Financial Economist, previews Fed Vice Chair Clarida's speech, saying it's the Fed versus the markets right now. Joel Levington, Bloomberg Intelligence Director of Credit Research, reacts to PIMCO's Scott Mather's call that this is "probably the riskiest credit market ever." Meredith Sumpter, Eurasia Group Head of Research & Strategy Operations, says the U.S. restrictions on Huawei caught Beijing by surprise. And Democratic presidential candidate Gov. Steve...
Surveillance: Big Risks In Manufacturing Sector, Sweeney Says
May 29, 2019 15:20 - 25 minutesJames Sweeney, Credit Suisse Chief Economist & Americas CIO, sees big risks in the U.S. manufacturing sector. Jerome Schneider, PIMCO MD & Head of Short Term Portfolio Management, says the movement in rates seems to indicate that a recessionary environment is on the rise. Beth Maclean, PIMCO EVP Portfolio Manager, offers investment advice for high risk environments. Hugo Rogers, Deltec CIO, thinks China is in a weaker position than the U.S. in the trade war. Learn more about your ad-choices ...
Surveillance: China Can Stand Tariffs' Shock, Weinberg Says
May 28, 2019 17:36 - 31 minutesCarl Weinberg, High Frequency Economics Chief Economist, doesn't expect any agreement between the U.S. and China. Jacob Kirkegaard Peterson Institute for International Economics Senior Fellow, thinks a second Brexit referendum is "on the table." Lindsey Piegza, Stifel Chief Economist, says consumer spending is not matching consumer confidence. Brian Kelly, The Points Guy, shares tips for finding cheap flights to Europe. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance Special: Telecom in 2019
May 24, 2019 15:21 - 25 minutesRich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director & TMT Analyst, says Sprint and T-Mobile want Trump to see the deal as a way to beat China to 5G. Craig Moffet, MoffettNathanson Senior Research Analyst, discusses cable video losses. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Americans Are Underinvested In EM, Santos Says
May 24, 2019 15:16 - 23 minutesSteve Wieting, Citi Private Bank Global Chief Investment Strategist, says he has no doubt the American economy will continue to grow throughout the year. Anna Edwards, Bloomberg TV & Radio Anchor, says bringing together the Conservative will be the first challenge for their next leader. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks that structurally, 10% of portfolios should be EM. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Market Gives Trump Slack With China, Marangi Says
May 23, 2019 15:20 - 29 minutesChris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia Meskin, Standard Chartered U.S. Economist, says this Fed understands the interconnectedness of the U.S. and global economy. Gene Munster, Loup Ventures Co-Founder, says Tesla's demand is unknown in the near term. Don Gimbel, Sr. VP and Investment Professional for CIBC Private Wealth Management, says the U.S. will survive the trade war. Learn more about your...
Bloomberg and Wondery Present: The Shrink Next Door
May 22, 2019 20:00 - 11 minutesMarty Markowitz had his share of problems. His parents had recently died. He had troubles at work. A failing relationship. He needed someone to help him through this rough patch in his life. So he decided to get some professional help from a psychiatrist. What he did not count on, was what happened in his life over the next twenty-nine years. This is a story about power, control, and turning to the wrong person for help. Listen now at bloomberg.com/shrinknextdoor Learn more about your ad-ch...
Surveillance: Europe Disappeared From Investors Map, Gallo Says
May 22, 2019 15:25 - 34 minutesDaragh Maher, HSBC Securities US Head of FX Strategy, says outside of the U.S., there's no appetite for fiscal stimulus. Kathy Jones, Schwab Center For Financial Research Chief Fixed Income Strategist, expects inflation to stay “pretty stable even with tariffs.” Alberto Gallo, Algebris Investments Portfolio Manager, says Europe has disappeared from the map of many investors. Therese Raphael, Bloomberg Opinion Columnist, says governing a minority government has been the main reason she can’t g...
Surveillance: China Is Not A Small Player Anymore, Kelly Says
May 21, 2019 22:25 - 35 minutesTroy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Management Global Market Strategist, says we are almost at a bipolar world in terms of economic spheres of influence. Bob Diamond, Atlas Merchant Capital CEO, says Deutsche Bank lacks a strong domestic retail business. Seema Shah, Bloomberg Intelligence Senior Consumer Analyst, says its an unknown for Home Depot if they will be impacted by tariffs. L...
Surveillance: Fed's Bostic Doesn't Foresee Rate Hike
May 20, 2019 14:47 - 29 minutesJonathan Golub, Credit Suisse Chief US Equity Strategist, says the likelihood of a recession is very low. Sonali Basak, Bloomberg Investment Banking Reporter, discusses the possibility of a leadership change at Deutsche Bank. Bill Schneider, George Mason Professor & Author, "Standoff: How America Became Ungovernable", thinks Joe Biden's candidacy represents a return to normal. Raphael Bostic, Federal Reserve Bank of Atlanta President, does not see a rate cut this year. Learn more about your...
Surveillance: China Is Overconfident, Carr Says
May 17, 2019 14:26 - 40 minutesShahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, Haitong International China Macro Strategist, thinks China is overconfident about how little tariffs impact their economy. Kate Bedingfield, Biden Deputy Campaign Manager, discusses Joe Biden's middle class roots. Bob Michele, JPMorgan Asset Management Global CIO and Head of Global Fixed Income, notes the amount of money in money market funds is the highest since the ...
Surveillance: A Trade War Isn't Inflationary, Emanuel Says
May 16, 2019 15:44 - 43 minutesAnn Cairns, Mastercard Vice Chair, says it's important to introduce girls to STEM careers. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says a trade war is not inflationary. Joe Feldman, Telsey Senior Research Analyst, says Walmart is less exposed than other retailers to tensions with China. Paul Donovan, UBS Global Chief Economist, thinks the slowdown in 2018 was somewhat caused by trade tensions. Gabriel Felbermayr, Kiel Institute for the World Economy President, posits that,...
Surveillance: Possible Outcomes of Trade Talks With Spence
May 15, 2019 15:35 - 30 minutesChetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, thinks trade tensions were the cause of China's slowdown. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, expects modest earnings growth in 2019. Emma Ross-Thomas, Bloomberg Brexit Editor, brings us a Brexit update. Mike Spence, NYU Professor, says it's confusing what the U.S. and China really want. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Trade Should Be Enhanced, Mann Says
May 14, 2019 15:06 - 29 minutesCatherine Mann, Citigroup Global Chief Economist, says closing the door to trade doesn't enhance an economy. Jens Nordvig, Exante Data Founder & CEO, analyzes the trade dispute's impact on the renminbi. Mark Lehmann, JMP Securities President, says China has more to lose than the U.S. and Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, discusses actions taken by retailers to alleviate the impact of tariffs. Learn more about your ad-choices at https://www.iheartpodcastnetwork...
Surveillance: Tariffs Are Attacks On Importers, Roach Says
May 13, 2019 14:56 - 28 minutesMichael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan Stanley Asia Chairman and Author of "Unbalanced: The Codependency of America and China", says tariffs are attacks on importers and the U.S. is the importer. Keyu Jin, London School of Economics & Political Science Professor, thinks U.S. tariffs have caused a surge of nationalism in China. Ted Alden, CFR Senior Fellow, Author of "Failure to Adjust: How Americans...
Surveillance: China Will Retaliate If No Deal Today, Woo Says
May 10, 2019 15:23 - 30 minutesLiz Ann Sonders, Charles Schwab Chief Investment Strategist, says the burden of tariffs will fall on U.S. consumers. David Kirkpatrick, Techonomy Media CEO & Founder, says Uber will have to rise prices soon. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed is keeping a close eye on inflation. Devin McDermott, Morgan Stanley Executive Director and Head of North American Exploration & Production and Integrated Oil Research, sees nice opportunities for synergies at Anadarko. ...