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: Being Against China Is Popular, Treyz Says
May 09, 2019 15:31 - 28 minutesPeter Hooper, Deutsche Bank Global Head of Economic Research, thinks it's unlikely that China or the U.S. will back off. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says being against China is "extraordinarily popular" in the U.S. Steve Ricchiuto, Mizuho Securities Chief Economist & Managing Director, says trade deals never solve trade deficit problems. Haran Segram, NYU Stern Professor, says it's not advisable to compare Uber with Amazon or Faceboo...
Tariffs Are A Job Killer, PIIE's Lovely Says
May 08, 2019 14:10 - 30 minutesMary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says U.S. businesses are negatively impacted by the tariffs imposed on China. David Rosenberg, Gluskin Sheff Chief Economist & Strategist, says there's way too much risk in the market. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, doesn't foresee a recession in the data. Golnar Motevalli, Bloomberg Iran Reporter, says the U.S. and Europe are on different sides when negotiating with Iran. Lear...
Surveillance: Nobody Wins A Trade War, Adm. Stavridis Says
May 07, 2019 14:48 - 31 minutesWillem Buiter, Citi Special Economic Adviser, says the full package of sanctions on China would be in nobody's interest. Meredith Sumpter, Eurasia Group Head of Research Strategy and Operations, expects onward tariffs and confrontation after a U.S.-China deal. Diane Swonk, Grant Thornton Chief Economist, sees chances of a recession in 2020. Admiral James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor & Former Supreme Allied Commander at NATO, says when studying European history...
Surveillance: Equity Markets Still Pretty Good, Patel Says
May 06, 2019 15:21 - 27 minutesTony Dwyer, Canaccord Genuity Chief Market Strategist, thinks it's impossible to make an investment decision off of a tweet. Elaine Kamarck, Brookings Center For Effective Public Management Director, discusses Trump's negotiating tactics with China. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, says the outlook for equity markets is still pretty positive. And Doug Kass, Seabreeze Partners President, analyzes Amazon's challenges. Learn more about your ad-choices at htt...
Surveillance: Capitalism Works, Langone Says
May 03, 2019 14:43 - 48 minutesAlan Ruskin, Deutsche Bank Chief International Strategist, offers insights on output gap measurements. Jeffrey Sachs, Columbia University Economics Professor, says professionalism is key in the Fed. Ellen Zentner, Morgan Stanley Chief U.S. Economist, thinks it's a relief that Stephen Moore's nomination was pulled. Jeff Rosenberg, BlackRock’s Systematic Fixed Income Team Senior Portfolio Manager, says today's jobs data continues a sequence of strong reports. Ken Langone, Author of "I Love Capi...
Surveillance: A Long Way To Full Employment, Blanchflower Says
May 02, 2019 15:03 - 28 minutesSteven Englander, Standard Chartered Bank Global Head of FX, says the Fed's inflation forecast record isn't brilliant. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, expects the next Fed move to be higher in rates. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, says there's still quite a long way to full employment. Sarah House, Wells Fargo Securities Senior Economist, expects a slowdown in the labor market. Learn more about your ad-...
Surveillance: People Are No Longer With Maduro, O'Neil Says
May 01, 2019 14:42 - 33 minutesLori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes we will avoid an earnings recession this year. Dan Ives, Wedbush Securities Managing Director, says Apple will make new highs over the coming months. Shannon O'Neil, CFR Senior Fellow for Latin American Studies, highlights that the military is not fully under Maduro's control. Randy Kroszner, Univ. of Chicago Professor & Former Fed Governor, says the Fed being under political pressure is nothing new. Learn more about...
Surveillance: Venezuelans Want Regime Change, Jimenez Says
April 30, 2019 15:52 - 31 minutesJoe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in European eco. Maryhen Jimenez Morales, Oxford University Politics Lecturer, says 90% of Venezuelans want a peaceful regime change. Alex Conant, Former Marco Rubio Presidential Campaign Communications Director, says the political unrest in Venezuela is destabilizing for the region. Brooke Sutherland, Bloomberg Opinion Columnist, brings us an update on GE. Michael Purves, Weeden & Co-Chi...
Surveillance: The U.S. Is Still The Driest Towel, Chandler Says
April 29, 2019 14:55 - 36 minutesMarc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel in the global economy. Catherine Yeung, Fidelity Investment Director, says the Belt and Road Initiative aims at increasing China's soft power. Alastair Newton, Alavan Business Advisory Director, says the Spanish populist party is eurosceptic but not anti-European. Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine, ...
Surveillance: GDP, Not That Positive Under The Hood, Greene Says
April 26, 2019 15:04 - 25 minutesLisa Shalett, Morgan Stanley Wealth Management CIO, says the last decade has been "a magical time" for companies to raise capital. George Bory, Wells Fargo Head of Fixed Income Research, says there's a real conundrum in the bond market. Eileen Burbidge, Passion Capital Partner, says Twitter's success will depend on their ability to control abusive behavior on their platform. Megan Greene, Manulife Asset Management Global Chief Economist, thinks GDP data are not as positive as the headline mig...
Surveillance: Dollar Strength Is Unsustainable, Tirupattur Says
April 25, 2019 14:31 - 34 minutesMatt Miller, Bloomberg TV & Radio Anchor, says most German politicians were against the Deutsche Bank-Commerzbank merger. Jonathan Tyce, Bloomberg Intelligence Senior European Banks Analyst, thinks it makes sense to consolidate small domestic banks. Vishy Tirupattur, Morgan Stanley Head of Fixed Income Research & Director of Quantitative Research, says dollar strength is unsustainable. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Joe Biden will be the centrist of the 2020...
Surveillance: Progressive Capitalism With Joseph Stiglitz
April 24, 2019 15:09 - 32 minutesMarcus Ashworth, Bloomberg Opinion Columnist, says the Fed is absolutely on hold. Joseph Stiglitz, Nobel Laureate and Author of "People, Power and Profits," says the government has a role in progressive capitalism. Julia Coronado, MacroPolicy Perspectives President & Founder, says it's not all sunshine and roses in corporate earnings. Paul Sankey, Mizuho Securities Oil & Gas Analyst and Managing Director, offers his insights on Occidental's purchase of Anadarko. Paul Smith, CFA Institute Pres...
Surveillance: I Don't Think Inflation Is Dead, Hatzius Says
April 23, 2019 14:54 - 19 minutesJose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Economics and Markets Research, doesn't think inflation is dead. Dan Tannebaum, PwC United States Principal and Global Sanctions Leader, thinks it's unlikely that Iran closes the Strait of Hormuz. Lindsey Piegza, Stifel Chief Economist, predicts negative economic growth in 2020. Learn more about your ad-choices a...
Surveillance: The U.S. Economy Is Strong, Rupkey Says
April 22, 2019 16:16 - 29 minutesChris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. economy is strong. Todd Mariano, Eurasia Group U.S. Director, discusses next steps in the Mueller investigation. Liz Young, BNY Mellon Investment Management Director of Market Strategy, expects earnings and U.S. growth to be heavier in the end of the year. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, argues that in labor force terms, unemployment claims are at all time lows. Learn more about your ad-choices at ...
Surveillance: Justice Dept Highly Politicized, Valliere Says
April 18, 2019 18:37 - 28 minutesTaylor Riggs, Bloomberg News Reporter, discusses JPMorgan's succession plans. Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, doesn't think the Mueller report will have an impact on trade talks. Gideon Rose, Foreign Affairs Magazine Editor and Peter G. Peterson Chair, says Trump's foreign policy isn't sustainable or effective. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says the justice department is a highly politicized agency. Learn more abo...
Apple Settlement Validates Qualcomm's IP: Srinivasan
April 17, 2019 15:37 - 29 minutesAnand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the Qualcomm-Apple settlement and what it means for chip stocks. Doug Duncan, Chief Economist at Fannie Mae, on the spring buying season, outlook for mortgage rates, and consumer attitudes on housing. Tuna Amobi, CFRA Research’s media and entertainment analyst, on Netflix and big media earnings. Jitendra Waral, Senior Analyst: Internet & Consumer Products for Bloomberg Intelligence, on Pinterest's IPO. ...
Surveillance: Europe Is The Catch Up Trade, Fowler Says
April 17, 2019 15:02 - 30 minutesYalman Onaran, Bloomberg Senior Writer, analyzes Morgan Stanley's earnings report. Gerry Fowler, Aberdeen Standard Investments Multi-Asset Strategist, says Europe is the Catch-up trade. Simon Johnson, MIT Sloan School of Management Global Economics Professor, highlights the need of spreading opportunities out of the coastal cities. Geetha Ranganathan, Bloomberg Intelligence Analyst of Media, thinks Netflix results show fairly significant pricing power. Libby Cantrill, PIMCO Head of Public Pol...
Surveillance: Notre Dame's Past & Future
April 16, 2019 14:55 - 30 minutesMona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, thinks that technology will complement, not substitute the human component on the banking sector. Geetha Ranganathan, Bloomberg Intelligence Media Analyst, predicts Netflix and Disney will emerge as winners in the streaming sector. Matthew Luzzetti, Deutsche Bank C...
Surveillance: Paying Tribute to Notre Dame
April 16, 2019 13:43 - 10 minutesThe mood in Paris today is somber after a fire ripped through the Notre Dame Cathedral. The iconic structure took more than 200 years to build and just a few hours to burn. It's rich with history, serving as a setting to crown kings and celebrate the liberation of Paris from the Nazis. As French authorities assess the damage and craft plans to rebuild the monument, Bloomberg's Tom Keene, Bob Moon and Annmarie Hordern reflect on the moment. Learn more about your ad-choices at https://www.ihea...
Surveillance: Trump Doesn't Impact Powell, Bremmer Says
April 15, 2019 15:29 - 33 minutesIan Bremmer, Eurasia Group President, says Fed Chairman Powell is a "capable, qualified and independent" chief. Fred Cannon, KBW Global Director of Research, will focus on net interest margins during this bank earnings season. Sonali Basak, Bloomberg Banking Reporter, talks banking and IPOs. Diane Swonk, Grant Thorton Chief Economist, says the Federal Reserve Board hasn't always been as strong as it is now. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: JPMorgan Is Fairly Valued, Whalen Says
April 12, 2019 15:01 - 26 minutesCatherine Mann, Citi Global Chief Economist, and Lupin Rahman, PIMCO Head of EM Sovereign Credit, discuss China's latest economic data. Adam Posen, Peterson Institute President, says low interest rates in Europe are the scariest development in bond markets he has ever seen. Chris Whalen, RC Whalen Global Advisers, thinks JPMorgan is fairly valued. Adrienne Elrod, Democratic Strategist & Clinton 2016 Campaign Director of Strategic Communications, says Bernie Sanders is the front-runner for the...
Surveillance: I Want Openness & Sunlight On The Fed, Moore Says
April 11, 2019 16:23 - 38 minutesTroy Gayeski, Skybridge Capital Partner & Senior Portfolio Management, sees a higher probability of a Fed cut than a hike. Betsy Graseck, Morgan Stanley Head of Banks & Diversified Finance Research, expects weak numbers in this banks earnings season. Bill Lee, Milken Institute Chief Economist, says that Europe is the last place he would invest. Stephen Moore, Heritage Foundation Distinguished Visiting Fellow, wants "openness and sunlight on the Fed" if he joined the board. Representative Debb...
Surveillance: "Wait And See" Mode After Draghi, Coronado Says
April 10, 2019 16:01 - 27 minutesJulian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects two Fed rate cuts and stocks to go higher in 2019. Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, thinks the Euro will move to the downside. Julia Coronado, Macropolicy Perspectives Founder, thinks markets were not expecting Draghi to deliver a lot-and he didn't. Mike Mayo, Wells Fargo Securities Senior Analyst, says it's time to increase the effectiveness of bank regulations. Learn more about your ad...
Surveillance: Tech Is Keeping Inflation Muted, Rosner Says
April 09, 2019 15:06 - 34 minutesDrew Matus, Metlife Investment Management Chief Market Strategist, says it's very difficult to drive the U.S. into a recession from overseas. Henrietta Treyz, Veda Partners Director of Economic Policy, thinks protecting NAFTA is the main priority of the business community. Laura Rosner, Macropolicy Perspectives Senior Economist, says technology is keeping inflation muted. Martin Indyk, Council on Foreign Relations Distinguished Fellow & Former Ambassador to Israel, says whoever wins the Israe...
Surveillance: NATO Is A Transatlantic Bridge With Stavridis
April 09, 2019 15:02 - 28 minutesVasileios Gkionakis, Banque Lombard Odier Global Head of FX Strategy, says the Fed has maintained its full independence. Jane Foley, Rabobank Head of FX Strategy, says the dollar is behaving as a safe heaven. Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, says it's good value for the U.S. to stay in NATO. Roland Rudd, Finsbury Public Relations Founder and Chairman of Business for News, says recently, Parliament has reaffirmed its authority. Learn more about your ad-ch...
Surveillance: Everyone Is Scrambling For Yield, Michele Says
April 08, 2019 15:12 - 28 minutesDavide Serra, Algebris Investments CEO, says there are too many banks in Europe. Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't think this is a "dollar-sell" environment. Catherine Barnard, Cambridge University Professor, believes it would have been smart to have cross-party discussions since the Brexit referendum. Bob Michele, JP Morgan Chief Investment Officer, sees everyone scrambling for yield right now. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance Special: Views From The Ambrosetti Spring Workshop
April 05, 2019 16:55 - 31 minutesTom Keene and Francine Lacqua host from the Ambrosetti Spring Workshop in Cernobbio, Italy. In this episode, we feature our TV & Radio interviews with: Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, Laurence Boone, OECD Chief Economist, Nouriel Roubini, Roubini Macro Associates CEO, Jacob Frenkel, JPMorgan Chase International Chairman, Luigi Zingales, Chicago Booth School Professor, and Jim O'Neill, Chatham House Chair. Learn more about your ad-choices at ht...
Surveillance: U.S. Economy Really Coming Back, Kudlow Says
April 05, 2019 16:30 - 36 minutesJim Glassman, JPMorgan Chase Commercial Banking Head Economist, does not think wage growth is translating into inflation. Mike Darda, MKM Partners Chief Economist & Macro Strategist, sees solid job growth without signs of overheating. Larry Kudlow, U.S. National Economic Council Director, says the U.S. economy is "really coming back." Tiffany Wilding, PIMCO U.S. Economist, highlights the improvements in labor market participation. Learn more about your ad-choices at https://www.iheartpodcast...
Surveillance: We Must Take The Yield Curve Seriously, Fels Says
April 04, 2019 14:15 - 32 minutesJoachim Fels, PIMCO Global Economic Advisor, says the yield curve predicts and also causes recessions. Derek Halpenny, MUFG European Head of Global Markets Research, says central banks have a significant appetite for the Euro. Kristina Hooper, Invesco Chief Global Market Strategist, considers it hyperbolic to say we are going into an earnings recession. Brian Deese, BlackRock Global Head of Sustainable Investing, talks climate change and risks to investors. Learn more about your ad-choices ...
Surveillance: U.S. Treasuries Look Cheap Globally, Major Says
April 02, 2019 14:37 - 29 minutesSteven Major, HSBC Global Head of FI Research, thinks U.S. bonds look cheap globally. Emma Ross-Thomas, Bloomberg Brexit Editor, updates us on Parliament's plans to avoid a no-deal Brexit. David Page, AXA Investment Managers Senior Economist U.S. & U.K., expects some euro appreciation. Jim Paulsen, The Leuthold Group Chief Investment Strategist, thinks this is a good environment for stocks. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: FX Market Has Become Very Political, Bloom Says
April 01, 2019 15:08 - 31 minutesLord Andrew Adonis, Former U.K. Secretary of State For Transport, speaks in favor of a second referendum. David Bloom, HSBC Global Head of FX Strategy, says the FX market has become very political. Bob Michele, JPMorgan Asset Management Global CIO & Head Of Global Fixed Income, thinks the Fed is holding rates for the next two years. Sarah House, Wells Fargo Senior Economist, foresees U.S. growth bouncing back in the coming months. And Matt Hornbach, Morgan Stanley Global Head of Interest Rate...
Surveillance: I'm Not A Buy And Hold Advocate, Shiller Says
March 29, 2019 15:24 - 42 minutesChris Verrone, Strategas Partner & Head of Technical Strategy, thinks sentiment is too extreme with the long bond call. Robert Shiller, Yale Professor, says he is not a buy and hold advocate. Catherine Barnard, Cambridge University Professor & 'The UK in a Changing Europe' Sr. Fellow, says there are parties within parties in U.K. Parliament. Logan D. Green and John Zimmer, Lyft Inc Co-Founders, see a shift from the car ownership to the sharing model. Learn more about your ad-choices at http...
Surveillance: Monetary Policy Tools Are Ineffective, Kelly Says
March 28, 2019 14:33 - 28 minutesDavid Kelly, JPMorgan Asset Management Chief Global Strategist, says monetary policy tools are ineffective. Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, expects a recession in 2020. Jane Foley, Rabobank Head of FX Strategy, is cautious about EM. Max Nisen, Bloomberg Opinion Healthcare Columnist, says 20 million people would lose coverage if Obamacare is struck down. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Investing in Lyft With NYU’s Segram (Correct)
March 27, 2019 19:49 - 26 minutesLuigi Zingales, University of Chicago Booth School Finance Professor, talks bank mergers and the benefits of being "too big to fail." Haran Segram, NYU Leonard N. Stern School of Business Professor, says Lyft investors are paying for the future instead of the current state of affairs of the company. Brooke Sutherland, Bloomberg Opinion Columnist, talks about the latest developments in the Boeing investigation. (Corrects to remove segment on Chatham Asset Management) Learn more about your ad-...
Surveillance: Equality in Hollywood With Giese
March 27, 2019 15:56 - 39 minutesEllen Zentner, Morgan Stanley Chief U.S. Economist, says commodity prices are too volatile a measure to use to judge the economy. Priya Misra, TD Securities Head of Global Rates Strategy, says interest rates have some room to raise. Maria Giese, Feature Film Director, Activist & TEDx Speaker, “The Battle for Women’s Voices in Entertainment Media," says equal employment laws in Hollywood lack enforcement. Paul Sankey, Mizuho Americas Oil & Gas Analyst & Managing Director, notes Saudi Arabia is...
Surveillance: Global Economic Data Will Hold Up, Hooper Says
March 26, 2019 14:53 - 25 minutesDavid Folkerts-Landau, Deutsche Bank Head of Research and Group Chief Economist, says Europe needs a unified banking system. Bloomberg's Anna Edwards discusses the U.K. Parliament's next steps. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there's slower demand for copper and other base metals in China. Kristina Hooper, Invesco Chief Global Market Strategist, expects global economic data to hold up. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: New Political Focus After Mueller, Hormats Says
March 25, 2019 14:35 - 30 minutesTony Crescenzi, PIMCO Market Strategist & Portfolio Manager, says it's not improbable that interest rates will stay low until 2030. Robert Hormats, Kissinger Associates Vice-Chair, thinks U.S. political focus will shift following the release of the Mueller's report. Mary Lovely, Peterson Institute for International Economics Senior Fellow & Syracuse University Professor, discusses the pressures that Xi Jinping confronts domestically. Doug Thornell, Former DNC Senior Adviser, says Democrats sh...
Surveillance: Dynamic Ownership With RTR's Hyman
March 22, 2019 15:03 - 28 minutesGreg Daco, Oxford Economics Chief U.S. Economist, doesn't see much momentum upward for yields going forward. Antony Phillipson, British Consul General for the U.S., says there's no more important trade partnership for the U.K. than the one it has with North America. Jenn Hyman, Rent The Runway CEO, says her company is more often linked with the sharing economy than retail. Margaret Brennan, CBS Face the Nation Host, expects the U.S. and China negotiations to focus on the details of goods trad...
Surveillance: The Economy Is Shifting Gears, Piegza Says
March 21, 2019 16:08 - 32 minutesHenrietta Treyz, Veda Partners Director of Economic Policy, says although the business community want tariffs to end, D.C. politicians are comfortable with them. Ira Jersey, Bloomberg Chief U.S. Interest Rates Strategist, and Jeanna Smialek, Bloomberg Economy Reporter, highlight the Fed's cautiousness. Lindsey Piegza, Stifel Chief Economist, thinks the economy is shifting gears but it's at a very early stage. Francine Lacqua, Bloomberg Surveillance Anchor, updates us on Brexit talks from Brus...
Surveillance: Defaults Are A Necessary Evil, Kong Says
March 20, 2019 14:32 - 29 minutesKate Moore, BlackRock Investment Institute Chief Equity Strategist, says the opportunity in equities is on quality. Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, and Michael McKee, Bloomberg International Economics & Policy Correspondent, share their expectations for today's Fed meeting. Theresa Kong, Matthews Asia Head of Fixed Income & Portfolio Manager, says Chinese defaults will slowly increase but they are a necessary evil. Therese Raphael, Bloomberg Opinion Columnist, says ...
Surveillance: Alan Krueger's Economic Legacy
March 19, 2019 15:06 - 22 minutesRemembering Princeton University's Alan Krueger with Dartmouth Professor of Economics Danny Blanchflower, Bloomberg International Economics & Policy Correspondent Michael McKee, University of Michigan Associate Professor for Public Policy & Former U.S. Department of Labor Chief Economist Betsey Stevenson, and Bloomberg Businessweek Economics Editor Peter Coy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: This AI Cycle Is Different, NYU's Dhar Says
March 15, 2019 15:02 - 40 minutesJerome Schneider, PIMCO Head of Short-Term Bond Portfolios, says investors must calibrate expectations taking into account higher volatility. Brian Wieser, GroupM Global President of Business Intelligence, talks the future of the ad industry. Vasant Dhar, NYU Stern Professor, explains why this AI cycle is different. Viviana Hurtado, Bloomberg Reporter, details exciting new developments from New York City's new Hudson Yards. Barry Strauss, Cornell Professor of History, discusses his book "Ten ...
Surveillance: U.K. Unprepared For No-Deal Brexit, Dimon Says
March 14, 2019 14:58 - 45 minutesSteve Eisman, Neuberger Berman Senior Portfolio Manager, discusses his three U.K. bank shorts. Patricia Mosser, Columbia University Economic Policy Management Program Director, says China and Europe are slowing the U.S. Jamie Dimon, JPMorgan Chairman and CEO, says trade imbalances could cause a financial recession. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, says there's no evidence that going to elite schools will make children do better in life. Ambassador Willia...
Surveillance: EM Valuations Are Very Cheap, Memani Says
March 13, 2019 16:08 - 32 minutesRaghuram Rajan, Former RBI Governor and University of Chicago Booth School of Business, says the college admissions scandal is a "blow to the system". Brian Levitt, OppenheimerFunds Senior Investment Strategist, says he is starting to see stabilization in Chinese growth. Krishna Memani, OppenheimerFunds CIO, says EM investing is about companies rather than geographies. Laura Francis, Bloomberg Law Senior Legal Editor, says it's highly unlikely that the budget bill passes Congress. Christina B...
Surveillance: RBC Open To Tactical Acquisitions, McKay Says
March 12, 2019 14:59 - 28 minutesDave McKay, RBC President & CEO, says the company is open to "tactical" acquisitions. Howard Ward, Gabelli Funds CIO of Growth Equities, believes that orders of the Boeing 737 MAX 8 will remain intact. Lindsey Piegza, Stifel Chief Economist, says wage growth came too little and too late. Christopher Jasper, Bloomberg European Transportation Deputy Team Leader, explains the differences between the Boeing 737 MAX 8 and previous models. Learn more about your ad-choices at https://www.iheartpod...
Surveillance: Trade Spat Impact Is Overstated, Weinberger Says
March 11, 2019 18:53 - 27 minutesCarl Weinberg, High Frequency Economics Chief Economist, doesn't think the trade spat is directly behind China's slow economic growth. Nick Lardy, Peterson Institute for International Economics Senior Fellow, highlights that consumption is now the major source of growth in China. Chris Bryant, Bloomberg Opinion Columnist, says it's unclear if the cause of the Ethiopian crash was a Boeing design flaw. Henrietta Treyz, Veda Partners Director of Economic Policy, doubts that fair trade will be ne...
Surveillance: Household Survey Was Up, Kudlow Notes
March 08, 2019 15:39 - 15 minutesLawrence Kudlow, White House National Economic Council Director, joins Jonathan Ferro to discuss this month's surprising jobs report. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Labor Force Growth Is Slowing, Joseph Cohen Says
March 08, 2019 15:32 - 45 minutesTo celebrate International Women's Day, Bloomberg Surveillance brings you top voices in the worlds of finance, economics and international affairs. Mona Mahajan, Allianz Global Investors Director & U.S. Investment Strategist, says at some point, Europe could become interesting from a dividend perspective. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, expects 10-year Treasury yields to go below 2.5%. Julia Coronado, MacroPolicy Perspectives President & Founde...
Surveillance: The EU Needs A Weaker Euro, Rosenberg Says
March 07, 2019 15:54 - 28 minutesDavid Rosenberg, Gluskin Scheff Chief Economist & Strategist, says the EU needs a weaker euro to stimulate the manufacturing sector. Bill Lee, Milken Chief Economist, says global equity markets would crash if President Trump walked away from a deal with China. David Owen, Jefferies International Chief European Financial Economist, talks the challenges of the "large and fragmented" EU banking sector. Louise Yamada, Louise Yamada Technical Research Advisors, feels more constructive about gold. ...
Surveillance: Fed Tightening May Be Back In 2019, Dudley Says
March 06, 2019 16:16 - 39 minutesVince Cable, U.K. Liberal Democrat Party Leader, says India will overtake China. Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, says the ECB has its hands tied. William Dudley, Princeton Senior Research Scholar & Former Federal Reserve Bank Of New York President, thinks Fed tightening might be on the table in the second half of 2019. Sarah House, Wells Fargo Securities Senior Economist, notes financial conditions are the easiest since last October. Saleha Mohsin, Bloomberg U.S. Tr...