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.
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Episodes
Surveillance: A Data Dependent Fed With Citi's Mann
December 20, 2018 15:42 - 27 minutesDanny Blanchflower, Dartmouth University Professor, says either the market is wrong or the Fed is wrong. Howard Ward, Gabelli Funds CIO of Growth Equities, thinks tightening eight times in the course of two years is too rapid a move. Catherine Mann, Citi Global Chief Economist, says there is a divorce between data from the real economy and data from financial markets. Narayana Kocherlakota, Former Federal Reserve Bank of Minneapolis President, says we should get rid of the FOMC Dot Plot. Lea...
Surveillance: Fed Can't Be A Slave To The Market, Kroszner Says
December 19, 2018 15:45 - 28 minutesAndrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says bond markets are adjusting to slower growth in developed economies next year. Amrita Sen, Energy Aspects Chief Oil Analyst, says oil demand concerns stem from the U.S. and China trade war. Randy Kroszner, Former Fed Governor, says the Fed cannot be a slave to the market. Greg Valliere, Horizon Investments Chief Global Strategist, sees a 55% probability of impeachment for Trump. Learn more about your ad-choices at https://www.ih...
Surveillance: Fed Is Probably Already At Neutral, Darda Says
December 18, 2018 15:54 - 31 minutesMike Darda, MKM Partners Chief Economist & Chief Market Strategist, says the justification to continue rising rates has evaporated. Jim O'Neill, Chatham House Chair and Goldman Sachs Former Chief Economist, says changing the manager will not solve the dilemmas of Manchester United. Terry Haines, Evercore ISI Senior Political Strategist & Head of Political Analysis, says a government shutdown would only affect 25% of federal funding. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist,...
Surveillance: Science Is The Key To Progress, Romer Says
December 17, 2018 16:10 - 32 minutesGideon Rose, Foreign Affairs Magazine Editor and Peter G. Peterson Chair, discusses the latest edition of Foreign Affairs. Andrea Felsted, Bloomberg Opinion Columnist, talks Brexit fears for U.K. retailers. Paul Romer, 2018 Nobel Memorial Prize in Economic Sciences Co-Recipient, says people have less confidence in science than they had 20 years ago. Doug Kass, Seabreeze Partners President, is worried about the lack of cooperation between global superpowers. Learn more about your ad-choices ...
Surveillance: In The Long Term, Cash Is Trash, Sowerby Says
December 14, 2018 15:51 - 33 minutesKate Moore, BlackRock Investment Institute Chief Equity Strategist, discusses the implications of a slower growth rate next year. David Sowerby, Ancora Managing Director & Portfolio Manager, says in the long term, cash is trash. Dean Curnutt, Macro Risk Advisors CEO & Founder, talks the financialization of the VIX from an index to a trading instrument. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks consumer data do not support the general view of a recession in 20...
Surveillance: May Vote Was A Distraction, Mills Says
December 13, 2018 18:11 - 31 minutesChi Onwurah, Labour MP & Shadow Minister of the Department for Business, Energy and Industrial Strategy, thinks the fundamental fractures in British Parliament can't be solved in two weeks. Eoin Drea, Martens Centre for European Studies Senior Research Officer, defines the Irish border as a symbol of peace and reconciliation. John Mills, JML Founder and Chairman, says the confidence vote was a bit of a distraction. Steven Major, HSBC Bank Global Head of Fixed Income Research, joins us to reac...
Surveillance: Bad Timing For Confidence Vote, Huddleston Says
December 12, 2018 15:26 - 22 minutesNigel Huddleston, Conservative Member of Parliament for Mid Worcestershire, says Theresa May would be in a very strong position if she won the vote. Guy Johnson, Bloomberg Anchor, and Erik Nielsen, Unicredit Group Chief Economist, join us for a Brexit update. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, advises to be opportunistic in every asset class in 2019. Adam Posen, Peterson Institute for International Economics President, thinks sterling relief is related to anti-...
Surveillance: We Are Near The End Of The Cycle, Ruskin Says
December 11, 2018 16:07 - 38 minutesAlan Ruskin, Deutsche Bank Securities Managing Director & Chief International Strategist, says market participants seem to expect volatility to be sticky for a while. Luke Kawa, Bloomberg Cross-Asset Reporter, says markets are pricing in some kind of inflection point for the Fed over the next two years. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, defines the current situation of the U.K. as one of "chaos" and "rage". Julia Coronado, Macropolicy Persp...
Surveillance: We're In A Very Deflationary World, Shilling Says
December 10, 2018 16:11 - 30 minutesNeil Shearing, Capital Economics Group Chief Economist, says the key question now is whether Theresa May can go back to Brussels to negotiate changes. Marc Chandler, Bannockburn Global Forex Strategist & Managing Partner, says there will be downward pressure in the rupee until the Indian central bank's independence is reestablished. Gary Shilling, A. Gary Shilling & Co. President & Bloomberg Opinion Columnist, thinks we are in a very deflationary world. Cheryl Bolen, Bloomberg Government’s Wh...
Surveillance: The Market Moves In Mysterious Ways, Krueger Says
December 07, 2018 15:56 - 31 minutesAlan Krueger, Princeton University Professor of Economics, says markets are reacting to the end of the sugar high. James Glassman, JPMorgan Chase Commercial Banking Head Economist, thinks the Fed is more cautious as we near neutral. Michael Darda, MKM Partners Chief Economist & Chief Market Strategist, says the Fed should be focused on the nominal economy. Margaret Brennan, CBS Face the Nation Host, discusses who may be the next candidate for White House Chief of Staff. Learn more about you...
Surveillance: Chances of No-Deal Brexit Small, Tony Blair Says
December 06, 2018 16:35 - 36 minutesTony Blair, Former U.K. Prime Minister, joins Francine Lacqua and Tom Keene on Bloomberg Surveillance TV to discuss Brexit. Tim Culpan, Bloomberg Opinion Columnist, says cybersecurity has played a role in Huawei's CFO's arrest. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, reflects on the global admiration for former President George H.W. Bush. Tina Davis, Bloomberg Energy & Commodities Americas, joins us to wrap headlines from the OPEC+ meetings. Learn more about ...
Surveillance: Remembering President George H.W. Bush
December 05, 2018 16:00 - 31 minutesBloomberg Surveillance remember former President George H.W. Bush in today's episode. Diana Furchtgott-Roth, Former Office of Policy Planning Associate Director for George H.W. Bush, discusses the former President's economic policies. Ron Bonjean, The Bonjean Company Founder, discusses the future of the Republican party. Admiral James Stavridis, Former NATO Supreme Allied Commander for Europe, says George H.W. Bush was one of the biggest supporters of NATO in history. Bill Hoagland, Bipartisa...
Surveillance: 2020 Will Be Quite Weak, Shepherdson Says
December 04, 2018 16:12 - 32 minutesIan Shepherdson, Pantheon Macroeconomics Chief Economist, says wage growth is much more likely to head North than South. Ira Jersey, Bloomberg Intelligence U.S. Rates Strategist, discusses the yield curve flattening. Kevin Book, Clearview Energy Partners Head of Research, brings us an update on oil markets. Emma Ross Thomas, Bloomberg Brexit Editor, says BOE Governor Mark Carney is no stranger to criticism. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: The U.S. Economy Is In Good Shape, Clarida Says
December 03, 2018 16:46 - 25 minutesRichard Clarida, Federal Reserve Vice Chairman, says the U.S. Economy is in good shape right now. Michael McKee, Bloomberg International Economics & Policy Correspondent, says the market is pricing in a much lower path for rate hikes for the Fed in 2019. Marianne Schneider-Petsinger, Chatham House Geoeconomics Fellow for U.S. & the Americas, says it is not clear what the Trump administration wants to achieve with China. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, highlights t...
Surveillance: China Was Caught Off Balance By Trump, Fenby Says
November 30, 2018 21:43 - 41 minutesJonathan Fenby, TSLombard Chairman, says the trade war has come at an inconvenient time for Xi Jinping. Michael McKee, Bloomberg International Economics and Policy Correspondent, updates us on the USMCA signing in Buenos Aires. Julia Coronado, Macropolicy Perspectives Founder & President, does not expect the G-20 meetings to resolve trade issues. Ian Bremmer, Eurasia Group President & Founder, says a framework agreement between Xi and Trump would be a huge win. And Garrett Graff, Author of "T...
Surveillance: Normalization With Former ECB President Trichet
November 29, 2018 19:31 - 51 minutesThu Lan Nguyen, Commerzbank FX Strategist, and Daniel Morris, BNP Paribas Asset Management Senior Investment Strategist, discuss the market impact of various Brexit outcomes. Jean-Claude Trichet, Former ECB President, says the 2008 crisis put central banks close to a financial stability mandate. Don Gimbel, Geneva Advisors Portfolio Manager, thinks China and the U.S. may reach an agreement at the G-20 summit. Leon Cooperman, Omega Advisors Chairman & CEO, discusses the algorithms that bring v...
Surveillance: Fiscal Cliff Coming In 2020, Crescenzi Says
November 28, 2018 15:18 - 40 minutesBloomberg Surveillance is live from the Bloomberg link for the Year Ahead Summit. Miranda Carr, Haitong International China Macro Strategist, says the Chinese government will have to take strong measures to avoid volatility in the yuan. Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, expects a fiscal cliff in 2020. David Rubenstein, Carlyle Group Co-Chairman & Co-Founder, discusses the humility of Former Supreme Court Justice Anthony Kennedy, the guest on his show "Peer to Peer C...
Surveillance: Auto Workers Losing For Decades Now, Alden Says
November 27, 2018 16:06 - 30 minutesArlene Foster, U.K. Democratic Unionist Party Leader, tells us why her party doesn't support May's Brexit deal. Kevin Tynan, Bloomberg Intelligence Senior Automotive Analyst, says GM is going through this "painful transition" in order to be relevant in the future. Edward Alden, CFR Senior Fellow and Author of "Failure To Adjust: How Americans Got Left Behind In The Global Economy", says China is a bigger market for GM than the U.S. Andrew Wood, Chatham House Associate Fellow for their Russia ...
Surveillance: Unemployment Rate Is Going Nowhere, Sweeney Says
November 26, 2018 16:40 - 35 minutesNicky Morgan, U.K. Member of Parliament & Chair of Treasury Select Committee, and Rupert Harrison, BlackRock Multi-Asset Strategies Portfolio Manager, talk the challenges of getting the Brexit deal through Parliament. James Sweeney, Credit Suisse Chief Economist & Head of Global Fixed Income & Economic Research, says returns aren't great but the unemployment rate is going nowhere. Oliver Chen, Cowen Senior Equity Research Analyst, discusses Cyber Monday for a generation that needs "instagrama...
Surveillance: Oil Prices Boost Consumer Spending, Swonk Says
November 23, 2018 17:35 - 29 minutesSteve Wieting, Citigroup Global Chief Investment Strategist, doesn't think 2019 marks a down year for the U.S. or the rest of the world. John Levy, John B. Levy & Company Founder, says we are going from necessity shopping to experience shopping. Diane Swonk, Grant Thornton Chief Economist, says oil prices will give a boost to consumer spending in the holiday season. Christyan Malek, J.P. Morgan Head of EMEA Oil & Gas Research, talks the Russian break even and the Saudi break even oil prices. ...
Surveillance: We Need To Fix The Trade Issue, OECD's Boone Says
November 21, 2018 17:20 - 29 minutesBrian Levitt, Oppenheimer Funds Senior Investment Strategist, says the Phillips curve is as flat as the table he is sitting at. Laurence Boone, OECD Chief Economist, highlights the need to fix trade issues. Mike Feroli, JPMorgan Chief Economist, thinks the Fed will continue to hike every quarter next year. Brian Kelly, The Points Guy, says the credit card market is living the biggest boom we have ever seen. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: U.S. Economy Weakening But Strong, Cantrill Says
November 20, 2018 19:30 - 30 minutesGeorge Bory, Wells Fargo Securities Head of Credit Strategy, says the march back towards cash is well underway. Libby Cantrill, PIMCO Head of Public Policy, thinks the chances of a big infrastructure package are higher than markets seem to think. Mark Gilbert, Bloomberg Opinion Columnist, says we are nearing a bear market. Wolfgang Munchau, Eurointelligence Director, thinks people are overestimating the power of Germany to influence Euro states. Learn more about your ad-choices at https://w...
Surveillance: There's Potential For Some Inflation, Mann Says
November 19, 2018 18:27 - 33 minutesCatherine Mann, Citi Global Chief Economist, says the Fed must balance the signals coming from the global and domestic economy. Luigi Zingales, University of Chicago Booth School of Business Finance Professor, thinks Salvini wants the confrontation with the EU for political reasons. Isabelle Mateos Y Lago, BlackRock Investment Institute Chief Multi-Asset Strategist, notes it's the first time in a while that there's uncertainty about the Fed's next move. Budd Bugatch, Raymond James Research Ma...
Surveillance: It's The Brexit Deal That Works, Phillipson Says
November 16, 2018 15:49 - 41 minutesStephen Roach, Yale University Professor, says there might be some type of standstill agreement between China and the U.S. in the Buenos Aires meeting. Antony Phillipson, British Consul General to New York, highlights the need to deliver some certainty on Brexit. Margaret Brennan, CBS Face the Nation Host, will discuss the record number of women in Congress during her next show. Stephanie Wissink, Jefferies Managing Director & Consumer Research Analyst, says the baton has shifted from baby bo...
Surveillance: Hard Brexit Looks Very Tangible, Foley Says
November 15, 2018 19:25 - 35 minutesJane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the prospects of a hard Brexit look very tangible today. Neil Callanan, Bloomberg's London Bureau Chief, thinks Theresa May will struggle in a leadership contest. Danny Blanchflower, Darmouth Professor & Former BOE Monetary Policy Committee Member, thinks the current Brexit deal will collapse. And John Carreyou, Author of "Bad Blood", details the writing process for his book on Elizabeth Holmes and Theranos. Learn more...
Surveillance: Confidence In Draghi Is Diminishing, Rahbari Says
November 14, 2018 17:21 - 44 minutesEbrahim Rahbari, Citi Global Head of Content & G10 FX Strategy, says confidence in Draghi is diminishing. David Herro, Harris Associates CIO of International Equities, thinks European stocks are especially undervalued today. Toby Moskovitz, Heritage Equity Partners President & Founder, proposes that Amazon creates a requirement for local hiring and job training. Dana Telsey, Telsey Advisory Founder, says product innovation contributes Macy's strong earnings. David Rubenstein, Carlyle Group Co...
Surveillance: The Economy of Seattle Meets Arlington & Queens
November 13, 2018 15:57 - 33 minutesKim Wallace, Eurasia Group Managing Director of U.S., thinks people are growing comfortable with the notion of socializing health care in America. Nancy Ognanovich, Congressional Leadership Reporter For Bloomberg Government, says funding the government will be the Congress priority. Greg Boutle, BNP Head of Equity & Derivative Strategy, expects a slowdown in nominal GDP next year. Bill Smead, Smead Capital Management CEO & CIO, describes how Seattle has changed as Amazon has grown. Learn mo...
Surveillance: We Still Have Work To Do, Rep. Scalise Says
November 12, 2018 15:47 - 42 minutesJim Glassman, JPMorgan Chase Commercial Banking Head Economist, says of all the things he worries about, the Fed is not on that list. Kevin Book, Clearview Energy Partners Head of Research, talks the supply and demand picture for crude oil. Rep. Steve Scalise (R-LA) lays out his plans for his last few months as House Majority Whip. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, says you don't have to take on a ton of treasury risk to get big returns. Tyler Brule, Monocle E...
Surveillance: This Fed Is Data Dependent, Zentner Says
November 09, 2018 15:52 - 34 minutesChris Rupkey, MUFG Union Bank Chief Financial Economist & Managing Director, thinks the U.S. tariffs are already having an impact on China. Stewart Patrick, CFR Senior Fellow & Director of the International Institutions and Global Governance Program, joins us to discuss the Armistice Day Centennial. Ellen Zentner, Morgan Stanley Chief U.S. Economist, thinks Powell has been a great communicator but his one misstep was when he said, "We are far from neutral." Michael Beschloss, Presidential His...
Surveillance: One or Two Fed Hikes Next Year, Milken's Lee Says
November 08, 2018 17:23 - 35 minutesStephanie Baker, Bloomberg News Senior Writer, discusses the Russian investigation in the wake of Sessions' resignation. William Lee, Milken Institute Chief Economist, expects one or two rate hikes from the Fed next year. James Albertine, Consumer Edge Senior Auto Analyst, says Robyn Denholm would not have been his first choice for Tesla Chair. Bill Gavin, Former FBI Assistant Director, reacts to the California shooting. David Laufman, Government Investigations Lawyer & Former U.S. Department...
Surveillance Special: A Divided Congress
November 07, 2018 21:02 - 39 minutesBloomberg Surveillance brings you a Midterms Special. Emily Ekins, Cato Institute Research Fellow & Director of Polling, says millennials were energized to vote in these midterms. Marc Lotter, Former Press Secretary for VP Mike Pence & Trump 2020 Advisory Board Member, shares his key takeaways from the Florida and Ohio races. Lawrence Summers, Former U.S. Treasury Secretary & Former National Economic Council Director, says fiscal responsibility is not the concern right now. Robby Mook, Hillar...
Surveillance: Voters Turnout When They're Pissed, Goolsbee Says
November 06, 2018 18:16 - 28 minutesKathy Fisher, Bernstein Head of Wealth & Investment Strategies, says gridlock would be the best outcome for the markets. Doug Heye, Deputy Chief of Staff to Eric Cantor & Republican Strategist, guides us through two races in Iowa. Joe Lieberman, United Against a Nuclear Iran Chairman and Former Senator (D-CT), thinks Congress has let down the people. Austan Goolsbee, Fmr. White House Economic Adviser to President Obama, is hoping voters become increasingly skeptical of what they see on social...
Surveillance: U.S. Midterms Eve With Jared Bernstein
November 05, 2018 17:55 - 29 minutesHarm Bandholz, Unicredit Bank Chief U.S. Economist, discusses potential for American austerity as the global economy decelerates. Golnar Motevalli, Bloomberg News Reporter in Tehran, says Iran sanctions are a sad story for the middle class. Megan Greene, Manulife Asset Management Chief Economist, does not expect the economy to overheat. Jared Bernstein, Fmr. Chief Economist & Economic Adviser to Vice President Joe R. Biden, says we've dropped the ball on public investment. Learn more about ...
Surveillance: U.S. Seeing Real Wage Growth, CEA's Hassett Says
November 02, 2018 15:45 - 36 minutesJeff Currie, Goldman Sachs Global Head of Commodities Research, explains how big oil companies are adapting to a de-carbonized world. Eric Ross, Cascend Securities Chief Investment Strategist, analyzes the "Apple ecosystem." Betsey Stevenson, University of Michigan Professor & Former Chief Economist of the U.S. Department of Labor, says we have never seen a higher wage gap between workers with college degrees and those without. Kevin Hassett, Council of Economic Advisers Chairman, says the U...
Surveillance: Risk Parity Framework is Unraveling, Major Says
November 01, 2018 15:00 - 43 minutesSeema Malhotra, Labour Party Member of Parliament, does not believe we will see a Brexit deal by November 21st. Steve Wieting, Citi Global CIO, expects a positive equity environment in 2019. Steve Major, HSBC Global Head of Fixed Income Research, says October was a bucket of cold water for the S&P. Greg Valliere, Horizon Investments Chief Political Strategist, says President Trump is absolutely already on the 2020 campaign trail. Learn more about your ad-choices at https://www.iheartpodcast...
Surveillance: The U.S. Is Winning The Trade War, Foley Says
October 31, 2018 14:21 - 37 minutesGerry Fowler, Aberdeen Standard Investments Global Multi-Asset Strategist, says the Libor rate is the key driver of equity markets. Jane Foley, Rabobank Head of FX Strategy, says the dollar-renminbi cross has a very political exchange rate. David Kirkpatrick, Techonomy Founder & CEO, notes Facebook growth has slowed in the developed world. Troy Gayeski, Skybridge Capital Partner, gives us a hedge fund update. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, compares loan t...
Surveillance: Too Late To Sell, Too Early To Buy, Trennert Says
October 30, 2018 15:01 - 35 minutesKaren Ubelhart, Bloomberg Intelligence Senior Machinery Analyst, sees opportunities in the tech gigs sector. Jason Trennert, Strategas Research Chairman & Chief Executive Officer, expects more dispersion in returns as capital becomes rationed. Bob Janjuah, Nomura Senior Independent Client Advisor of Global Markets, worries about the "post-easy-money world." Jim O'Sullivan, High Frequency Chief U.S. Economist, expects a strong employment report on Friday. Kevin Cirilli, Bloomberg TV & Radio Ch...
Surveillance: Merkel Has Been A Monolith, Schick Says
October 29, 2018 15:02 - 24 minutesMichael Shaoul, Marketfield Asset Management Chairman, Portfolio Manger & CEO, says IBM hasn't managed to innovate. Shannon K. O'Neil, Council on Foreign Relations VP, Deputy Director of Studies, and Nelson and David Rockefeller Senior Fellow for Latin American Studies, says Brazil's elected President Bolsonaro models himself after U.S. President Trump. Neil Shearing, Capital Economics Group Chief Economist, wonders when the sugar high from the tax cut will start to fade. Nina Schick, Rasmuss...
Surveillance: This Is A Sustainable Cycle, Mulvaney Says
October 26, 2018 16:05 - 40 minutesJohn Ryding, RDQ Economics Chief Economist & Founding Partner, does not think the Fed should stop hiking. Robert Kaplan, Dallas Fed President & CEO, tells Michael McKee, Bloomberg International Economics & Politics Correspondent, that the current market volatility is typical. Nancy Cordes, CBS News Chief Congressional Correspondent, updates us the Senate race in Texas. And Mick Mulvaney, U.S. Office of Management & Budget Director, says the White House expected the low inflation numbers we sa...
Surveillance: Tesla 4Q Is A Big Question Mark, Johnson Says
October 25, 2018 16:49 - 29 minutesGordon Johnson, Vertical Group Managing Director & Analyst, thinks Tesla's positive numbers in 2Q and 3Q are not repeatable. Gary Shilling, A Gary Shilling & Co. President, says we are basically in a deflationary war. Christian Schulz, Citi Economics Team Director, previews the ECB Meeting today. And Gene Munster, Loup Ventures Managing Partner & Co-Founder, forecasts Apple's future in autos. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Coming Soon: The New Economy
October 24, 2018 17:43 - 2 minutesBloomberg’s head of economics Stephanie Flanders calls on Bloomberg's worldwide network of reporters and expert commentators to cast a fresh eye on looming challenges for the world economy which affect us all. This 6 part podcast combines on the ground reporting with expert discussion on the future of cities, finance and technology, trade, global governance and making growth more inclusive. It's the start of a global conversation on how to confront these issues which will continue in Singapor...
Surveillance: The Pessimism Is Overdone, Normand Says
October 24, 2018 15:46 - 28 minutesJohn Normand, JP Morgan Head of Cross-Asset Fundamental Strategy, says there are pockets of opportunity in emerging markets. George Friedman, Geopolitical Futures Founder & Chairman, discusses the U.S.-Saudi Arabia relationship. Diane Swonk, Grant Thornton Chief Economist, says much of the Fed's power comes from the perception of its independence. Craig Gordon, Bloomberg Washington Bureau Chief, joins us on breaking news. And Jon Lieber, PWC National Tax Services Principal, analyzes the possi...
Surveillance: No Exuberance In Equity Markets, Kantor Says
October 23, 2018 14:48 - 34 minutesCharles Kantor, Neuberger Berman Senior Portfolio Manager, sees no exuberance or optimism in equity markets. Frank Newport, Gallup Poll Editor-In-Chief, discusses the challenges of polling election turnout. Sanam Vakil, Chatham House Senior Consulting Research Fellow in the Middle East & North Africa Program, says Saudi Arabia wants to preserve their relationship with the U.S. at all costs. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, hops in the studio to analyze the ma...
Surveillance: No Tax Legislation Before Midterms, Hudak Says
October 22, 2018 14:04 - 28 minutesKate Moore, BlackRock Investment Institute Chief Equity Strategist, defends her market optimism. John Hudak, Brookings Institution Senior Fellow in Governance Studies, predicts President Trump will "absolutely not" pass new tax legislation by the midterms. Matt Maley, MillerTabak and Co., LLC Managing Director & Equity Strategist, advises to go to cash. Steven Cook, CFR Senior Fellow For Middle East And Africa Studies, says Khashoggi's story will shake the Saudi royal family. Learn more abo...
Surveillance: Neither Party is Focused On Debt, Hormats Says
October 19, 2018 14:48 - 30 minutesLearn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: Italy Likely To Be Downgraded A Notch, Hense Says
October 18, 2018 18:24 - 28 minutesChris Marangi, Gabelli Funds Co-CIO, talks the future of Fox, Disney, Google and Youtube. Florian Hense, Berenberg European Economist, says it is likely that Italy will be downgraded a notch. Therese Raphael, Bloomberg Opinion Columnist, says the Trump administration's proposal for a free-trade deal with the U.K. is music to the ears of Brexiteers. Dana Peterson, Citigroup Economist, discusses the uneven wage growth in the U.S. Learn more about your ad-choices at https://www.iheartpodcastnet...
Surveillance: No Reason To Stop Hiking, Zentner Says
October 17, 2018 16:04 - 30 minutesEllen Zentner, Morgan Stanley Chief U.S. Economist, sees no reason for the Fed to stop hiking right now. Martin Indyk, CFR Distinguished Fellow & Former U.S. Ambassador to Israel, says every message has to be carefully controlled in a crisis, including the one with Saudi Arabia. Joel Levington, Bloomberg Intelligence Credit & Strategy Analyst, expects Uber bonds to have junk ratings. Wolfgang Munchau, Eurointelligence President, is optimistic about a Brexit deal in December. Learn more abou...
Surveillance: The U.S. Is Abusing Its Privileges, Rose Says
October 16, 2018 18:56 - 47 minutesJack Lew, Former U.S. Treasury Secretary, thinks economic sanctions are a powerful tool to influence countries to change their policies. Gideon Rose, Foreign Affairs Magazine Editor, says the U.S. is abusing its privileges. Alison Williams, Bloomberg Intelligence Senior Analyst of U.S. Banks, talks IPO growth. Mohamed El-Erian, Bloomberg Opinion Columnist, is worried about the over-promise of liquidity in banks. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
Surveillance: BAC Is Growing Organically, Cassidy Says
October 15, 2018 17:56 - 28 minutesGerard Cassidy, RBC Capital Markets Equity Research Managing Director, says the universal bank model is outperforming the regional bank model. John Sfakianakis, Gulf Research Center Foundation Economics Research Director, thinks Khashoggi's disappearance has been a blow to Saudi Arabia's image-making. Vivian Nereim, Bloomberg Reporter, reports from Riyadh on the beginning of an internal probe in Saudi Arabia. Gary Gensler, Former CFTC Chairman, defends quarterly earnings reporting arguing tha...
Surveillance: No Election Impact From Celebrities, Haines Says
October 12, 2018 15:24 - 25 minutesDavid Pearl, Epoch Investment Partners Co-Chief Investment Officer & Portfolio Manager, says JP Morgan has a clear strategy which includes a large return of capital. Terry Haines, Evercore ISI Senior Political Strategist, thinks that celebrity endorsements do not have an impact on elections results. Gustavo Rangel, ING Chief LatAm Economist, explains that big Latin American countries are not vulnerable to FX volatility. Mitch Roschelle, PwC Partner, says the U.S. is undersupplied with new hou...