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
BOE's Decision Is Hard To Justify, Posen says
August 02, 2018 14:42 - 34 minutesNejra Cehic, Bloomberg TV Anchor, breaks the BOE's decision to raise interest rates to 0.75 percent. Adam Posen, Peterson Institute for International Economics President, finds the BOE's decision hard to justify. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, argues that what matters the most in the U.S. and the U.K. is underemployment, not unemployment. Brian Johnson, Barclays Capital Senior Autos Analyst, sees some light at the end of the tunnel in NA...
Elon Musk ≠ Warren Buffett, Kass Says
August 01, 2018 15:36 - 37 minutesTom Porcelli, RBC Capital Chief Economist,thinks we are arriving at the tightest part of the labor cycle. Emma O'Brien, Bloomberg's Asia Newsdesk Editor, joins us on TV to talk Tesla. Jean-Sebastian Jacques, Rio Tinto CEO, says they're focused on high quality growth. Andrea Orcel, UBS Investment Bank President, tells Francine what global risks he has his eye on. And Douglas Kass, Seabreeze Partners President, offers his opinion on Elon Musk. Learn more about your ad-choices at https://www.i...
Central Banks Must Communicate, Schoenholtz Says
August 01, 2018 09:26 - 31 minutesDiana Amoa, JP Morgan Asset Management Fixed Income Portfolio Manager, notes Japan is nowhere near their inflation target. Kim Schoenholtz, NYU Economics Professor, says that by being transparent, central banks condition us to anticipate their behavior. Will Power, Baird Senior Research Analyst, says that Apple is heading in the right direction to fulfill its target. And Paul Donovan, UBS Wealth Management Global Chief Economist, takes a close look at eco data from Japan. Learn more about yo...
Populists Manipulate Fear, Vinjamuri Says
July 30, 2018 14:57 - 32 minutesBruce Kasman, JPMorgan Chief Economist & Managing Director of Global Research, shares his definition of full employment. Leslie Vinjamuri, Chatham House Head of U.S. and the Americas Programme, has her eye on the U.S. midterm elections. Chris Marangi, Gabelli Funds Co-CIO, thinks we're overly focused on the shape of the yield curve. Stephanie Flanders, Bloomberg News Senior Executive Editor for Economics, joins to discuss her recent interview with the Bank of England Governor Mark Carney. Le...
Tesla Is Not Executing Well, Eisman Says
July 27, 2018 14:30 - 28 minutesPaul Sweeney, Bloomberg Intelligence Director of North American Research, says a media platform that has less than a billion users struggles to be relevant for advertisers. Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, explains all the negative signals he sees from Tesla. Chris Rupkey, MUFG Union Bank Chief Financial Economist, says economists think demographics, such as a low birth rate, will keep economic growth down. Margie Patel, Wells Fargo Asset Management Senior...
Instagram is Facebook's Bellwether, Lehmann Says
July 26, 2018 14:48 - 25 minutesRichard Haass, Council on Foreign Relations President, says the U.S. is voluntarily choosing to abdicate from its hegemonic role. Mark Lehmann, JMP Securities President, expects Facebook's expenses to bloat for some time. James Bevan, CCLA Investment Management CIO, is enthusiastic for U.S. equities but not for European equities. And Win Thin, Brown Brothers Harriman Head of EM Currency, believes China will push through the trade war without facing a financial crisis. Learn more about your a...
Global Trade Is A Growth Engine, Roach Says
July 25, 2018 15:45 - 31 minutesStephen Roach, Yale University Professor, says global trade has been an engine for growth for developing and developed countries alike. Steven Arons, Bloomberg News German Banks Reporter, thinks that Deutsche Bank has a chance of getting out of their vicious cycle. Eileen Burbidge, Passion Capital Partner, talks space exploration in the age of SpaceX. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, says Asian currencies are clearly in the line of fire from the Trump administr...
It's Time to Raise Cash Levels, Joseph Cohen Says
July 24, 2018 14:58 - 31 minutesToday we feature Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist. She joins the usual suspects and Bloomberg Intelligence's Paul Sweeney to talk tech regulation and what's trending at hedge funds. Jeff Currie, Goldman Sachs Global Head of Commodities Research, lays out which EM currencies are most vulnerable to oil prices. And Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, thinks in general, the idea that the U.S. has the upper...
Amazon is a Great Competitor, Langone Says
July 23, 2018 15:44 - 31 minutesJohn Silvia, Wells Fargo Securities Chief Economist, forecasts a .2-.3% change in potential GDP. Golnar Motevalli, Bloomberg Reporter in Tehran, provides an update on U.S.-Iran relations during Bloomberg Surveillance on Bloomberg TV. Tom Michaud, KBW Inc. CEO, thinks bank mergers are a slower and more deliberate process than before the economic crisis. And Ken Langone, Author "I Love Capitalism" & Home Depot Co-Founder, offers his take on Jeff Bezos and Amazon. Learn more about your ad-choic...
Fed Has Been A Political Piñata, Swonk Says
July 20, 2018 14:45 - 37 minutesJerome Schneider, PIMCO Head of Short Term Portfolio Manager, breaks down nominal and real interest rates. Diane Swonk, Grant Thornton Chief Economist,reviews the history of the Fed's independence. Adam Posen, Peterson Institute for International Economics President, worries that President Trump is becoming 'Nixonian.' Jane Foley, Rabobank Head of FX Strategy, and Michael McKee, Bloomberg News International Economics & Policy Correspondent, hop on the show to discuss the potential of a curren...
Disney Had the Upper Hand All Along, Hartman Says
July 19, 2018 15:49 - 31 minutesJoseph Quinlan, Head of Market Strategy for U.S. Trust, argues consumers are driving the Chinese economy. Justina Lee, Bloomberg News China Markets Reporter, observes the PBOC may be moving towards an easing bias. Kirk Hartman, Wells Fargo AM Global CIO, thinks Disney had the upper hand in bids to buy 21st Century Fox all along. And further, Craig Moffett, MoffettNathanson Founding Partner, notes we still don't know if Disney is going to increase their bid for 21st Century Fox or not. Learn...
Inflation Expectations Are Too Low, Kroszner says
July 18, 2018 14:32 - 29 minutesPriya Misra, TD Securities Head of Global Interest Rates Strategy, says that the Fed is entering a "neutral zone." Rep. Tom Reed (R-NY), House Ways and Means Trade Subcommittee member, thinks the long-term economic growth trajectory will not be impacted by the short-term anxiety from the trade war. Randall Kroszner, University of Chicago Professor & Former Fed Governor, says we ought to be open to the possibility that the yield curve flattening does not mean recession. Terry Haines, Evercore ...
Time for Kelly to Wrap It Up, Adm. Stavridis Says
July 17, 2018 15:27 - 26 minutesAdmiral Stavridis, The Fletcher School at Tufts University Dean, says President Trump threw U.S. intelligence under the bus in Helsinki. Ian Whittaker, Liberum Media Analyst, notes that Netflix's disappointing results only represent one quarter. Matt Winkler, Bloomberg Editor-in-Chief Emeritus, says despite escalating tariff threats, EM funds with exposure to China are doing just fine. Stephanie Baker, Bloomberg News Senior Writer, provides an update on Special Counsel Robert Mueller's invest...
What Russia Does is Bluff, Says Friedman
July 17, 2018 09:36 - 32 minutesRobert Hormats, Kissinger Associates Vice-Chairman, sees the Helsinki Summit as an opportunity for President Trump to take "a leadership role" in global issues. Charly Salonius-Pasternak, Senior Research Fellow of the Global Security Research Program at the Finnish Institute for International Affairs, highlights that U.S. global military and trade power is dependent on its alliance networks. George Friedman, GeoPolitical Futures Chairman, says that a great deal of what Russia does is a "bluff...
Special: President Trump in Europe
July 13, 2018 15:18 - 27 minutesAnthony Gardner, Former U.S. Ambassador to the EU, says it is unprecedented that a U.S. president interferes in U.K. Politics. Alex Wayne, Bloomberg News White House Editor, talks about how President Trump's relationship with the media has changed over the past year. Peter Westmacott, Former U.K. Ambassador to the U.S., says that the Trump-May meeting shows President Trump's preference for bilateral agreements instead of multilateral organizations. Kevin Cirilli, Bloomberg News Chief White Ho...
China Will Eventually Give In, Levy Says
July 12, 2018 15:13 - 24 minutesTina Fordham, Citi Chief Global Political Analyst, says President Trump wants to change the international order. Mickey Levy, Berenberg Chief Economist U.S. & Asia, observes that countries are dependent on each other for trade and that they will ultimately be willing to negotiate. Jacob Parakilas, Chatham House U.S. & the Americas Programme Deputy Head, discusses NATO. Victoria Hewson, Institute of Economic Affairs Senior Counsel, talks about Britain's negotiating position with the EU. Lea...
EU Leaders Used to Fire & Fury, Niblett Says
July 11, 2018 15:25 - 28 minutesSteve Wieting, Citigroup Private Bank Global Chief Investment Strategist, observes how trade tariffs will impact equity markets. Robin Niblett, Chatham House Director, says he will have his eyes on President Trump's breakfast with NATO Secretary General Stoltenberg. Brian Wieser, Pivotal Research Group Senior Analyst, discusses the role that advertising plays at various companies. Kate Warne, Edward Jones Investment Strategist, says businesses are growing by taking advantage of trending cloud...
Brett Kavanaugh Is A Great Man, Starr Says
July 10, 2018 15:17 - 37 minutesJeffrey Sachs, Columbia University School of International and Public Affairs Professor & Special Advisor to the UN Secretary-General Ban Ki-Moon, says that Brexiteers sold a utopian view and now they cannot deliver. Ken Starr, Former Special Counsel, shares his views on new SCOTUS Justice Brett Kavanaugh. Daniel Kawczynski, Conservative Member of U.K. Parliament for Shrewsbury and Atcham, says that no country has ever successfully negotiated pulling out of the EU. Charles Kupchan, Council on...
Trade Talks Should Be Ongoing, Zentner Says
July 09, 2018 15:28 - 33 minutesEllen Zentner, Morgan Stanley Chief U.S. Economist, says she can't remember a time when politics mattered so much for the global economy. Brian Klaas, LSE Professor & Author "The Despot's Apprentice," discusses whether or not President Trump will make serious concessions with Russian President Putin this week. Matt Winkler, Bloomberg Editor-In-Chief Emeritus, says to think of Amazon as a value stock. Greg Stohr, Supreme Court Reporter, looks ahead to President Trump's SCOTUS Justice pick (pla...
Conservative Court Would Strike Down Progressive Legislation
July 09, 2018 14:54 - 30 minutesNoah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on Justice Kennedy's legacy and what to expect from a newly shaped Supreme Court. Clay Lowery, Managing Director at Rock Creek Global Advisors and former Assistant Secretary for International Affairs at the US Treasury Department, on how businesses are reacting to trade war threats.Felix Gillette, writer for Bloomberg Businessweek, on Nintendo's quest to stay alive. Michael Rea, pharmacist, founder and CEO of Rx Savings Solu...
Labor Market Is Strong, Kevin Hassett Says
July 06, 2018 14:54 - 38 minutesConrad DeQuadros, RDQ Economics Senior Economist & Founding Partner, has his eye on supply chains amid heightened trade tensions. Alan Krueger, Princeton University Professor of Economics, says the state of the labor market is far from perfect. Betsey Stevenson, University of Michigan Professor and Former U.S. Department of Labor Chief Economist, says workers are finding "side hustles" in order to sustain themselves. Kevin Hassett, Council of Economic Advisers Chair, says the labor market is ...
Putin to Come Prepared, Will Trump?, Kaplan Asks
July 05, 2018 14:35 - 35 minutesDoug Kass, Seabreeze Partners President, explains why his forward looking concerns are plentiful. Robert D. Kaplan, Eurasia Group Senior Advisor and Center for a New American Security Fellow, observes that world leaders do not know how to analyze and predict President Trump ahead of his visit to Europe next week. Benn Steil, CFR Senior Fellow and Director of International Economics, says Russia is ratcheting up its actions on NATO's borders. Diane Swonk, Grant Thornton Chief Economist, discus...
Surveillance Special: Behind the American Revolution
July 03, 2018 15:14 - 19 minutesIn celebration of July 4th, Tom Keene and Pimm Fox speak to historians and authors Russell Shorto and Gordon Wood on Shorto's newest book, "Revolution Song: A Story of American Freedom." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
FTA First Decision for Obrador, says Petersen
July 02, 2018 13:52 - 28 minutesSeth Masters, Former CIO of Bernstein, talks trade frictions between the U.S. and China. Amrita Sen, Energy Aspects Chief Oil Market Analyst, observes that oil demand growth will start to slow down next year. Carlos Petersen, Eurasia Group Latin America Analyst, examines top priorities of Mexico's new leader Andres Manuel Lopez Obrador. Tasha Keeney, ARK Analyst, talks Tesla and their overlooked strategy to become an auto industry leader. Learn more about your ad-choices at https://www.ihea...
WTO Withdrawal Story is Worrying, Buiter Says
June 29, 2018 14:58 - 30 minutesWillem Buiter, Citi Special Economic Adviser, argues that Europe should take steps to respond to the trade provocations from the U.S. Tom Petrie, Petrie Partners Chairman, says the use of new technologies in the oil industry are a response to global demand growth. Margaret Brennan, CBS Face the Nation Host, discusses President Trump's race to pick a Supreme Court justice. Julian Kheel, The Points Guy Senior Analyst, notes that as long as earnings go up, the market will go up. Learn more abou...
There will be a new conservatism, Lenkner says
June 28, 2018 14:54 - 35 minutesKate Moore, BlackRock Chief Equity Strategist, says she expects quite strong earnings across a huge variety of sectors in the second quarter. David Woo, Bank of America Merrill Lynch Head of Global Rates, says he's bullish about the U.S. economy. Travis Lenkner, Keller Lenkner Managing Partner, says Gorsuch and Kavanaugh are similar candidates for the Supreme Court seat. Dr. Christopher Smart, Barings Head of Global Macro and Geopolitical Research, discusses the strained relationship between ...
China is Broadening Out, Roach Says
June 27, 2018 14:47 - 32 minutesElisa Martinuzzi, Bloomberg News EMEA Finance & Investing Managing Editor, says margins will remain very thin in Europe for the foreseeable future. Stephen Roach, Yale University Senior Lecturer, says the Trump administration is looking for President Xi to capitulate on his core strategy of innovation, industrial policy, and pan regional leadership. Noah Feldman, Bloomberg Opinion Columnist, and Greg Stohr, Bloomberg Supreme Court Reporter, join to update us on yesterday's Supreme Court decis...
U.S. Facing Diplomacy Problem, Shiller Says
June 26, 2018 15:05 - 28 minutesKathy Fisher, Bernstein Head of Wealth & Investment Strategies, says the economy is strong and they're advising their clients to maintain their allocations. Robert Shiller, Yale Sterling Professor of Economics and Nobel Laureate, observes that the U.S. has a big international diplomacy problem. David Goldman, Macrostrategy President, proposes the U.S. should organize a systematic brain drain by bringing the best tech professionals from China to the U.S. Jane Foley, Rabobank Head of FX Strateg...
Dollar is Fundamentally Overvalued, Dennis Says
June 25, 2018 15:22 - 29 minutesEnda Curran, Bloomberg News Chief Asia Correspondent, says the U.S. is going to step up its scrutiny of Chinese investment in the U.S. Tony Crescenzi, PIMCO Executive Vice President & Market Strategist, predicts that the global economy will grow about $95 trillion this year. Geoff Dennis, UBS Head of Global Emerging Markets Equity Strategy, says that dollar euro is the best indicator of dollar strength in emerging markets. Deborah Lehr, Paulson Institute Vice Chairman, thinks that President T...
100M Oil Barrels Needed a Day, Paul Sankey Says
June 22, 2018 14:43 - 32 minutesIan Shepherdson, Pantheon Macroeconomics Chief Economist, says uncertainty about the tariff war is proving to be painful. Lisa Shalett, Morgan Stanley Wealth Management Head of Investment and Portfolio Strategies, advises her clients to have the maximum level of diversification in equity markets. Paul Sankey, Mizuho Oil Analyst and Managing Director, observes the global economy is stronger than people appreciate. And Brad DeLong, UC Berkeley Professor of Economics, says the 21st century won't...
U.S. Is An Importer, Not Exporter, Sec. Ross Says
June 21, 2018 14:29 - 40 minutesDanny Blanchflower, Dartmouth College Professor of Economics, says there are no data which support a BOE rate hike. Wilbur Ross, U.S. Secretary of Commerce, thinks finding workers is the biggest problem for American industry. Daniel Yergin, IHS Markit Vice Chairman, says labor in many markets is very tight. And Susan Lund, McKinsey Global Institute Director of Research, observes corporate debt has tripled in size since the financial crisis. Learn more about your ad-choices at https://www.ihe...
Xi is a Highly Nationalistic Leader, Economy Says
June 21, 2018 14:20 - 33 minutesBrian Levitt, OppenheimerFunds Senior Investment Strategist, says a trade war could lead to a stronger dollar. Elizabeth Economy, CFR Senior Fellow & Author of "The Third Revolution", says tariffs are good for shock value but past that, they don't do much. And Bloomberg's Senior Executive Editor for Economics Stephanie Flanders hosts a panel of central bankers in Sintra, Portugal. We hear from ECB President Mario Draghi and Fed Chairman Jerome Powell. Learn more about your ad-choices at http...
U.S. is Now Openly Protectionist, Alden Says
June 19, 2018 14:45 - 31 minutesTorsten Slok, Deutsche Bank Chief International Economist, asks what the Chinese retaliation may look like against U.S. tariffs. Vince Reinhart, Standish Chief Economist and Investment Strategist, thinks the Fed may have a problem knowing when to stop hiking rates. Edward Alden, Council on Foreign Relations Bernard L. Schwartz Senior Fellow, says the U.S. is on the verge of a trade war with all of its trading partners. And Suzanne Tager, Bain & Company's Retail and Consumer Products Practices...
Immigration is the American Dream, Gutierrez Says
June 18, 2018 14:46 - 31 minutesMary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says the Chinese economy has opened up quite dramatically. Doug Peebles, AB CIO of Fixed Income, says investment grade average credit quality has never been as low as it is right now. Carlos Gutierrez, Former U.S. Commerce Secretary, thinks the current immigration policy is not good for the U.S. And Paul Sweeney, Bloomberg Intelligence Director of North American Research, updates us on media mergers. Learn more ab...
Tariffs Only Address a Short Term Goal, Rose Says
June 15, 2018 14:44 - 26 minutesWilliam Lee, Milken Institute Chief Economist, says the U.S. is going to be the engine of growth for the global economy. Gideon Rose, Foreign Affairs Magazine Editor, ponders if U.S. trade policy is going to mimic the Iran or the Korea model. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, says the curve is still the single best indicator for a recession. And Craig Moffett, MoffettNathanson Founding Partner, says historically, Comcast is not comfortable with large amounts o...
Big Media Deals on the Horizon, Rubenstein Says
June 14, 2018 14:54 - 33 minutesRobert Sinche, Amherst Pierpont Securities Global Strategist, says the current U.S. administration has done a lot to stimulate the economy. Jane Foley, Rabobank Senior Currency Analyst, thinks many central bankers are assuming that wage inflation will rise.Richard Greenfield, BTIG Media and Technology Analyst, says changes in consumer behavior are spurring rapid consolidation in media. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, predicts we'll see more media transa...
To Upscale in Media, You Have to Acquire, Whittaker Says
June 13, 2018 14:42 - 28 minutesAlan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, advises to be careful about the noise around headline CPI. Ian Whittaker, Liberum Head of European Media Research, analyzes the AT&T-Time Warner deal approval. Lindsey Piegza, Stifel Chief Economist, says we could be talking about an inverted yield curve by the end of the year. Eli Lake, Bloomberg Opinion Columnist, thinks Kim Jong Un is a monster. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
N. Korea Has Potential, OECD Sec.-General Says
June 12, 2018 14:41 - 28 minutesDaniel Ten Kate, Bloomberg News Asia Government Managing Editor, and Lisa Collins, Center For Strategic & International Studies Korea Chair, discuss the historic summit between the U.S. and North Korea.Shahab Jalinoos, Credit Suisse Global Head of FX Trading Strategy, says political risk in the U.S. is still muted compared to risk in other countries. Kathy Moon, The Brookings Institution Center for East Asia Policy Studies Senior Fellow, thinks members of Congress will want more clarification...
N.K. Will Want Security Assurances, Hormats Says
June 11, 2018 14:57 - 40 minutesToluse Olorunnipa, Bloomberg Washington Correspondent, updates us on the Trump-Kim Summit in Singapore. Charles Kantor, Neuberger Berman Senior Portfolio Manager, says the consumer is really strong right now. Charles Armstrong, Columbia University Korea Foundation Professor, says North Koreans are tough negotiators.Lara Rhame, FS Investments Chief U.S. Economist, says the ECB rate decisions are a bigger question mark than the Fed's. Robert Hormats, Kissinger Associates Vice Chairman, says No...
Our Sentiment is Still Good on EM, Santos Says
June 08, 2018 14:10 - 28 minutesAndrew Barden,Bloomberg's European Government Reporter, joins us from the G-7 in Quebec to preview the geopolitical tension ahead. Gabriela Santos, JPM Asset Management Global Market Strategist, says EM as a whole is a more resilient picture than the recent headlines. Steven Major, HSBC Managing Director & Global Head of Fixed Income Research, imagines two more rate hikes will be enough for the Fed. Steven Ricchiuto, Mizuho Securities Chief U.S. Economist, thinks the G-7 should focus in on a ...
EMs Have Different Growth Issues, Bailin Says
June 07, 2018 14:36 - 34 minutesDavid Bailin, Citi Private Bank Global Head of Investments, says Brazil is early in its economic recovery. Elsa Lignos, RBC Global Head of FX Strategy, thinks currencies are doing what they're supposed to do as shock absorbers. Steve Keen, Kingston University Professor, says the vibrant stage of American capitalism was the forties to the sixties.Doug Kass, Seabreeze Partners President, says the complexion of the market seems to be changing. Learn more about your ad-choices at https://www.ih...
U.S. Middle Class' Income is Frozen, Aulette Says
June 06, 2018 15:39 - 42 minutesTobias Levkovich, Citi Chief U.S. Equity Strategist, says investors don't have great conviction in their positions in Europe. John Taft, Baird Vice Chairman, compares how business is done in New York versus how it's done in the Heartland. Shannon O'Neil, Council on Foreign Relations Senior Fellow of Latin American Studies, says Brazil has been looking elsewhere for growth since the U.S. is closing off. Ken Auletta, "Frenemies" Author, reminisces about his time on Bobby Kennedy's presidential...
We are Pro-Global Trade, NASDAQ CEO Shares
June 06, 2018 14:57 - 30 minutesJohn Ryding, RDQ Economics Chief Economist, says views on trade have regressed to the 17th century. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, joins to discuss SCOTUS rulings. Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple makes their money on selling hardware, not on data. Adena Friedman, NASDAQ CEO, thinks European investors are being sanguine in light of heightened trade tensions. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
A Story of Fading Tax Stimulus with Zentner
June 04, 2018 14:45 - 34 minutesEllen Zentner, Morgan Stanley Chief U.S. Economist, expects growth to continue...with some caveats.Federico Santi, Eurasia Group Analyst, suspects things will get worse in Italy before they get better.Adam Posen, Peterson Institute for International Economics President, says the current U.S. administration's trade policy is not capitalist, Republican, or pro-growth. Robert D. Kaplan, Author of "The Return of Marco Polo's World" & Center for a New American Security Senior Fellow, says a trade ...
Dysfunctions in Labor Markets with Jason Furman
June 01, 2018 15:29 - 38 minutesTom Porcelli, RBC Capital Markets Chief U.S. Economist, says we're not yet at full employment. Ted Alden, Council on Foreign Relations Senior Fellow & Author of "Failure To Adjust: How Americans Got Left Behind In The Global Economy," defines a trade war as tit for tat tariff retaliation outside the rules of the trading system. Elisa Martinuzzi, Bloomberg's EMEA Finance & Investing ME, updates us on political events in Italy. Bill Gross, Janus Henderson Fund Manager, defends his strategy that...
Euro Isn't a Well-Designed System, Zingales Says
May 31, 2018 14:34 - 38 minutesLuigi Zingales, Chicago Booth School Finance Professor, thinks people underestimate how devastated Italy is by its economic situation.Donald Straszheim, Evercore ISI Head of China Research, thinks China sees Washington as unreliable and untrustworthy.Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says small cap stocks have outperformed tremendously.Catherine Mann, Citi Research Global Chief Economist, advises we can't be protectionist on the side of trade and welcome inter...
Italy is Falling Behind, Kapoor Says
May 30, 2018 14:46 - 34 minutesPaul Donovan, UBS Chief Economist, says by and large, Europe has emerged from the recession but there are persisting problems. Sony Kapoor, Re-Define Managing Director, says far too many Euro-related policies are driven by Germany's economic weight. Megan Greene, Manulife Asset Management Managing Director & Chief Economist, says the Fed does not want to be in the headlines for rising inequality in the U.S. Michael Feroli, JP Morgan Securities Chief U.S. Economist, is unsure of where we are i...
Euro Weakness vs. Dollar Strength with Rosenberg
May 29, 2018 14:10 - 36 minutesJeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade deficit as a scorecard. Dean Curnutt, Macro Risk Advisors CEO, says there's certainly a risk that the dollar continues to rise.Diane Swonk, Grant Thornton Chief Economist, is concerned about the accumulation of debt in...
I'm Worried About GDP Growth, Fed's Kaplan Says
May 29, 2018 14:05 - 39 minutesChristian Schulz, Citi Economics Team Director, says there's plenty of reasons to believe Spanish has become a semi-core Eurozone country. Thomas Byrne, Korean Society President & Columbia University SIPA Professor, says North Korea is a black box but thinks their economy is in trouble. Robert Kaplan, Dallas Fed President, and Michael McKee, Bloomberg's International Economic & Policy Correspondent, review the U.S. economy. Margaret Brennan, CBS Face the Nation Host, says there is no unified ...
Both Sides Benefit from Trade, Jessop Says
May 24, 2018 14:46 - 33 minutesRichard Bravo, Bloomberg News EU Government Editor, and Julian Jessop, Institute of Economic Affairs Chief Economist, talk Europe's confusion over the U.S. administration's mercurial trade policy. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, wraps the Deutsche Bank Shareholder Meeting earlier today.Geoff Dennis, UBS Investment Bank Head of Global Emerging Markets, says the dollar will go back down eventually and that will change sentiment for EM. Scott Mushkin, Wolfe Research...