Bloomberg Surveillance
Episodes
Surveillance: Minerd's Legacy with Diamond
23 Dec 2022
Contributed by Lukas
Bob Diamond, Atlas Merchant Capital Founding Partner and CEO, reflects on the life and legacy of Scott Minerd. Michael Gapen, Bank of America Securi...
Surveillance: Positive Outlook with Golub
22 Dec 2022
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief US Equity Strategist and Head of Quantitative Research, says the markets backdrop is looking much more positive. M...
Surveillance: German Finance Minister
21 Dec 2022
Contributed by Lukas
Christian Lindner, German Finance Minister, says German carmakers are competitive and mustn't fear Tesla. Greg Peters, PGIM Fixed Income Co-CIO, sees ...
Surveillance: BOJ Surprise with Lyngen
20 Dec 2022
Contributed by Lukas
Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, thinks the Bank of Japan will have to be more aggressive in 2023. Dominic Konstam, Mizuho A...
Surveillance: Financial Conditions with Dudley
19 Dec 2022
Contributed by Lukas
Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he isn't expecting a recession quite yet. Savita Subramania...
Surveillance: Hawkish Fed Sparks Recession Fears
16 Dec 2022
Contributed by Lukas
John Williams, New York Fed President, says that while inflation has showed some signs of slowing, a tight labor market and other factors are likely t...
Surveillance: ECB Adds to Fed Gloom
15 Dec 2022
Contributed by Lukas
Jeremy Stretch, CIBC Head of G-10 FX Strategy, says the ECB faces greater potential policy problems compared to the Federal Reserve amid amplified cor...
Surveillance: Soft Recession with Ruskin
14 Dec 2022
Contributed by Lukas
Alan Ruskin, Deutsche Bank Chief International Strategist, sees a soft recession coming. Torsten Slok, Apollo Global Management Chief Economist, says ...
Surveillance: US Inflation Cools
13 Dec 2022
Contributed by Lukas
Matthew Luzzetti, Deutsche Bank Chief US Economist, discusses the US November CPI print and the Fed's path ahead. Julian Emanuel, Evercore ISI Chief E...
Surveillance: '23 Recession Risk with Piegza
12 Dec 2022
Contributed by Lukas
Lindsey Piegza, Stifel Chief Economist, says 2023 is opening the door for a recession. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy,...
Surveillance: Slight Hope for '23, says Yu
09 Dec 2022
Contributed by Lukas
Geoff Yu, BNY Mellon Senior Market Strategist, says there's reason to be slightly hopeful for 2023. Michelle Meyer, Mastercard Economics Institute Chi...
Surveillance: Tale of Two Halves with Bailin
08 Dec 2022
Contributed by Lukas
David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says 2023 will be a tale of two halves. Kathy Bostjancic, ...
Chief Future Officer: Naftali Holtz, Royal Caribbean Group
08 Dec 2022
Contributed by Lukas
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode ...
Surveillance: 'Springy' Oil with Blanch
07 Dec 2022
Contributed by Lukas
Francisco Blanch, Bank of America Global Research Head of Global Commodities & Derivatives Research, says the oil market is 'springy' because inve...
Surveillance: Goldman CEO: Bumpy Times Ahead
06 Dec 2022
Contributed by Lukas
David Solomon, Goldman Sachs Chairman & CEO, says pay is set to fall as there are 'bumpy times ahead.' Andrew Hollenhorst, Citi Chief US Economist...
Surveillance: Fed Path with Riccadonna
05 Dec 2022
Contributed by Lukas
Carl Riccadonna, BNP Paribas Markets 360 Chief US Economist, says the Fed will keep at it until the job is done. Rebecca Patterson, Bridgewater Chief ...
Surveillance: US Jobs Report with Walsh
02 Dec 2022
Contributed by Lukas
Marty Walsh, US Secretary of Labor, discusses the November jobs report. Randy Kroszner, University of Chicago Booth School Professor of Economics &...
SURVpodcast_12-01-22_1
01 Dec 2022
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief US Equity Strategist, is confident this market rally will continue through December. Jordan Rochester, Nomura G-10 F...
Surveillance: Growth Acceleration with Dutta
30 Nov 2022
Contributed by Lukas
Neil Dutta, Renaissance Macro Head of US Economics Research, says real economic growth is accelerating in the US. Wei Li, BlackRock Global Chief Inves...
Surveillance: Fed Pause with Dudley
29 Nov 2022
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist & Former New York Fed President, sees the Fed pausing rate hikes once they get to a 5.25-5.5% range and t...
Surveillance: Covid Zero with Weinstein
28 Nov 2022
Contributed by Lukas
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that, from an investment perspective, the protests in China ar...
Surveillance: China Troubles with Mueller-Glissmann
25 Nov 2022
Contributed by Lukas
Christian Mueller-Glissmann, Goldman Sachs Multi Asset Strategist, says China's path forward is going to be incredibly bumpy. Kit Juckes, Societe Gene...
Surveillance: Fed History with Blinder
23 Nov 2022
Contributed by Lukas
Alan Blinder, Princeton University Professor of Economics & "A Monetary & Fiscal History of the United States, 1961-2021" author, expects to...
Surveillance: OECD's Growth Prediction
22 Nov 2022
Contributed by Lukas
Alvaro Pereira, OECD Acting Chief Economist, predicts global growth will slow to 2.2% in 2023. Dana Peterson, Conference Board Chief Economist, says t...
Surveillance: Crypto Contagion with Tchir
21 Nov 2022
Contributed by Lukas
Peter Tchir, Academy Securities Head of Macro Strategy, sees Bitcoin below $10,000. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says we ...
Surveillance: US Resiliency with Fillion
18 Nov 2022
Contributed by Lukas
Jean-Yves Fillion, BNP Paribas USA CEO, says the US economy is the most resilient in the world. David Bailin, Citi Global Wealth Chief Investment Offi...
Surveillance: Ryding's Central Bank Critique terminal: Surveillance: Ryding's Central Bank Critique (Podcast)
17 Nov 2022
Contributed by Lukas
John Ryding, Brean Capital Chief Economic Advisor, says central banks have made inflation worse. Ian Lyngen, BMO Capital Markets Head of US Rates Stra...
Surveillance: Rocket Hit in Poland
16 Nov 2022
Contributed by Lukas
Admiral James Stavridis, Former Supreme Allied Commander at NATO, says the rocket hit in Poland was a wake-up call about the war. Elliot Ackerman, F...
Surveillance: Recession Risk with Moec
15 Nov 2022
Contributed by Lukas
Gilles Moec, AXA Investment Managers Chief Economist, says Europe is sliding into a recession. Linda Duessel, Federated Hermes Senior Equity Strategis...
Surveillance: Tech is Tricky, says Kaiser
14 Nov 2022
Contributed by Lukas
Stuart Kaiser, Citi Head of US Equity Trading Strategy, says easing rates won't be enough to revive big tech. Diane Swonk, KPMG, Chief Economist, says...
Surveillance: Soft Landing with Slok
11 Nov 2022
Contributed by Lukas
Torsten Slok, Apollo Management Chief Economist, says the Fed might actually be able to achieve a soft landing. Ben Laidler, eToro Global Markets Stra...
Surveillance: US Inflation Cools
10 Nov 2022
Contributed by Lukas
Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, says there's evidence we are moving away from peak inflation. Kathy Jones, Charles Schw...
Surveillance: Investment Time with Kelly
09 Nov 2022
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, says it's time to get invested. Ebrahim Rahbari, Citi Chief Currency Strategist, says ...
Surveillance: US Midterm Elections
08 Nov 2022
Contributed by Lukas
Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the inflation spike of the past year and a half is not primarily a...
Surveillance: Economy Weighs on Midterms
07 Nov 2022
Contributed by Lukas
Alan Ruskin, Deutsche Bank Chief International Strategist, discusses outlook and market implications if the US midterms yield a divided government. We...
Surveillance: US Jobs Data Gives Mixed Signals
04 Nov 2022
Contributed by Lukas
Marty Walsh, US Secretary of Labor, discusses the October jobs report. Tiffany Wilding, PIMCO Chief US Economist, weighs the Federal Reserve's next mo...
Surveillance: Powell Crushes Pivot Hopes, BOE Hikes
03 Nov 2022
Contributed by Lukas
Dominic Konstam, Mizuho Americans Head of Macro Strategy, says the Federal Reserve must be cautious. Winnie Cisar, CreditSights Global Head of Credit ...
Chief Future Officer: Brian Savoy, Duke Energy
03 Nov 2022
Contributed by Lukas
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode ...
Surveillance: Investors Brace for Fed Rate Decision
02 Nov 2022
Contributed by Lukas
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, say it's too premature for markets to be pricing peak interest rates. Ed Morse, Citig...
Surveillance: Fed Downshift with Emanuel
01 Nov 2022
Contributed by Lukas
Julian Emanuel, Evercore ISI Equity Derivatives & Quantitative Strategist, thinks the Fed is about to downshift. Amos Hochstein, Special President...
Surveillance: Fed Expectations with Hollenhorst
31 Oct 2022
Contributed by Lukas
Andrew Hollenhorst, Citi Chief Us Economist, says he wouldn't be surprised if the Fed's policy rate ends up above 5%. Amrita Sen, Energy Aspects Hea...
Surveillance: Earnings Scorecard with Goldman's Kostin
28 Oct 2022
Contributed by Lukas
Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says nobody knows what the market is or should do going forward given the complexity of the ...
Surveillance: Soft Global Economy with Sheets
27 Oct 2022
Contributed by Lukas
Nathan Sheets, Citi Global Chief Economist, says the global economy is looking soft. Carl Weinberg, High Frequency Economics Chief Economist & Man...
Surveillance: End of the Bear Market with Wilson
26 Oct 2022
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market will probably be over sometime in the first quarter of 2023. Neil Dutta, ...
Surveillance: Megathreats with Roubini
25 Oct 2022
Contributed by Lukas
Nouriel Roubini, Roubini MacroAssociates CEO & 'Megathreats' Author, discusses the "megathreats" facing the US economy. Jean Boivin, Head of the B...
Surveillance: Market Volatility with Schumacher
24 Oct 2022
Contributed by Lukas
Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says a slowdown is coming. Lara Rhame, FS Investments Chief US Economist, says markets hav...
Surveillance: Real Yields with HSBC's Major
21 Oct 2022
Contributed by Lukas
Steven Major, HSBC Global Head of Fixed Income Research, says real yields are back. Alicia Levine, BNY Mellon Wealth Management Head of Equities &...
Surveillance: UK's Truss Resigns
20 Oct 2022
Contributed by Lukas
Michael Purves, Tallback Capital Advisors CEO & Founder; Nicholas Bennenbroek, Wells Fargo International Economist; and Neil Shearing, Capital Eco...
Surveillance: US Oil Reserves
19 Oct 2022
Contributed by Lukas
Brian Deese, National Economic Council Director, says all options are on the table when it comes to a potential ban on diesel exports. Scott Kirby, Un...
Surveillance: Earnings Bar with Bitterly
18 Oct 2022
Contributed by Lukas
Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says the earnings bar has been revised down. Jerome Schneider, PIMC...
Surveillance: Rate Stability with Allianz CEO
17 Oct 2022
Contributed by Lukas
Oliver Bäte, Allianz CEO, says investors are underestimating liquidity traps. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says r...
Surveillance: UK Crisis
14 Oct 2022
Contributed by Lukas
Gita Gopinath, IMF First Deputy Managing Director, says nations are in for a “rocky ride” as they adjust to dollar strength. Raghuram Rajan, Forme...
Surveillance: US Inflation Surge
13 Oct 2022
Contributed by Lukas
Brian Deese, National Economic Council Director, says we need to make progress on rising food prices. Kristalina Georgieva, IMF Managing Director, say...
Surveillance: IIF Annual Meeting
12 Oct 2022
Contributed by Lukas
Tim Adams, Institute of International Finance President and CEO, says central bankers are facing their toughest job yet. Axel Weber, Institute of Inte...
Surveillance: Greenwich Economic Forum
11 Oct 2022
Contributed by Lukas
Governor Ned Lamont, (D) Connecticut, says Connecticut is prepared for an economic downturn. Jim Zelter, Apollo Global Co-President, says high-yield n...
Surveillance: Fed Owes Mea Culpa, Says Dudley
10 Oct 2022
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist, says the Fed owes the world a mea culpa. Seema Shah, Principal Asset Management Chief Global Strategist, s...
Surveillance: Jobs Bolster Fed’s Hawkish Playbook
07 Oct 2022
Contributed by Lukas
Marty Walsh, US Secretary of Labor, discusses the September employment report. Tiffany Wilding, PIMCO Chief US Economist, weighs the Federal Reserve's...
Surveillance: Fixed Income Opportunities
06 Oct 2022
Contributed by Lukas
Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, sees "huge opportunities" in fixed income. Stephen Schork, The Schork Grou...
Chief Future Officer: Melanie Kreis, DPDHL Group
06 Oct 2022
Contributed by Lukas
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...
Surveillance: Payrolls with Gapen
05 Oct 2022
Contributed by Lukas
Michael Gapen, Bank of America Chief US Economist, says the payroll number is the only one that matters in November. Christyan Malek, JPMorgan Global ...
Surveillance: Certain Recession with Laidler
04 Oct 2022
Contributed by Lukas
Ben Laidler, eToro Global Markets Strategist, says we're almost certainly going into a recession. Jordan Rochester, Nomura International G-10 FX Strat...
Surveillance: The Fed & the Labor Market
03 Oct 2022
Contributed by Lukas
Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research calls it “appropriate” for the Federal Reserve to target a softening o...
Surveillance: UK Fiscal Plan
30 Sep 2022
Contributed by Lukas
Andrew Griffith, UK Financial Secretary to the Treasury and City Minister, says the UK Government, the OBR and the Bank of England are all working in ...
Surveillance: Oil Feedback Loop with Currie
29 Sep 2022
Contributed by Lukas
Jeff Currie, Goldman Sachs, Global Head of Commodities Research, says oil markets are caught in a vicious negative feedback loop. Michael Spence, Nobe...
Surveillance: BOE Bond-Buying with Blanchflower
28 Sep 2022
Contributed by Lukas
Danny Blanchflower, Dartmouth College Professor of Economics and Former BOE Monetary Policy Committee Member, says UK markets are now in chaos. Katrin...
Surveillance: UK Credibility with Diamond
27 Sep 2022
Contributed by Lukas
Bob Diamond, Atlas Merchant Capital Founding Partner & CEO, says the British government needs to restore its credibility with debt investors if it...
Surveillance: UK Market Selloff Slams Gilts, Pound
26 Sep 2022
Contributed by Lukas
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, remains cautious on risk and underweight stocks. Kallum Pickering, Berenberg Seni...
Surveillance: Navigating Sea of Red With Evercore’s Emanuel
23 Sep 2022
Contributed by Lukas
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says uncertainty in the markets is approaching critical levels. Steven Englan...
Surveillance: Global Hike Race With Abby Joseph Cohen
22 Sep 2022
Contributed by Lukas
Danny Blanchflower, Dartmouth Professor & Former BOE Policy Committee Member, warns of an economic disaster ahead. Lisa Shalett, Morgan Stanley We...
Surveillance: Earnings Story with Wilson
21 Sep 2022
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says he is much more focused more on the earnings story than the Fed. Michael Pond, Barclays H...
Surveillance: Fed Tightening with Jones
20 Sep 2022
Contributed by Lukas
Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's unsustainable to have the Fed hiking rates at a very rapid rate with the economy ...
Surveillance: Equity Risk with Stubbs
19 Sep 2022
Contributed by Lukas
David Stubbs, JPMorgan Private Bank Global Head of Cross-Asset Thematic Strategy, says there are plenty of ways to meet your financial goals without t...
Surveillance: Earnings Revision with Sheets
16 Sep 2022
Contributed by Lukas
Andrew Sheets Morgan Stanley Chief Cross Asset Strategist, says we are into the thick of what we think is going to be a disappointing earnings revisio...
Surveillance: Sen. Toomey Talks Rail Deal, Inflation & Crypto
15 Sep 2022
Contributed by Lukas
Senator Pat Toomey, a Pennsylvania Republican and Ranking Member of the Senate Banking Committee, reacts to US railroads and union negotiators reach...
Chief Future Officer: Katie Fogertey, Shake Shack
15 Sep 2022
Contributed by Lukas
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...
Surveillance: Persistent Inflation with Li
14 Sep 2022
Contributed by Lukas
Wei Li, BlackRock Global Chief Investment Strategist, says Europe is heading for a recession this year and one is likely in the US next year as well. ...
Surveillance: US Inflation Tops Estimates
13 Sep 2022
Contributed by Lukas
Jay Bryson, Wells Fargo Chief Economist, says today's inflation report removes all doubt about the Fed hiking 75 basis points at their next meeting. D...
Surveillance: Market Optimism with Kaminski
12 Sep 2022
Contributed by Lukas
Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, explains why he thinks yields are now reasonable. Kathryn Kaminski, Alphasimplex Grou...
Surveillance: Remembering Queen Elizabeth II
09 Sep 2022
Contributed by Lukas
John Micklethwait, Bloomberg Editor-in-Chief, reflects on the legacy of Queen Elizabeth II. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens...
Surveillance: Historic Times in FX
07 Sep 2022
Contributed by Lukas
George Saravelos, Deutsche Bank Global Head of FX Research, says the dollar is ending up as the safe haven of choice by default. Margie Patel, Allspri...
Surveillance: Pound Gets Truss-Inspired Boost
06 Sep 2022
Contributed by Lukas
Ben Laidler, eToro Global Markets Strategist, says this market is talking itself into a funk. Bruce Kasman, JPMorgan Chief Economist & Head of Glo...
Surveillance: US Jobs Report with Walsh
02 Sep 2022
Contributed by Lukas
Marty Walsh, US Secretary of Labor, expects payrolls to keep rising despite Fed rate increases. Randy Kroszner, University of Chicago Booth School Pro...
Surveillance: Central Banks Wake Up
01 Sep 2022
Contributed by Lukas
Jean Boivin, Head of the BlackRock Investment Institute, says central banks are finally waking up. Francisco Blanch, Bank of America Global Research H...
Chief Future Officer: Tarek Robbiati, HPE
01 Sep 2022
Contributed by Lukas
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's m...
Surveillance: Recession Not Likely, Says Emanuel
31 Aug 2022
Contributed by Lukas
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the market could retest its lows if there is a consumer slump. Christian...
Surveillance: No Market Bottom, says Rosenberg
30 Aug 2022
Contributed by Lukas
David Rosenberg, Rosenberg Research Founder & President, says we are a long way from the market bottom. Sebastien Page, T. Rowe Price Head of Glob...
Surveillance: Negative September with Slimmon
29 Aug 2022
Contributed by Lukas
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, expects the near term to be negative for markets. Francesco Bianchi, ...
Surveillance: Powell Talks Tough at Jackson Hole
26 Aug 2022
Contributed by Lukas
Patrick Harker, Philadelphia Fed President, says the Fed should consider pausing rate hikes after hitting at least 3.4% by year end to see how the eco...
Surveillance: Fed's George Drops Hints at Jackson Hole
25 Aug 2022
Contributed by Lukas
Esther George, Kansas City Fed President, says the Fed has to get rates higher to slow down demand. Glenn Hubbard, Columbia Business School Professor ...
Surveillance: Investors Await Fed Rate-Hike Clarit
24 Aug 2022
Contributed by Lukas
Andrew Hollenhorst, Citi Chief US Economist, sees the Fed raising rates above 4% next year. Subadra Rajappa, Societe Generale Head of US Rates Strateg...
Surveillance: Fed Expectations with Hatzius
23 Aug 2022
Contributed by Lukas
Jan Hatzius, Chief Economist at Goldman Sachs, thinks the it could be a couple more years before the Fed cuts rates. Steven Ricchiuto, Mizuho Securiti...
Surveillance: Stock Volatility with Calvasina
22 Aug 2022
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says to set up for further volatility ahead. Ian Shepherdson, Pantheon Macroeconomics ...
Surveillance: Fed Tightening with Carpenter
19 Aug 2022
Contributed by Lukas
Seth Carpenter, Morgan Stanley Chief Global Economist, says the Fed needs to slow things a lot and stay tight for a while. Jane Foley, Rabobank FX Str...
Surveillance: Market Pause with Sheets (Podcast)
18 Aug 2022
Contributed by Lukas
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says markets are in an interesting pause before the September Fed meeting. Kelsey Berro, J...
Surveillance: Goldilocks Scenario with Levine
17 Aug 2022
Contributed by Lukas
Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the biggest systemic risk is that markets have alread...
Surveillance: China Alarm with Haass terminal: Surveillance: China Alarm with Haass (Podca
16 Aug 2022
Contributed by Lukas
Richard Haass, Council on Foreign Relations President and Author, “The Bill of Obligations,” says China is increasingly turning up the level of al...
Surveillance: Yield Values with Hornby
15 Aug 2022
Contributed by Lukas
Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, says there is actually income in fixed income for the first time in a long time. Kit Juck...
Surveillance: Temple Sees Inflation Paradigm Shift (Podcast)
12 Aug 2022
Contributed by Lukas
Ron Temple, Lazard Asset Management Co-Head of Multi-Asset & Head of US Equity, says we're in the midst of inflation paradigm shift. Stephen Roach...
Surveillance: Inflation Elation with Tallbacken's Purves
11 Aug 2022
Contributed by Lukas
Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says market may be at an inflection point. Michael Purves, Tallbacken Founder & CEO, exa...
Surveillance: White House & Wall Street Reacts to CPI Data
10 Aug 2022
Contributed by Lukas
Brian Deese, White House Director of the National Economic Council, says inflation report is a positive signal and says labor market strength will con...