Bloomberg Surveillance

Surveillance: Central Banks Fight Inflation

15 Jun 2023

Contributed by Lukas

Jordan Rochester, Nomura G-10 FX Strategist, says an ECB rate of 4% is not the base case but is "possible" after the latest 25 bps hike. Jay Bryson, W...

Chief Future Officer: Peter Biché, Monumental Sports

15 Jun 2023

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...

Instant Reaction: Jay Powell on Fed Policy

14 Jun 2023

Contributed by Lukas

Bloomberg's Tom Keene and Lisa Surveillance discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision. See omn...

Instant Reaction: The Fed Decides

14 Jun 2023

Contributed by Lukas

Bloomberg's Tom Keene and Lisa Surveillance break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.See...

Surveillance: Traders Weigh A Fed Pause

14 Jun 2023

Contributed by Lukas

Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says inflation will come down but "it's not going to be good fo...

Surveillance: CPI Bolsters Bets on Fed Pause

13 Jun 2023

Contributed by Lukas

Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says there's a divergence between investors and commentator...

Surveillance: Tech Appetite with Young

12 Jun 2023

Contributed by Lukas

Liz Young, SoFi Head of Investment Strategy, sees an ongoing appetite for tech among younger investors. Mike Mayo, Wells Fargo Managing Director, says...

Surveillance: S&P Targets with Chadha

09 Jun 2023

Contributed by Lukas

Binky Chadha, Deutsche Bank Chief Global Strategist and Head of Asset Allocation, says we could reach 5,000 on the S&P if a soft landing is achiev...

Surveillance: Fed Skip with Luzzetti

08 Jun 2023

Contributed by Lukas

Matt Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to skip next week, with a potential for more hikes to come. As money flows concentrat...

Surveillance: Tech Exposure with Shah

07 Jun 2023

Contributed by Lukas

Despite cutting exposure to tech last year, Seema Shah, Principal Asset Management Chief Global Strategist, remains a long-term believer in the sector...

Surveillance: Bank Capital with PIMCO CEO

06 Jun 2023

Contributed by Lukas

Emmanuel Roman, PIMCO CEO, says banks are going to be tight for capital. Julian Emanuel, Evercore ISI Chief Equity, Derivatives & Quant Strategist...

Surveillance: 'YOLO' Travel with Capuano

05 Jun 2023

Contributed by Lukas

Anthony Capuano, Marriott International President & CEO, doesn't see the end of "YOLO" traveling happening anytime soon. Michael Gapen, BofA Secur...

Surveillance: Labor Market Sends Mixed Signals

02 Jun 2023

Contributed by Lukas

Randall Kroszner, University of Chicago Booth School Economics Professor & Fmr. Fed Governor, says unless the US gets an immaculate disinflation, ...

Surveillance: Skip vs. Pause with Dudley

01 Jun 2023

Contributed by Lukas

Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former NY Fed President, says the Fed's usage of a "skip" versus a ...

Surveillance: Michele sees recession by year end

31 May 2023

Contributed by Lukas

Bob Michele, JPMorgan Asset Management Head of Fixed Income, says he sees a recession by the end of the year and the Fed cutting rates by September. R...

BONUS EPISODE: Jamie Dimon Exclusive Interview

31 May 2023

Contributed by Lukas

 Jamie Dimon is in Shanghai for JPMorgan's China summit. It's the first time the bank's flagship event is being held in person since 2019. Bloomberg ...

Surveillance: Levitt on Fed's path forward

30 May 2023

Contributed by Lukas

Brian Levitt, Inveso Global Market Strategist, says we are close to the end of the tightening cycle. Mandeep Singh, Sr. Technology Analyst for Bloombe...

Surveillance: Bear Market with Wilson

26 May 2023

Contributed by Lukas

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market is continuing. Megan Greene, Kroll Institute Global Chief Economist, says...

Surveillance: Flying Blind with Bryson

25 May 2023

Contributed by Lukas

Jay Bryson, Wells Fargo Chief Economist, says we are always flying blind in this economy. Douglas Holtz-Eakin, American Action Forum President, discus...

Surveillance: Yield Curve with Peters

24 May 2023

Contributed by Lukas

Greg Peters, PGIM Fixed Income Co-CIO, says the yield curve is already pricing in a recession. Oliver Chen, Cowen Senior Equity Research Analyst, disc...

Surveillance: Subramanian Lifts S&P 500 Target

23 May 2023

Contributed by Lukas

Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, raises her 2023 target for the S&P 500.Greg Valliere, AGF ...

Surveillance: Long Lasting Credit Tightening

22 May 2023

Contributed by Lukas

Despite the lack of a banking crisis, Subadra Rajappa, Societe Generale Head of US Rates Strategy sees credit tightening conditions lingering.Christop...

Surveillance: Basak on Gorman Resigning

19 May 2023

Contributed by Lukas

Sonali Basak, Bloomberg News Wall Street Correspondent says Morgan Stanley CEO Jim Gorman announcing he will resign in the next 12 months is the surpr...

Surveillance: Kirby on Debt Ceiling

18 May 2023

Contributed by Lukas

 John Kirby, National Security Council Coordinator for Strategic Communications says if you don't take care of the nation's debt, virtually nothing e...

Surveillance: Markets with Wu Silverman

17 May 2023

Contributed by Lukas

Amy Wu Silverman of RBC Capital Markets says the market consensus is bearish and the tale of optimism doesn't exist. Libby Cantrill of PIMCO believes ...

Surveillance: Recession Forecast Loh

16 May 2023

Contributed by Lukas

Marvin Loh, State Street Senior Global Macro Strategist, says a recession is unavoidable. Tiffany Wilding, PIMCO Economist says the consumer is hangin...

Surveillance: Painful Range with Kaiser

15 May 2023

Contributed by Lukas

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're "bouncing into a ceiling and a floor" between 3,800 and 4,200 on the S&P 500. L...

NEW PODCAST: Bloomberg Daybreak

14 May 2023

Contributed by Lukas

Get today's top stories, with context, in just 15 minutes.  Subscribe to the Bloomberg Daybreak podcast:     1) On Apple: https://podcasts.apple.c...

BONUS EPISODE: Jamie Dimon Speaks To Bloomberg

13 May 2023

Contributed by Lukas

Jamie Dimon joins Bloomberg News to discuss the debt ceiling, the regional banking crisis and the US economy. The CEO of JPMorgan Chase speaks with Bl...

Surveillance: Fed Outlook with Hatzius

12 May 2023

Contributed by Lukas

Jan Hatzius, Chief Economist at Goldman Sachs, says the market is being overly aggressive in pricing in Fed rate cuts. Cameron Dawson, NewEdge Wealth ...

BONUS EPISODE: Janet Yellen Speaks To Bloomberg

12 May 2023

Contributed by Lukas

US Treasury Secretary Janet Yellen sat down for an exclusive interview with Bloomberg News. She speaks with Bloomberg's Annmarie Hordern on the sideli...

Surveillance: Debt Ceiling with Dimon

11 May 2023

Contributed by Lukas

Jamie Dimon, JPMorgan Chase Chairman & CEO, says the debt ceiling issue is potentially catastrophic, and says "you will have panic" the closer the...

Chief Future Officer: Kathy Milthorpe, LPGA

11 May 2023

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping business strategy and positioning organizations to meet future challenges. This episode f...

Surveillance: US Inflation with Dudley

10 May 2023

Contributed by Lukas

Bill Dudley, Former NY Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Adviser, says its hard to see 2% inflation with the...

Surveillance: Debt Limit with Crebo-Rediker

09 May 2023

Contributed by Lukas

Heidi Crebo-Rediker, CFR Senior Fellow, International Capital Strategies Partner & Former US State Department Chief Economist, says "there must be...

Surveillance: Risk Management with McWilliams

08 May 2023

Contributed by Lukas

 Jelena McWilliams, Former FDIC Chair & Cravath Swaine & Moore Partner, says regional banks must manage risk. Daleep Singh, PGIM Fixed Income...

Surveillance: US Payrolls Crush Estimates

05 May 2023

Contributed by Lukas

Economics & Fmr. Fed Governor, says the Fed is not going to quit until the labor market quits. Jeff Rosenberg, BlackRock Portfolio Manager of the ...

Surveillance: ECB Signals More Hikes to Come

04 May 2023

Contributed by Lukas

Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the ECB is signaling "that the core inflation number is still too high," following a 25...

Surveillance Analysis: The Fed Decision

03 May 2023

Contributed by Lukas

Bill Dudley, former Federal Reserve Bank of New York President and Jeffrey Rosenberg, BlackRock Financial Managing Director, discuss the latest rate d...

Surveillance Instant Reaction: The Fed Decides

03 May 2023

Contributed by Lukas

Richard Clarida, PIMCO Global Economic Advisor and former Fed Vice Chair, breaks down the most recent Federal Reserve rate decision. He speaks with To...

Surveillance: Fed Signal with Betsy Duke

03 May 2023

Contributed by Lukas

Betsy Duke, Former Wells Fargo Chair & Former Fed Governor, says the Fed has to be careful not to signal any movement toward this rate cut that th...

Surveillance: Earnings Contraction with Han

02 May 2023

Contributed by Lukas

Anna Han, Wells Fargo Securities Equity Strategist, says earnings contraction is already occurring. Gerard Cassidy, RBC Capital Markets Head of U.S. B...

Surveillance: JPMorgan To Acquire First Republic

01 May 2023

Contributed by Lukas

Chris Marinac of Janney Montgomery Scott says First Republic Bank was caught in the 'friendly fire' from the collapse of Silicon Valley Bank. Kathy Jo...

Surveillance: Stagflation with Shah

28 Apr 2023

Contributed by Lukas

Seema Shah, Chief Global Strategist at Principal Asset Management says "stagflation by far is the worst case scenario." Phil Orlando, Chief Equity Mar...

Surveillance: Slowing US Growth

27 Apr 2023

Contributed by Lukas

Lindsey Piegza, Stifel Chief Economist, says the US is losing momentum, but is still resilient following the latest GDP print. Michael Nathanson, SVB ...

Surveillance: Flashing Red with Donald

26 Apr 2023

Contributed by Lukas

Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says "basically every traditional leading indicator of recessi...

Surveillance: Biden's Reelection Bid

25 Apr 2023

Contributed by Lukas

Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses President Joe Biden's 2024 reelection bid. Charles Kantor, Neuberger Berma...

Surveillance: Central Bank Policy with Nordvig

24 Apr 2023

Contributed by Lukas

Jens Nordvig, Exante Data Founder & CEO and MarketReader Founder & CEO says the combination of "too high inflation and growth that's actually ...

Surveillance: Fed's Pain Threshold with Misra

21 Apr 2023

Contributed by Lukas

Priya Misra, TD Securities Head of Global Rates Strategy, says we don't know the Fed's pain threshold and the market is going to grapple with that for...

Surveillance: Fed in Focus with Carpenter

20 Apr 2023

Contributed by Lukas

Seth Carpenter, Morgan Stanley Global Chief Economist, doesn't expect the Fed to cut to zero "even if we did get a mild recession." Julian Emanuel, Ev...

Surveillance: Aggressive Cuts with Luzzetti

19 Apr 2023

Contributed by Lukas

Matthew Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to be cutting rates more aggressively. Gerard Cassidy, RBC Capital Markets Head of...

Surveillance: Transition Period with Zelter

18 Apr 2023

Contributed by Lukas

Jim Zelter, Apollo Asset Management Co-President, says we're in a "transition period" as markets face a higher cost of capital in debt financing. Dan ...

Surveillance: Yield Forecast with HSBC's Major

17 Apr 2023

Contributed by Lukas

Steven Major, HSBC Global Head of Fixed Income Research, says it's very difficult to imagine us getting back to 4% on the 10-year. Binky Chadha, Deuts...

Surveillance: Banking Tremor with El-Erian

14 Apr 2023

Contributed by Lukas

Mohamed El-Erian, Bloomberg Opinion Columnist and Queens' Cambridge College President, says this was not a banking crisis, rather a "banking tremor." ...

Surveillance: Debt Pressure with Malpass

13 Apr 2023

Contributed by Lukas

David Malpass, World Bank President, says the developing world is under "giant pressure" from debt. Gita Gopinath, IMF First Deputy Managing Director,...

Surveillance: March CPI Sets Stage for Fed

12 Apr 2023

Contributed by Lukas

Jay Bryson, Wells Fargo Chief Economist, still sees the Fed hiking by 25 basis points in May following the March CPI print. Jeff Rosenberg, BlackRock ...

Surveillance: Raising Rates with Citi's Clark

11 Apr 2023

Contributed by Lukas

 Veronica Clark, Citi Economist, sees the Fed terminal rate at 5.5 to 5.75%, anticipating another rate hike in May, June and July. Douglas Rediker, I...

Surveillance: Peak Yields with Rajappa

10 Apr 2023

Contributed by Lukas

Subadra Rajappa, Societe Generale Head of US Rates Strategy, says yields seem to have peaked. Peter Tchir, Academy Securities Head of Macro Strategy, ...

Surveillance: Job's Day Moderation

07 Apr 2023

Contributed by Lukas

Mohamed El-Erian of Bloomberg Opinion says we are likely to see the Fed go 25 basis points in May. Former Fed Governor Randy Kroszner says the Fed won...

Surveillance: Banks In 4% Rate World

06 Apr 2023

Contributed by Lukas

Luigi Zingales, University of Chicago Booth School of Business Professor of Finance says the banking system can't operate with interest rates at 4%. T...

Surveillance: Fed's Path with Mester

05 Apr 2023

Contributed by Lukas

Federal Reserve Bank of Cleveland President Loretta Mester says Fed officials will need to raise interest rates "a little bit higher" and then hold th...

Surveillance: Inflation Fighters with Peters

04 Apr 2023

Contributed by Lukas

Gregory Peters, PGIM Fixed Income Co-CIO, says central banks have to be viewed as inflation fighters in order to get rates lower over time. Neil Dutta...

Surveillance: Fed Policy with Bullard

03 Apr 2023

Contributed by Lukas

James Bullard, St. Louis Fed President, says OPEC's decision to cut output came as a "surprise," but it's not clear what higher oil prices will mean f...

Surveillance: Fed Course with Susan Collins

31 Mar 2023

Contributed by Lukas

Susan Collins, Boston Fed President, says history shows the Fed must stay the course on inflation. Michael Zeldin, Former Federal Prosecutor & Ame...

Surveillance: Citi's Fed Funds Forecast

30 Mar 2023

Contributed by Lukas

Andrew Hollenhorst, Citi Chief US Economist, says we could see a Fed funds rate as high as 5.75%. Peter Tchir, Academy Securities Head of Macro Strate...

Surveillance: Bank Turmoil with KBW's Michaud

29 Mar 2023

Contributed by Lukas

Tom Michaud, KBW CEO, says the banking crisis is behind us, "barring any other major shocks." Ed Al-Hussainy, Columbia Threadneedle Investments Senior...

Surveillance: Barclays' Rogoff on Fed Cuts

28 Mar 2023

Contributed by Lukas

Brad Rogoff, Barclays Head of FICC Research, says Fed rate cuts can come in 2024, but expects one more hike this summer. Katrina Dudley, Franklin Mutu...

Surveillance: Elevated Risks with Wilson

27 Mar 2023

Contributed by Lukas

Mike Wilson, Morgan Stanley Chief US Equity Strategist & CIO, says risk for the equity market is elevated now more than it's been for the last six...

Surveillance: Rate Cuts with Peterson

24 Mar 2023

Contributed by Lukas

 Dana Peterson, The Conference Board Chief Economist, doesn't anticipate the Fed cutting rates this year, even if there is a mild recession. Patrick ...

Surveillance: Market Pricing with Donald

23 Mar 2023

Contributed by Lukas

Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the markets may need to price in more cuts from the Fed. ...

Surveillance: Fed Special

22 Mar 2023

Contributed by Lukas

Bloomberg Surveillance hosts Jonathan Ferro and Lisa Abramowicz wrap up Fed Chair Jerome Powell’s press conference with insight from top market name...

Richard Clarida on the Fed Decision

22 Mar 2023

Contributed by Lukas

Former Vice Chair of the Federal Reserve, Richard Clarida and TD Securities Global Head of Rates Strategy, Priya Misra discuss the latest on the Fed d...

Surveillance: Maximum Pressure with Michele

22 Mar 2023

Contributed by Lukas

Bob Michele, JPMorgan Asset Management Head of Fixed income, says the Fed achieved the "maximum pressure" they need to bring down inflation. Alicia Le...

Surveillance: Fed Pause with PGIM's Rosner

21 Mar 2023

Contributed by Lukas

Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says she'd like to see the Fed pause. Christian Mueller-Glissmann, Goldman Sachs Managing Directo...

Surveillance: Fed's Next Move with Dudley

20 Mar 2023

Contributed by Lukas

William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, recommends the Fed pause at Wednesday's meeting. Max Kettner, HSBC Ch...

Surveillance Special: UBS to Buy Credit Suisse

19 Mar 2023

Contributed by Lukas

UBS agreed to buy Credit Suisse in a historic, government-brokered deal aimed at containing a crisis of confidence that had started to spread across g...

Surveillance: Bank Regulation with Hoenig

17 Mar 2023

Contributed by Lukas

Thomas Hoenig, Former President of Federal Reserve Bank of Kansas City & Former FDIC Vice Chairman, says policy-making needs some humility in the ...

Surveillance: Bank Supervision with Clarida

16 Mar 2023

Contributed by Lukas

Richard Clarida, Former Federal Reserve Vice Chairman, PIMCO Global Economic Adviser & Columbia University Professor, sees tighter supervision on ...

Surveillance: Banking Jitters with Roubini

15 Mar 2023

Contributed by Lukas

Nouriel Roubini, Roubini Macro Associates CEO & Author of "Megathreats", says Credit Suisse "might be too big to fail, but also too big to be save...

Surveillance: CS CEO Koerner Urges Patience

14 Mar 2023

Contributed by Lukas

 Ulrich Koerner, Credit Suisse CEO, said the bank had seen client inflows on Monday amid the collapse of Silicon Valley Bank. Magnus Billing, Alecta ...

Surveillance: SVB Fallout with Michaud

13 Mar 2023

Contributed by Lukas

Tom Michaud, KBW CEO, says we need a government support mechanism to make things orderly following SVB's collapse.Subadra Rajappa, Societe Generale He...

Surveillance: US Payrolls Top Estimates

10 Mar 2023

Contributed by Lukas

Marty Walsh, US Labor Secretary, discusses the US February payrolls report. Randy Kroszner, University of Chicago Booth School Professor of Economics ...

Surveillance: Tight Labor with Richardson

09 Mar 2023

Contributed by Lukas

Nela Richardson, ADP Chief Economist, says the labor market is still very tight. Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says we s...

Surveillance: Fed Distractions with Donald

08 Mar 2023

Contributed by Lukas

Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the focus on the Fed month-to-month can be distracting. K...

Surveillance: Tech Downside with Wilson

07 Mar 2023

Contributed by Lukas

Mike Wilson, Morgan Stanley Chief US Equity Strategist and CIO, sees as much as 20% downside for tech, meme stocks. Dana Peterson, The Conference Boar...

Surveillance: Formula One Growth with Horner

06 Mar 2023

Contributed by Lukas

Christian Horner, Red Bull Racing F1 Team Principal, discusses Formula One's growth in the US and Red Bull's win at the opening race in Bahrain. Jim B...

Surveillance: Bonds are Back, says Schneider

03 Mar 2023

Contributed by Lukas

Jerome Schneider, PIMCO Head of Short Term Portfolio Management, says cash is back, bonds are back. Lindsey Piegza, Stifel Chief Economist, says we co...

Surveillance: Smart Fed Policy with Garvey

02 Mar 2023

Contributed by Lukas

Padhraic Garvey, ING Financial Head of Global Debt & Rates, says the way the Fed is pursuing policy here is smart. Carl Riccadonna, BNP Paribas Ma...

Surveillance: Rising Prices with Weinberg

01 Mar 2023

Contributed by Lukas

Carl Weinberg, High Frequency Economics Chief Economist, says we still have more price increases to go, but this is not the spiraling inflation of the...

Surveillance: Equity Caution with Wei Li

28 Feb 2023

Contributed by Lukas

Wei Li, BlackRock Global Chief Investment Strategist, says equity markets are not appreciating the macro challenges ahead. David Page, AXA Investment ...

Surveillance: International Stocks with Arnott

27 Feb 2023

Contributed by Lukas

Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chie...

Surveillance: One Year of War in Ukraine

24 Feb 2023

Contributed by Lukas

Yuriy Sak, Advisor to Ukraine Defense Minister, says Ukraine is fighting a smarter war. Alina Polyakova, Center for European Policy Analysis President...

Surveillance: Labor Balance with Luzzetti

23 Feb 2023

Contributed by Lukas

Matthew Luzzetti, Deutsche Bank Chief US Economist, says it's remarkable that the Fed has tightened as much as they have and you don't see the labor m...

Surveillance: Fed Pause with Hyman

22 Feb 2023

Contributed by Lukas

Ed Hyman, Evercore ISI Chairman, says if he was on the Fed, he would pause. Geoff Yu, BNY Mellon Senior Market Strategist, says there's cash on the si...

Surveillance: Oil Swings with Citi's Morse

21 Feb 2023

Contributed by Lukas

Ed Morse, Citigroup Global Head of Commodity Research, says Chinese and global oil consumption are approaching a peak as the energy transition away fr...

Surveillance: Hawkish Fears with Morgan Stanley's Carpenter

17 Feb 2023

Contributed by Lukas

Seth Carpenter, Morgan Stanley Chief Global Economist, says further data showing that strength in January was “not an anomaly” will increase press...

Surveillance: Purchasing Power with Meyer

16 Feb 2023

Contributed by Lukas

Michelle Meyer, Mastercard Economics Institute US Chief Economist, says the consumer has more purchasing power due to labor market strength and saving...

Surveillance: Delayed Recession with Wizman

15 Feb 2023

Contributed by Lukas

Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, expects a recession in the US this year, but 'it's clearly not going to sta...

Surveillance: US Inflation with Barkin

14 Feb 2023

Contributed by Lukas

Thomas Barkin, Richmond Fed President, reacts to US January CPI data. Stephen Stanley, Santander US Capital Markets Chief US Economist, says the lates...

Surveillance: Paradigm Shift with Eisman

13 Feb 2023

Contributed by Lukas

Steve Eisman, Neuberger Berman Eisman Group Senior Portfolio Manager, sees an oncoming market regime shift. John Stoltzfus, Oppenheimer Asset Manageme...