Bloomberg Surveillance
Episodes
Surveillance: Taming Inflation With IMF's Georgieva
02 Nov 2021
Contributed by Lukas
Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesfo...
Surveillance: Net-Zero With UN's Carney
01 Nov 2021
Contributed by Lukas
Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Tro...
Surveillance: Supply Constraints With Le Maire
29 Oct 2021
Contributed by Lukas
Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economi...
Surveillance: Central Bank Policy With McCormick
28 Oct 2021
Contributed by Lukas
Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBuss...
Surveillance: Gen. Milley Warns On China
27 Oct 2021
Contributed by Lukas
David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. ...
Surveillance: Economic Cycle With Crescenzi
26 Oct 2021
Contributed by Lukas
Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos,...
Surveillance: Facebook Worries With Nathanson
26 Oct 2021
Contributed by Lukas
Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Se...
Surveillance: Supply Chains Dominate Earnings
22 Oct 2021
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 ...
Surveillance: Inflation Persistence With Gray
21 Oct 2021
Contributed by Lukas
Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordv...
Surveillance: Stock Picking Is Back, Says Kirr
20 Oct 2021
Contributed by Lukas
Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Alloca...
Surveillance: Exclusive With U.K.'s Johnson
19 Oct 2021
Contributed by Lukas
John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs C...
Surveillance: Inflation Fears Shake Markets
18 Oct 2021
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference...
Surveillance: Recession Risk With Blanchflower
15 Oct 2021
Contributed by Lukas
Danny Blanchflower, Dartmouth Professor of Economics and Former Bank of England policy maker, weighs U.S. recession risk. Jennifer Lee, BMO Senior Eco...
Surveillance: El-Erian Sees EM 'Perfect Storm'
14 Oct 2021
Contributed by Lukas
Mohamed El-Erian, Bloomberg Opinion Columnist, describes the perfect storm facing emerging markets. Adam Posen, Peterson Institute for International E...
Surveillance: Earnings Amid Inflation Worries
13 Oct 2021
Contributed by Lukas
Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomb...
Surveillance: Inflation Hits Investor Confidence
12 Oct 2021
Contributed by Lukas
Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Manageme...
Surveillance: Goldman Cuts U.S. Growth View
11 Oct 2021
Contributed by Lukas
Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomber...
Surveillance: Jobs Day Miss With Rosenberg
08 Oct 2021
Contributed by Lukas
Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. T...
Surveillance: Age of America First With Haass
07 Oct 2021
Contributed by Lukas
Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and ...
Surveillance: Fed's Inflation War With Dudley
06 Oct 2021
Contributed by Lukas
Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Senior Advisor to Bloomberg Economics, says the Fed is fighting the wron...
Surveillance: Supply Shock Risks With Greene
05 Oct 2021
Contributed by Lukas
Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth ...
Surveillance: Near-Term Risks With Doll
04 Oct 2021
Contributed by Lukas
Bob Doll, Crossmark Global Investments CIO, says the near term is more treacherous, but that he sees no signs of recession. Bruce Kasman, JPMorgan Chi...
Surveillance: Rolling Correction With Wilson
01 Oct 2021
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Governme...
Surveillance: Peril With Woodward & Costa
30 Sep 2021
Contributed by Lukas
Bob Woodward and Robert Costa, "Peril" Co-Authors, discuss the perils that remain ahead for Washington. Katherine Clark, Assistant Speaker of the Hous...
Surveillance: Risks Report With AXA's Buberl
29 Sep 2021
Contributed by Lukas
Thomas Buberl, AXA CEO, discusses AXA's 2021 Future Risks Report. Ben Laidler, eToro Global Markets Strategist, says there will be a stock market rall...
Surveillance: Oil Under-Investment With Blanch
28 Sep 2021
Contributed by Lukas
Francisco Blanch, Bank of Americca Global Commodities & Derivatives Research Head, says energy prices could potentially be a multi-year problem. D...
Surveillance: Yield Correction With Caron
27 Sep 2021
Contributed by Lukas
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the correction in lower yields is over. Jean Boivin, Blackrock Re...
Surveillance: China Regulation with Miller
24 Sep 2021
Contributed by Lukas
Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a ...
Surveillance: Economic Recovery with Greek PM
23 Sep 2021
Contributed by Lukas
Greek Prime Minister Kyriakos Mitsotakis says the country could phase out coal-fired power plants by 2025. Ian Bremmer, Eurasia Group President, says ...
Surveillance: Global Vaccinations With Malpass
22 Sep 2021
Contributed by Lukas
David Malpass, The World Bank President, says we need higher vaccinations in poor and developing nations. Glenn Hubbard, Columbia Professor of Economi...
Surveillance: Evergrande 'Manageable,' Dalio Says
21 Sep 2021
Contributed by Lukas
Ray Dalio, Bridgewater Associates Chairman, Chief Investment Officer & Founder, says China Evergrande Group’s debt crisis “is all manageable”...
Surveillance: Fed Credibility With Dudley
20 Sep 2021
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist & Former President, Federal Reserve Bank of New York, says there is a risk to the Fed's credibility. Lori...
Surveillance: Nuclear Sub Deal With Yergin & Stavridis
17 Sep 2021
Contributed by Lukas
Margaret Patel, Wells Fargo Asset Management Senior Portfolio Manager, discuses the factors behind a quiet bond market, expecting modest but widesprea...
Surveillance: U.S. Retail Sales Surprise
16 Sep 2021
Contributed by Lukas
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says markets will climb higher for the end of the year and explains the risk fact...
Surveillance: Post-Covid Bets With Neuberger’s Kantor
15 Sep 2021
Contributed by Lukas
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says that big tech and companies prioritizing the quality of their business...
Surveillance: The Transitory Debate
14 Sep 2021
Contributed by Lukas
Sarah House, Wells Fargo Securities Senior Economist, says the August CPI report gives a lot of credence to the transitory debate. Barry Ritholtz, Blo...
Surveillance: Kass Says Investors Underpricing Risk
13 Sep 2021
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says markets are overly optimistic on the labor market and monetary pol...
Surveillance: Positive Real Yields Unlikely, Bianco Says
10 Sep 2021
Contributed by Lukas
David Bianco, DWS CIO for the Americas, says positive real yields are unlikely in the coming years. Ann Miletti, Wells Fargo Asset Management Head of ...
Surveillance: Peak Inflation With Carpenter
09 Sep 2021
Contributed by Lukas
Seth Carpenter, Morgan Stanley Chief Global Economist, says inflation has probably peaked. Ben Laidler, EToro Global Markets Strategist, sees the S&am...
Surveillance: Expect Volatility, Bitterly Says
08 Sep 2021
Contributed by Lukas
Kristen Bitterly, Citi Head of Capital Markets Private Bank, says now is not the time to go to cash. Brent Schutte, Northwestern Mutual Wealth Managem...
Surveillance: The Covid Economy With Tooze
07 Sep 2021
Contributed by Lukas
Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recove...
Surveillance: Jobs Day Miss With Walsh
03 Sep 2021
Contributed by Lukas
Marty Walsh, U.S. Labor Secretary, discusses the disappointing U.S. jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the U....
Surveillance: NYC Flooding With MTA's Lieber
02 Sep 2021
Contributed by Lukas
Janno Lieber, MTA Acting Chairman and CEO, says the MTA and New York City need to work in partnership to improve infrastructure and mitigate flash flo...
Surveillance: Pick Value, Inker Says
01 Sep 2021
Contributed by Lukas
Ben Inker, GMO Head of Asset Allocation, says value stocks have been “left behind” for no good economic reason. Bob Hormats, Tiedemann Advisors Ma...
Surveillance: Afghanistan with NATO's Stoltenberg
31 Aug 2021
Contributed by Lukas
Jens Stoltenberg, NATO Secretary General, says NATO is committed to making sure Afghanistan doesn't become a safe haven for international terrorism. J...
Surveillance: Fed In Tough Spot, Lacker Says
30 Aug 2021
Contributed by Lukas
Jeffrey Lacker, Former Federal Reserve Bank of Richmond President, says inflation expectations have put the Fed in a tough spot. Kit Juckes, Societe G...
Surveillance: Jackson Hole
27 Aug 2021
Contributed by Lukas
Raphael Bostic, Federal Reserve Bank of Atlanta President, says the Fed should be trying to get policies back into a more normal situation. Patrick Ha...
Surveillance: Taper Time With Fed's George
26 Aug 2021
Contributed by Lukas
Esther George, Federal Reserve Bank of Kansas City President, says it's time to get started on scaling back bond buying even though the delta variant ...
Surveillance: China & Fed With Beschloss
25 Aug 2021
Contributed by Lukas
Afsaneh Beschloss, RockCreek Group Founder & CEO, discusses how China's energy industry stands to benefit from the Taliban takeover of Afghanistan...
Surveillance: Fed Tapering With Peters
24 Aug 2021
Contributed by Lukas
Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & C...
Surveillance: Dudley Supports 2nd Powell Term
23 Aug 2021
Contributed by Lukas
William Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says he would "absolutely" support Jerome Powell for a second term as F...
Surveillance: Jackson Hole With Reinhart
20 Aug 2021
Contributed by Lukas
Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says the delta variant is Jay Powell's taper "ace card." Dennis Gartman, Chairman of th...
Surveillance: Afghanistan With Adm. Stavridis
19 Aug 2021
Contributed by Lukas
Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War" does...
Surveillance: U.S. Debt & Afghanistan With Lew
18 Aug 2021
Contributed by Lukas
Jacob J. Lew, Former U.S. Treasury Secretary, says it's extremely dangerous not to support a debt limit. Nicolai Tangen, Norweigen Sovereign Wealth Fu...
Surveillance: Retail Sales Miss With Gapen
17 Aug 2021
Contributed by Lukas
Michael Gapen, Barclays Chief U.S. Economist, the U.S. retail sales miss reflects more the comedown from stimulus payments than delta variant fears. D...
Surveillance: Taliban Control With Haass
16 Aug 2021
Contributed by Lukas
Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," says the Taliban is worse now than in 2002. C...
MGM's Tricky Recovery Path; Miners' Carbon Transition
16 Aug 2021
Contributed by Lukas
In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau t...
Surveillance: Yields Levels With Boivin
13 Aug 2021
Contributed by Lukas
Jean Boivin, BlackRock Investment Institute Head, says we're seeing a complete disconnect between the macro outlook and the movement in yields. Dean C...
Surveillance: Reopening Trade With Laidler
12 Aug 2021
Contributed by Lukas
Ben Laidler, eToro Global Markets Strategist, says the reopening trade hasn't even started yet. Michael Spence, General Atlantic Senior Advisor & ...
Surveillance: U.S. Inflation With Kelly
11 Aug 2021
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, reacts to U.S. inflation data. Tony Crescenzi, PIMCO Market Strategist, Portfolio Mana...
Surveillance: Margin Pressure With Wilson
10 Aug 2021
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Mas...
Surveillance: Peak Oil Demand Coming, Morse Says
09 Aug 2021
Contributed by Lukas
Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economi...
Surveillance: Walsh Says Economy Moving Forward
06 Aug 2021
Contributed by Lukas
Marty Walsh, U.S. Secretary of Labor, says the economy is moving forward. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy...
Surveillance: Uber CEO Watching Delta Variant Closely
05 Aug 2021
Contributed by Lukas
Randy Kroszner, University of Chicago Booth School Professor of Economics and Former Fed Governor, says inflation pressures may last about six months....
Surveillance: Fed Messaging With Porcelli
04 Aug 2021
Contributed by Lukas
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks the September FOMC meeting could be a market-moving catalyst. Tobias Levkovich, Citi Ch...
Surveillance: Weakening Growth With LaVorgna
03 Aug 2021
Contributed by Lukas
Joe LaVorgna, Natixis CIB Chief Economist of the Americas, doesn't expect Fed tightening until the next election. Michael Holland, Holland & Co. C...
Surveillance: Earnings Optimism With Ward
02 Aug 2021
Contributed by Lukas
Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to wat...
Surveillance: Expect Deceleration, Hatzius Says
30 Jul 2021
Contributed by Lukas
Jan Hatzius, Goldman Sachs Chief Economist, is expecting a pretty significant deceleration as we go into 2021 and 2022. Lee Ferridge, State Street Hea...
Surveillance: Treasury Market Needs Fixing, Dudley Says
29 Jul 2021
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist and Former Federal Reserve Bank of New York President, says the treasury market is not broken, but it needs s...
Surveillance: Debt Crisis Coming, Roubini Says
28 Jul 2021
Contributed by Lukas
Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says a stagflationary debt crisis is on the way. Joseph Stiglitz, Nobel Laur...
Surveillance: U.S. Vaccination Rate With Brady
27 Jul 2021
Contributed by Lukas
Representative Kevin Brady, Republican from Texas and House Ways & Means Committee Ranking Chair, thinks giving full approval to vaccines would he...
Surveillance: Big Tech Backlash Brewing, Romer Says
26 Jul 2021
Contributed by Lukas
Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says big tech firms are "causing the problems we're seeing with vac...
Surveillance: Pricing Power With Hyman
23 Jul 2021
Contributed by Lukas
Ed Hyman, Evercore ISI Chairman, says retail pricing power is at the most ever. Peter Hotez, National School of Tropical Medicine at Baylor College De...
Surveillance: ECB Stuck in Trap, Athey Says
22 Jul 2021
Contributed by Lukas
James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB is stuck in a trap of its own creation. Julia Coronado, MacroPolicy...
Surveillance: Vaccines & Variants With JHU
21 Jul 2021
Contributed by Lukas
Eric Freedman, U.S. Bank Asset Management Chief Investment Officer, says he is still sticking with a growth mentality. Bhakti Hansoti, Johns Hopkins A...
Surveillance: Bezos Blasts Off Into Space
20 Jul 2021
Contributed by Lukas
Brad Stone, Bloomberg Global Technology Senior Executive Editor and Author of "Amazon Unbound: Jeff Bezos and the Invention of a Global Empire," discu...
Surveillance: Investors Rethink Growth
19 Jul 2021
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, warns of a global slowdown that could end up in recession. Subadra Raja...
Surveillance: Tipp Says Yields Have Peaked
16 Jul 2021
Contributed by Lukas
Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, expects a potential pleasant surprise in second-quarter earnings. Robert Tipp, PG...
Surveillance: Fed’s Bullard Urges Start of Bond Taper
15 Jul 2021
Contributed by Lukas
Federal Reserve Bank of St. Louis President James Bullard says the central bank is in a situation where it can start to taper its bond-buying purchase...
Surveillance: Marriott Sees Travel Rebound
14 Jul 2021
Contributed by Lukas
Marriott International CEO Anthony Capuano discusses lessons learned from the pandemic, the competition for workers, expansion plans in China, and glo...
Surveillance: JPM, Goldman Kick Off Earnings
13 Jul 2021
Contributed by Lukas
Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy amd Large Cap Bank Analyst, examines second-quarter results from JPMorgan. Anast...
Surveillance: Fed's Dilemma With Reinhart
12 Jul 2021
Contributed by Lukas
Michelle Meyer, BofA Securities Head of U.S. Economics, sees the U.S. economy continuing to grow well above trend after the expected peak in the secon...
Surveillance: Labor Market Outlook With Dudley
09 Jul 2021
Contributed by Lukas
Bloomberg Opinion Columnist and Former New York Fed President William Dudley discusses the outlook for the labor market and Fed monetary policy. David...
Surveillance: NYC Safety With Adams
08 Jul 2021
Contributed by Lukas
Eric Adams, Democratic Nominee for NYC Mayor & Brooklyn Borough President, lays out his vision for New York City and discusses policing and public...
Surveillance: Market Value With Joseph Cohen
07 Jul 2021
Contributed by Lukas
Abby Joseph Cohen, Goldman Sachs Senior Investment Strategist, sees the market as "roughly at fair value." Frederic Mishkin, Columbia University Gradu...
Surveillance: Divided America With Haass
06 Jul 2021
Contributed by Lukas
Richard Haass, Council on Foreign Relations President & Author, "The World: A Brief Introduction", says he is most worried about a divided America...
Surveillance: U.S. Jobs Surge With Walsh
02 Jul 2021
Contributed by Lukas
Marty Walsh, U.S. Secretary of Labor, reacts to the U.S. June jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the bond mar...
Surveillance: Tapering Is Coming, Says Yardeni terminal: Surveillance: Tapering Is Coming, Says Yardeni (Podcast)
01 Jul 2021
Contributed by Lukas
Ed Yardeni, Yardeni Research President, says tapering is coming and the bond market will be somewhat freer for it. Constance Hunter, KPMG Chief Econom...
Surveillance: Inflation Debate With Woodard
30 Jun 2021
Contributed by Lukas
Jared Woodard, Bank of America Research Investment Committee Head, says the fear of over-positioning is misplaced. Vishy Tirupattur, Morgan Stanley He...
Surveillance: Labor Market With Luzzetti
29 Jun 2021
Contributed by Lukas
Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, looks ahead to what he thinks could be a perplexing jobs report. Mona Mahajan, Allianz Global In...
Surveillance: Equity Picks With Gabelli
28 Jun 2021
Contributed by Lukas
Mario Gabelli, Gabelli Funds Chairman & CEO, discusses his equity picks and outlook including batteries in the next 3-4 years as he sees great pot...
Surveillance: U.S. Energy Secretary Granholm
25 Jun 2021
Contributed by Lukas
Jennifer Granholm, U.S. Secretary of Energy, says any sale from the strategic petroleum reserve to pay for infrastructure plans would be limited. Repr...
Surveillance: Fed Patience With Dudley
24 Jun 2021
Contributed by Lukas
Bill Dudley, Bloomberg Opinion Columnist & Former Federal Reserve Bank of New York President, says not to put to much weight on what one individua...
Surveillance: SEC Transparency With Gensler
23 Jun 2021
Contributed by Lukas
Gary Gensler, Securities and Exchange Commission Chair, says he wants the agency to consider ways to boost transparency in equities markets. Mike Wils...
Surveillance: Taper Timing With Fed's Williams
22 Jun 2021
Contributed by Lukas
John Williams, Federal Reserve Bank New York President, says the Fed's taper timing will be driven by data. Francisco Blanch, BofA Securities Head of ...
Surveillance: Fed & Inflation With Crescenzi
21 Jun 2021
Contributed by Lukas
Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Investment Committee, says the Fed "got spooked" on the hype over infla...
Surveillance: U.S. Relations With Maduro
18 Jun 2021
Contributed by Lukas
Venezuela President Nicolas Maduro tells Bloomberg's Erik Schatzker that he hasn't yet seen a single positive sign from the Biden administration. Jay ...
Surveillance: Inflation Is A Concern, Moynihan Says
17 Jun 2021
Contributed by Lukas
Brian Moynihan, Bank of America Chairman & CEO, says customers, especially small businesses, are struggling with a tightening labor market. David ...
Surveillance: Fed Decision With Hatzius
16 Jun 2021
Contributed by Lukas
Jan Hatzius, Goldman Sachs Chief Economist, expects economic growth to be substantially slower in 2022. William Pomeranz, Kennan Institute Deputy Dire...
Surveillance: Retail Trading With Taft
15 Jun 2021
Contributed by Lukas
John Taft, Baird Vice Chairman, says SEC Chairman Gary Gensler is prepared to take on some of the recent troubling issues around retail trading. Sarah...