Bloomberg Surveillance
Episodes
Surveillance: Pagliuca's Investing Playbook
10 Feb 2023
Contributed by Lukas
Stephen Pagliuca, Bain Capital Senior Advisor & Co-Owner of the Boston Celtics, sees the return of the golden age of credit. Elsa Lignos, RBC Glob...
Surveillance: Golden Era with Zelter
09 Feb 2023
Contributed by Lukas
Jim Zelter, Apollo Asset Management Co-President, says this is a 'golden era' for private credit. Ian Shepherdson, Pantheon Macroeconomics Chief Econo...
Surveillance: Fed Game Plan with Dudley
08 Feb 2023
Contributed by Lukas
Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Advisor, says the Fed's game plan is to go to...
Surveillance: Bear Market Rally with Cronk
07 Feb 2023
Contributed by Lukas
Darrell Cronk, Wells Fargo CIO of Wealth Management, thinks we are in a bear market rally. Gerard Cassidy, RBC Capital Markets US Bank Equity Strategy...
Surveillance: Fed Cycle with Calvasina
06 Feb 2023
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield ...
Surveillance: US Payrolls Surprise
03 Feb 2023
Contributed by Lukas
Marty Walsh, US Secretary of Labor, reacts to the January payrolls report. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says c...
Surveillance: ECB, BOE Lift Rates
02 Feb 2023
Contributed by Lukas
Holger Schmieding, Berenberg Chief Economist, says that Europe as a whole is not falling into a recession and is now outperforming expectations. Ebrah...
Surveillance: The Fed Decision
01 Feb 2023
Contributed by Lukas
Jeff Rosenberg, Blackrock Systematic Multi-Strategy Fund portfolio manager, says 'there's a real disconnect' between what the Fed said and what the ma...
Surveillance: Soft vs Hard Landing
01 Feb 2023
Contributed by Lukas
Dominic Konstam, Mizuho Americas Head of Macro Strategy, says it's a soft landing "until it becomes a hard landing." Jerome Schneider, Managing Direct...
Surveillance: Fed Pause with Carpenter
31 Jan 2023
Contributed by Lukas
Seth Carpenter, Morgan Stanley Global Chief Economist, says the Fed will hike by 25 basis points on Wednesday, but "they are going to be done" after t...
Surveillance: Longer and Higher with Chiavarone
30 Jan 2023
Contributed by Lukas
Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says this rally can go longer and higher than expected. Ken Tropin, Graham Capital C...
Surveillance: Soft Landing with Oppenheimer
27 Jan 2023
Contributed by Lukas
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of ...
Surveillance: US GDP Exceeds Forecast
26 Jan 2023
Contributed by Lukas
Lindsey Piegza, Stifel Chief Economist, says we are teetering towards a recession following US 4Q GDP. Philip Camporeale, JPMorgan Asset Management Po...
Surveillance: Weighing Equities with Kettner
25 Jan 2023
Contributed by Lukas
Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says...
Surveillance: Stock Picking with Emanuel
24 Jan 2023
Contributed by Lukas
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's all about picking stocks in this market. Kallum Pickering, Berenber...
Surveillance: Debt Ceiling Concerns with Stealey
23 Jan 2023
Contributed by Lukas
Iain Stealey, JPMorgan Asset Management Global Fixed Income CIO, says the market shouldn't be concerned about the US debt ceiling yet. Alifia Doriwala...
Surveillance: Growth Snap Back with Golub
20 Jan 2023
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, ...
Surveillance: Succession Plan with Gorman
19 Jan 2023
Contributed by Lukas
James Gorman, Morgan Stanley CEO, says his three potential successors are already in place. Bill Dudley, Former New York Fed President & Bloomberg...
Surveillance: Recession Reset with JPM's Michele
18 Jan 2023
Contributed by Lukas
Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down...
Surveillance: Growth Outlook with Dutta
17 Jan 2023
Contributed by Lukas
Neil Dutta, Renaissance Macro Research Head of US Economic Research, says we could see US GDP at 2% in 2023. Chris Harvey, Wells Fargo Securities Head...
Surveillance: Big Bank Earnings Kick Off
13 Jan 2023
Contributed by Lukas
Ken Leon, CFRA Equity Research Director, discusses major US banks reporting earnings. Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says we h...
Surveillance: US Inflation Cools Again
12 Jan 2023
Contributed by Lukas
Vincent Reinhart, Dreyfus and Mellon Chief Economist, discusses the Fed's path following US inflation cooling. Leland Miller, China Beige Book CEO, sa...
Surveillance: Bull Market with Yardeni
11 Jan 2023
Contributed by Lukas
Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief ...
Surveillance: China Growth with Emanuel
10 Jan 2023
Contributed by Lukas
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the team expects 6.2% GDP growth in China this year. Max Kettner, HSBC C...
Surveillance: Labor Market with Richardson
09 Jan 2023
Contributed by Lukas
Nela Richardson, ADP Chief Economist, says the US still has a strong and robust labor market, but it is at risk of higher wage pressure.Lori Calvasina...
Surveillance: US Hiring Tops Forecasts
06 Jan 2023
Contributed by Lukas
Marty Walsh, US Labor Secretary, discusses the December jobs data. Randy Kroszner, Former Fed Governor & University of Chicago Booth School Econom...
Surveillance: Soft Landings with Carpenter
05 Jan 2023
Contributed by Lukas
Seth Carpenter, Morgan Stanley Global Chief Economist, says he's looking for a soft-ish landing from the Fed. Russ Koesterich, BlackRock Global Alloca...
Surveillance: Earnings Recession with Wilson
04 Jan 2023
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist...
Surveillance: Eurasia's Top 2023 Risks
03 Jan 2023
Contributed by Lukas
Ian Bremmer, Eurasia Group Founder & President, outlines Eurasia Group's top risks for 2023. Bill Dudley, Former New York Fed President, says if w...
Surveillance: 2023 Expectations with Knutzen
30 Dec 2022
Contributed by Lukas
Erik Knutzen, Neuberger Berman Multi-Asset Class Chief Investment Officer, doesn't expect central banks to pivot in 2023. Matt Winkler, Editor-In-Chie...
Surveillance: Supply Shocks with Singh
29 Dec 2022
Contributed by Lukas
Daleep Singh, PGIM Chief Global Economist, says we are probably in the most intense global power competition backdrop since World War II. Marc Chandle...
Surveillance: Ban the Phillips Curve, Says Sahm
28 Dec 2022
Contributed by Lukas
Kathryn Rooney Vera, Bulltick Head of Research & Strategy, says she is still remaining defensive. Claudia Sahm, Sahm Consulting Founder & Form...
Surveillance: 2023 Market Outlook
27 Dec 2022
Contributed by Lukas
Matt Maley, Miller Tabak Chief Market Strategist, still remains bullish on the energy sector. Julia Coronado, MacroPolicy Perspectives President, expe...
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...