Bloomberg Surveillance
Episodes
Surveillance: Inflation Debate With Hooper
10 Jun 2021
Contributed by Lukas
Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, says the Fed has the tools to deal with inflation. Katrina Dudley, Franklin M...
Surveillance: G-7 Summit With Bremmer
09 Jun 2021
Contributed by Lukas
Ian Bremmer, Eurasia Group President & GZero Media President, says the G-7 global tax plan will take years to ratify, if it ever gets done. Luigi ...
Surveillance: World Bank Sees Strong Global Recovery
08 Jun 2021
Contributed by Lukas
David Malpass, World Bank President, discusses the organization's forecast for the strongest post-recession global growth in 80 years. Sarah House, We...
Surveillance: Global Tax With OECD's Cormann
07 Jun 2021
Contributed by Lukas
Mathias Cormann, OECD Secretary-General, says a 15% global minimum corporate tax rate would be a “very significant step forward." Troy Gayeski, Skyb...
Surveillance: U.S. Jobs Report With Walsh
04 Jun 2021
Contributed by Lukas
Marty Walsh, U.S. Labor Secretary, reacts to the U.S. employment report. Randall Kroszner, University of Chicago Professor & Former Federal Reserv...
Surveillance: Inflation Expectations With Dudley
03 Jun 2021
Contributed by Lukas
William Dudley, Former Federal Reserve Bank of New York President and Bloomberg Opinion Columnist, says the Fed is happy with rising inflation expecta...
Surveillance: Post-Pandemic Growth With Yergin
02 Jun 2021
Contributed by Lukas
Daniel Yergin, IHS Markit Vice Chairman, says we are in the post-pandemic economy right now. Doug Kass, Seabreeze Partners President says, “I think ...
Surveillance: Bond Vigilantes Are Back, Says Yardeni
01 Jun 2021
Contributed by Lukas
Edward Yardeni, Yardeni Research President, says the bond vigilantes are back. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, discusses mar...
Surveillance: Biden's Budget With Ramamurti
28 May 2021
Contributed by Lukas
Bharat Ramamurti, White House National Economic Council Deputy Director, says President Biden's budget is fiscally responsible. Ed Morse, Citi Researc...
Surveillance: Fed Messaging With Kelly
27 May 2021
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, is not sure fixed income markets should believe the Fed's dovish tone. Peter Tchir, Ac...
Draft Episode for May 26, 2021
27 May 2021
Contributed by Lukas
David Malpass, World Bank President, calls on countries to free up their excess Covid vaccines and says the distribution effort must be equitable. How...
Surveillance: Growth Rate Peaking, Says Kostin
25 May 2021
Contributed by Lukas
David Kostin, Goldman Sachs Chief U.S. Equity Strategist, economy's growth rate is peaking this quarter. Marvin Loh, State Street Senior Global Macro ...
Draft Episode for May 24, 2021
24 May 2021
Contributed by Lukas
Carl Bildt, European Council on Foreign Relations Co-Chair, says Belarus airspace should be declared unsafe following the forces landing of a Ryanair ...
Surveillance: Bitcoin Still Speculative, Patters Says
21 May 2021
Contributed by Lukas
Rebecca Patters, Bridgewater Director of Investment Research, says Bitcoin is still a speculative asset and still has a long way to go before becoming...
Surveillance: Morgan Stanley Shakeup
20 May 2021
Contributed by Lukas
Sridhar Natarajan, Bloomberg Wall Street Reporter, discusses Morgan Stanley's biggest leadership reshuffle in more than a decade. Russ Koesterich, Bla...
Surveillance: Economic Recovery With Lavorgna
19 May 2021
Contributed by Lukas
Joe Lavorgna, Natixis CIB Chief Economist of the Americas, says the economy may slow more than expected next year, but we are years away from a recess...
Surveillance: Consumer Strength With Sheets
18 May 2021
Contributed by Lukas
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says pricing power matters more in the U.S. than elsewhere in the world. Mark McCormick, T...
Surveillance: AT&T & Discovery with MoffettNathanson
17 May 2021
Contributed by Lukas
Craig Moffett & Michael Nathanson, MoffettNathanson Founders and Senior Research Analysts, discuss AT&T's plan to merge its media assets with ...
Surveillance: Fed’s Mester Says Policy in Good
14 May 2021
Contributed by Lukas
Federal Reserve Bank of Cleveland President Loretta Mester says policy is in a good place right now.. Claudia Sahm, Jain Family Institute Senior Fello...
Surveillance: Structural Change With El-Erian
13 May 2021
Contributed by Lukas
Mohamed El-Erian, Cambridge University Queens' College President and Bloomberg Opinion Columnist, says that it becomes very difficult for economists t...
Surveillance: U.S. CPI With Furman
12 May 2021
Contributed by Lukas
Jason Furman, Harvard University Aetna Professor of Economic Policy, says some states should start rethinking unemployment insurance. Alicia Levine, B...
Surveillance: Rate Expectations With Dudley
11 May 2021
Contributed by Lukas
William Dudley, Bloomberg Opinion Columnist & Former New York Federal Reserve President, says rates will climb much higher than expected once the ...
Surveillance: Pipeline Hack With Amrita Sen
10 May 2021
Contributed by Lukas
Amrita Sen, Energy Aspects Director of Research & Founder, says the warfare surrounding cyber attacks on companies has completely changed. Ian Bre...
Surveillance: Jobs Day Miss With Kashkari
07 May 2021
Contributed by Lukas
Neel Kashkari, Federal Reserve Bank of Minneapolis President, says Friday's jobs number miss validates the Fed's outcome-based policy approach. Marty ...
Surveillance: Pandemic Recovery With Stiglitz
06 May 2021
Contributed by Lukas
Joseph Stiglitz, Nobel Prize Winning Economist & Columbia University Professor, says pandemic has exposed economic inequality in the U.S. David Bl...
Surveillance: Bonds In Bubble, Says Cooperman
05 May 2021
Contributed by Lukas
Leon Cooperman, Omega Family Office Chairman & CEO, says inflation is going to surprise the Federal Reserve and they will be forced to raise rates...
Surveillance: Wall Street Optimism With Slimmon
04 May 2021
Contributed by Lukas
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says Wall Street is not being optimistic enough. Seema Shah, Principal ...
Surveillance: Golub Lifts S&P 500 Target
03 May 2021
Contributed by Lukas
Jonathan Golub, Credit Suisse Securities Chief U.S. Equity Strategist & Head of Quantitative Research, explains why his firm raised their target f...
Surveillance: Biden's Tax Plans With Hubbard
29 Apr 2021
Contributed by Lukas
Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, says Biden's tax plan leans against investme...
Surveillance: Pandemic Revenue Boost With Bailin
28 Apr 2021
Contributed by Lukas
David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, discusses which types of companies will be able to keep up...
Surveillance: U.S. Economic Growth With Hooper
27 Apr 2021
Contributed by Lukas
Peter Hooper, Deutsche Bank Global Head of Economic Research and Chief Economist, says there's no way the U.S. will see less than 6 or 7% growth this ...
Surveillance: International Relations With Haass
26 Apr 2021
Contributed by Lukas
Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America, says recent GDP forecasts are catching up. Richard Haass, Counci...
Surveillance: Capital Gains Tax With Sonders
23 Apr 2021
Contributed by Lukas
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the capital gains tax proposal expected from President Biden could cause choppiness ...
Surveillance: Shorter, Faster Cycle, Says Sheets
22 Apr 2021
Contributed by Lukas
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says this cycle looks much shorter and faster than what we're used to. Tony Dwyer, Canacco...
Surveillance: Critical Year For Climate, Says Carney
21 Apr 2021
Contributed by Lukas
Mark Carney, Former Bank of England Governor & UN Special Envoy for Climate Action and Finance, says that 2021 is a "critical year for action" on ...
Surveillance: Free Trade's Future
20 Apr 2021
Contributed by Lukas
Daniel Kurtz-Phelan, Foreign Affairs Magazine Editor, says the future of global trade is about the control of data and technology. Jim Caron, Morgan S...
Surveillance: Powerful Recovery Underway, Spence Says
19 Apr 2021
Contributed by Lukas
Michael Spence, General Atlantic Senior Advisor and GSB Stanford Dean Emeritus, says there is a very powerful economic recovery underway. Dr. Ofer Lev...
Surveillance: Treasury Rally Temporary, Cabana Says
16 Apr 2021
Contributed by Lukas
Mark Cabana, Bank of America Securities Head of U.S. Rates Strategy, discusses the factors driving the surprise in treasury yields as solid economic d...
Surveillance: Big Bank Results With Cassidy
16 Apr 2021
Contributed by Lukas
Gerard Cassidy, RBC Head of U.S. Bank Equity Strategy, says Goldman Sachs came out on top for this quarter's bank earnings. Tom Michaud, KBW CEO, says...
Surveillance: Big Bank Earnings
14 Apr 2021
Contributed by Lukas
Ken Leon, CFRA Global Director of Equity Research, says it may be a challenge for banks to maintain their first quarter strength. Geoffrey Yu, BNY Mel...
Surveillance: J&J Pause Impact Unclear, Bernstein Says
13 Apr 2021
Contributed by Lukas
Jared Bernstein, White House Council of Economic Advisers Member, says the White House can’t yet determine what sort of impact the recommended pause...
Surveillance: Fed Policy With Dudley
12 Apr 2021
Contributed by Lukas
William Dudley, Former New York Federal Reserve President, says the Fed's slowness to tighten policy will create some risks to the economy. Jacob Fren...
Surveillance: Fed Eyes 'Hard Numbers,' Clarida Says
09 Apr 2021
Contributed by Lukas
Richard Clarida, Federal Reserve Vice Chairman, policy makers are looking for “hard numbers” on whether they’re reaching their goals on price st...
Surveillance: Invest in Vaccines, Gaspar Says
08 Apr 2021
Contributed by Lukas
Vitor Gaspar, IMF Fiscal Affairs Department Director, says the investment in vaccinations has a tremendous return. William Lee, Milken Institute Chief...
Surveillance: Expect Higher Rates, Bianco Says
07 Apr 2021
Contributed by Lukas
Jim Bianco, Bianco Research President and Macro Strategist, expects rates to move higher for the next several months. Robert Albertson, Piper Sandler ...
Surveillance: Covid Communication Efforts
06 Apr 2021
Contributed by Lukas
Hans Vestberg, Verizon Chairman & CEO, and Lisa Sherman, Ad Council President & CEO, discuss the effort to communicate accurate information ab...
Surveillance: Market Divergence With Chandler
05 Apr 2021
Contributed by Lukas
Marc Chandler, Bannockburn Chief Market Strategist, says divergence is still the theme for markets. Anna Han, Wells Fargo Securities Equity Strategist...
Surveillance: Biden Plans With Bernstein
01 Apr 2021
Contributed by Lukas
Jared Woodard, Bank of America Research Investment Committee Head, says Jared Bernstein, White House Council of Economic Advisors Member, says more pl...
Surveillance: Infrastructure Plan With Deese
31 Mar 2021
Contributed by Lukas
Brian Deese, White House Director of the National Economic Council, discusses what to expect from President Biden's infrastructure plan and why we nee...
Surveillance: Rising Yields With Koesterich
30 Mar 2021
Contributed by Lukas
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects rates to continue to normalize. James Bevan, CCLA Chief Investment Office...
Surveillance: Block Trade Fallout
29 Mar 2021
Contributed by Lukas
Tracy Alloway, Bloomberg Markets Managing Editor, says there are so far no signs the forced block trades are unnerving the wider market. Gerard Cassid...
Surveillance: Inflation Fears With Fed's Harker
26 Mar 2021
Contributed by Lukas
Patrick Harker, Federal Reserve Bank of Philadelphia President, says there are some risks to keeping rates too low for too long. Troy Gayeski, Skybrid...
Surveillance: Suez Canal Remains Blocked
25 Mar 2021
Contributed by Lukas
Alan Gelder, Wood Mackenzie Vice President of Refining, Chemicals & Oil Markets, says the blockage at the Suez Canal could last over a week. Moham...
Surveillance: Return Of Travel With Ryanair CEO
24 Mar 2021
Contributed by Lukas
Michael O'Leary, Ryanair CEO, is optimistic about the recovery of short-haul travel between the U.K. and Europe this summer. Representative Don Beyer,...
Surveillance: Fed's Rate Cycle With Greene
23 Mar 2021
Contributed by Lukas
Megan Greene, Harvard Kennedy School Senior Fellow, says the Fed will likely hike rates before its own forecast. Dr. Amesh Adalja, Johns Hopkins Cente...
Surveillance: Astra Vaccine Is Safe, U.S. President Says
22 Mar 2021
Contributed by Lukas
Ruud Dobber, AstraZeneca U.S. President, says the company's Covid-19 vaccine is safe and effective. Heather Boushey, U.S. Council of Economic Advisers...
Surveillance: U.S.-China Talks With Bremmer
19 Mar 2021
Contributed by Lukas
Ian Bremmer, Eurasia Group and GZero Media President, says there is agreement across the U.S. political spectrum that China is the most the most criti...
Surveillance: Fed Reaction With Posen
18 Mar 2021
Contributed by Lukas
Adam Posen, Peterson Institute President, says 7% GDP is inherently going to be transitory. David Rosenberg, Rosenberg Research and Associates Chief E...
Surveillance: Rapid Recovery With Hatzius
17 Mar 2021
Contributed by Lukas
Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Investment Research, expects a rapid recovery in 2021. Glenn Hubbard, Columbia Univers...
Surveillance: Biden's Tax Plan With Ramamurti
16 Mar 2021
Contributed by Lukas
Bharat Ramamurti, U.S. National Economic Council Deputy Director, outlines why Biden plans to ensure wealthier taxpayers pay more. Patricia Mosser, Co...
Surveillance: Rotation Has Just Begun, Laidler Says
15 Mar 2021
Contributed by Lukas
Ben Laidler, Tower Hudson Research CEO, says the rotation has just begun. David Rubenstein, Carlyle Group Founder, says we could see a return to some ...
Surveillance: Pandemic Response With Dr. Bright
12 Mar 2021
Contributed by Lukas
Rick Bright, The Rockefeller Foundation Pandemic Prevention and Response Senior Vice President, says he's seen a complete 180 degree turnaround betwee...
Surveillance: ECB Decision Day
11 Mar 2021
Contributed by Lukas
Sarah Bianchi, Evercore ISI Head of U.S. Public Policy, says the era of U.S. gridlock is not over. Kallum Pickering, Berenberg Senior Economist, says ...
Surveillance: U.S. Recovery With Bernstein
10 Mar 2021
Contributed by Lukas
Jared Bernstein, U.S. Council of Economic Advisors Member, says Biden's rescue plan is critical for a reliable recovery. Bruce Kasman, JPMorgan Chief ...
Surveillance: OECD Raises Growth Forecast
09 Mar 2021
Contributed by Lukas
Laurence Boone, OECD Chief Economist, says the U.S. stimulus package will help power a faster than expected global economic upswing. Mark McCormick, T...
Surveillance: Recovery Trade With Abby Joseph Cohen
08 Mar 2021
Contributed by Lukas
Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she still sees potential in equities. Deborah Fuller, Univer...
Surveillance: Stimulus Payments with Bernstein
05 Mar 2021
Contributed by Lukas
Jared Bernstein, U.S. Council of Economic Advisers Member, says the details surrounding stimulus payments are still under review. Savita Subramanian, ...
Surveillance: Vaccines With Germany's Scholz
04 Mar 2021
Contributed by Lukas
Olaf Scholz, German Finance Minister, says Germany will need to increase debt spending this year to help tackle the impact of the coronavirus crisis o...
Surveillance: GDP Growth Will Persist, Feroli Says
03 Mar 2021
Contributed by Lukas
Michael Feroli, JPMorgan Securities Chief U.S. Economist, says above trend GDP growth will likely persist. Alicia Levine, BNY Mellon Chief Strategist,...
Surveillance: Return To Work With Dimon
02 Mar 2021
Contributed by Lukas
Jamie Dimon, JPMorgan Chase Chairman & CEO, says that getting through Covid is critical. Ebrahim Rahbari, Citi Global Head of FX Analysis, says th...
Surveillance: Watch Bond Market, Calvasina Says
01 Mar 2021
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of Equity Strategy, says the bond rout does not erode the case for equities yet. Jonathan Golub, Credit Suiss...
Surveillance: Fed Must Speak, Lyngen Says
26 Feb 2021
Contributed by Lukas
Marvin Loh, State Street Global Macro Strategist, says the market is pushing against the Fed's ability. Ian Lyngen, BMO Capital Markets Head of U.S. R...
Surveillance: Global Recovery With Malpass
25 Feb 2021
Contributed by Lukas
David Malpass, World Bank President, says the inequality in the global recovery is striking. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manage...
Surveillance: S&P Not In Bubble, Patterson Says
24 Feb 2021
Contributed by Lukas
Rebecca Patterson, Bridgewater Director of Investment Research, says the S&P is not likely in a bubble overall. Rep. Bryan Steil, Republican from ...
Surveillance: Commodities Surge With Currie
23 Feb 2021
Contributed by Lukas
Jeff Currie, Goldman Sachs Global Head of Commodities Research, says part of what is pushing commodities higher is demand to hedge inflation risk. Bri...
Surveillance: Market Opportunities With Wilson
22 Feb 2021
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this year will be all about the relative vs. absolute performance of stocks. Megan Gree...
Surveillance: Rep. Hill on Robinhood
19 Feb 2021
Contributed by Lukas
Representative French Hill, Republican from Arkansas, discusses what changes might come about from the GameStop hearing yesterday. Ellen Zentner, Morg...
Surveillance: GameStop with Cooperman
18 Feb 2021
Contributed by Lukas
Leon Cooperman, Omega Family Office Chairman & CEO, doesn't see the market turmoil that formed around GameStop as a rich versus poor story. Dennis...
Surveillance: Bitcoin With Roubini
17 Feb 2021
Contributed by Lukas
Nouriel Roubini, NYU Stern School of Business Professor & Nourieltoday.Com Host, says the Flintstones had a better monetary policy system than Bit...
Surveillance: Energy Crisis in Texas
17 Feb 2021
Contributed by Lukas
Jim Wright, Texas Railroad Commissioner, both fossil fuels and renewable energy have a place in Texas. Alan Ruskin Deutsche Bank Chief International S...
Surveillance: Inflation Debate With Dan Fuss
12 Feb 2021
Contributed by Lukas
Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital M...
Surveillance: Dudley Weighs Inflation Risk
11 Feb 2021
Contributed by Lukas
William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says the U.S. economic and labor market recovery could happen faster ...
Surveillance: GM CEO Sees Positive 2021
10 Feb 2021
Contributed by Lukas
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says flows are shifting towards a recovery focus. Dr. Albert Ko, Yale School of Medicine ...
Surveillance: Kaplan Sees Temporary Inflation Spikes
09 Feb 2021
Contributed by Lukas
Robert Kaplan, Federal Reserve Bank of Dallas President, expects temporary inflation spikes as the U.S. economy recovers from the coronavirus crisis. ...
Surveillance: U.S. Stimulus Debate With BofA's Harris
08 Feb 2021
Contributed by Lukas
James Sweeney, Credit Suisse Chief Economist, says don't fear inflation. David Rosenberg, Rosenberg Research Chief Economist & Strategist, says he...
Surveillance: Jobs Report Bolsters Stimulus Bets
05 Feb 2021
Contributed by Lukas
Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says the January jobs report doesn't change the overall narrative fo...
Surveillance: Stimulus Efforts Ahead of Jobs Report
04 Feb 2021
Contributed by Lukas
Neil Dutta, Renaissance Macro Research Head of Economics, explains his bullish call on the U.S. economy. Dr. Tammy Lundstrom, Trinity Health Chief Med...
Surveillance: Bernstein & Dudley on U.S. Stimulus Outlook
03 Feb 2021
Contributed by Lukas
Jared Bernstein, a member of the White House Council of Economic Advisers, says much of the Biden administration's pandemic relief bill is "targeted a...
Surveillance: Silver Slumps as Reddit Trades Crumble
02 Feb 2021
Contributed by Lukas
Chris Grisanti, MAI Capital Management Chief Equity Strategist and Senior Portfolio Manager, says markets are working well despite the Reddit-fueled f...
Surveillance: Silver Spikes as Reddit Frenzy Spreads
01 Feb 2021
Contributed by Lukas
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, sees no signals that the Reddit revolt will spark a systemic risk to the broader ma...
Surveillance: Reddit Revolt Upends Conventional Trading
29 Jan 2021
Contributed by Lukas
Jim Paulsen, The Leuthold Group Chief Investment Strategist, says the Reddit revolt is another illustration of the impact and power of technology. Vit...
Surveillance: Election Fight With Former PA Governor
29 Jan 2021
Contributed by Lukas
Mark Schweiker, Former Pennsylvania Governor, says there is a consensus in Washington around a broad stimulus package post-election cycle. Christopher...
Surveillance: Reddit Revolution With Mishkin
28 Jan 2021
Contributed by Lukas
Steen Jakobsen, Saxo Bank CIO, explains the "social revolution" underway as the battle between retail investors and hedge funds continues. Shannon Cro...
Surveillance: GameStop Saga With Bridgewater's Prince
27 Jan 2021
Contributed by Lukas
Bob Prince, Bridgewater Co-CIO, says the world is seeing a massive rebalancing of wealth. Ann Miletti, Wells Fargo Asset Management Head of Active Equ...
Surveillance: IMF Boosts World Growth Outlook
26 Jan 2021
Contributed by Lukas
Gita Gopinath, IMF Chief Economist, says President Joe Biden’s $1.9 trillion stimulus plan could boost U.S. GDP by 5% over three years. Lawrence Gos...
Surveillance: Lawmakers Weigh Biden’s Stimulus Plan
25 Jan 2021
Contributed by Lukas
Deborah Fuller, University of Washington School of Medicine Microbiology Professor, discusses the efficacy of Covid-19 vaccines on new strains. George...
Surveillance: Eisman Talks Bitcoin, SPACs
22 Jan 2021
Contributed by Lukas
Patrick Foye, MTA Chairman & CEO, says he's optimistic about receiving additional federal aid. Kathy Hochul, New York Lieutenant Governor, urges t...
Surveillance: Recovery Risks With Rogoff
21 Jan 2021
Contributed by Lukas
Alberto Gallo, Algebris Investments Portfolio Manager, discusses fiscal policy and the risks of secular stagnation. Michael Holland, Holland & Co....
Surveillance: Trump’s Legacy & Biden's Agenda
20 Jan 2021
Contributed by Lukas
Greg Valliere, AFG Investments Chief U.S. Policy Strategist, says Trump’s pending Senate impeachment trial will complicate any efforts for unity. Al...
Surveillance: Investors Eye U.S. Stimulus
19 Jan 2021
Contributed by Lukas
Christian Bolu, Autonomous Research Senior Analyst, discusses key growth drivers shaping the banking industry. Brent Schutte, Northwestern Mutual Weal...