Bloomberg Surveillance

Surveillance: Ukraine Risks with Hormats

18 Feb 2022

Contributed by Lukas

Elizabeth Economy, Hoover Institution Senior Fellow, discusses the relationship between Russia and China. Robert Hormats, Tiedemann Advisors Managing ...

Surveillance: Russia Tensions with Stavridis

17 Feb 2022

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," say...

Surveillance: Central Bank Decisions with Maher

16 Feb 2022

Contributed by Lukas

Daragh Maher, HSBC Securities Head of Research Americas & Head of FX Strategy, says this is a really tricky time for central banks. Mandy Xu, Cred...

Surveillance: Russia Talks with Trubowitz

15 Feb 2022

Contributed by Lukas

Peter Trubowitz, London School of Economics Professor of International Relations & Chatham House Associate Fellow, says Putin has helped give NATO...

Surveillance: Curve Flattening with JPM's Kelly

14 Feb 2022

Contributed by Lukas

David Kelly, JPMorgan Asset Management Chief Global Strategist, says the flattening of the yield curve demonstrates there is a risk of the Fed spurrin...

Surveillance: Inflation Pressures with Pyle

11 Feb 2022

Contributed by Lukas

Mike Pyle, Chief Economic Advisor to Vice President Kamala Harris, discusses the White House's plan to expand the production capacity of the economy. ...

Surveillance: Inflation Surge with Porcelli

10 Feb 2022

Contributed by Lukas

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed needs a "hefty dose of patience." Bill Booth, Epoch Investment Partners Co-CIO &a...

Surveillance: Inflation Distortion with Stiglitz

09 Feb 2022

Contributed by Lukas

Joseph Stiglitz, Columbia University Professor & Nobel Laureate, says raising interest rates will slow the economy and negatively impact the jobs ...

Surveillance: Mini Bond Bear Market with Jones

08 Feb 2022

Contributed by Lukas

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says bonds are already in a mini bear market. Jim Caron, Morgan Stanley Investment Manageme...

Surveillance: ECB Policy with Ladha

07 Feb 2022

Contributed by Lukas

Shahid Ladha, BNP Paribas Head of G10 Rates Strategy Americas, says the ECB should embrace the opportunity to exit negative interest rates. Lori Calva...

Surveillance: U.S. Jobs Report with Walsh

04 Feb 2022

Contributed by Lukas

Marty Walsh, U.S. Secretary of Labor, says workers and employers are learning to live with the pandemic. Jeffrey Rosenberg, BlackRock Portfolio Manage...

Surveillance: Year of the Stock-Picker

03 Feb 2022

Contributed by Lukas

Mike Wilson Morgan Stanley Chief U.S. Equity Strategist, says this is the year of the stock-picker. Brian Wieser, GroupM President of Business Intelli...

Chief Future Officer: Mondeléz International's Luca Zaramella brought to you by Workday

02 Feb 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 n...

Surveillance: GM Results with Barra

02 Feb 2022

Contributed by Lukas

Mary Barra, General Motors Chair & CEO, discusses the automaker’s fourth-quarter results, investments in vehicle and battery production and the ...

Surveillance: Inflation Control with Harker

01 Feb 2022

Contributed by Lukas

Patrick Harker, Federal Reserve Bank of Philadelphia President, says we need to move now to control inflation; advocating four 25-BP hikes this year. ...

Surveillance: Higher Equities Base Case with Koesterich

31 Jan 2022

Contributed by Lukas

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says BlackRock's Base Case is still for equities to move higher. Sarah Hunt, Alpi...

Surveillance: Restart, Not Recovery, says Boivin

31 Jan 2022

Contributed by Lukas

Jean Boivin, Head of the BlackRock Investment Institute, says this is a restart, not a recovery. Saira Malik, Nuveen Chief Investment Officer, says a ...

Surveillance: High Returns Over, says Tangen

27 Jan 2022

Contributed by Lukas

Nicolai Tangen, Norwegian Sovereign Wealth Fund CEO, warns that days of high returns are over. Jonathan Gray, Blackstone President & COO, says inv...

Chief Future Officer: Macy's Adrian Mitchell brought to you by Workday

26 Jan 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 n...

Surveillance: Fed Day with Lacker

26 Jan 2022

Contributed by Lukas

Jeffrey Lacker, Former Richmond Fed President, expects inflation to be 4% or higher in 2022. Bob Michele, JPMorgan Asset Management CIO & Head of ...

Surveillance: Time to Buy, Says Harvey

25 Jan 2022

Contributed by Lukas

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says the recent rout in markets is a good opportunity to buy stocks. Glenn Hubbard, Colu...

Surveillance: Dollar Weakness with Wizman

24 Jan 2022

Contributed by Lukas

Thierry Wizman, Macquarie Capital Currency and Interest-Rate Strategist, says dollar weakness won't come at least until the second quarter. Philippe E...

Surveillance: U.S. Inflation Picture with Saravelos

21 Jan 2022

Contributed by Lukas

George Saravelos, Deutsche Bank Global Head of FX Research, says the U.S. inflation picture is very different from anything we've seen before. Sarah H...

Surveillance: Inflation Concerns with Deese

20 Jan 2022

Contributed by Lukas

Brian Deese, White House National Economic Council Director, says the Biden administration has a plan to deal with inflation. Peter Tchir, Academy Sec...

Surveillance: Fed Tightening with Luzzetti

19 Jan 2022

Contributed by Lukas

Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says the Fed needs to tighten to rein in demand. Andrew Sheets, Morgan Stanley Chief Cross Asset...

Surveillance: Future of Hong Kong with Winters

18 Jan 2022

Contributed by Lukas

Bill Winters, Standard Chartered CEO, says Hong Kong is still a gateway to China and that he doesn't expect that to change. David Malpass, World Bank ...

Surveillance: Mixed Bank Earnings

14 Jan 2022

Contributed by Lukas

Alison Williams, Bloomberg Intelligence Senior Global Banks & Asset Managers Analyst on Bank Earnings, discusses the key takeaways from JPMorgan, ...

Surveillance: Fed Signaling With Abby Joseph Cohen

13 Jan 2022

Contributed by Lukas

Abby Joseph Cohen, Columbia University Professor & Former Goldman Sachs Senior Investment Strategist, says the Fed is doing a great job with its s...

Surveillance: 39-Year High Inflation with Gapen

12 Jan 2022

Contributed by Lukas

Michael Gapen, Barclays Chief U.S. Economist, says the Fed is basically there in terms of their dual inflation and labor market mandate. Stephen Roach...

Surveillance: Fed's Mester Supports March Hike

11 Jan 2022

Contributed by Lukas

Loretta Mester, Federal Reserve Bank of Cleveland President, says the economy is on a really good track and that inflation looks more persistent going...

Surveillance: Fed Hawkishness with Dudley

10 Jan 2022

Contributed by Lukas

Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor and Former New York Fed President, says the Federal Reserve needs to get ...

Surveillance: U.S. Jobs Report

07 Jan 2022

Contributed by Lukas

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, reacts to the U.S. jobs numbers. Tara Sinclair, George Washington U...

Surveillance: 2022 Growth With Porcelli

06 Jan 2022

Contributed by Lukas

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, expects 2022 to be a slower growth year. Seema Shah, Principal Global Investors Chief Strategi...

Surveillance: Active Management With O'Rourke

05 Jan 2022

Contributed by Lukas

Michael O'Rourke, Jones Trading Chief Market Strategist, says active management is necessary for the "treacherous" 2022 ahead. Christian Mueller-Gliss...

Surveillance: Era of Moderation with Mahajan

04 Jan 2022

Contributed by Lukas

Mona Mahajan, Edward Jones, Senior Investment Strategist, expects to see an era of moderation in 2022. Megan Greene, Harvard Kennedy School Senior Fel...

Surveillance: Eurasia Top Risks 2022

03 Jan 2022

Contributed by Lukas

Ian Bremmer, Eurasia Group & GZERO Media President, Elizabeth Economy, Hoover Institute Senior Fellow & The World According to China Author, a...

Surveillance: Omicron Risks & Recovery Hopes

31 Dec 2021

Contributed by Lukas

Michael Purves, Tallbacken Capital Advisors Founder &CEO, discusses the factors behind his bullish call for U.S. equity markets. Kristina Hooper, ...

Surveillance: Sustained Expansion With Wieting

30 Dec 2021

Contributed by Lukas

Steven Wieting, Citi Global Wealth Chief Investment Strategist & Chief Economist, says decreased inflation would help sustain economic expansion. ...

Surveillance: Pandemic Shock With Kotok

29 Dec 2021

Contributed by Lukas

David Kotok, Cumberland Advisors Co-Founder & CIO, looks at how previous pandemics in history can guide the Fed through the turbulence of COVID-19...

Surveillance: The Bull Case With Armstrong

28 Dec 2021

Contributed by Lukas

Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says massive liquidity, negative real yields and earnings growth support the bull case for...

Surveillance: Fed Tightening Risk With Fernandez

27 Dec 2021

Contributed by Lukas

Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, says equity markets should continue to rally despite the Fed's projected pol...

Surveillance: Beware Bonds, Holland Says

23 Dec 2021

Contributed by Lukas

Michael Holland, Holland & Company President, says to beware the bond market. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, doesn't expect...

Surveillance: Wells Fargo's Harvey Favors "Quality" in 2022

22 Dec 2021

Contributed by Lukas

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, recommend investors move up in quality to protect against a possible U.S. Correction. Re...

Surveillance: Too Early To Get Bearish, Slimmon Says

21 Dec 2021

Contributed by Lukas

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is way too early to get bearish. Dr. Amesh Adalja, Johns Hopkin...

Surveillance: Omicron Risks

20 Dec 2021

Contributed by Lukas

Richard Bernstein, Richard Bernstein Advisors CEO & CIO, says markets are caught between a rock and a hard place right now. Henrietta Treyz, Veda ...

Surveillance: New Fed Framework With Sahm

17 Dec 2021

Contributed by Lukas

Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says we have a new Federal Reserve framework that is being t...

Surveillance: Central Bank Decisions

16 Dec 2021

Contributed by Lukas

George Bory, Allspring Global Investment Holdings Fixed Income Specialist, says central banks are trying to re-establish their credibility as inflatio...

Surveillance: Time to Act on Inflation, Says Rogoff

15 Dec 2021

Contributed by Lukas

Ken Rogoff, Harvard University Economics Professor, says now is the time to act on inflation. David Kostin, Goldman Sachs Chief U.S. Strategist, expla...

Surveillance: 2022 Bulls & Bears

14 Dec 2021

Contributed by Lukas

John Stoltzfus, Oppenheimer Chief Investment Strategist, explains the reasoning behind his street-high S&P target of 5,330. Daniel Skelly, Morgan ...

Surveillance: The Best Game in Town

13 Dec 2021

Contributed by Lukas

Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says stocks are still the best game in town for 2022. Michael Collins, PGIM Fixed In...

Surveillance: U.S. Inflation Surge

10 Dec 2021

Contributed by Lukas

Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, expects inflation to get worse from here. Stephen Dover, Franklin Templeton Chief M...

Surveillance: CPI Expectations with Chaudhuri

09 Dec 2021

Contributed by Lukas

Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas, expects CPI data to be stronger than what is priced in to markets. Mark Caban...

Surveillance: Fed Surprises With Dudley

08 Dec 2021

Contributed by Lukas

Bill Dudley, Bloomberg Opinion Columnist and Former New York Fed President, expects a few more surprises from the next Fed meeting. Steve Major, HSBC ...

Surveillance: Stocks Rally as Omicron Fears Ease

07 Dec 2021

Contributed by Lukas

Tony Crescenzi, PIMCO Market Strategist, says the Fed won't give up it's hard-won credibility. Liz Ann Sonders, Charles Schwab Chief Investment Strate...

Surveillance: Fed Out of Ammo, Tipp Says

06 Dec 2021

Contributed by Lukas

Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says the Fed has already shot all of its bullets. Sara House, Wells Fargo Corporate & ...

Surveillance: U.S. Jobs Report With Walsh

03 Dec 2021

Contributed by Lukas

Marty Walsh, U.S. Secretary of Labor, says he feels good about where the U.S. economy is headed. Jeff Rosenberg, BlackRock Systematic Multi-Strategy F...

Surveillance: $150 Oil With JPMorgan's Malek

02 Dec 2021

Contributed by Lukas

Christyan Malek, JPMorgan EMEA Oil & Gas Research Head, says shale is in a straitjacket right now. Russ Koesterich, BlackRock Global Allocation Fu...

Chief Future Officer: Leeny Oberg, Marriott International

01 Dec 2021

Contributed by Lukas

This episode of Chief Future Officer focuses on Marriott International CFO Leeny Oberg. Shery Ahn explores how she's helping the world's largest hotel...

Surveillance: Credit Opportunities With Watson

01 Dec 2021

Contributed by Lukas

Marilyn Watson, BlackRock Head of the Global Fundamental Fixed Income Strategy, sees a potential buying opportunity in the credit market. Bob Michele,...

Surveillance: Omicron Uncertainty With Ward

30 Nov 2021

Contributed by Lukas

Howard Ward, Gabelli Funds CIO of Growth Equities, says it is too early to say whether the omicron variant is a market gamechanger. Victoria Fernandez...

Surveillance: Omicron Response With Hotez

29 Nov 2021

Contributed by Lukas

Peter Hotez, Baylor College Baylor College Dean of the National School Of Tropical Medicine, says travel bans from southern Africa is a policy failure...

Surveillance: New Covid Variant With Pekosz

26 Nov 2021

Contributed by Lukas

Dr. Andy Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says now is the time to be proactive to prevent ...

Surveillance: U.S. Economic Data With Loh

24 Nov 2021

Contributed by Lukas

Marvin Loh, State Street Global Markets Global Macro Strategist, says today's data confirms that the U.S. Economy is moving in the right direction. Mi...

Surveillance: Lira Weakness With Amoroso

23 Nov 2021

Contributed by Lukas

Anastasia Amoroso, iCapital Network Chief Investment Strategist, says the damage to the Turkish Lira has been self-inflicted. Mark McCormick, TD Secur...

Surveillance: The Future of the Fed

22 Nov 2021

Contributed by Lukas

President Joe Biden selects Jerome Powell for a second four-year term as U.S. Federal Reserve chair and elevates Governor Lael Brainard to vice chair....

Surveillance: Virus Woes Hit Markets

19 Nov 2021

Contributed by Lukas

Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist, predicts the S&P 500 Index will reach 5,000 by June of 2022. Jim O'Sulliva...

Surveillance: Growth Trajectory With Rajappa

18 Nov 2021

Contributed by Lukas

Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, still expects a strong growth trajectory over the next several years. Megan Greene, Har...

Surveillance: Gensler & Crypto With Rubenstein

17 Nov 2021

Contributed by Lukas

David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, discusses how he expects SEC Chair Gary Gensler to deal with crypto regula...

Surveillance: Hawkish Fed Policy With Bullard

16 Nov 2021

Contributed by Lukas

James Bullard, Federal Reserve Bank of St. Louis Fed President, says the central bank should speed up its reduction of monetary stimulus in response t...

Surveillance: Rising Rates With Dudley & Lacker

15 Nov 2021

Contributed by Lukas

Bill Dudley, Former New York Federal Reserve Bank President and Bloomberg Opinion Columnist, and Jeffrey Lacker, Former Richmond Federal Reserve Presi...

Surveillance: Cash Over Bonds, Goldman Says

12 Nov 2021

Contributed by Lukas

Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcomi...

Surveillance: Wealth Tax 'Baloney' With Cooperman

11 Nov 2021

Contributed by Lukas

Leon Cooperman, Omega Family Office Chairman & CEO, says we should focus on tax loopholes rather than new forms of taxation. Mandy Xu, Credit Suis...

Surveillance: Inflation Pressures With Dutta

10 Nov 2021

Contributed by Lukas

Neil Dutta, Renaissance Macro Research Head of Economics, reacts to the acceleration in consumer prices. Jean-Yves Fillion, BNP Paribas USA CEO, plans...

Surveillance: Hertz EVs With Tom Brady

09 Nov 2021

Contributed by Lukas

Hertz Interim CEO Mark Fields, Certares Founder Greg O’Hara, Knighthead Co-Founder Tom Wagner & Superbowl Champion Tom Brady, discuss Hertz's up...

Surveillance: China With Milken's Lee

08 Nov 2021

Contributed by Lukas

Willliam Lee, Milken Institute Chief Economist, says China is being hit by a confluence of domestic and global factors. George Saravelos, Deutsche Ban...

Surveillance: U.S. Jobs Report With Sec. Walsh

05 Nov 2021

Contributed by Lukas

Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs numbers. Jennifer Granholm, U.S. Energy Secretary, says President Biden is looking at a pot...

Surveillance: Inflation Target With Posen

04 Nov 2021

Contributed by Lukas

Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chi...

Chief Future Officer: Harmit Singh, Levi's

03 Nov 2021

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet challenges -- serving as "Chief ...

Surveillance: Carbon Bubble With Gore

03 Nov 2021

Contributed by Lukas

Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abb...

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 ...