Bloomberg Surveillance

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...

Surveillance: Biden's Foreign Policy With Hormats

14 Jun 2021

Contributed by Lukas

Robert Hormats, Tiedemann Advisors Managing Director, says the U.S. must improve its cyber defenses. Brian Nick, Nuveen Chief Investment Strategist, s...

Surveillance: G-7 Leaders' Summit

14 Jun 2021

Contributed by Lukas

William Lee, Milken Institute Chief Economist, says the G-7 using corporate taxes to fund government spending is a real political wild card. James Sta...

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...