Bloomberg Surveillance

Surveillance: Inflation with Jamie Dimon (Podcast)

04 May 2022

Contributed by Lukas

 Jamie Dimon, JPMorgan Chase CEO, says the Fed should have raised rates sooner. Paul Romer, NYU Professor, Nobel Laureate & Former World Bank...

Surveillance: Fed & Inflation with Rogoff (Podcast)

03 May 2022

Contributed by Lukas

 Ken Rogoff, Harvard Professor of Economics and Public Policy and Former IMF Chief Economist, says the Fed will have to raise rates to 4-5% to cu...

Surveillance: China Challenges With Citi’s Morse (Podcast)

02 May 2022

Contributed by Lukas

 Ed Morse, Citigroup Global Head of Commodity Research, says China oil demand growth will be negative this year and won't come back quickly.Lelan...

Surveillance: ECB’s Path Forward with Lane (Podcast)

29 Apr 2022

Contributed by Lukas

 Philip Lane, European Central Bank Chief Economist, says the key question facing the ECB isn’t whether it should raise interest rates from...

Surveillance: Yen Drop Shakes Up Currencies (Podcast)

28 Apr 2022

Contributed by Lukas

 Win Thin, Brown Brothers Harriman Global Head of Currency Strategy, says it's impossible to control the yen.Wei Li, BlackRock Investment Institu...

Surveillance: GM Sees 'Green Shoots' in China (Podcast)

27 Apr 2022

Contributed by Lukas

 Mary Barra, General Motors Chair & CEO, sees "green shoots" in China. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio ...

Surveillance: Musk Seals $44B Twitter Deal (Podcast)

26 Apr 2022

Contributed by Lukas

Scott Kessler of Third Bridge and Brian Wieser of Group M, discuss what analysts and investors are looking for from Elon Musk at Twitter. Mike Mayo, W...

Surveillance: Twitter, Musk Said to Near Deal (Podcast)

26 Apr 2022

Contributed by Lukas

Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Elon Musk's $43 billion purchase offer is a "gift" to Twitter...

Surveillance: Russia Sanctions with Singh (Podcast)

22 Apr 2022

Contributed by Lukas

Daleep Singh, Deputy National Security Advisor, says the U.S. sanctions against Russia are having the expected debilitating effect. Jean Boivin, Head ...

Bloomberg Surveillance: Ukraine War with EU's Dombrovskis

21 Apr 2022

Contributed by Lukas

Valdis Dombrovskis, European Commission Executive Vice President, says Putin will continue his aggression beyond Ukraine if he is not stopped there. C...

Bloomberg Surveillance: Global Debt with Malpass

20 Apr 2022

Contributed by Lukas

David Malpass, World Bank President, calls for a more robust world debt resolution process. Brian Wieser, GroupM Global President for Business Intelli...

Bloomberg Surveillance: Fed Moves with Mahajan

19 Apr 2022

Contributed by Lukas

Mona Mahajan, Edward Jones Senior Investment Strategist, says investors are bracing for a big Fed move. Robert Blackwill, CFR Senior Fellow, says Russ...

Surveillance: Hard Landing with Dudley

18 Apr 2022

Contributed by Lukas

 Bill Dudley, Bloomberg Opinion & Former New York Fed President, argues that the slower the Fed moves, the harder the landing will be. John L...

Surveillance: Rate Hikes with Fed's Williams

14 Apr 2022

Contributed by Lukas

John Williams, Federal Reserve Bank of New York President, says including hikes in increments of a half-percentage point is a “reasonable option” ...

Surveillance: Subway Shooting with Mayor Adams

13 Apr 2022

Contributed by Lukas

New York City Mayor Eric Adams discusses his plan for reducing crime in New York City. Nina Khrushcheva, The New School Professor of International Aff...

Surveillance: Peak Inflation with Carpenter

12 Apr 2022

Contributed by Lukas

Seth Carpenter, Morgan Stanley Chief Global Economist, says we have reached peak inflation in the U.S. Joyce Chang, JPMorgan Chair of Global Research,...

Surveillance: Recession Risk with Dutta

11 Apr 2022

Contributed by Lukas

Neil Dutta, Renaissance Macro Head of U.S. Economic Research, says the risk of recession in the U.S. is no higher than it normally is. Marilyn Watson,...

Surveillance: Fed Hikes with Hatzius

08 Apr 2022

Contributed by Lukas

Jan Hatzius, Goldman Sachs Chief Economist, says there's a chance the Fed may need to hike rates past 4%. Kristina Kvien, U.S. Charge d’Affaires to ...

Surveillance: Fed & Inflation with Blanchard

07 Apr 2022

Contributed by Lukas

Olivier Blanchard, Former IMF Chief Economist, says the Fed is going to have a hard time slowing inflation. Vincent Reinhart, Dreyfus and Mellon Chief...

Surveillance: Fed Tightening with Dudley

06 Apr 2022

Contributed by Lukas

Bill Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says the Fed might need to force stocks to fall. Evelyn Farkas, Former U.S...

Surveillance: Fed Tightening with Jones

05 Apr 2022

Contributed by Lukas

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, expects the Federal Reserve to reduce the pace of its policy tightening as U.S. inflation m...

Surveillance: Ukraine War with Bolton

04 Apr 2022

Contributed by Lukas

John Bolton, Former U.S. National Security Advisor and The Foundation for American Security and Freedom Chairman, says the U.S. and its allies are not...

Surveillance: U.S. Oil Release with Hochstein

01 Apr 2022

Contributed by Lukas

Amos Hochstein, U.S. State Department Senior Advisor for Energy Security, expects U.S. allies to bring more oil into the marketplace as well. Marty Wa...

Surveillance: New Global Equilibrium with Haass

31 Mar 2022

Contributed by Lukas

Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," expects a new global equilibrium to emerge fr...

Chief Future Officer: Chipotle's Jack Hartung

30 Mar 2022

Contributed by Lukas

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Chipotle CFO ...

Surveillance: Russian Oil with Moniz

30 Mar 2022

Contributed by Lukas

Ernest Moniz, Former U.S. Energy Secretary, says Russia will soon find buyers for its discounted oil. Nouriel Roubini, Roubini Macro Associates CEO &a...

Surveillance: OPEC & Russia with UAE's Al-Mazrouei

29 Mar 2022

Contributed by Lukas

Suhail bin Mohamed Al-Mazrouei, United Arab Emirates Energy Minister, says OPEC is aiming to ensure consumers are getting an "affordable" oil supply. ...

Surveillance: Yen Weakness with Wizman

28 Mar 2022

Contributed by Lukas

Thierry Wizman, Macquarie Group Global Interest Rates and Currencies Strategist, says the Bank of Japan will need to raise the yield cap on its 10-yea...

Surveillance: China Policy with Spence

25 Mar 2022

Contributed by Lukas

Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, expects China to move carefully with regards to Russia in order to avoid economi...

Surveillance: More Pain to Come, Says Slimmon

24 Mar 2022

Contributed by Lukas

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says there's more pain to come for markets. Admiral James Stavridis, Bl...

Surveillance: Inflation Controls with Ryding

23 Mar 2022

Contributed by Lukas

John Ryding, Brean Capital Chief Economic Advisor, said the Fed has already made a policy mistake. Chris Marangi, Gabelli Funds Co-Chief Investment Of...

Surveillance: Bullard Says Faster Is Better

22 Mar 2022

Contributed by Lukas

James Bullard, Federal Reserve Bank of St. Louis President, says U.S. monetary policy needs to be tightened quickly to stop putting upward pressure on...

Surveillance: Latvia Defense Minister Pabriks

21 Mar 2022

Contributed by Lukas

Artis Pabriks, Latvia Defence Minister, says Europe's job of isolating Russia is only half-done. Leslie Falconio, UBS Global Wealth Management Senior ...

Surveillance: U.S.-China Talks with Blackwill

18 Mar 2022

Contributed by Lukas

Robert Blackwill, Council on Foreign Relations Senior Fellow & Bloomberg Opinion Columnist, says it would be a serious blow to U.S.-China relation...

Surveillance: Ukraine War's Economic Impact

17 Mar 2022

Contributed by Lukas

Natalie Jaresko, Former Ukraine Finance Minister, says we could see a serious global food problem due to the war in Ukraine. Laurence Boone, OECD Dire...

Surveillance: Fed Day with Zentner

16 Mar 2022

Contributed by Lukas

Ellen Zentner, Morgan Stanley Chief U.S. Economist, says there are enough risks in the economy that it makes sense for the Fed to start with a 25 basi...

Surveillance: Russia's Off-Ramp with CSIS's Jones

14 Mar 2022

Contributed by Lukas

Seth Jones, Center for Strategic and International Studies International Security Program Director, doesn't see Russia looking for an off-ramp that wo...

Surveillance: Sanctions Impact with Kasman

11 Mar 2022

Contributed by Lukas

Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, expects the effects of sanctions on Russia to last for a while. Mohamed...

Surveillance: Quickening Inflation with Gapen

10 Mar 2022

Contributed by Lukas

Michael Gapen, Barclays Chief U.S. Economist, reacts to the acceleration in U.S. consumer price gains. Estonia Prime Minister Kaja Kallas says Putin h...

Surveillance: Bonds with Bill Gross

09 Mar 2022

Contributed by Lukas

Bill Gross, PIMCO Co-Founder and Author of 'I’m Still Standing', says central banks have been "terribly wrong." David Malpass, World Bank President,...

Surveillance: U.S. to Ban Russian Oil

08 Mar 2022

Contributed by Lukas

Timna Tanners, Wolfe Research Metals and Mining Analyst, says, there's no quick production fix for the commodities that have been disrupted due to the...

Surveillance: Russia & China with Bremmer

07 Mar 2022

Contributed by Lukas

Ian Bremmer, Eurasia Group & GZERO Media President, says the likelihood of removing Russian president Vladimir Putin from power is "extremely low....

Surveillance: Russia Sanctions with Walsh

07 Mar 2022

Contributed by Lukas

Marty Walsh, U.S. Secretary of Labor, says U.S. companies have to do whatever they can to support the Ukrainian people. Wally Adeyemo, U.S. Treasury D...

Surveillance: Delayed Ukraine Rate Decision

03 Mar 2022

Contributed by Lukas

Serhiy Nikolaychuk, National Bank of Ukraine Deputy Governor, says he's hoping for a fast end to the war, so Ukrainian farmers can get back to work an...

Surveillance: Energy Shock with Folkerts-Landau

02 Mar 2022

Contributed by Lukas

David Folkerts-Landau, Deutsche Bank Chief Economist, would expect to see a very serious recession if Nord Stream 1 is disrupted. Lawrence H. Summers,...

Surveillance: War in Ukraine with Kimmitt

01 Mar 2022

Contributed by Lukas

Mark Kimmitt, Retired Brigadier General and United States Department of State Former Assistant Secretary, says Ukraine still faces a lot of tough and ...

Surveillance: Russian Energy with Yergin

28 Feb 2022

Contributed by Lukas

Daniel Yergin, IHS Markit Vice Chairman, says the behavior of markets will act as a sanction against Russian energy. Jane Foley, Rabobank Head of FX S...

Surveillance: Ukraine Talks with Browder

25 Feb 2022

Contributed by Lukas

Bill Browder, Hermitage Capital CEO, says Vladimir Putin's offer for talks with Ukraine is "pure theater." Natalie Jaresko, Former Ukraine Minister of...

Surveillance: Russia Invades Ukraine

24 Feb 2022

Contributed by Lukas

Ben Hodges, Former U.S. Commanding General in Europe, says we don't need to have American soldiers on the ground in Ukraine. Peter Oppenheimer, Goldma...

Surveillance: Buying Opportunity with Slimmon

23 Feb 2022

Contributed by Lukas

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, explains why he sees a buying opportunity in the current market. Jeffre...

Surveillance: Russia Sanctions with Usackas

22 Feb 2022

Contributed by Lukas

Vygaudas Usackas, Former EU Ambassador to Russia and Avia Solutions Group Board Member, says Vladimir Putin's actions will require "sanctions, most pr...

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 ...