Bloomberg Surveillance
Episodes
Surveillance: Goldman's Currie Bullish on Commodities
14 Jan 2021
Contributed by Lukas
Sam Stovall, CFRA Chief Investment Strategist, discusses investor optimism as attention turns to earnings season. Greg Valliere, AGF Investments Chief...
Surveillance: Post-Trump Future With Munson
13 Jan 2021
Contributed by Lukas
Bob Doll, Nuveen Chief Equity Strategist & Senior Portfolio Manager, says U.S. economic growth and corporate earnings will be off the charts this ...
Surveillance: Biden’s Stimulus Plans With Hubbard
12 Jan 2021
Contributed by Lukas
Tom Wheeler, Brookings Institution Visiting Fellow & Former FCC Chairman, says technology companies are making their own rules because lawmakers h...
Surveillance: Impeachment Discussions with Treyz
11 Jan 2021
Contributed by Lukas
Henrietta Treyz, Veda Partners Director of Economic Research, says to expect impeachment discussions of President Trump after his term concludes and w...
Surveillance: Weak Jobs Report
08 Jan 2021
Contributed by Lukas
Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the weak jobs report reiterates the need for more fiscal polic...
Surveillance: Unrest in Washington
07 Jan 2021
Contributed by Lukas
Andrew Card, Former White House Chief of Staff for President George W. Bush, says America's democracy was reaffirmed yesterday by the leadership prese...
Surveillance: Global Recession With Malpass
06 Jan 2021
Contributed by Lukas
David Malpass, WorldBank President, says the poor are feeling the brunt of the global recession. Mark Cabana, Bank of America Global Research Head of ...
Surveillance: Small Business With Goldman's Solomon
05 Jan 2021
Contributed by Lukas
David Solomon, Goldman Sachs Chairman & CEO, says small businesses are a vital part of the economy and they need more government help. James Athey...
Surveillance: Eurasia Group Top Risks 2021
04 Jan 2021
Contributed by Lukas
Joseph Kennedy former Democratic Representative from Massachusetts, says President Trump will remain the largest GOP voice until the next Republican p...
Surveillance: 2021 Outlook With BofA's Blanch
31 Dec 2020
Contributed by Lukas
Francisco Blanch, BofA Head of Global Commodities & Derivatives Research, says the flurry of liquidity is driving the divergence in asset values. ...
Surveillance: The Shift To E-Commerce
30 Dec 2020
Contributed by Lukas
Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson's Bay CEO, says ...
Surveillance: Ford's Electric Future
29 Dec 2020
Contributed by Lukas
Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says consumer spending needs to be strong in order to keep the recovery ...
Surveillance: Schwab’s Jones Sees Turbulent 2021
28 Dec 2020
Contributed by Lukas
Kit Juckes, Societe Generale Chief FX Strategist, sees a V-shaped economic recovery. Kathy Jones, Schwab Center for Financial Research Chief Fixed Inc...
Surveillance Special: Saving America’s Growth Engine
26 Dec 2020
Contributed by Lukas
Small businesses are credited with creating more than 60% of all U.S. jobs over the past decade. These companies came into the year with a head full o...
Surveillance: Brexit Hope Tempers Virus Concern
24 Dec 2020
Contributed by Lukas
Josh Hardie, Confederation of British Industry Deputy Director-General, urges negotiators to reach a post-Brexit trade deal. Dr. Albert Ko, Yale Schoo...
Surveillance: FDA Confident in Vaccine Safety
23 Dec 2020
Contributed by Lukas
Dr. Stephen Hahn, FDA Commissioner, says he's confident in the safety and efficacy of the Covid-19 vaccines. Patrick Foye, MTA Chairman & CEO, say...
Surveillance: Lasry Optimistic About 2021
22 Dec 2020
Contributed by Lukas
Marc Lasry, Avenue Capital Group, Chairman, CEO & Co-Founder and Milwaukee Bucks Co-Owner, discusses the outlook for markets and the NBA season. N...
Surveillance: Virus Woes Overshadow Stimulus
21 Dec 2020
Contributed by Lukas
Daniel Alpert, Westwood Capital Managing Partner, examines the effects of fiscal stimulus on the labor market. George Bory, Wells Fargo Asset Manageme...
Surveillance: Rajan Sounds Alarm on Corporate Distress
18 Dec 2020
Contributed by Lukas
Raghuram Rajan, University of Chicago Booth School Professor and Former Reserve Bank of India Governor, warns of massive distress in the corporate sec...
Surveillance: Hochul Calls for Small Business Relief
17 Dec 2020
Contributed by Lukas
Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, says 2021 will bring overall pedestrian returns and it's essential to look into sm...
Surveillance: Stimulus Bets With BofA's Meyer
16 Dec 2020
Contributed by Lukas
Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, says there could be a new volatility regime in 2021. Jeremy Stretch, CIBC Head...
Surveillance: Orszag Warns of Pain Ahead
15 Dec 2020
Contributed by Lukas
Dr. Katie Passaretti, Atrium Health Director of Infection Prevention, discusses being among the first people to receive a Covid-19 vaccine. Robert Cal...
Surveillance: Vaccine Rollout With Dr. Cacchione
14 Dec 2020
Contributed by Lukas
Peter Tchir, Academy Securities Head of Macro Strategy, sees a big rotation ahead. Brian Weinstein, Morgan Stanley Head of Global Fixed Income, discus...
Surveillance: Fixed Income With Holland
11 Dec 2020
Contributed by Lukas
Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says we should be more afraid of stagflati...
Surveillance: ECB & Real Rates With Pickering
10 Dec 2020
Contributed by Lukas
Kallum Pickering, Berenberg Senior Economist, says the ECB is much more focused on inflation expectations than long-term rates. Lawrence Gostin, Georg...
Surveillance: Too Early For High Yield Calls, Says Caron
09 Dec 2020
Contributed by Lukas
Jim Caron, Morgan Stanley Portfolio Manager, thinks that calls for inflation and significantly higher yields are very premature. Kathleen Smith, Renai...
Surveillance: Government Support With Boston Mayor
08 Dec 2020
Contributed by Lukas
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says he sees a strong U.S. rebound ahead. Boston Mayor Marty Walsh says the lack of g...
Surveillance: Brexit With London Mayor
07 Dec 2020
Contributed by Lukas
London Mayor Sadiq Khan discusses the potential for coronavirus lockdowns paired with a no-deal Brexit. Steve Chiavarone, Federated Hermes Portfolio M...
Surveillance: Stimulus Talks With Kudlow
04 Dec 2020
Contributed by Lukas
Lawrence Kudlow, U.S. National Economic Council Director, says he sees specific targeted areas concerning small businesses, unemployment, and Covid-re...
Surveillance: Lew Urges Fiscal Action
03 Dec 2020
Contributed by Lukas
Tony Dwyer, Canaccord Genuity Chief Market Strategist, says historic excess liquidity is what is driving markets higher. Kathy Jones, Schwab Center fo...
Surveillance: Optimistic Outlook With Kostin
02 Dec 2020
Contributed by Lukas
Kathy Hochul, New York Lieutenant Governor, says her greatest fear with the rising virus case count is overwhelming the hospital system. David Kostin,...
Surveillance: OECD Cuts 2021 Global Forecast
01 Dec 2020
Contributed by Lukas
Laurence Boone, OECD Chief Economist, says virus vaccines offer hope for a brighter outlook. Troy Gayeski, Skybridge Capital Co-CIO, says equity gains...
Surveillance: Vaccine Rollout With Yale's Forman
30 Nov 2020
Contributed by Lukas
Michael Shaoul, Marketfield Asset Management CEO and Portfolio Manager, says the durable goods economy is firing on all cylinders. Elizabeth Suzuki, B...
Surveillance: Consumer Is Strong, Sadove Says
27 Nov 2020
Contributed by Lukas
Peter Dixon, Commerzbank Global Equities Economist, sees markets in a holding pattern as investors await new catalysts. Camilla Yanushevsky, CFRA Equi...
Surveillance Special: Generation Interrupted
26 Nov 2020
Contributed by Lukas
The coronavirus pandemic, and ensuing recession, has had an outsized impact on Generation Z. Young people have had their education disrupted, career p...
Surveillance: Data Deluge With Citi's Mann
25 Nov 2020
Contributed by Lukas
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, sees a raging bull market below the surface. Tobias Adrian, IMF Director for Monetary and Ca...
Surveillance: The Politics of Noise With Sunstein
24 Nov 2020
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, expects next year to be another tech and growth year. Kathy Hochul, New York Lieutenant Go...
Surveillance: Recovery Risk With Reinharts
23 Nov 2020
Contributed by Lukas
Carmen Reinhart, World Bank Chief Economist and Vincent Reinhart, Mellon Chief Economist look at how the coronavirus pandemic is affecting the global ...
Surveillance: Speedy Stimulus Needed, Says Bernstein
20 Nov 2020
Contributed by Lukas
Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow and member of Joe Biden's Presidential Transition Team, says delays in the trans...
Surveillance: Mester Says Fed Policy in Good Place
19 Nov 2020
Contributed by Lukas
Loretta Mester, Federal Reserve Bank Cleveland President, says she's concerned about the lack of fiscal policy. Patrick Foye, MTA Chairman & CEO, ...
Surveillance: Building Vaccine Capacity With CureVac CEO
18 Nov 2020
Contributed by Lukas
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the stars are aligning for a broader set of emerging markets. Michael Kushma...
Surveillance: Dudley Says Fed Can Do More
17 Nov 2020
Contributed by Lukas
William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says it is very likely the Fed will extend its emergency loan program...
Surveillance: Vaccine Distribution With Hochul
16 Nov 2020
Contributed by Lukas
Ben Laidler, Tower Hudson Research CEO, sees growth in rebound in 2021. Dr. Robert Murphy, Northwestern University Professor of Infectious Diseases &a...
Surveillance: Market Reality Check With Emanuel (Podcast)
13 Nov 2020
Contributed by Lukas
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says markets are getting a reality check. James Bevan, CCLA Chief Investment Officer, ...
Surveillance: JPM's Kelly Sees Rough Road Ahead
12 Nov 2020
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, maps out the road ahead for the markets and the economy. Dr. Albert Ko, Yale School of...
Surveillance: Tchir Warns of Market Complacency
11 Nov 2020
Contributed by Lukas
Peter Tchir, Academy Securities Head of Macro Strategy, warns markets seem a little bit complacent amid surging coronavirus cases and legal challenges...
Surveillance: Eli Lilly CEO Sees Brighter Future
10 Nov 2020
Contributed by Lukas
David Ricks, Eli Lilly Chairman & CEO, discusses the drugmaker’s Covid-19 antibody therapy that was granted emergency-use authorization in the U...
Surveillance: Vaccine Optimism With Hornbach
09 Nov 2020
Contributed by Lukas
Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, says a vaccine has the power to really drive risk assets higher, credit spreads tighte...
Bloomberg Radio Special: President-Elect Biden
08 Nov 2020
Contributed by Lukas
This is a Bloomberg Special Report with Nathan Hager and Amy Morris Joe Biden defeated Donald Trump to become the 46th president of the United States ...
Bloomberg Radio Special: A 2020 Election Update
07 Nov 2020
Contributed by Lukas
This is a Bloomberg Daybreak Special Report with Nathan Hager, Amy Morris and Michael Barr.The votes are still being counted and legal challenges rema...
Surveillance: Presidential Leadership With GWU's Brown
06 Nov 2020
Contributed by Lukas
Lara Brown, George Washington University Associate Professor and Director of the Graduate School of Political Management, discusses leadership and the...
Surveillance: EV Transformation With GM CEO
05 Nov 2020
Contributed by Lukas
Mike Schumacher, Wells Fargo Securities Head of Macro Strategy, says a blue wave has been priced out of markets for the time being. Frederic Mishkin, ...
Surveillance: Voter Safety With Boston Mayor
03 Nov 2020
Contributed by Lukas
Marty Walsh, Mayor of Boston, says there has been very little assistance from Washington through the pandemic in regards to PPE and preparing resident...
Surveillance: Political Pendulum With UCL's Klaas
02 Nov 2020
Contributed by Lukas
Michael Shaoul, Marketfield Asset Management CEO & Portfolio Manager, says it takes a leap of faith to invest at this point in time. Diana Amoa, J...
Surveillance: Golden Age For Tech, Ives Says
30 Oct 2020
Contributed by Lukas
James Athey, Aberdeen Standard Investments Senior Investment Manager, says FX has been been a good diversifier and hedge ahead of the U.S. election. D...
Surveillance: No Safe Havens, Gallo Says
29 Oct 2020
Contributed by Lukas
Leslie Vinjamuri, Chatham House Head of U.S. and the Americas Programme, says voters are viewing the pandemic through two different lenses: a health c...
Surveillance: Flight to Quality With Rabobank's Foley
28 Oct 2020
Contributed by Lukas
Troy Gayeski, Skybridge Capital Co-CIO, says technology stocks have been a significant profit driver for the market but remain overcrowded. Daniel Mor...
Surveillance: Eli Lilly CEO Says Science Will Win
27 Oct 2020
Contributed by Lukas
Dave Ricks, Eli Lilly Chairman & CEO, says science will win in the fight against Covid-19. Andrew Slimmon, Morgan Stanley Investment Management Se...
Surveillance: Hunt For Yield With Goldman's Swell
26 Oct 2020
Contributed by Lukas
Ben Laidler, Tower Hudson Research CEO, is betting on the resilience of the consumer. Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fix...
Surveillance: Stimulus Talks With Kudlow
23 Oct 2020
Contributed by Lukas
Lawrence Kudlow, National Economic Council Director, doesn't know if a stimulus bill can be passed before the election. Afsaneh Beschloss, RockCreek G...
Surveillance: Election Interference with Stravidis
22 Oct 2020
Contributed by Lukas
Mike Pyle, BlackRock Investment Institute Global Chief Investment Strategist, says the Fed will be watching the nominal yield curve carefully and will...
Stimulus Priced In, Says Mahajan
21 Oct 2020
Contributed by Lukas
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says there will not be much more movement from market levels until eyes of inflatio...
Surveillance: Reworking Market Power with Stiglitz
20 Oct 2020
Contributed by Lukas
Joseph Stiglitz, Nobel Laureate & Columbia University Professor, says the strong stock market is almost a sign that things aren't going well in ot...
Surveillance: Extraordinary Support Needed, Yellen Says
19 Oct 2020
Contributed by Lukas
cJanet Yellen, Former Federal Reserve Chair, says the pandemic needs to be controlled to get the economy back on track. Seema Shah, Principal Global C...
Surveillance: Stimulus Not Debatable, Hochul Says
16 Oct 2020
Contributed by Lukas
Kathy Hochul, New York Lieutenant Governor, says New York state cannot risk its economic recovery because of hot spots with high infection rates. Jame...
Surveillance: Public Investment Is Key, IMF's Gaspar Says
15 Oct 2020
Contributed by Lukas
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says markets are wrestling with a brand new economic cycle. Chris Kotowski, Oppen...
Surveillance: The Case for Credit With Sheets
14 Oct 2020
Contributed by Lukas
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says investors should focus on balance sheet quality. Andrew Sheets, Morgan Stanley Chief...
Surveillance: Consolidation Needed In U.S., IIF CEO Says
13 Oct 2020
Contributed by Lukas
Tim Adams, Institute of International Finance CEO, says there is an open door to China for U.S. financial institutions. James Sweeney, Credit Suisse C...
Surveillance: Stanford Economists Win Nobel Prize
12 Oct 2020
Contributed by Lukas
Dean Curnutt, Macro Risk Advisors Founder and CEO, examines volatility in the market ahead of the U.S. election. Robert B. Wilson, Stanford University...
Surveillance: Election Risks With JPM’s Normand
09 Oct 2020
Contributed by Lukas
Ben Laidler, Tower Hudson Research CEO, expects a melt-up in the fourth quarter. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, disc...
Surveillance: Stimulus Hopes With Goldman's Cohen
08 Oct 2020
Contributed by Lukas
Frances Donald, Manulife Investment Management Global Chief Economist and Global Head of Macroeconomic Strategy, warns of the headwinds facing the U.S...
Surveillance: Trump's Strategy With Giuliani
07 Oct 2020
Contributed by Lukas
Rudy Giuliani, Former New York Mayor and President Trump's Personal Lawyer, says he got another negative Covid test result yesterday. Josh Wingrove, B...
Surveillance: Battleground Florida With Rep. Waltz
06 Oct 2020
Contributed by Lukas
Representative Michael Waltz, a Republican from Florida, discusses Trump's prospects in the battleground state. Peter Tchir, Academy Securities Head o...
Surveillance: Recovery Risk With Deustche Bank's Ryan
05 Oct 2020
Contributed by Lukas
Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay As...
Bloomberg Radio Special: The President and Covid-19
03 Oct 2020
Contributed by Lukas
This is a Bloomberg Daybreak Special Report with Nathan Hager, Amy Morris and Michael Barr. President Trump has been admitted to the hospital to be t...
Surveillance: Trump Virus Woes With Kudlow
02 Oct 2020
Contributed by Lukas
Larry Kudlow, National Economic Council Director, discusses President Trump’s Covid-19 diagnosis and the September jobs report. David Malpass, World...
Surveillance: N.J. Millionaire Tax With Gov. Murphy
01 Oct 2020
Contributed by Lukas
New Jersey Governor Phil Murphy discusses the need for more economic stimulus, the state's millionaire tax and how the state is coping with the Covid-...
Surveillance: Fed's Barkin Sees Strong U.S. Growth In 3Q
30 Sep 2020
Contributed by Lukas
Thomas Barkin, Federal Reserve Bank of Richmond President, expects strong U.S. growth in the third quarter. Lisa Shalett, Morgan Stanley Wealth Manage...
Surveillance: Presidential Politics With Woodward
29 Sep 2020
Contributed by Lukas
Bob Woodward, Washington Post Associate Editor and Author of "Rage," says he did not intend to release tapes of his interviews with President Trump at...
Surveillance: Trump's Taxes With Rep. Hill
29 Sep 2020
Contributed by Lukas
Mark Howard, BNP Paribas Senior Multi-Asset Specialist, sees investors pulling back amid the uncertain political environment. Lale Topcuoglu, JOHCM Se...
Amy Coney Barrett's Impact on the Supreme Court
27 Sep 2020
Contributed by Lukas
President Donald Trump says he will nominate Judge Amy Coney Barrett for the Supreme Court. If confirmed by the Senate, Barrett could cement the c...
Surveillance: Gauging Growth With Goldman's Hatzius
25 Sep 2020
Contributed by Lukas
Jan Hatzius, Goldman Sachs Chief Economist, explains why the firm halved its forecast for U.S. growth in the fourth quarter. Amy Wu Silverman, RBC Cap...
Surveillance: The Case For Value With Kostin
24 Sep 2020
Contributed by Lukas
David Kostin, Goldman Sachs Chief U.S. Equity Strategist, makes the case for value stocks..Kathy Jones, Schwab Center for Financial Research Chief Fix...
Surveillance: Clarida Says Economy Still In Deep Hole
23 Sep 2020
Contributed by Lukas
Federal Reserve Vice Chairman Richard Clarida says the central bank won’t consider raising interest rates from near zero until it actually achieves ...
Surveillance: Increased Downside Risks With Swonk
22 Sep 2020
Contributed by Lukas
Tony Dwyer, Canaccord Genuity Chief Market Strategist, cautions investors on playing politics with their portfolio. James Athey, Aberdeen Standard Inv...
Surveillance: Fed’s Kaplan Explains Dissent
21 Sep 2020
Contributed by Lukas
Robert Kaplan, Federal Reserve Bank of Dallas President, sees Fed rates near zero for at least two or three years. Lisa Beattie Frelinghuysen, BanyanG...
Surveillance: Fed’s Bostic Calls For More Fiscal Aid
18 Sep 2020
Contributed by Lukas
Federal Reserve Bank of Atlanta President, discusses the Fed's new policy framework, the outlook for the U.S. economy and the state of U.S.-China trad...
Surveillance: Trump Deserves Nobel Prize, Bremmer Says
17 Sep 2020
Contributed by Lukas
Michael Darda, MKM Partners Chief Economist and Market Strategist, discusses monetary policy, inflation and the impact of stimulus measures on the eco...
Surveillance: Yergin & Gurria On The Global Economy
16 Sep 2020
Contributed by Lukas
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says stocks are entering a new phase where technology and growth companies will conti...
Surveillance: Stringer Urges NYC’s Wealthy To Set Up
16 Sep 2020
Contributed by Lukas
Paul Donovan, UBS Global Chief Economist, says markets are too pessimistic about recovery from a crisis. Lindsey Piegza, Stifel Chief Economist, sees ...
Surveillance: Bond Investing With Bill Gross
14 Sep 2020
Contributed by Lukas
Bill Gross, PIMCO Co-Founder & Former Fixed Income Fund Manager, says the bond world is now a melding of the Fed and the Treasury. Dan Ives, Wedbu...
Surveillance: Examining Economic Resilience
11 Sep 2020
Contributed by Lukas
Jean-Yves Fillion, BNP Paribas USA CEO, discusses markets and sustainability in a post-pandemic world. Michael Feroli, JPMorgan Chief U.S. Economist, ...
Surveillance: Citi Picks Fraser To Be Next CEO
10 Sep 2020
Contributed by Lukas
Ken Leon, CFRA Director of Equity Research, discusses Citi's historic pick of Jane Fraser as the first female CEO of a major global bank. Carsten Brze...
Surveillance: Disciplined Investing With Kelly
09 Sep 2020
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, urges investors to be disciplined as the U.S. economic recovery beings to slow down. O...
Surveillance: Correction is Healthy, Marangi Says
08 Sep 2020
Contributed by Lukas
Christopher Marangi, Gabelli Funds Co-CIO, says this correction is healthy and different. Subadra Rajappa, Societe Generale Head of U.S. Rates Strateg...
Surveillance: U.S. Jobs Recovery With Kudlow
04 Sep 2020
Contributed by Lukas
Larry Kudlow, National Economic Council Director, shares the White House's view on the August jobs report. Randy Kroszner, University of Chicago Profe...
Surveillance: Retail Recovery Underway, Sadove Says
03 Sep 2020
Contributed by Lukas
Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says volatility that will occur until November is fairly priced in markets. Steve...
Surveillance: ECB's Challenge With Trichet
02 Sep 2020
Contributed by Lukas
Ivan Feinseth, Tigress Financial Partners CIO, says the market is predicting that there will be improvements in the industrial and manufacturing secto...
Surveillance: Tough Times Ahead For NY, Hochul Says
01 Sep 2020
Contributed by Lukas
Kathy Hochul, New York Lieutenant Governor, urges the federal government to step in with with stimulus funding. Eswar Prasad, Cornell University Tolan...
Surveillance: Marangi Sees Value In Small Caps
31 Aug 2020
Contributed by Lukas
Adam Posen, Peterson Institute President, says the Fed's vision shift is a victory for monetary policy. Sebastien Page, T. Rowe Price Head of Global M...