Bloomberg Surveillance

Being Black on Wall Street: A Bloomberg Radio Special

28 Aug 2020

Contributed by Lukas

On Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells...

Surveillance: Fed's Framework With Kaplan

28 Aug 2020

Contributed by Lukas

Robert Kaplan, Federal Reserve Bank of Dallas President, says the Fed has already given enough guidance about the likely path of interest rates at thi...

Surveillance: Fed's Relaxed Approach With Darda

27 Aug 2020

Contributed by Lukas

Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, discusses outlook for the markets and high-flying stocks. Alicia Levine, Bank of N...

Surveillance: Inflation Outlook With Fed's George

26 Aug 2020

Contributed by Lukas

Federal Reserve Bank of Kansas City President Esther George, who has been among the most hawkish Fed policy makers, isn't opposed to overshooting the ...

Surveillance: The Great Inflation Debate With Kasman

25 Aug 2020

Contributed by Lukas

Chris Verrone, Strategas Research Partners Head of Technical Analysis, says the leadership tone of the equity market is telling us to expect a positiv...

Surveillance: Speculative Bubble With Cooperman

24 Aug 2020

Contributed by Lukas

Leon Cooperman, Omega Family Office Chairman and CEO, says the Fed has created a speculative bubble. Ian Bremmer, Eurasia Group President, examines fo...

Surveillance: Roubini Warns of Slow Recovery

21 Aug 2020

Contributed by Lukas

Nouriel Roubini, NYU Stern School of Business Professor, warns the global economy faces a risk of a slow recovery or even another slump along the way ...

Surveillance: Landlords Fight for NYC

20 Aug 2020

Contributed by Lukas

Anthony Malkin, Empire State Realty Trust President and CEO, urges leaders to get out of the Hamptons and back to the office. Lori Calvasina, RBC Capi...

Surveillance: Debt Transparency With Malpass

19 Aug 2020

Contributed by Lukas

David Malpass, World Bank President, says China needs to participate in debt relief plan for poor countries. Jill Carey Hall, BofA Securities U.S. Equ...

Surveillance: International Markets With Doll

19 Aug 2020

Contributed by Lukas

Steve Chiavarone, Federated Hermes Portfolio Manager, says the stay-at-home recession in most parts of the world has ended. Robert Tipp, PGIM Fixed In...

Surveillance: Belarus Strikes With Bolton

17 Aug 2020

Contributed by Lukas

John Bolton, Former U.S. National Security Adviser to President Trump, says that the U.S. needs to make sure that Russia stays of out Belarus. Michael...

Surveillance: Stock Market Not Insane, Bailin Says

14 Aug 2020

Contributed by Lukas

David Bailin, Citi Private Bank Chief Investment Officer, says corporate earnings and global liquidity will provide a tailwind for stocks going forwar...

Surveillance: Stimulus Standoff With Furman

13 Aug 2020

Contributed by Lukas

Tony Dwyer, Cannacord Genuity Chief Market Strategist, says a negative feedback loop will become great enough that lawmakers in Washington will reach ...

Surveillance: Risk-On Rotation With Bevan

12 Aug 2020

Contributed by Lukas

Jared Woodard, BofA Securities Research Investment Committee Head, expects continued volatility in markets until there is compromise on stimulus measu...

Surveillance: Closer To W-Shaped Recovery, Swonk Says

11 Aug 2020

Contributed by Lukas

Tony Crescenzi, PIMCO Generalist Portfolio Manager, says it is best to look toward the U.S. and Asia in terms of investing in equity markets over the ...

Surveillance: Systemic Risk With Alpert

10 Aug 2020

Contributed by Lukas

Daniel Alpert, Westwood Capital Managing Partner, says the fourth quarter could reveal a financial crisis trickled from a systemic one due to househol...

Surveillance: U.S. Jobs Report With Kudlow

07 Aug 2020

Contributed by Lukas

Larry Kudlow, National Economic Council Director, says virus relief talks are stalemated. Jeff Rosenberg, BlackRock Portfolio Manager of the Systemati...

Surveillance: Jobless Claims with Dutta

06 Aug 2020

Contributed by Lukas

Kit Juckes, Societe Generale Chief Market Strategist, says the dollar cannot weaken further unless emerging market economies are stabilized. Andrew Ba...

Surveillance: Stimulus Bets With Lew

05 Aug 2020

Contributed by Lukas

Ian Bremmer, Eurasia Group President, says the United States is much less interested in the Middle East than before because it is now the world's larg...

Surveillance: TikTok Talks with Nathanson

04 Aug 2020

Contributed by Lukas

Frances Donald, Manulife Investment Management Global Chief Economist, says inflation may be coming more from deglobalization and large fiscal spendin...

Surveillance: Virus Impact With Fed's Kaplan

03 Aug 2020

Contributed by Lukas

Robert Kaplan, Federal Reserve Bank of Dallas President, says the U.S. unemployment rate will likely be above 9% if we don't do a better of managing t...

Bloomberg Markets: Diversity

03 Aug 2020

Contributed by Lukas

Bloomberg Markets magazine is out with a special issue focused on diversity, where black men and women share their experience on Wall Street. There's ...

Surveillance: Tech Dominance With Golub

31 Jul 2020

Contributed by Lukas

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the gap between the technology companies dominating the market and everything else wi...

Surveillance: Fed Won't Go Negative, Rajan Says

30 Jul 2020

Contributed by Lukas

Raghuram Rajan, University of Chicago Booth School Professor and Former Reserve Bank of India Governor, says the Fed will be as supportive as possible...

Surveillance: Tech Testimony With Square's McKelvey

29 Jul 2020

Contributed by Lukas

Jim McKelvey, Square Co-Founder, Author of "The Innovation Stack," and St. Louis Federal Reserve Deputy Chair, discusses how much regulation Congress ...

Surveillance: Fed Policy With Plosser

28 Jul 2020

Contributed by Lukas

Charles Plosser, Former Philadelphia Fed President, says the Fed needs to declare its independence and regain control of monetary policy. Tobias Levko...

Surveillance: MTA In Desperate Need, CEO Says

27 Jul 2020

Contributed by Lukas

Pat Foye, MTA Chairman and CEO, says not funding the MTA will stunt and thwart economic recovery and job creation all over New York. James Sweeney, Cr...

Surveillance: U.S.-China Trade Risks With Haass

24 Jul 2020

Contributed by Lukas

Richard Haass, Council on Foreign Relations President, says there is a possibility of broad sanctions between the U.S. and China amid rising tensions....

Surveillance: Vital Monetary Response With Dudley

23 Jul 2020

Contributed by Lukas

William Dudley, Bloomberg Opinion Columnist and Former New York Federal Reserve President, says if there is no extension of unemployment benefits ther...

Surveillance: Frictionless Trading With Friedman

23 Jul 2020

Contributed by Lukas

Adena Friedman, Nasdaq President & CEO, says the SEC has done an excellent job at managing the responsibility of disclosure obligations. Francisco...

Surveillance: Virus Response With Mayor Gimenez

21 Jul 2020

Contributed by Lukas

Carlos Gimenez, Miami-Dade County Mayor, says a new stimulus package will prevent the closure of many businesses and restaurants. Deborah Fuller, Univ...

Surveillance: The Need For Transparency With Malpass

20 Jul 2020

Contributed by Lukas

David Malpass, World Bank President, says developing countries are under immense debt pressure in the midst of a global pandemic. Jason Furman, Harvar...

Surveillance: Further Fiscal Stimulus With Wozniak

17 Jul 2020

Contributed by Lukas

Abigail Wozniak, Federal Reserve Bank of Minneapolis Opportunity & Inclusive Growth Institute Director & Senior Research Economist, says it is...

Surveillance: Zombie Firms With IMF's Okamoto

16 Jul 2020

Contributed by Lukas

Geoffrey Okamoto, IMF First Deputy Managing Director, says certain sectors are not going to be as economically viable if their business models can't a...

Surveillance: Slow Recovery With Fed's Harker

15 Jul 2020

Contributed by Lukas

Patrick Harker, Philadelphia Fed President, says the economy can't get back to full throttle until we get the virus under control. Paschal Donohoe, Ir...

Surveillance: Big Bank Earnings With Bianco

14 Jul 2020

Contributed by Lukas

George Rusnak, Wells Fargo Co-Head of Global Fixed Income Strategy, says the fiscal and monetary stimulus injected into the U.S. economy is necessary ...

Surveillance: Trading Cyclicals With Chadha

13 Jul 2020

Contributed by Lukas

Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, says need rates to start going up in order for cyclicals to perfor...

Surveillance: Fiscal Caution With IMF's Gaspar

10 Jul 2020

Contributed by Lukas

Vitor Gaspar, IMF Director of Fiscal Affairs, says global debt is at some of the highest levels in history. Jim Paulsen, Leuthold Weeden Capital Manag...

Surveillance: U.S. Jobless Claims Fall With Gapen

09 Jul 2020

Contributed by Lukas

Rob Waldner, Invesco Advisers Chief Strategist of Fixed Income & Head of Multi-Sector, says investors should do their homework before investing in...

Surveillance: Returning to Work With Rep. McHenry

08 Jul 2020

Contributed by Lukas

Ebrahim Rahbari, Citigroup Global Markets Global Head of FX Analysis & Content, says Brexit uncertainty will inevitably weigh on sterling and that...

Surveillance Special: White House Response to COVID-19

07 Jul 2020

Contributed by Lukas

This is a special Bloomberg Surveillance podcast with our Chief Washington Correspondent Kevin Cirilli. Kevin spent the day talking to officials in th...

Surveillance: Oil At Inflection Point, Morse Says

07 Jul 2020

Contributed by Lukas

James Athey, Aberdeen Standard Investments Director, says it's very difficult for the world economy to thrive without the success of the United States...

Surveillance: U.S.-China Deterioration With Mann

06 Jul 2020

Contributed by Lukas

Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says the expectation of U.S. Fiscal stimulus is what is propelling economic expansion. Cat...

Surveillance: U.S. Jobs Report With Kudlow

02 Jul 2020

Contributed by Lukas

Larry Kudlow, National Economic Council Director, says the shape of the next relief package is still up in the air. Jeffrey Rosenberg, BlackRock Portf...

Surveillance: Amb. Bolton on Russia Bounty Claims

01 Jul 2020

Contributed by Lukas

Ambassador John Bolton, Former U.S. National Security Advisor & Author of "The Room Where it Happened,” says Trump's evolving explanation makes ...

Surveillance: Rolling W's Recovery Likely, Sonders Says

30 Jun 2020

Contributed by Lukas

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the economic recovery is more likely to look like rolling W’s than a V. Jes Staley...

Surveillance: Virus Messaging With Dr. Quick

29 Jun 2020

Contributed by Lukas

Tony Dwyer, Cannacord Genuity Equity Strategist, says the Fed can't fix exponential doubt in credit markets with infinite debt. Dr. Jonathan Quick, Th...

Surveillance: Fed Wants You To Take Risk, Schutte Says

26 Jun 2020

Contributed by Lukas

Anna Han, Wells Fargo Equity Strategist, the domestic political risk in the U.S. looks under-priced heading towards an election cycle. Brent Schutte, ...

Introducing Foundering

26 Jun 2020

Contributed by Lukas

Adam Neumann had a vision: to make his startup WeWork a wildly successful company that would change the world. He convinced thousands of other people ...

Surveillance: Black Lives Matter With LeBron

25 Jun 2020

Contributed by Lukas

LeBron James, Los Angeles Lakers Basketball Player & SpringHill Co. Chairman, discusses the impact he has felt from the "Black Lives Matter" movem...

Surveillance: Economic Recovery With Meyer

24 Jun 2020

Contributed by Lukas

Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says a pickup in capital spending intentions is a reason to remain bullish on...

Surveillance: Yield Curve Control With Fed's Bullard

23 Jun 2020

Contributed by Lukas

Jim Bullard, St. Louis Fed President, says there are more questions than answers about yield curve control right now. Jonathan Golub, Credit Suisse Ch...

Surveillance: Fed's Balance Sheet With Dudley

22 Jun 2020

Contributed by Lukas

William Dudley, Former New York Federal Reserve President and Bloomberg Opinion Columnist, warns that a $10 trillion Fed balance sheet could be coming...

Surveillance: London After Lockdown With Khan

19 Jun 2020

Contributed by Lukas

Sadiq Khan, London Mayor, warns the recession the U.K. is facing could turn into a depression. Torsten Slok, Deutsche Bank Chief Economist, says the F...

Surveillance: Watch China Loan Demand, Miller Says

18 Jun 2020

Contributed by Lukas

Leland Miller, China Beige Book International CEO, says loan demand will be the absolute key thing to watch in China for the next three or four months...

Surveillance: Fed's Virus Response With Warsh

17 Jun 2020

Contributed by Lukas

Kevin Warsh, Former Federal Reserve Governor, says the Fed acted with overwhelming force to shelter the U.S. economy from Covid-19. Richard Haass, CFR...

Surveillance: Jobs Recovery With Scalia

16 Jun 2020

Contributed by Lukas

Eugene Scalia, U.S. Secretary of Labor, says we are making real headway on the employment picture. Mike Feroli, JPMorgan Chief U.S. Economist, says fu...

Surveillance: Retail In Reset Period, Sadove Says

15 Jun 2020

Contributed by Lukas

+Steve Sadove, Former Saks CEO & Mastercard Senior Adviser, says retail is in a reset period and a lot of stores will go under. Alan Ruskin, Deuts...

Surveillance: Recovery Bets With El-Erian

12 Jun 2020

Contributed by Lukas

Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, sees a check mark-shaped recovery subject to a lot of volatility. ...

Surveillance: Virus Far From Over, Koh Says

11 Jun 2020

Contributed by Lukas

Alessio De Longis, Invesco Investment Solutions Senior Portfolio Manager, says the surge in U.S. virus cases shows why reopening is such a delicate pr...

Surveillance: Fed’s Response with Rajan (Podcast)

10 Jun 2020

Contributed by Lukas

Raghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the Fed is doing a fantastic job cooper...

Surveillance: Bumpy Recovery For Europe (Podcast)

09 Jun 2020

Contributed by Lukas

Robert Doll, Nuveen Asset Management Chief Equity Strategist, says it will take many quarters to find new economic ground. Olivier Blanchard, Peterson...

Surveillance: Mass Transit Recovery With MTA's Foye

08 Jun 2020

Contributed by Lukas

Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fixed Income Portfolio Management, the U.S. Economy needs to be repaired. Amrita Sen, Ene...

Surveillance: Shocking U.S. Jobs Report With Rosenberg

05 Jun 2020

Contributed by Lukas

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, reacts to the unexpectedly positive jobs report. Tiffany Wilding, P...

Surveillance: Trump’s Protest Crisis With Stavridis

04 Jun 2020

Contributed by Lukas

David Lebovitz, JPMorgan Investment Management Global Market Strategist, says today's market structure is very different than in the past, signaled by...

Surveillance: Moral Hazard With Dudley

03 Jun 2020

Contributed by Lukas

Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow, says it is critical the federal sector is amply funded to protect the American ...

Surveillance: Liquidity And Solvency Critical, Kostin Says

02 Jun 2020

Contributed by Lukas

Lewis Alexander, Nomura Chief U.S. Economist, says the U.S. unemployment rate will continue to rise before this recession is over. David Kostin, Goldm...

Surveillance: Europe's Economic Recovery With Herro

01 Jun 2020

Contributed by Lukas

David Herro, Harris Associates CIO of International Equity, says Europe is beginning to see normalized light at the end of this dark economic tunnel. ...

Surveillance: Dollar Dominance With Rahbari

29 May 2020

Contributed by Lukas

Jared Woodard, Bank of America Securities Head of the Research Investment Committee, says a bull rally needs to be much broader in markets. Ebrahim Ra...

Surveillance: H.K.'s Special Status At Stake, Fenby Says

28 May 2020

Contributed by Lukas

Christopher Patten, Former Governor of Hong Kong, says China must pay a price for Hong Kong and emphasizes the need for a unified global response agai...

Surveillance: Deflation A Bigger Concern, Says Jones

27 May 2020

Contributed by Lukas

Julian Emanuel, BTIG Chief Equities and Derivatices Strategist, says I am not entirely sold on the idea that we have entered a bull market. Kathy Jone...

Surveillance: Jobless Aid With Scalia

26 May 2020

Contributed by Lukas

Mona Mahajan, Allianz Global Investors, discusses the importance of being selective when investing in a risk/reward industry like the airline sector. ...

Surveillance: Market FOMO With Levkovich

22 May 2020

Contributed by Lukas

Tobias Levkovich, Citi Chief U.S. Equity Strategist, says FOMU (Fear of Meaningfully Underperforming), not FOMO (Fear of Missing Out), has played a ro...

Surveillance: Digitization Of The Economy With Auth

21 May 2020

Contributed by Lukas

Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says negative rates are possible in the U.S. and could have a powerful impact on the ...

Surveillance: Negative Rates In U.S. With Chang

20 May 2020

Contributed by Lukas

Joyce Chang, JPMorgan Chair of Global Research, says she could see negative yields happening in the U.S., but doesn't see Fed policy going below zero....

Surveillance: BOFA's Moynihan on Economic Recovery

19 May 2020

Contributed by Lukas

Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there is far too much optimism in oil markets and sees gold heading towards $1,80...

Surveillance: Market Optimism with Shalett

18 May 2020

Contributed by Lukas

Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says the fear trade has been holding the U.S. dollar up in the near term. Ian...

Surveillance: Accurate Virus Testing With Pekosz

15 May 2020

Contributed by Lukas

Troy Gayeski, Skybridge Capital Partner Co-CIO & Senior Portfolio Manager, says the divergence between equity markets and credit is as large as it...

Surveillance: Negative Rates With Kroszner

14 May 2020

Contributed by Lukas

Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't expect the economy to come out of recession until 2022. George Magnus, University of Oxford ...

Surveillance: V-Shaped Recovery Is Not Fantasy, Keller Says

13 May 2020

Contributed by Lukas

Jack Ablin, Cresset Wealth Advisors Chief Investment Officer & Founding Partner, says equity investors are currently looking at their portfolios l...

Surveillance: We're Barreling Towards A Depression, Sahm Says

12 May 2020

Contributed by Lukas

Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, says the disturbance caused by the virus has ratcheted up the need...

Surveillance: Economic Shock With Shilling

11 May 2020

Contributed by Lukas

Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says technology and health care will lead the recovery from the pan...

Surveillance: Expect Growth in 2nd Half, Kudlow Says

08 May 2020

Contributed by Lukas

Catherine Mann, Citi Global Chief Economist, says the disconnect between wages and prices could get bigger when the economy opens back up. Ellen Zentn...

Surveillance: Expect Two-Quarter Recession, Roubini Says

07 May 2020

Contributed by Lukas

Nouriel Roubini, NYU Stern School of Business Professor & NourielToday.com Host, expects a two-quarter recession from the coronavirus crisis. Andr...

Surveillance: The Value of Cash With Bevan

06 May 2020

Contributed by Lukas

James Bevan, CCLA Chief Investment Officer, says he's holding cash because he's worried about the disconnect between fundamentals and the markets. Joy...

Surveillance: Equities are Overpriced, Normand Says

06 May 2020

Contributed by Lukas

David Bailin, Citi Private Bank Chief Investment Officer, says reopening the U.S. economy focuses on rebuilding supply lines and consumer demand. Kath...

Surveillance: Fed's Balancing Act With Hornbach

04 May 2020

Contributed by Lukas

Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabob...

Surveillance: Apple's Disappointing Q2 With Munster

01 May 2020

Contributed by Lukas

Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting a disappointing quar...

Surveillance: Unprecedented GDP Drop With Blanchflower

30 Apr 2020

Contributed by Lukas

Dan Katzive, BNP Paribas Head of FX Strategy for North America, says the euro is cheap against the dollar and far from its long-term equilibrium level...

Surveillance: The Fed's Toolbox With Kroszner

29 Apr 2020

Contributed by Lukas

Eric Robertsen, Standard Chartered Bank Global Head of Research, says the Fed's balance sheet can go wider, but does not expect any major surprises at...

Surveillance: Value Investing With Herro

28 Apr 2020

Contributed by Lukas

Amrita Sen, Energy Aspects Chief Oil Analyst, says supply recovery is likely to lag the rise in demand for oil. Valdis Dombrovskis, European Commissio...

Surveillance: The Economy is Dead, Schork Says

27 Apr 2020

Contributed by Lukas

Marvin Loh, State Street Senior Global Market Strategist, says big tech stocks can maintain their competitive advantage. Rep. French Hill, Republican ...

Surveillance: Economic Recovery With JPMorgan's Kelly

24 Apr 2020

Contributed by Lukas

Alan Ruskin, Deutsche Bank Chief International Strategist, says that U.S. policy measures have inevitably expanded debt as far as the eye can see. Fra...

Surveillance: Expansionary Programs With Kocherlakota

23 Apr 2020

Contributed by Lukas

Paul Sankey, Mizuho Americas Oil & Gas Analyst, says crude futures could trade negatively again in May, if commodity trade advisors who must get o...

Surveillance: Oil Prices to Remain Low, Sen Says

22 Apr 2020

Contributed by Lukas

Amrita Sen, Energy Aspects Chief Oil Analyst, says oil production has to fall quickly for prices to recover. Karen G. Mills, Harvard Business School S...

Surveillance: Oil Recovery Will Be Uneven, Rats Says

21 Apr 2020

Contributed by Lukas

Greg Boutle, BNP Paribas US Head of Equity and Derivative Strategy, says equities are nowmore expensive than they were before the recent turmoil. Mart...

Surveillance: Recession Will Be Deep But Brief, Nielsen Says

20 Apr 2020

Contributed by Lukas

Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says this is a bond picker's market and investors need to be selective...

Surveillance: Fed's Mester Says U.S. Reopening Will Take Time

17 Apr 2020

Contributed by Lukas

Tony Dwyer, Canaccord Genuity Chief Market Strategist, says he would not bet against the market and that this is a good time to remain neutral. Federa...

Surveillance: 'Extreme' Jobless Numbers With Hooper

16 Apr 2020

Contributed by Lukas

Savita Subramanian, Bank of America Head of U.S. Equity and Quantitative Strategy, says we're in a fast and furious market. Jason Farley, Johns Hopkin...

Surveillance: U.S. Response Should Model Others, Stiglitz Says

15 Apr 2020

Contributed by Lukas

Joseph Stiglitz, Columbia University Professor, says Trump's decision to withhold W.H.O. funding is like defunding a fire department in the middle of ...