Bloomberg Surveillance

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...

Surveillance: Structural Change With El-Erian

13 May 2021

Contributed by Lukas

Mohamed El-Erian, Cambridge University Queens' College President and Bloomberg Opinion Columnist, says that it becomes very difficult for economists t...

Surveillance: U.S. CPI With Furman

12 May 2021

Contributed by Lukas

Jason Furman, Harvard University Aetna Professor of Economic Policy, says some states should start rethinking unemployment insurance. Alicia Levine, B...

Surveillance: Rate Expectations With Dudley

11 May 2021

Contributed by Lukas

William Dudley, Bloomberg Opinion Columnist & Former New York Federal Reserve President, says rates will climb much higher than expected once the ...

Surveillance: Pipeline Hack With Amrita Sen

10 May 2021

Contributed by Lukas

Amrita Sen, Energy Aspects Director of Research & Founder, says the warfare surrounding cyber attacks on companies has completely changed. Ian Bre...

Surveillance: Jobs Day Miss With Kashkari

07 May 2021

Contributed by Lukas

Neel Kashkari, Federal Reserve Bank of Minneapolis President, says Friday's jobs number miss validates the Fed's outcome-based policy approach. Marty ...

Surveillance: Pandemic Recovery With Stiglitz

06 May 2021

Contributed by Lukas

Joseph Stiglitz, Nobel Prize Winning Economist & Columbia University Professor, says pandemic has exposed economic inequality in the U.S. David Bl...

Surveillance: Bonds In Bubble, Says Cooperman

05 May 2021

Contributed by Lukas

Leon Cooperman, Omega Family Office Chairman & CEO, says inflation is going to surprise the Federal Reserve and they will be forced to raise rates...

Surveillance: Wall Street Optimism With Slimmon

04 May 2021

Contributed by Lukas

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says Wall Street is not being optimistic enough. Seema Shah, Principal ...

Surveillance: Golub Lifts S&P 500 Target

03 May 2021

Contributed by Lukas

Jonathan Golub, Credit Suisse Securities Chief U.S. Equity Strategist & Head of Quantitative Research, explains why his firm raised their target f...

Surveillance: Biden's Tax Plans With Hubbard

29 Apr 2021

Contributed by Lukas

Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, says Biden's tax plan leans against investme...

Surveillance: Pandemic Revenue Boost With Bailin

28 Apr 2021

Contributed by Lukas

David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, discusses which types of companies will be able to keep up...

Surveillance: U.S. Economic Growth With Hooper

27 Apr 2021

Contributed by Lukas

Peter Hooper, Deutsche Bank Global Head of Economic Research and Chief Economist, says there's no way the U.S. will see less than 6 or 7% growth this ...

Surveillance: International Relations With Haass

26 Apr 2021

Contributed by Lukas

Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America, says recent GDP forecasts are catching up. Richard Haass, Counci...

Surveillance: Capital Gains Tax With Sonders

23 Apr 2021

Contributed by Lukas

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the capital gains tax proposal expected from President Biden could cause choppiness ...

Surveillance: Shorter, Faster Cycle, Says Sheets

22 Apr 2021

Contributed by Lukas

Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says this cycle looks much shorter and faster than what we're used to. Tony Dwyer, Canacco...

Surveillance: Critical Year For Climate, Says Carney

21 Apr 2021

Contributed by Lukas

Mark Carney, Former Bank of England Governor & UN Special Envoy for Climate Action and Finance, says that 2021 is a "critical year for action" on ...

Surveillance: Free Trade's Future

20 Apr 2021

Contributed by Lukas

Daniel Kurtz-Phelan, Foreign Affairs Magazine Editor, says the future of global trade is about the control of data and technology. Jim Caron, Morgan S...

Surveillance: Powerful Recovery Underway, Spence Says

19 Apr 2021

Contributed by Lukas

Michael Spence, General Atlantic Senior Advisor and GSB Stanford Dean Emeritus, says there is a very powerful economic recovery underway. Dr. Ofer Lev...

Surveillance: Treasury Rally Temporary, Cabana Says

16 Apr 2021

Contributed by Lukas

Mark Cabana, Bank of America Securities Head of U.S. Rates Strategy, discusses the factors driving the surprise in treasury yields as solid economic d...

Surveillance: Big Bank Results With Cassidy

16 Apr 2021

Contributed by Lukas

Gerard Cassidy, RBC Head of U.S. Bank Equity Strategy, says Goldman Sachs came out on top for this quarter's bank earnings. Tom Michaud, KBW CEO, says...

Surveillance: Big Bank Earnings

14 Apr 2021

Contributed by Lukas

Ken Leon, CFRA Global Director of Equity Research, says it may be a challenge for banks to maintain their first quarter strength. Geoffrey Yu, BNY Mel...

Surveillance: J&J Pause Impact Unclear, Bernstein Says

13 Apr 2021

Contributed by Lukas

Jared Bernstein, White House Council of Economic Advisers Member, says the White House can’t yet determine what sort of impact the recommended pause...

Surveillance: Fed Policy With Dudley

12 Apr 2021

Contributed by Lukas

William Dudley, Former New York Federal Reserve President, says the Fed's slowness to tighten policy will create some risks to the economy. Jacob Fren...

Surveillance: Fed Eyes 'Hard Numbers,' Clarida Says

09 Apr 2021

Contributed by Lukas

Richard Clarida, Federal Reserve Vice Chairman, policy makers are looking for “hard numbers” on whether they’re reaching their goals on price st...

Surveillance: Invest in Vaccines, Gaspar Says

08 Apr 2021

Contributed by Lukas

Vitor Gaspar, IMF Fiscal Affairs Department Director, says the investment in vaccinations has a tremendous return. William Lee, Milken Institute Chief...

Surveillance: Expect Higher Rates, Bianco Says

07 Apr 2021

Contributed by Lukas

Jim Bianco, Bianco Research President and Macro Strategist, expects rates to move higher for the next several months. Robert Albertson, Piper Sandler ...

Surveillance: Covid Communication Efforts

06 Apr 2021

Contributed by Lukas

Hans Vestberg, Verizon Chairman & CEO, and Lisa Sherman, Ad Council President & CEO, discuss the effort to communicate accurate information ab...

Surveillance: Market Divergence With Chandler

05 Apr 2021

Contributed by Lukas

Marc Chandler, Bannockburn Chief Market Strategist, says divergence is still the theme for markets. Anna Han, Wells Fargo Securities Equity Strategist...

Surveillance: Biden Plans With Bernstein

01 Apr 2021

Contributed by Lukas

Jared Woodard, Bank of America Research Investment Committee Head, says Jared Bernstein, White House Council of Economic Advisors Member, says more pl...

Surveillance: Infrastructure Plan With Deese

31 Mar 2021

Contributed by Lukas

Brian Deese, White House Director of the National Economic Council, discusses what to expect from President Biden's infrastructure plan and why we nee...

Surveillance: Rising Yields With Koesterich

30 Mar 2021

Contributed by Lukas

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects rates to continue to normalize. James Bevan, CCLA Chief Investment Office...

Surveillance: Block Trade Fallout

29 Mar 2021

Contributed by Lukas

Tracy Alloway, Bloomberg Markets Managing Editor, says there are so far no signs the forced block trades are unnerving the wider market. Gerard Cassid...

Surveillance: Inflation Fears With Fed's Harker

26 Mar 2021

Contributed by Lukas

Patrick Harker, Federal Reserve Bank of Philadelphia President, says there are some risks to keeping rates too low for too long. Troy Gayeski, Skybrid...

Surveillance: Suez Canal Remains Blocked

25 Mar 2021

Contributed by Lukas

Alan Gelder, Wood Mackenzie Vice President of Refining, Chemicals & Oil Markets, says the blockage at the Suez Canal could last over a week. Moham...

Surveillance: Return Of Travel With Ryanair CEO

24 Mar 2021

Contributed by Lukas

Michael O'Leary, Ryanair CEO, is optimistic about the recovery of short-haul travel between the U.K. and Europe this summer. Representative Don Beyer,...

Surveillance: Fed's Rate Cycle With Greene

23 Mar 2021

Contributed by Lukas

Megan Greene, Harvard Kennedy School Senior Fellow, says the Fed will likely hike rates before its own forecast. Dr. Amesh Adalja, Johns Hopkins Cente...

Surveillance: Astra Vaccine Is Safe, U.S. President Says

22 Mar 2021

Contributed by Lukas

Ruud Dobber, AstraZeneca U.S. President, says the company's Covid-19 vaccine is safe and effective. Heather Boushey, U.S. Council of Economic Advisers...

Surveillance: U.S.-China Talks With Bremmer

19 Mar 2021

Contributed by Lukas

Ian Bremmer, Eurasia Group and GZero Media President, says there is agreement across the U.S. political spectrum that China is the most the most criti...

Surveillance: Fed Reaction With Posen

18 Mar 2021

Contributed by Lukas

Adam Posen, Peterson Institute President, says 7% GDP is inherently going to be transitory. David Rosenberg, Rosenberg Research and Associates Chief E...

Surveillance: Rapid Recovery With Hatzius

17 Mar 2021

Contributed by Lukas

Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Investment Research, expects a rapid recovery in 2021. Glenn Hubbard, Columbia Univers...

Surveillance: Biden's Tax Plan With Ramamurti

16 Mar 2021

Contributed by Lukas

Bharat Ramamurti, U.S. National Economic Council Deputy Director, outlines why Biden plans to ensure wealthier taxpayers pay more. Patricia Mosser, Co...

Surveillance: Rotation Has Just Begun, Laidler Says

15 Mar 2021

Contributed by Lukas

Ben Laidler, Tower Hudson Research CEO, says the rotation has just begun. David Rubenstein, Carlyle Group Founder, says we could see a return to some ...

Surveillance: Pandemic Response With Dr. Bright

12 Mar 2021

Contributed by Lukas

Rick Bright, The Rockefeller Foundation Pandemic Prevention and Response Senior Vice President, says he's seen a complete 180 degree turnaround betwee...

Surveillance: ECB Decision Day

11 Mar 2021

Contributed by Lukas

Sarah Bianchi, Evercore ISI Head of U.S. Public Policy, says the era of U.S. gridlock is not over. Kallum Pickering, Berenberg Senior Economist, says ...

Surveillance: U.S. Recovery With Bernstein

10 Mar 2021

Contributed by Lukas

Jared Bernstein, U.S. Council of Economic Advisors Member, says Biden's rescue plan is critical for a reliable recovery. Bruce Kasman, JPMorgan Chief ...

Surveillance: OECD Raises Growth Forecast

09 Mar 2021

Contributed by Lukas

Laurence Boone, OECD Chief Economist, says the U.S. stimulus package will help power a faster than expected global economic upswing. Mark McCormick, T...

Surveillance: Recovery Trade With Abby Joseph Cohen

08 Mar 2021

Contributed by Lukas

Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she still sees potential in equities. Deborah Fuller, Univer...

Surveillance: Stimulus Payments with Bernstein

05 Mar 2021

Contributed by Lukas

Jared Bernstein, U.S. Council of Economic Advisers Member, says the details surrounding stimulus payments are still under review. Savita Subramanian, ...

Surveillance: Vaccines With Germany's Scholz

04 Mar 2021

Contributed by Lukas

Olaf Scholz, German Finance Minister, says Germany will need to increase debt spending this year to help tackle the impact of the coronavirus crisis o...