Bloomberg Surveillance
Episodes
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...
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...