Bloomberg Surveillance
Episodes
Surveillance: Borrowers Simply not Borrowing, Caron Says
02 Jul 2019
Contributed by Lukas
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, identifies one of the contributing factors to increased negative-yield...
Surveillance: Growth Overall Is Coming Down, Weinberg Says
01 Jul 2019
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist & Founder, says the industrial recession in Europe is ongoing with "no clear end in sight....
Surveillance: The Best G-20 Outcome With Hormats
28 Jun 2019
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she thinks small cap stocks deserve to be underperforming. Robert Hormats...
Bloomberg Special: The Americans Are Coming, MLB In London
28 Jun 2019
Contributed by Lukas
In this special, the Surveillance team does a deep dive on Major League Baseball's debut in the U.K. Robert Manfred Jr., MLB Commissioner, speaks on t...
Surveillance: Energy Stocks Are Unloved, Emanuel Says
27 Jun 2019
Contributed by Lukas
Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, explains why he thinks energy stocks are currently unloved. Shawn Donnan, Bloomberg Seni...
Surveillance: We've Had Too Little Globalization, Mann Says
26 Jun 2019
Contributed by Lukas
Joyce Chang, JPMorgan Chair of Global Research, says, "it's not all about the Fed," expecting fixed income yields to lower. Catherine Mann, Citi Manag...
Surveillance: China Could Wait Out Trump, Crebo-Rediker Says
25 Jun 2019
Contributed by Lukas
Tobias Levkovich, Citi Investment Research Chief U.S. Equity Strategist, shares why he has been bullish on healthcare equipment services. Liz Krutohol...
Surveillance: Tariffs Have Many Uses, Peter Navarro Says
24 Jun 2019
Contributed by Lukas
Dan Tannebaum, PwC Global Sanctions Leader, discusses how the U.S. could continue to pressure Iran despite running low on additional things to sanctio...
Surveillance: Adm. Stavridis on Worsening Iran Conflict
21 Jun 2019
Contributed by Lukas
William Lee, Milken Institute Chief Economist, parses the Fed message with conflicting economic signals resulting in new emphasis on next jobs report....
Surveillance Special: Fed Vice Chairman Richard Clarida
21 Jun 2019
Contributed by Lukas
In an exclusive conversation with Tom Keene, Federal Reserve Vice Chairman Richard Clarida says the argument in favor of cutting interest rates has st...
Surveillance: U.S. Not In Liquidity Trap, Henry Says
20 Jun 2019
Contributed by Lukas
Diana Amoa, JPMorgan Asset Management Fixed Income Portfolio Manager, discusses why the Fed needs to act into a deeper cutting cycle. Bill Smead, Smea...
Surveillance: Blackstone's Schwarzman On Lower Rates
19 Jun 2019
Contributed by Lukas
We kick off with a segment from our TV broadcast with Blackstone CEO Stephen Schwarzman. He tells Francine Lacqua & Tom Keene that lower rates wou...
Surveillance: ECB Policy Not Targeted At USD, Posen Says
18 Jun 2019
Contributed by Lukas
We kick off with a segment from our Bloomberg TV show with Bloomberg's Joe Weisenthal and Nordea Asset Management's Sebastian Galy. They weigh in on F...
Surveillance: The State of Employment with Blanchflower
17 Jun 2019
Contributed by Lukas
David Blanchflower, Former BOE Monetary Policy Committee Member and Dartmouth Professor, answers the question he asks in his new book: "Not Working: W...
Surveillance: U.S. Rates Near 0% in 5 Years, Crescenzi Says
14 Jun 2019
Contributed by Lukas
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, sees U.S. rates collapsing toward 0% over the next five years. In a banking roundtable,...
Surveillance: Golden Age for Security Selection With Kantor
13 Jun 2019
Contributed by Lukas
Anthony DiPaola, Bloomberg Middle East Energy Markets Reporter, updates us on the attacks on oil tankers in the Strait of Hormuz. Jason Gammel, Jeffer...
Surveillance: Paul Tudor Jones on Making Money with 'Just Capital'
12 Jun 2019
Contributed by Lukas
Karen Leigh, Bloomberg China Government Editor, explains what sets the current protests in Hong Kong apart from previous demonstrations. Gideon Rose, ...
Surveillance: Goldman's Currie Calls for Cheaper Oil
11 Jun 2019
Contributed by Lukas
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Surveillance: The UTX and Raytheon Deal With Heymann
10 Jun 2019
Contributed by Lukas
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says the idea of one or two rate cuts by year end is starting to make sense. Marc C...
Surveillance: Moving Forward on Tariffs, Says CEA's Hassett
07 Jun 2019
Contributed by Lukas
Jason Furman, Former Council of Economics Chair, says issues with Mexico might be more important than the tensions with China. Julia Coronado, Macropo...
Surveillance: Conservatives Are Without Party, Says George Will
06 Jun 2019
Contributed by Lukas
Today's episode begins with a conversation from Bloomberg TV with Antony Phillipson, British Consul General to New York, on the 75th Anniversary of D-...
Surveillance: Trade Talks Are Unpredictable, Hewson Says
05 Jun 2019
Contributed by Lukas
David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg...
Surveillance Fed Special: Low Inflation Nerves with Evans
05 Jun 2019
Contributed by Lukas
Michael McKee, Bloomberg News International Economics & Policy Correspondent, sits down with two Federal Reserve Presidents. First, Robert Kaplan ...
Surveillance: Johnson & Trump Dissimilar, Diamond Says
04 Jun 2019
Contributed by Lukas
Jenny Leonard, Bloomberg Trade Reporter, and David Merritt, Bloomberg Senior Executive Editor, discuss what a trade deal could look like between the U...
Surveillance: Yen Stands to Benefit from Trade War, Says Barth
03 Jun 2019
Contributed by Lukas
Marvin Barth, Barclays Head of FX Strategy, believes that the dollar is ultimately the beneficiary of a volatile, global environment. Lorenzo Codogno,...
Surveillance: U.S. Is Now A Service Economy, Treyz Says
31 May 2019
Contributed by Lukas
Eric Farnsworth, Council of Americas Vice President, says the U.S. is going down a path that requires Mexico to react negatively. Laura Rosner, Macrop...
The Age of Disruption with PIMCO
31 May 2019
Contributed by Lukas
In conversation with Bloomberg Surveillance and The Open's Jonathan Ferro, PIMCO CEO and CIO present their bearish view of corporate credit and what t...
Surveillance: Fed Vs. The Markets With MUFG's Rupkey
30 May 2019
Contributed by Lukas
Chris Rupkey, MUFG Union Bank Chief Financial Economist, previews Fed Vice Chair Clarida's speech, saying it's the Fed versus the markets right now. J...
Surveillance: Big Risks In Manufacturing Sector, Sweeney Says
29 May 2019
Contributed by Lukas
James Sweeney, Credit Suisse Chief Economist & Americas CIO, sees big risks in the U.S. manufacturing sector. Jerome Schneider, PIMCO MD & Hea...
Surveillance: China Can Stand Tariffs' Shock, Weinberg Says
28 May 2019
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist, doesn't expect any agreement between the U.S. and China. Jacob Kirkegaard Peterson Institute ...
Surveillance Special: Telecom in 2019
24 May 2019
Contributed by Lukas
Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director ...
Surveillance: Americans Are Underinvested In EM, Santos Says
24 May 2019
Contributed by Lukas
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says he has no doubt the American economy will continue to grow throughout the ye...
Surveillance: Market Gives Trump Slack With China, Marangi Says
23 May 2019
Contributed by Lukas
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia Meskin, Standa...
Bloomberg and Wondery Present: The Shrink Next Door
22 May 2019
Contributed by Lukas
Marty Markowitz had his share of problems. His parents had recently died. He had troubles at work. A failing relationship. He needed someone to help h...
Surveillance: Europe Disappeared From Investors Map, Gallo Says
22 May 2019
Contributed by Lukas
Daragh Maher, HSBC Securities US Head of FX Strategy, says outside of the U.S., there's no appetite for fiscal stimulus. Kathy Jones, Schwab Center Fo...
Surveillance: China Is Not A Small Player Anymore, Kelly Says
21 May 2019
Contributed by Lukas
Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Managem...
Surveillance: Fed's Bostic Doesn't Foresee Rate Hike
20 May 2019
Contributed by Lukas
Jonathan Golub, Credit Suisse Chief US Equity Strategist, says the likelihood of a recession is very low. Sonali Basak, Bloomberg Investment Banking R...
Surveillance: China Is Overconfident, Carr Says
17 May 2019
Contributed by Lukas
Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, Haitong International C...
Surveillance: A Trade War Isn't Inflationary, Emanuel Says
16 May 2019
Contributed by Lukas
Ann Cairns, Mastercard Vice Chair, says it's important to introduce girls to STEM careers. Julian Emanuel, BTIG Chief Equity & Derivatives Strateg...
Surveillance: Possible Outcomes of Trade Talks With Spence
15 May 2019
Contributed by Lukas
Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, thinks trade tensions were the cause of China's slowdown. David Kostin, Go...
Surveillance: Trade Should Be Enhanced, Mann Says
14 May 2019
Contributed by Lukas
Catherine Mann, Citigroup Global Chief Economist, says closing the door to trade doesn't enhance an economy. Jens Nordvig, Exante Data Founder & C...
Surveillance: Tariffs Are Attacks On Importers, Roach Says
13 May 2019
Contributed by Lukas
Michael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan Stanley Asia Cha...
Surveillance: China Will Retaliate If No Deal Today, Woo Says
10 May 2019
Contributed by Lukas
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the burden of tariffs will fall on U.S. consumers. David Kirkpatrick, Techonomy Medi...
Surveillance: Being Against China Is Popular, Treyz Says
09 May 2019
Contributed by Lukas
Peter Hooper, Deutsche Bank Global Head of Economic Research, thinks it's unlikely that China or the U.S. will back off. Henrietta Treyz, Veda Partner...
Tariffs Are A Job Killer, PIIE's Lovely Says
08 May 2019
Contributed by Lukas
Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says U.S. businesses are negatively impacted by the tariffs imposed...
Surveillance: Nobody Wins A Trade War, Adm. Stavridis Says
07 May 2019
Contributed by Lukas
Willem Buiter, Citi Special Economic Adviser, says the full package of sanctions on China would be in nobody's interest. Meredith Sumpter, Eurasia Gro...
Surveillance: Equity Markets Still Pretty Good, Patel Says
06 May 2019
Contributed by Lukas
Tony Dwyer, Canaccord Genuity Chief Market Strategist, thinks it's impossible to make an investment decision off of a tweet. Elaine Kamarck, Brookings...
Surveillance: Capitalism Works, Langone Says
03 May 2019
Contributed by Lukas
Alan Ruskin, Deutsche Bank Chief International Strategist, offers insights on output gap measurements. Jeffrey Sachs, Columbia University Economics Pr...
Surveillance: A Long Way To Full Employment, Blanchflower Says
02 May 2019
Contributed by Lukas
Steven Englander, Standard Chartered Bank Global Head of FX, says the Fed's inflation forecast record isn't brilliant. Jerome Schneider, PIMCO Head of...
Surveillance: People Are No Longer With Maduro, O'Neil Says
01 May 2019
Contributed by Lukas
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes we will avoid an earnings recession this year. Dan Ives, Wedbush Securities...
Surveillance: Venezuelans Want Regime Change, Jimenez Says
30 Apr 2019
Contributed by Lukas
Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in European eco. Maryhen Jimenez Morales, Ox...
Surveillance: The U.S. Is Still The Driest Towel, Chandler Says
29 Apr 2019
Contributed by Lukas
Marc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel in the glob...
Surveillance: GDP, Not That Positive Under The Hood, Greene Says
26 Apr 2019
Contributed by Lukas
Lisa Shalett, Morgan Stanley Wealth Management CIO, says the last decade has been "a magical time" for companies to raise capital. George Bory, Wells ...
Surveillance: Dollar Strength Is Unsustainable, Tirupattur Says
25 Apr 2019
Contributed by Lukas
Matt Miller, Bloomberg TV & Radio Anchor, says most German politicians were against the Deutsche Bank-Commerzbank merger. Jonathan Tyce, Bloomberg...
Surveillance: Progressive Capitalism With Joseph Stiglitz
24 Apr 2019
Contributed by Lukas
Marcus Ashworth, Bloomberg Opinion Columnist, says the Fed is absolutely on hold. Joseph Stiglitz, Nobel Laureate and Author of "People, Power and Pro...
Surveillance: I Don't Think Inflation Is Dead, Hatzius Says
23 Apr 2019
Contributed by Lukas
Jose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. Jan Hatzius, Goldman Sachs Ch...
Surveillance: The U.S. Economy Is Strong, Rupkey Says
22 Apr 2019
Contributed by Lukas
Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. economy is strong. Todd Mariano, Eurasia Group U.S. Director, discusses next st...
Surveillance: Justice Dept Highly Politicized, Valliere Says
18 Apr 2019
Contributed by Lukas
Taylor Riggs, Bloomberg News Reporter, discusses JPMorgan's succession plans. Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager...
Apple Settlement Validates Qualcomm's IP: Srinivasan
17 Apr 2019
Contributed by Lukas
Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the Qualcomm-Apple settlement and what it means for chip st...
Surveillance: Europe Is The Catch Up Trade, Fowler Says
17 Apr 2019
Contributed by Lukas
Yalman Onaran, Bloomberg Senior Writer, analyzes Morgan Stanley's earnings report. Gerry Fowler, Aberdeen Standard Investments Multi-Asset Strategist,...
Surveillance: Notre Dame's Past & Future
16 Apr 2019
Contributed by Lukas
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, ...
Surveillance: Paying Tribute to Notre Dame
16 Apr 2019
Contributed by Lukas
The mood in Paris today is somber after a fire ripped through the Notre Dame Cathedral. The iconic structure took more than 200 years to build and jus...
Surveillance: Trump Doesn't Impact Powell, Bremmer Says
15 Apr 2019
Contributed by Lukas
Ian Bremmer, Eurasia Group President, says Fed Chairman Powell is a "capable, qualified and independent" chief. Fred Cannon, KBW Global Director of Re...
Surveillance: JPMorgan Is Fairly Valued, Whalen Says
12 Apr 2019
Contributed by Lukas
Catherine Mann, Citi Global Chief Economist, and Lupin Rahman, PIMCO Head of EM Sovereign Credit, discuss China's latest economic data. Adam Posen, Pe...
Surveillance: I Want Openness & Sunlight On The Fed, Moore Says
11 Apr 2019
Contributed by Lukas
Troy Gayeski, Skybridge Capital Partner & Senior Portfolio Management, sees a higher probability of a Fed cut than a hike. Betsy Graseck, Morgan S...
Surveillance: "Wait And See" Mode After Draghi, Coronado Says
10 Apr 2019
Contributed by Lukas
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects two Fed rate cuts and stocks to go higher in 2019. Shahab Jalinoos, Credit Sui...
Surveillance: Tech Is Keeping Inflation Muted, Rosner Says
09 Apr 2019
Contributed by Lukas
Drew Matus, Metlife Investment Management Chief Market Strategist, says it's very difficult to drive the U.S. into a recession from overseas. Henriett...
Surveillance: NATO Is A Transatlantic Bridge With Stavridis
09 Apr 2019
Contributed by Lukas
Vasileios Gkionakis, Banque Lombard Odier Global Head of FX Strategy, says the Fed has maintained its full independence. Jane Foley, Rabobank Head of ...
Surveillance: Everyone Is Scrambling For Yield, Michele Says
08 Apr 2019
Contributed by Lukas
Davide Serra, Algebris Investments CEO, says there are too many banks in Europe. Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't think this ...
Surveillance Special: Views From The Ambrosetti Spring Workshop
05 Apr 2019
Contributed by Lukas
Tom Keene and Francine Lacqua host from the Ambrosetti Spring Workshop in Cernobbio, Italy. In this episode, we feature our TV & Radio interviews ...
Surveillance: U.S. Economy Really Coming Back, Kudlow Says
05 Apr 2019
Contributed by Lukas
Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, does not think wage growth is translating into inflation. Mike Darda, MKM Partners Chi...
Surveillance: We Must Take The Yield Curve Seriously, Fels Says
04 Apr 2019
Contributed by Lukas
Joachim Fels, PIMCO Global Economic Advisor, says the yield curve predicts and also causes recessions. Derek Halpenny, MUFG European Head of Global Ma...
Surveillance: U.S. Treasuries Look Cheap Globally, Major Says
02 Apr 2019
Contributed by Lukas
Steven Major, HSBC Global Head of FI Research, thinks U.S. bonds look cheap globally. Emma Ross-Thomas, Bloomberg Brexit Editor, updates us on Parli...
Surveillance: FX Market Has Become Very Political, Bloom Says
01 Apr 2019
Contributed by Lukas
Lord Andrew Adonis, Former U.K. Secretary of State For Transport, speaks in favor of a second referendum. David Bloom, HSBC Global Head of FX Strategy...
Surveillance: I'm Not A Buy And Hold Advocate, Shiller Says
29 Mar 2019
Contributed by Lukas
Chris Verrone, Strategas Partner & Head of Technical Strategy, thinks sentiment is too extreme with the long bond call. Robert Shiller, Yale Profe...
Surveillance: Monetary Policy Tools Are Ineffective, Kelly Says
28 Mar 2019
Contributed by Lukas
David Kelly, JPMorgan Asset Management Chief Global Strategist, says monetary policy tools are ineffective. Frances Donald, Manulife Asset Management ...
Surveillance: Investing in Lyft With NYU’s Segram (Correct)
27 Mar 2019
Contributed by Lukas
Luigi Zingales, University of Chicago Booth School Finance Professor, talks bank mergers and the benefits of being "too big to fail." Haran Segram, NY...
Surveillance: Equality in Hollywood With Giese
27 Mar 2019
Contributed by Lukas
Ellen Zentner, Morgan Stanley Chief U.S. Economist, says commodity prices are too volatile a measure to use to judge the economy. Priya Misra, TD Secu...
Surveillance: Global Economic Data Will Hold Up, Hooper Says
26 Mar 2019
Contributed by Lukas
David Folkerts-Landau, Deutsche Bank Head of Research and Group Chief Economist, says Europe needs a unified banking system. Bloomberg's Anna Edwards ...
Surveillance: New Political Focus After Mueller, Hormats Says
25 Mar 2019
Contributed by Lukas
Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, says it's not improbable that interest rates will stay low until 2030. Robert Hormats...
Surveillance: Dynamic Ownership With RTR's Hyman
22 Mar 2019
Contributed by Lukas
Greg Daco, Oxford Economics Chief U.S. Economist, doesn't see much momentum upward for yields going forward. Antony Phillipson, British Consul General...
Surveillance: The Economy Is Shifting Gears, Piegza Says
21 Mar 2019
Contributed by Lukas
Henrietta Treyz, Veda Partners Director of Economic Policy, says although the business community want tariffs to end, D.C. politicians are comfortable...
Surveillance: Defaults Are A Necessary Evil, Kong Says
20 Mar 2019
Contributed by Lukas
Kate Moore, BlackRock Investment Institute Chief Equity Strategist, says the opportunity in equities is on quality. Carl Riccadonna, Bloomberg Economi...
Surveillance: Alan Krueger's Economic Legacy
19 Mar 2019
Contributed by Lukas
Remembering Princeton University's Alan Krueger with Dartmouth Professor of Economics Danny Blanchflower, Bloomberg International Economics & Poli...
Surveillance: This AI Cycle Is Different, NYU's Dhar Says
15 Mar 2019
Contributed by Lukas
Jerome Schneider, PIMCO Head of Short-Term Bond Portfolios, says investors must calibrate expectations taking into account higher volatility. Brian Wi...
Surveillance: U.K. Unprepared For No-Deal Brexit, Dimon Says
14 Mar 2019
Contributed by Lukas
Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses his three U.K. bank shorts. Patricia Mosser, Columbia University Economic Policy Ma...
Surveillance: EM Valuations Are Very Cheap, Memani Says
13 Mar 2019
Contributed by Lukas
Raghuram Rajan, Former RBI Governor and University of Chicago Booth School of Business, says the college admissions scandal is a "blow to the system"....
Surveillance: RBC Open To Tactical Acquisitions, McKay Says
12 Mar 2019
Contributed by Lukas
Dave McKay, RBC President & CEO, says the company is open to "tactical" acquisitions. Howard Ward, Gabelli Funds CIO of Growth Equities, believes ...
Surveillance: Trade Spat Impact Is Overstated, Weinberger Says
11 Mar 2019
Contributed by Lukas
Carl Weinberg, High Frequency Economics Chief Economist, doesn't think the trade spat is directly behind China's slow economic growth. Nick Lardy, Pet...
Surveillance: Household Survey Was Up, Kudlow Notes
08 Mar 2019
Contributed by Lukas
Lawrence Kudlow, White House National Economic Council Director, joins Jonathan Ferro to discuss this month's surprising jobs report. See omnystudio....
Surveillance: Labor Force Growth Is Slowing, Joseph Cohen Says
08 Mar 2019
Contributed by Lukas
To celebrate International Women's Day, Bloomberg Surveillance brings you top voices in the worlds of finance, economics and international affairs. Mo...
Surveillance: The EU Needs A Weaker Euro, Rosenberg Says
07 Mar 2019
Contributed by Lukas
David Rosenberg, Gluskin Scheff Chief Economist & Strategist, says the EU needs a weaker euro to stimulate the manufacturing sector. Bill Lee, Mil...
Surveillance: Fed Tightening May Be Back In 2019, Dudley Says
06 Mar 2019
Contributed by Lukas
Vince Cable, U.K. Liberal Democrat Party Leader, says India will overtake China. Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, says the EC...
Surveillance Special: China's Economic Slowdown
05 Mar 2019
Contributed by Lukas
Elizabeth Economy, CFR Senior Fellow & Director for Asia Studies, says there's a sense of political malaise in China. David Ingles, Bloomberg Mark...
Surveillance: Europe Remains Our Weak Sister, Chandler Says
04 Mar 2019
Contributed by Lukas
Russ Koesterich, BlackRock Global Allocation Team Portfolio Manager, is concerned about companies with business models dependent on a growing economy....
Surveillance: The Fed Is Probably Not Done Hiking, Dudley Says
01 Mar 2019
Contributed by Lukas
Willam Dudley, Former Federal Reserve Bank of New York President, thinks the Fed is probably not done yet with hiking. Priya Misra, TD Securities Head...
Surveillance: Far From Denuclearization, Collins Says
28 Feb 2019
Contributed by Lukas
Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, brings us an update from Hanoi. Chris Grisanti, Grisanti Capital Management CE...
Surveillance: Solving The Nuclear Problem With Adm. Stavridis
27 Feb 2019
Contributed by Lukas
Todd Mariano, Eurasia Group U.S. Director, and Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, discuss their expectations for ...
Surveillance: My View Of Capitalism Is Localism, Rajan Says
26 Feb 2019
Contributed by Lukas
Raghuram Rajan, Author of "The Third Pillar" and Former Reserve Bank of India Governor, advocates for pushing decision making back to the local level....
Surveillance: EM Could Outperform DM, Greg Boutle Says
25 Feb 2019
Contributed by Lukas
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, explains the confluence of factors that could lead EM to outperform DM. Karen Ub...