Bloomberg Surveillance
Episodes
Surveillance: Investors Are Still Skittish, Nuveen's Doll Says
28 Oct 2016
Contributed by Lukas
Bob Doll, chief equity strategist at Nuveen Asset Management, says rates are in a long-term bottoming process. Gene Munster, an analyst at Piper Jaffr...
Surveillance: Twitter Is Improving, Sena Says
27 Oct 2016
Contributed by Lukas
Bloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at Bernstein ...
Surveillance: U.S. to Consider Negative Rates Within 10 Years
26 Oct 2016
Contributed by Lukas
Dominic Konstam, global head of rates research at Deutsche Bank, says the U.S. will have to consider negative rates on a five- to 10-year view. Walter...
Surveillance: Politics is Driving the Economy, El-Erian Says
25 Oct 2016
Contributed by Lukas
Kate Moore, chief equity strategist at BlackRock, says nimble and different companies are capturing growth. Mohamed El-Erian, chief economic adviser a...
Surveillance: Merger Monday Special on AT&T and Time Warner
24 Oct 2016
Contributed by Lukas
Three experts on media and telecom weigh in on the AT&T and Time Warner merger. Scott Galloway, a professor of marketing at New York University, s...
Surveillance: Many Potential Buyers for Time Warner, BTIG Says
21 Oct 2016
Contributed by Lukas
Richard Greenfield, an analyst of media and technology at BTIG, says HBO and Warner Bros. are the crown jewels of Time Warner and expects Viacom and C...
Surveillance: U.S. Earnings to Rise 5% in 2017, Adams Says
20 Oct 2016
Contributed by Lukas
Gina Martin Adams, an equity strategist at Wells Fargo says stock valuations for consumer staples are the most dangerous. Carsten Brzeski, the chief e...
Surveillance: Economic Decisions Pulling us Apart, Krueger Says
19 Oct 2016
Contributed by Lukas
Alan Ruskin, co-head of FX research at Deutsche Bank, says the pound could go into free fall. Sebastian Mallaby, senior fellow for international econo...
Surveillance: Apple's Future Should Be in Content, Ward Says
18 Oct 2016
Contributed by Lukas
John Strickland, JLS director and analyst, says Ryanair is healthy despite pressure from the pound. Howard Ward, chief investment officer of growth eq...
Surveillance: Foreign Investors Willing to Take Duration Risk
17 Oct 2016
Contributed by Lukas
Brad Hintz, professor of finance at New York University, said London will remain the financial center post-Brexit. Lindsey Piegza, chief economist at ...
Surveillance: Beginning to See Slowdown in Banking, Hintz Says
14 Oct 2016
Contributed by Lukas
Brad Hintz, adjunct professor of finance at New York University, says this was a good summer for fixed income for the banks. Dan Yergin, vice chairman...
Surveillance: Slowing Innovation Hit Productivity, Phelps Says
13 Oct 2016
Contributed by Lukas
Edmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but what they are produ...
Surveillance: Stephen Stanley on the Part Time-ization of US
12 Oct 2016
Contributed by Lukas
Stephen Stanley, chief economist of Amherst Pierpont Securities, says 2016 inflation is very close to 2 percent. Craig Moffett, partner and senior res...
Surveillance: Workplace Is Changing Dramatically, Nobelist Says
11 Oct 2016
Contributed by Lukas
Dennis Gartman, editor of the Gartman Letter, says he's not yet confident of a gold rebound. Steve Rattner, chairman of Willet Advisors, says the equi...
Surveillance: Fed Moving Closer to Normalization, Sinche Says
10 Oct 2016
Contributed by Lukas
Robert Sinche, global strategist at Amherst Pierpont Securities, says the long-term yield downturn is a global phenomenon. Greg Valliere, chief global...
Admati: Deutsche Bank Has Made Itself More Systemic
07 Oct 2016
Contributed by Lukas
Anat Admati, professor of finance and economics at Stanford Graduate School of Business, says capital levels for European banks are meaningless with a...
Surveillance: Gross Says Job Report Won't Bar Fed Rate Increase
07 Oct 2016
Contributed by Lukas
Alan Krueger, a professor of economics at Princeton University, says the U.S. economy is seeing encouraging signs of wage growth. Peter Fisher, a seni...
Surveillance: Settlement on Deutsche Bank is Best, Lagarde Said
06 Oct 2016
Contributed by Lukas
John Lipsky, a visiting scholar of the Paul H. Nitze School of Advanced International Studies and a former special adviser to the IMF, says the IMF is...
Surveillance: U.S. Economy Stagnating, Alan Greenspan Says
05 Oct 2016
Contributed by Lukas
Jeff Currie, global head of commodities research at Goldman Sachs, says gold is trading in lock-step against real interest rates. UBS' Geoff Dennis di...
Surveillance: Major Sees Five More Years of Low Bond Yields
04 Oct 2016
Contributed by Lukas
HSBC's Steven Major says we should expect lower yields to last longer. Eurasia Group's Callum Henderson says the weaker sterling is a positive bias fo...
Surveillance: U.K.'s Idea of Brexit Sovereignty an Illusion
03 Oct 2016
Contributed by Lukas
Marc Chandler, head of currencies at Brown Brothers Harriman, weighs in on the pound's drop and analyzes the Obama dollar rally. James Stavridis, dean...
Surveillance: Citi's Buiter Says Global Economy is Stagnating
30 Sep 2016
Contributed by Lukas
Willem Buiter, chief economist at Citigroup, says a hard Brexit is the most likely outcome for the U.K. BlackRock's Jeffrey Rosenberg discusses how lo...
Surveillance: Harker Wants a Hike ‘Sooner, Rather Than Later'
29 Sep 2016
Contributed by Lukas
In a Bloomberg exclusive, Philadelphia Fed President Patrick Harker says the Fed should normalize sooner rather than later. Former IMF Chief Economist...
Surveillance: Fed Lacks Strategy, Former Philly Fed Pres. Says
28 Sep 2016
Contributed by Lukas
NYU professor of economics Michael Spence says sole reliance on monetary policy won't work. Former President of the Federal Reserve Bank of Philadelph...
Surveillance: David Rosenberg Says He's Bearish on Yen
27 Sep 2016
Contributed by Lukas
Gluskin Sheff & Associates' David Rosenberg says the U.S. dollar will appreciate over the next several months. University of California Irvine pro...
Surveillance: Gallo Says German Government Must Intervene in DB
26 Sep 2016
Contributed by Lukas
Algebris Investments' Alberto Gallo says Deutsche Bank will take 10 years to fix. Gary Shilling, president of A. Gary Shilling & Co., says he's ra...
Surveillance: Competitive Devaluation Is 'Intellectually Vapid'
23 Sep 2016
Contributed by Lukas
Charles Calomiris, an economics professor at Columbia Business School, says central banks' negative rates policy is idiotic. Edward Conard, author of ...
Surveillance: A 'Rudderless' Fed
22 Sep 2016
Contributed by Lukas
Citigroup's William Lee says we have a rudderless, event-driven Fed. Wells Fargo's John Manley says American consumers are starting to feel better. An...
Surveillance: Goncalves Says It’s BOJ’s Turn to Move (Correct)
22 Sep 2016
Contributed by Lukas
George Goncalves, head of U.S. rates strategy at Nomura Securities, discusses the changes to the Bank of Japan’s monetary stimulus program. Goldman ...
Surveillance: Harvard's Porter Says Economy Peaked 20 Years Ago
20 Sep 2016
Contributed by Lukas
Council of Foreign Relations' Richard Haass says TPP passage is a no-brainer for an open economy. Harvard Business School's Michael Porter says our po...
Surveillance: Capital Alpha Partners' Gabriel on the Election
19 Sep 2016
Contributed by Lukas
Luigi Zingales, professor at The University of Chicago Booth School of Business, says the German election shows a risk of the EU moving backward. UBS ...
Surveillance: Achuthan Says Growth Cycle is Agonizing for Fed
16 Sep 2016
Contributed by Lukas
Lakshman Achuthan, ECRI co-founder, explains his cautious view on economic growth. Also, Kennan Institute's William Pomeranz on Trump's admiration for...
Surveillance: Sri-Kumar Says Give Monetary Policy A Rest
15 Sep 2016
Contributed by Lukas
U.S. Council of Economic Advisers Chairman Jason Furman says U.S. productivity growth is too slow. Grisanti Capital Management CEO Christopher Grisant...
Surveillance: Fed on the Edge of Effectiveness
14 Sep 2016
Contributed by Lukas
Carl Tannenbaum, Northern Trust Company's chief economist, on the dangerous path of Japanese demographics. PK Verleger President Phil Verleger defends...
Surveillance: Rogoff On the Curse of Cash
13 Sep 2016
Contributed by Lukas
Harvard University Professor Kenneth Rogoff makes the case for eliminating most paper money. Evercore Partners founder Roger Altman dismisses concern ...
Surveillance: Desai Says the Days of Globalization Are Over
12 Sep 2016
Contributed by Lukas
The London School of Economics' Lord Meghnad Desai says we need helicopter money. Also, American Action Forum President Douglas Holtz-Eakin says the F...
Surveillance: Stern Says Fed Committed to Data-Dependency
09 Sep 2016
Contributed by Lukas
Morgan Stanley's Ellen Zentner says the Fed is itching to move rates. Also, PIMCO Executive Vice President, Libby Cantrill, believes the same party th...
Surveillance: Draghi Will Run Out of Assets to Buy
08 Sep 2016
Contributed by Lukas
Piper Jaffray's Gene Munster says Apple's AirPods aren't likely to backfire. Also, Manulife's Megan Greene says ECB is following in BOJ's footsteps. A...
Surveillance: El-Erian Says Fed Rate Hike Likely in 2016
07 Sep 2016
Contributed by Lukas
CLSA's Mike Mayo calls JPMorgan the LeBron James of banking; Allianz's Mohamed El-Erian says central banks are becoming less effective; Willett Adviso...
Surveillance: Putin is an Unreformed NATO Hater
06 Sep 2016
Contributed by Lukas
Kissinger Associates' Bob Hormats says the U.S. political environment is almost fact-free. Also, the Fletcher School's James Stavridis says that NATO ...
Surveillance: Gross: September Rate Hike is On
02 Sep 2016
Contributed by Lukas
JPMorgan International Chairman Jacob Frenkel says negative rates are not healthy for the financial system; Harvard Kennedy School's Nicholas Burns sa...
Surveillance: Warther: VIX Needs a Catalyst
01 Sep 2016
Contributed by Lukas
Stewart Warther, BNP Paribas Equity Strategist, and David Kotok, Cumberland Advisors Chairman, on what will drive volatility higher; Admiral James Sta...
Surveillance: Once Again, Doubt About the Fed
31 Aug 2016
Contributed by Lukas
Atlantic Equities Bank Analyst Chris Wheeler says he doesn't expect a merger of big banks in Germany. Also, Ed Morse, head of commodities research at ...
Surveillance: Fed's Fischer Says Negative Rates Seem to Work
30 Aug 2016
Contributed by Lukas
Federal Reserve Vice Chairman Stanley Fischer says negative interest rates seem to be working in other countries, while reinforcing that they aren’t...
Surveillance: Taylor Rule Author: Fed Should Already Have Moved
29 Aug 2016
Contributed by Lukas
Did the Fed blow it? Stanford University economist John Taylor says Federal Reserve policymakers erred by failing raise interest rates so far this yea...
Surveillance: The Fed Presidents Speak at Jackson Hole
26 Aug 2016
Contributed by Lukas
St. Louis Fed President James Bullard says the central bank is close to its goals; Dallas Fed President Robert Kaplan says the path of Fed rate hikes ...
Surveillance: Jackson Hole Host Says Raise Rates
25 Aug 2016
Contributed by Lukas
Kansas City Fed President Esther George: "Time is right" for a near-term rate hike; Howard Ward, GAMCO chief investment officer, says we're running up...
Surveillance: Trump Will Cut Taxes for Everyone
24 Aug 2016
Contributed by Lukas
David Malpass, Donald Trump Economic Advisor, says Trump will cut taxes for everyone; Dominic Konstam, Deutsche Bank Global Head of Rates Research, "s...
Surveillance: America's Millions of Uncountable Unemployed
23 Aug 2016
Contributed by Lukas
Jim Glassman, senior economist at JPMorgan Securities, says the U.S. unemployment rate may be 6.47 percent; Michael Pond, head of inflation market str...
Surveillance: Davies, Herro, El-Erian
22 Aug 2016
Contributed by Lukas
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today i...
Surveillance: Levitt, Meyer, Newport, Darda
19 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss prof...
Surveillance: Stiglitz, Valliere, Zentner, Ross
18 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss his ...
Surveillance: Trennert, Maher, Peters
17 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Curnutt, Foley, Duncan, Hegarty
16 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Weinberg, Crescenzi, Dickerson
15 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss gold...
Surveillance: Rose, Wieseman, Telsey, Burke, Yergin
12 Aug 2016
Contributed by Lukas
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today i...
Surveillance: Schmieding & Fiotakis, Kass, Ritholtz, Rattner
11 Aug 2016
Contributed by Lukas
Tom Keene and Barry Ritholtz, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in...
Surveillance: Adams, Greenfield, Bernstein, Smith
10 Aug 2016
Contributed by Lukas
Tom Keene and Barry Ritholtz, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in...
Surveillance: Parker, Ritholtz, Gartman
09 Aug 2016
Contributed by Lukas
Tom Keene and Barry Ritholtz, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today in...
Surveillance: Woo, Zingales, Sinche
08 Aug 2016
Contributed by Lukas
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today i...
Surveillance: Krueger, Cohen, Glassman, Gross
05 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss jobs...
Surveillance: Coulton
04 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Eisenbeis, Posen, Greene
04 Aug 2016
Contributed by Lukas
Tom Keene, Michael McKee and David Gura bring you the best in economics, finance, investment and international relations. Today in Surveillance, they ...
Surveillance: Krawcheck, Purves, Schork, Collender
03 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss bank...
Surveillance: Haass, Swonk, Fishman
02 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: York, Jersey, Stavridis
01 Aug 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss oil ...
Surveillance: Feldman, Posen, Sinche, Burns
29 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Morse, Clarida, Wieser
28 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss oil ...
Surveillance: Belski, Rosenberg, Porcelli, Piecyk
27 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss equi...
Surveillance: Bandholz, Munster, Miller, Senatore
26 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Quinlan, Galloway, Yamada, Rosenberg
25 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Browne, Hornbach, Weber, Kenny
22 Jul 2016
Contributed by Lukas
Michael McKee and Lisa Abramowicz, filling in for Tom Keene, bring you the best in economics, finance, investment and international relations. Today i...
Surveillance: Fels, Yergin, Wang, Valliere
21 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss shad...
Surveillance: Hintz, Sununu, Stockton, Merk
20 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss Morg...
Surveillance: Zentner, Newport, Harris, Barone
19 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss econ...
Surveillance: Weinberg, Dutta, Stavridis, Gabriel
18 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss glob...
Surveillance: Hormats, Haass, Goodfriend, Rosenberg
15 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Sentance, Peabody, Holland, Zentner
14 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Dennis, Weinberg, Strauss, Mayo
13 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss emer...
Surveillance: Sri-Kumar, Gartman, Maki
12 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Kotok, Darda, Bootle
11 Jul 2016
Contributed by Lukas
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today i...
Surveillance: Buiter, Gross, Levkovich, Fels
08 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss glob...
Surveillance: Marangi, Rajadhyaksha, York, El-Erian
07 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss mark...
Surveillance: Bremmer, Alloatti, Clifton
06 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss glob...
Surveillance: Weinberg, Steel, Hartnett, Zingales
05 Jul 2016
Contributed by Lukas
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international relations. Today i...
Micklethwait: Goodbye to all that
01 Jul 2016
Contributed by Lukas
Bloomberg's John Micklethwait sits down to discuss the implications of Brexit on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudi...
Surveillance: Slok, Bisat, Dwyer
01 Jul 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Hintz, Rupkey, Kass
30 Jun 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss the ...
Surveillance: Hooper, Herro, Mayo
29 Jun 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they talk about t...
Michael Feroli is data dependent
28 Jun 2016
Contributed by Lukas
Michael Feroli, JP Morgan Chief U.S. Economist, says forecasting Fed rate hikes is fraught with problems. He joins Tom Keene and Michael McKee and Blo...
Wolfers: Prediction markets, the least terrible way
28 Jun 2016
Contributed by Lukas
University of Michigan Economics Professor Justin Wolfers says the markets didn't get it wrong on the Brexit vote... it's actually more complicated th...
Lee: Can the consumer keep the economy going?
28 Jun 2016
Contributed by Lukas
Citigroup Head of North American Economics William Lee says that some serious structural imbalances are casting a shadow over the U.S. economy. He joi...
Sparks: A G-zero world, a G-zero Europe, a G-zero UK
28 Jun 2016
Contributed by Lukas
Eurasia Group's Willis Sparks describes a world racked by political uncertainty. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See om...
Surveillance Brexit Special: King, Goodfriend, Fels
28 Jun 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they discuss Brex...
Greene: UK is more divided than I've ever seen it
28 Jun 2016
Contributed by Lukas
Manulife Asset Management's Megan Greene weighs in on Brexit on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener fo...
Wheeler: complete confusion in the U.K.
27 Jun 2016
Contributed by Lukas
Atlantic Equities' Chris Wheeler reacts to the European bank selloff. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.co...
Gensler: Clinton sees need to go beyond Dodd-Frank
27 Jun 2016
Contributed by Lukas
Clinton campaign COO Gary Gensler discusses Hillary Clinton's key policies. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystu...
Dionne: Trump is an extreme narcissist
27 Jun 2016
Contributed by Lukas
Author EJ Dionne says Donald Trump can't separate his business interests from his bid for the presidency. Dionne joins Tom Keene and Michael McKee on ...
Surveillance: Alan Greenspan
27 Jun 2016
Contributed by Lukas
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they talk to form...
Petrou: European financial system dependent on biggest banks
27 Jun 2016
Contributed by Lukas
Federal Financial Analytics' Karen Petrou reacts to the selloff in the European banking sector. She joins Tom Keene and Michael McKee on Bloomberg Sur...