Bloomberg Surveillance

Lignos: Market is repricing in higher Fed rates this year

25 May 2016

Contributed by Lukas

RBC's Elsa Lignos weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy info...

Mowat: Not a lot of EM currency volatility to start the year

25 May 2016

Contributed by Lukas

JPMorgan's Adrian Mowat sits down to discuss emerging markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener f...

Dequadros: Trade will be a modest drag on growth in Q2

25 May 2016

Contributed by Lukas

RDQ Economics' Conrad Dequadros reacts to the economic data. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listene...

Mayo: Wells Fargo is the bank to own long-term

25 May 2016

Contributed by Lukas

CLSA's Mike Mayo discusses which bank stocks to own. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener ...

Ross: Trump will win the election

25 May 2016

Contributed by Lukas

Billionaire investor Wilbur Ross discusses distressed investing and politics. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See...

Ross: Trump will win the election

25 May 2016

Contributed by Lukas

Billionaire investor Wilbur Ross discusses markets, distressed investing and politics. He speaks with Tom Keene and Michael McKee on Bloomberg Surveil...

Bloomberg BNA: A replacement for the ACA?

24 May 2016

Contributed by Lukas

Bloomberg BNA's Nathaniel Weixel discusses alternative bills to the Affordable Care Act. He joins Tom Keene and Michael McKee on Bloomberg Surveillanc...

Special: Conductor Benjamin Zander on The Art of Possibility

24 May 2016

Contributed by Lukas

Boston Philharmonic Youth Orchestra's Benjamin Zander discusses leadership, creativity and what he calls the art of possibility. He joins Tom Keene an...

Stockton: Tightening by the Fed is never a smooth process

24 May 2016

Contributed by Lukas

Peterson Institute's David Stockton says the Fed wants to keep the option open of moving in July. He speaks with Tom Keene and Michael McKee on Bloomb...

Rosenberg: Investors don't think Fed will move in June

24 May 2016

Contributed by Lukas

Gluskin Sheff and Associates' David Rosenberg focuses on the Fed. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/li...

Kocherlakota: Focus on Fed timeline is an unhealthy obsession

24 May 2016

Contributed by Lukas

Former Minneapolis Fed President Narayana Kocherlakota weighs in on the negative rate debate. He joins Tom Keene and Michael McKee on Bloomberg Survei...

Todd: Trump tries to share his weakness with his opponent

24 May 2016

Contributed by Lukas

NBC's Chuck Todd weighs in on the presidential elections on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for pr...

Marinov: Dollar could appreciate more from here

24 May 2016

Contributed by Lukas

Credit Agricole's Valentin Marinov weighs in on dollar strength on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

Haass: Nothing being done in campaign that promotes compromise

24 May 2016

Contributed by Lukas

Council on Foreign Relations' Richard Haass sits down to discuss the presidential elections and the impact on the economy on Bloomberg Surveillance wi...

Bourke: Bayer being very aggressive with debt capacity

23 May 2016

Contributed by Lukas

Bloomberg Intelligence's Richard Bourke weighs in on Bayer's $62 billion bid for Monsanto on Bloomberg Surveillance with Tom Keene and Michael McKee.S...

Darda: Fed is on the wrong track

23 May 2016

Contributed by Lukas

MKM's Michael Darda says the Fed needs a more explicit target. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/liste...

Rattner: Equities are the place to be

23 May 2016

Contributed by Lukas

Willett Advisors Chairman Steve Rattner explains why he's staying in the stock market. He joins Tom Keene and Michael McKee on Bloomberg Surveillance....

Herro: Glencore worth substantially more than current value

23 May 2016

Contributed by Lukas

Harris Associates' David Herro discusses investments in Glencore and Credit Suisse. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...

Stretch: Still a few weeks away from market pricing in Fed move

23 May 2016

Contributed by Lukas

Canadian Imperial Bank's Jeremy Stretch weighs in on dollar strength and a potential Fed rate increase on Bloomberg Surveillance with Tom Keene and Mi...

Sri-Kumar: Real growth cannot come from monetary policy alone

23 May 2016

Contributed by Lukas

Sri-Kumar Global Strategies' Komal Sri-Kumar sits down to discuss global growth on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

Blinder: Markets have June hike priced about right

20 May 2016

Contributed by Lukas

Former Fed Vice Chairman Alan Blinder says the Fed has long considered June a rate-move option. He joins Tom Keene and Michael McKee on Bloomberg Surv...

Glickman: Normal has been redefined for oil

20 May 2016

Contributed by Lukas

S&P's Stewart Glickman shares his oil outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy i...

Reinhart: Fed has a communication problem with the markets

20 May 2016

Contributed by Lukas

Standish Mellon's Vincent Reinhart focuses on the Fed with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for priva...

Rochester: Market is having to price in Brexit risk

20 May 2016

Contributed by Lukas

Nomura Currency Strategist Jordan Rochester discusses Brexit with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener fo...

Maki: Fed suddenly objected to market pricing

20 May 2016

Contributed by Lukas

Point72 Asset Management's Dean Maki weighs in on the Fed and the next rate hike on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnyst...

Golub: A sloppy earnings season from a growth perspective

20 May 2016

Contributed by Lukas

RBC's Jonathan Golub sits down to discuss earnings season and companies doing better than expected on Bloomberg Surveillance with Tom Keene and Michae...

Saxena: Smaller, regional banks should consider merging

20 May 2016

Contributed by Lukas

PricewaterhouseCoopers' Arjun Saxena weighs in on the competitive position of smaller banks on Bloomberg Surveillance with Tom Keene and Michael McKee...

Fishman: There's fear investors are getting ready to sell

19 May 2016

Contributed by Lukas

Deutsche Bank's Rocky Fishman discusses derivative strategies with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener f...

Rajappa: Market is too complacent over rate hikes

19 May 2016

Contributed by Lukas

Societe Generale's Subadra Rajappa reacts to our conversation with Richmond Fed President Jeffrey Lacker. She joins Tom Keene and Michael McKee on Blo...

Lacker: Comfortable with four Fed rate hikes in 2016

19 May 2016

Contributed by Lukas

Richmond Fed President Jeffrey Lacker sees a strong case for a rate-hike in June. He joins Michael McKee on Bloomberg Surveillance.See omnystudio.com/...

Goodfriend: Fed should focus more on inflation

19 May 2016

Contributed by Lukas

Carnegie Mellon University Professor of Economics Marvin Goodfriend focuses on the Fed with Tom Keene and Michael McKee on Bloomberg Surveillance.See ...

Viloria: Monetary policy the main driver of currencies

18 May 2016

Contributed by Lukas

Wells Fargo's Eric Viloria discusses his FX outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy...

Yarmuth: Political parties have forgotten their roots

18 May 2016

Contributed by Lukas

Congressman John Yarmuth discusses the results of the Kentucky Primary with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/l...

Friedman: NATO simply doesn't work

18 May 2016

Contributed by Lukas

Geopolitical Futures Founder George Friedman says we are fighting the last war. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omn...

Paulsen: Fed should stop stalling

18 May 2016

Contributed by Lukas

Wells Capital's Jim Paulsen says markets can adjust to 2-3 rate hikes from the Fed per year. He speaks with Tom Keene and Michael McKee on Bloomberg S...

Macklow-Smith: Political events mask improving fundamentals

18 May 2016

Contributed by Lukas

JPMorgan's Stephen Macklow-Smith discusses brexit's impact on Europe's outlook. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.S...

Bremmer: Passion and turnout will be for the Brexit vote

18 May 2016

Contributed by Lukas

Eurasia Group's Ian Bremmer sits down to discuss Brexit and the impact on markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnys...

Goetzmann: Financial engineering goes back 5,000 years

17 May 2016

Contributed by Lukas

Author William Goetzmann discusses his new book "Money Changes Everything". He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See o...

Schmitz: People in China are struggling to keep up with change

17 May 2016

Contributed by Lukas

Quest Global's Robert Schmitz discusses his new book "Street of Eternal Happiness". He speaks with Tom Keene and Michael McKee on Bloomberg Surveillan...

Selig: Administration laser-focused on trade deals

17 May 2016

Contributed by Lukas

International Trade Administration's Stefan Selig weighs in on the TPP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...

Zandi: Housing market is healthy

17 May 2016

Contributed by Lukas

Moody's Analytics Chief Economist Mark Zandi reacts to housing starts data. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystu...

Cassidy: Dimon has taken JPM to the top

17 May 2016

Contributed by Lukas

RBC Capital's Gerard Cassidy discusses JPMorgan with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy inf...

Todd: Clinton limping to the finish line

17 May 2016

Contributed by Lukas

NBC's Chuck Todd weighs in on the Kentucky and Oregon primaries on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

Belski: U.S. economic stability is improving

17 May 2016

Contributed by Lukas

BMO's Brian Belski sits down to discuss market reaction to a potential rate hike this summer on Bloomberg Surveillance with Tom Keene and Michael McKe...

Bisat: Turkey has a good economic story

17 May 2016

Contributed by Lukas

BlackRock's Amer Bisat weighs in on Turkey's economy and politics on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listen...

Slok: We are closer than we've been in years to full employment

17 May 2016

Contributed by Lukas

Deutsche Bank's Torsten Slok sits down to discuss inflation and full employment ahead of the Fed meeting on Bloomberg Surveillance with Tom Keene and ...

Bernstein on his life in publishing and human rights

16 May 2016

Contributed by Lukas

Former Random House President Robert Bernstein joins Tom Keene and Michael McKee to discuss his new book, "Speaking Freely".See omnystudio.com/listene...

Fels: ECB may expand purchases to include stocks

16 May 2016

Contributed by Lukas

PIMCO's Joachim Fels says the ECB may deliver another round of QE later this year that could include purchases of equities. He joins Tom Keene and Mic...

French: Central bank consensus is emerging

16 May 2016

Contributed by Lukas

Panmure Gordon's Simon French discusses central bank policy outlook with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

Ciana: Oil prices set to head higher

16 May 2016

Contributed by Lukas

BAML's Paul Ciana discusses the outlook for oil. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for ...

McDonald: Venezuela an outlier of what's happening in LatAm

16 May 2016

Contributed by Lukas

Jaquar Growth Partners' Thomas McDonald discusses Venezuela's economy and the rest of Latin America on Bloomberg Surveillance with Tom Keene and Micha...

Goldberg: China policymakers stimulating economy

16 May 2016

Contributed by Lukas

BlackRock's Pablo Goldberg weighs in on China's economy and the lack of panic in the markets on Bloomberg Surveillance with Tom Keene and Michael McKe...

Sowerby: Disappointing earnings news has improved

13 May 2016

Contributed by Lukas

Loomis Sayles & Company's David Sowerby weighs in on disappointing earnings and a possible inflection point in the current quarter on Bloomberg Su...

Surveillance Special: Moffett & Nathanson on Future of Media

13 May 2016

Contributed by Lukas

Moffettnathanson’s Craig Moffett and Michael Nathanson discuss the future of TV, advertisers, live sports and the telecommunications business. They ...

Davidowitz: All U.S. department stores are bad

13 May 2016

Contributed by Lukas

Davidowitz and Associates' Howard Davidowitz discusses retail sales and the state of many companies that aren't in good standings. He speaks with Tom ...

Santos: Fixed income in Brazil is about expectations

13 May 2016

Contributed by Lukas

JP Morgan's Gabriela Santos discusses Brazil and how it will affect the rest of South America. She speaks with Tom Keene and Michael McKee on Bloomber...

Stevens: You can't deny data

13 May 2016

Contributed by Lukas

Mortgage Bankers' David Stevens discusses the new builder application survey. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See...

Syth: More choices for consumers regarding fares and airline

13 May 2016

Contributed by Lukas

Raymond James' Savi Syth discusses airline baggage, walk up fares and Delta. She speaks with Tom Keene and Michael McKee on Bloomberg Radio.See omnyst...

Boersma: Recent run has been long in valuing performance

12 May 2016

Contributed by Lukas

Templeton Global Equity Group's Norm Boersma weighs in on the banking sector and cheap valuations for European banks on Bloomberg Surveillance with To...

Emons: Brexit debate is starting to heat up

12 May 2016

Contributed by Lukas

Leader Capital's Ben Emons discusses Brexit, the situation in Brazil, the Chinese Yuan and how it can affect the markets. He speaks with Tom Keene and...

Garman: It might be difficult to approve reforms in short term

12 May 2016

Contributed by Lukas

Eurasia Group's Christopher Garman discusses Brazil and its recession. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...

Rupkey: Jobs market was spot on this first quarter

12 May 2016

Contributed by Lukas

MFUG Union Bank's Chris Rupkey reacts to the latest economic data. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio...

Blanchflower: Brexit is a downside risk

12 May 2016

Contributed by Lukas

Dartmouth College Professor David Blanchflower discusses what governor Carney said in regards to the U.K. Economy. He speaks with Tom Keene and Michae...

Matejka: Yields will be determined by the growth

11 May 2016

Contributed by Lukas

JP Morgan's Mislav Matejka discusses equities and yields. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/list...

Hagel: Strength of a nation is based on its economic standing

11 May 2016

Contributed by Lukas

Former Nebraska Senator Charles Hagel discusses the Nebraska primary and the Coalition for Fiscal and National Security statemen. He speaks with Tom K...

Weber: It will be more about the tone of the campaign

11 May 2016

Contributed by Lukas

Mercury Public Affairs' Vin Weber discusses the current elections and the race to the White House. He speaks with Tom Keene and Michael McKee on Bloom...

Harris: What the Fed is doing is approaching Helicopter Money

11 May 2016

Contributed by Lukas

Roubini Global Economics' Kevin Harris discusses the FED, U.S. eco and predicting a 1 percent rate hike this year. He speaks with Tom Keene and Michae...

Daly: The U.K. is still dependent on foreign investment

11 May 2016

Contributed by Lukas

Standard Chartered Bank's Eimear Daly discusses FX and the possibility of a UK exit from the Euro. She speaks with Tom Keene and Michael McKee on Bloo...

Tannenbaum: Inflation is closer to the two percent target

10 May 2016

Contributed by Lukas

Northern Trust's Carl Tannenbaum discusses the Fed and the consideration of raising rates in June. He speaks with Tom Keene and Michael McKee on Bloom...

Valliere: Everybody wants to get their debt restructured

10 May 2016

Contributed by Lukas

Horizon Investments' Gregory Valliere discussses the primary elections and where Trump falls on the spectrum in regards to his policy. He speaks with ...

Rosenberg: Fed policy has controlled rates across yield curve

10 May 2016

Contributed by Lukas

BlackRock's Jeffrey Rosenberg sits down to discuss Fed policy and its impact on the yield curve on Bloomberg Surveillance with Tom Keene and Michael M...

Todd: Some Republicans think stain of Trump hard to wash away

10 May 2016

Contributed by Lukas

NBC's Chuck Todd discusses the Republican party ahead of the convention on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...

Swanson: I don't think Fed rate hike changes landscape

10 May 2016

Contributed by Lukas

MFS's James Swanson weighs in on the effect a Fed rate hike has on the consumer on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...

Piegza: Early indication that wages are picking up

10 May 2016

Contributed by Lukas

Stifel Nicolaus' Lindsey Piegza discusses job creation and waiting for upward momentum. She speaks with Tom Keene and Michael McKee on Bloomberg Surve...

Dunkelberg: It's been a sub-normal recovery

10 May 2016

Contributed by Lukas

Liberty Bell Bank Chairman William Dunkelberg discusses the National Federation of Independent Business. He speaks with Tom Keene and Michael McKee on...

Levy: All the candidates have a plan

10 May 2016

Contributed by Lukas

Berenberg's Chief Economist Mickey Levy discusses Trump, Clinton and Bernie Sanders plans under their campaign platforms. He speaks with Tom Keene and...

Telsey: You can't just do the same with fashion

09 May 2016

Contributed by Lukas

Telsey Advisory Group's Dana Telsey discusses buying luxury retail and how weak tourism is affecting the luxury market in the U.S. along with stock ma...

Warne: Confusing short term creates opportunity for investors

09 May 2016

Contributed by Lukas

Edwards Jones' Kate Warne discusses investment strategy and corportate earnings. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance...

Chen: New generations spending on experience than retail

09 May 2016

Contributed by Lukas

Cowen and Company's Oliver Chen on Amazon and its impact on greater retail and where the consumer fits when it comes to income. He speaks with Tom Kee...

Henderson: Market uncertainty over Turkey (Correct)

09 May 2016

Contributed by Lukas

Eurasia Group's Callum Henderson weighs in on market uncertainty after the resignation of Turkish Prime Minister Ahmet Davutoglu on Bloomberg Surveill...

Shepherdson: Market ignoring conflicting signals from Fed

09 May 2016

Contributed by Lukas

Pantheon Macroeconomics' Ian Shepherdson weighs in on conflicting signals coming from the Fed on Bloomberg Surveillance with Tom Keene and Michael McK...

Ryding: Fed has messed up communications policy

09 May 2016

Contributed by Lukas

RDQ Economics' John Ryding weighs in on the Federal Reserve, its communications policy and the probability of a rate hike in June on Bloomberg Surveil...

Kass: The World's Markets and Global Economies Are Maturing

09 May 2016

Contributed by Lukas

Seabreeze Partners' Douglas Kass discusses caution in the equity markets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omn...

Mather: Equities should out perform bonds in the next few years

06 May 2016

Contributed by Lukas

Pacific Investment's Scott Mather discusses equities, low interest rates and his reaction to the Jobs Day Report. He speaks with Tom Keene and Michael...

Sinche: Wage numbers have not been increasing

06 May 2016

Contributed by Lukas

Amhert Pierpont's Robert Sinche on global market reaction to the U.S. Jobs Report. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillanc...

Maley: Retail ETF is rolling over

06 May 2016

Contributed by Lukas

Miller Tabak's Matt Matley discusses equities and the jobs report. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio...

Gross: The Fed has to support the long bond market

06 May 2016

Contributed by Lukas

Janus Capital Fund Manager, Bill Gross joins for reaction out of the April U.S. Employment Report. He speaks with Tom Keene and Michael McKee on Bloom...

Glassman: Extra innings for a full recovery in the jobs market

06 May 2016

Contributed by Lukas

JP Morgan Senior Economist James Glassman discusses Jobs Day and how the job market is in the 7th inning of the job recovery. He speaks with Tom Keene...

Thin: The days of volatility will be with us for a while

05 May 2016

Contributed by Lukas

Brown Brothers' Win Thin discusses currencies and exchange rates with big swings in the Dollar. He speaks with Tom Keene and Michael McKee on Bloomber...

Brown: Inflation pressure is still contained

05 May 2016

Contributed by Lukas

Raymond James Financial's Scott Brown discusses the market and how prices are not to perfection as the economy is still expanding. He speaks with Tom ...

Admati: Healthier banking system is precursor to better growth

05 May 2016

Contributed by Lukas

Standford Professor and Author Anat Admati says there are alot of ugly politics in the Eurozone. She speaks with Tom Keene and Michael McKee on Bloomb...

Belski: The easy trade is the Fed will remain dovish

05 May 2016

Contributed by Lukas

BMO Capital's Brian Belski sits down to discuss the probability of a Fed rate hike in June and the likelihood of raising rates before the general elec...

Nathanson: I don't think anyone rushes in to buy Twitter

04 May 2016

Contributed by Lukas

Moffettnathanson's Michael Nathanson discusses media stocks and digital advertising with companies like Facebook and Google taking over the world. He ...

Dumas: Germans are on the wrong side of the market

04 May 2016

Contributed by Lukas

Lombard Street's Charles Dumas discusses monetary policy and currency policy regarding the world economy and central banks. He speaks with Tom Keene a...

Carson: 1 out of 5 jobs in Indiana is manufacturing

04 May 2016

Contributed by Lukas

Congressman Andre Carson discusses the Indiana Primary and how Ted Cruz has now dropped out as well as wins for Trump and Sanders. He speaks with Tom ...

Schenker: Labor market might start to slow

04 May 2016

Contributed by Lukas

Prestige Economics' Jason Schenker discusses unit labor costs and having price pressure. He speaks with Tom Keene and Michael McKee on Bloomberg Surve...

Krueger: Ted Cruz drops out of the race

04 May 2016

Contributed by Lukas

Guggenheim's Securities Chris Krueger discusses the Indiana Primary election with Tump and Sanders both defeating out their rivals. He speaks witih To...

Lesser: CEOs looking for growth when growth is hard to find

04 May 2016

Contributed by Lukas

Boston Consulting Group's Richard Lesser weighs in on where CEOs are looking for growth in a world where growth is hard to find on Bloomberg Surveilla...

York: We've had a confusing oil and commodity market

04 May 2016

Contributed by Lukas

Wood Mackenzie's Skip York sits down to discuss oil and correlations breaking down with other markets on Bloomberg Surveillance with Tom Keene and Mic...

Winters: We are reluctant activist investors

04 May 2016

Contributed by Lukas

Wintergreen Advisors' David Winters weighs in on the annual meeting of Berkshire Hathaway and activist investors on Bloomberg Surveillance with Michae...