Bloomberg Surveillance
Episodes
Roth: College admissions look for signals of student interest
03 May 2016
Contributed by Lukas
Standford Universities Professor Alvin Roth discusses college admissions and how it's a congested market place. He speaks with Tom Keene and Michael M...
Valliere: Sanders young voters might vote for Trump
03 May 2016
Contributed by Lukas
Horizon Investments Gregory Valliere discusses the current primary elections with Trump, Cruz, Clinton and Sanders. He speaks with Tom Keene and Micha...
Shindle: It's a really strong season for the Tony Awards
03 May 2016
Contributed by Lukas
Actor's Equity Association's Kate Shindle discusses the Tony Nominations and the state of the industry. She speaks with Tom Keene and Michael McKee.Se...
Bloxham: Markets were expecting U.S. rates to rise
03 May 2016
Contributed by Lukas
HSBC's Paul Bloxham discusses the outlook for Australia and the global economy. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.S...
Micklethwait: Leicester developed counter-attacking style
03 May 2016
Contributed by Lukas
Bloomberg's John Micklethwait sits down to discuss Leicester's win on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/liste...
Roemer: Southeast Asia commodities rising on weaker El Nino
03 May 2016
Contributed by Lukas
Best Weather's Jim Roemer weighs in on weather and the impact on commodities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio...
Lele: There is a dichotomy of inflation outlooks
03 May 2016
Contributed by Lukas
Deltec Bank's Atul Lele sits down to discuss inflation and deflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/lis...
Schiller: The infrastructure of campaigns are very important
02 May 2016
Contributed by Lukas
Brown University's Professor Wendy Schiller discusses the primary elections and if we can take a break for a while. She speaks with Tom Keene and Mich...
Jacobsen: People should still save for retirement
02 May 2016
Contributed by Lukas
Well Fargo's Brian Jacobsen discusses retirement planning with low interests rates and if you are behind you should invest more. He speaks with Tom Ke...
Steel: The Gold decline last year were predicated on rate rises
02 May 2016
Contributed by Lukas
HSBC Securities James Steel discusses the supply and demand for Gold and it's sustainability. He speaks with Tom Keene and Michael McKee on Bloomberg ...
Ryan: Inventory being weighed down will effect production
02 May 2016
Contributed by Lukas
Deutsche Bank's Brett Ryan discusses how the Dollar is still up from a couple of years ago and manufacturing inventory over hang in the U.S.See omnyst...
Miller: It's an ongoing reality that Puerto Rico can't pay debt
02 May 2016
Contributed by Lukas
Nuveen Investments John Miller disusses Puerto Rico's money owed and how their default will effect their banking system. He speaks with Tom Keene and ...
Kass: Berkshire Hathaway meeting preview
29 Apr 2016
Contributed by Lukas
Professor David Kass discusses the upcomming Berkshire Hathaway meeting in Omaha Nebraska. He speaks with David Gura on Bloomberg Surveillance.See omn...
Dobbs: Longer term trends link better with global economy
29 Apr 2016
Contributed by Lukas
McKinsey & Co's Richard Dobbs discusses why investors need to lower their expectations. He speaks with David Gura on Bloomberg Surveillance.See om...
Baier: Politics are going overboard
29 Apr 2016
Contributed by Lukas
Fox News' Bret Baier talks about the current state of the elections. He speaks to Michael McKee and David Gura on Bloomberg Surveillance.See omnystudi...
Mortimer-Lee: Wages are not picking up that much
29 Apr 2016
Contributed by Lukas
BNP Paribas' Paul Mortimer-Lee says core numbers are important for the FED. He speaks with Michael McKee and David Gura on Bloomberg surveillance.See ...
Schork: Exxon has downstream refining
29 Apr 2016
Contributed by Lukas
Schork Group President Stephen Schork says Exxon is doing well because they have their assets. He speaks with Michael McKee and David Gura on Bloomber...
Daly: We were expecting more from the Bank of Japan
28 Apr 2016
Contributed by Lukas
Standard Chartered Bank's Eimear Daly discussing the disappointing results of the Bank of Japan. She speaks with Michael McKee and David Gura on Bloom...
Leone: Consolidation remains a key theme across healthcare
28 Apr 2016
Contributed by Lukas
BTIG's Dane Leone discusses healthcare and consolidation between companies. He speaks with Michael McKee and David Gura on Bloomberg Surveillance.See ...
Vail: We have more easing ahead just not the right time now
28 Apr 2016
Contributed by Lukas
Nikko Asset Management's John Vail discusses the Bank of Japan and the decisions recently made. He speaks with Michael McKee and David Gura on Bloombe...
Behravesh: The consumer is spending and makes 70% of economy
28 Apr 2016
Contributed by Lukas
IHS' Chief Ecnonomist Nairman Behravesh discusses the spending of consumers in the U.S. economy and that we are still on solid grounds. He speaks with...
Barofsky: The U.S. stands alone in regulating its banks
28 Apr 2016
Contributed by Lukas
Jenner and Block Partner Neil Barofsky discusses the aftermath of the Panama Papers and the regulations of banks.See omnystudio.com/listener for priva...
Foley: The Yen is weakening significally but undervalued
28 Apr 2016
Contributed by Lukas
Rabobank's Jane Foley discusses Bank of Japan's non-movement on the interest rate. She speaks with Michael McKee and David Gura on Bloomberg Surveilla...
Merk: Central banks have been trying to move markets with words
28 Apr 2016
Contributed by Lukas
Merk Investment's Axel Merk sits down to discuss the BOJ and central banks trying to move markets with forward guidance on Bloomberg Surveillance with...
Emanuel: We are positive on healthcare
28 Apr 2016
Contributed by Lukas
UBS's Julian Emanuel weighs in on the healthcare sector after Abbott Laboratories announced plans to buy St. Jude Medical for about $25 billion on Blo...
Miller: The spillover effect seems to be moderate
27 Apr 2016
Contributed by Lukas
Nuveen Investments' John Miller discusses Puerto Rican bonds and how it is likely that most of the payments will be missed on May 1st. He speaks with ...
Wieser: The Yahoo auction process is a real process now
27 Apr 2016
Contributed by Lukas
Pivotal Research Group's Brian Wieser discusses Yahoo making a deal and how the board might find it in their interest to not be as aggressive. He spea...
King: The worst event in politics is when people make a mistake
27 Apr 2016
Contributed by Lukas
Polioptics' Josh King discusses his boook "Off Script: An Advance Man's Guide to the White House Stagecraft, Campaign Spectacle, and Political Suicide...
Gonzalez: The dollar spike was a concern on exports
27 Apr 2016
Contributed by Lukas
Manulife Asset Managements' Oscar Gonzalez discusses the dollar and it's impact on the economy. He speaks with Michael McKee and Francine Lacqua on Bl...
Weber: Trump departs from Republican Party beliefs
27 Apr 2016
Contributed by Lukas
Mercury Public Affairs' Vin Weber discusses the recent primary elections and the sweeping victory of Donald Trump of five states. He speaks with Micha...
Kotok: Japan equity risk premium double that of U.S.
27 Apr 2016
Contributed by Lukas
Cumberland Advisors' David Kotok sits down to discuss Japanese equities ahead of the BOJ meeting on Bloomberg Surveillance with Michael McKee and Fran...
Goncalves: Trend-following traders pushing oil rally
27 Apr 2016
Contributed by Lukas
Nomura's George Goncalves sits down to discuss oil prices and the latest rally on Bloomberg Surveillance with Michael McKee and Francine Lacqua.See om...
Seides: Hedge Fund industry is reaching mature growth
26 Apr 2016
Contributed by Lukas
Protege Partners Co-Founder Theodore Seides discusses Hedge Funds and how the industry is changing. He speaks with Michael Mckee and Scarlet Fu on Blo...
Friedman: China has tremendous poverty
26 Apr 2016
Contributed by Lukas
George Friedman-Founder and Chairman of Geopolitical Futures, discusses the Chinese Government and how their economy is getting worse. He speaks with ...
Varoufakis: Europe developed a rate currency that was unfit
26 Apr 2016
Contributed by Lukas
Greek Finance Minister Yanis Varoufakis discusses his book "And the Weak Suffer What They Must" about the European union and it's relationship to Gree...
Michaeli: GM is in a better place than Ford regarding profits
26 Apr 2016
Contributed by Lukas
Citi Global Market Analyst Itay Michaeli discusses GM and the auto sector update, saying that the pickup truck segment is where the core profit center...
Todd: Bernie Sanders' run probably ended last week
26 Apr 2016
Contributed by Lukas
NBC's Chuck Todd discusses the "acela primaries" on Bloomberg Surveillance with Michael McKee and Lisa Abramowicz.See omnystudio.com/listener for priv...
Pond: Correlation between oil and headline inflation
26 Apr 2016
Contributed by Lukas
Barclays' Michael Pond discusses the correlation between oil prices and headline inflation ahead of the FOMC meeting on Bloomberg Surveillance with Mi...
Stiglitz: We have tax system that perpetuates inequality
26 Apr 2016
Contributed by Lukas
Columbia University's Joseph Stiglitz weighs in on our education and tax system that is perpetuating inequality on Bloomberg Surveillance with Michael...
Hogan: We may start seeing an earnings growth this year
25 Apr 2016
Contributed by Lukas
Wunderlich Securities Arthur Hogan discusses the markets having had a significant move off the bottom. He speaks with Michael McKee and Francine Lacqu...
Patel: The long term trend of the Dollar is still to be higher
25 Apr 2016
Contributed by Lukas
Wells Capital Management Margaret Patel discusses rates and how emerging markets could be the accident, as well as the energy market to cause stocks t...
Herro: The consumer is still very strong
25 Apr 2016
Contributed by Lukas
Harris Associates' David Herro discusses markets and how things are getting a little better. He speaks with Michael McKee and Francine Lacqua on Bloom...
Valliere: GOP's divide-and-conquer strategy too little too late
25 Apr 2016
Contributed by Lukas
Horizon Investment's Greg Valliere weighs in on the decision by Ted Cruz and John Kasich to divide and conquer to defeat Donald Trump on Bloomberg Sur...
Heymann: Tepid demand a challenge for industrials to grow sales
25 Apr 2016
Contributed by Lukas
William Blair's Nick Heymann discusses GE and Honeywell earnings on Bloomberg Surveillance with Michael McKee and Francine Lacqua.See omnystudio.com/l...
Gutierrez: Very proud of Obama's visit to Cuba
22 Apr 2016
Contributed by Lukas
Former Secretary of Commerce Carlos Gutierrez discusses future of GOP and his recent trip to Cuba & corporate responsibility. He speaks with Tom K...
Herrmann: Year 2016 is mirroring job patterns of 00' and 89
22 Apr 2016
Contributed by Lukas
Mitsubishi Rate Strategist John Herrmann discussing the labor markets and the patterns over the past few years. He speaks with Tom Keene and Scarlet F...
James: People wondered if an IMF was even needed
22 Apr 2016
Contributed by Lukas
Princeton Professor Harold James discussing his relationship with Lagarde and his new job being a historian for the International Monetary Fund. He sp...
Mayo: Bank management teams need to be held more accountable
22 Apr 2016
Contributed by Lukas
CLSA's Michael Mayo weighs in on bank management teams and shareholder meetings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystu...
Glassman: Some sectors of the economy haven't recovered
22 Apr 2016
Contributed by Lukas
JPMorgan's James Glassman sits down to discuss the quality of the job market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio...
Moniz: Urgency to respond to global warming is quite great
22 Apr 2016
Contributed by Lukas
U.S. Department of Energy's Ernest Moniz discusses Earth Day and energy policy in the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee....
Dixon: Clear indications that the economy is slowing
21 Apr 2016
Contributed by Lukas
Commerzbank Economist Peter Dixon discusses Brexit and what that means for the United Kingdom. He speaks with Tom Keene and Michael McKee on Bloomberg...
Lee: All monetary policy is doing is moving growth around
21 Apr 2016
Contributed by Lukas
Citi Reseach Head William Lee says the economy seems to be looking a bit better because the markets are calming down. He speaks with Tom Keene and Mic...
Saravelos: We had a set back but we're not giving up
21 Apr 2016
Contributed by Lukas
Deutsche Bank Global Co-Head of FX Research, George Saravelos speaking about relative expectations between The FED and ECB. He speaks with Tom Keene a...
Stavridis: Iran and Saudi Arabia disagreement a big deal
21 Apr 2016
Contributed by Lukas
The Fletcher School's James Stavridis weighs in on Saudi Arabia and its relationship with the U.S. and Iran on Bloomberg Surveillance with Tom Keene a...
Paulsen: Add more risk when investors feel uncomfortable
21 Apr 2016
Contributed by Lukas
Wells Capital Management's Jim Paulsen says when investors feel uncomfortable about the market, they should add more risk. He speaks on Bloomberg Surv...
Amoroso: Looking to ECB for info on corporate bond purchases
21 Apr 2016
Contributed by Lukas
JPMorgan's Anastasia Amoroso sits down to discuss the ECB and oil prices on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com...
Angelos: Any form of entertainment has a demographic challenge
20 Apr 2016
Contributed by Lukas
Baltimore Orioles Executive Vice President John Angelos discusses The Orioles franchise and the goal to raise the 75 million tickets to 85 million sol...
Bogle: Not a good time to take risks on bond side of portfolio
20 Apr 2016
Contributed by Lukas
Vanguard Founder Jack Bogle disscusses active vs passive investing and likes owning bonds for less volatility. He speaks with Tom Keene and Michael Mc...
Hormats: Saudis are the marginal producer of oil
20 Apr 2016
Contributed by Lukas
Kissinger Associates Robert Hormats discusses the relationship between the United States and Saudia Arabia and how they both need each other. He speak...
Rupkey: Unemployment rate is best indicator of where we are
20 Apr 2016
Contributed by Lukas
Bank of Tokyo Misubishi's Chris Rupkey discusses consumer spending, how the FED reflects on recession and whether the business cycle helps in our unde...
Das: Most emerging markets will benefit from stimulus
20 Apr 2016
Contributed by Lukas
Invesco's Arnab Das weighs in on emerging markets and how they will benefit from global monetary stimulus on Bloomberg Surveillance with Tom Keene and...
Cantrill: Markets viewing presidential election as noise
20 Apr 2016
Contributed by Lukas
Pimco's Libby Cantrill sits down to discuss the New York primaries and the impact of the presidential election on the markets on Bloomberg Surveillanc...
Galloway: EU's Google antitrust probe probably won't work
20 Apr 2016
Contributed by Lukas
NYU's Scott Galloway sits down to discuss the EU's battle with Google over the Android antitrust probe on Bloomberg Surveillance with Tom Keene and Mi...
Ukonaho: Google needs to change its practices
20 Apr 2016
Contributed by Lukas
Strategy Analystics' Ville-Petteri Ukonaho speaks about the cultural divide on innovation in the United States and in Europe. He speaks with Tom Keene...
O'Neil: Brazil is two nations with impeachment talk
18 Apr 2016
Contributed by Lukas
Council on Foreign Relations' Shannon O'Neil weighs in on Brazil and votes for President Dilma Rousseff's impeachment on Bloomberg Surveillance with T...
Alpert: Concerned about China's slowing growth and inflation
18 Apr 2016
Contributed by Lukas
Westwood Capital's Daniel Alpert discusses China's decline in growth and inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...
Stanley: Regional manufacturing sector improving from last year
18 Apr 2016
Contributed by Lukas
Amherst Pierpont's Stephen Stanley weighs in on the manufacturing sector and the regional indices on Bloomberg Surveillance with Tom Keene and Michael...
Yergin: Saudi Arabia trying to diversify economy away from oil
18 Apr 2016
Contributed by Lukas
IHS's Daniel Yergin weighs in on Saudi Arabia's economy and oil's impact on the nation's finances on Bloomberg Surveillance with Tom Keene and Michael...
Hegarty: We care about quality of inflation
18 Apr 2016
Contributed by Lukas
BlackRock's Martin Hegarty discusses inflation expectations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for...
Verleger: Oil prices aren't going to fall very much
18 Apr 2016
Contributed by Lukas
PK Verleger's Philip Verleger weighs in on oil prices and production on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/lis...
Haass: Brazil's state-sector dominance has gone too far
18 Apr 2016
Contributed by Lukas
Council on Foreign Relations' Richard Haass weighs in on Brazil and what's next for President Dilma Rousseff on Bloomberg Surveillance with Tom Keene ...
Collier: Bottom billion is no threat to the top billion
15 Apr 2016
Contributed by Lukas
University of Oxford's Paul Collier weighs in on his book "Bottom Billion" on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.c...
Bolton: Europe still one of the safest regions on terrorism
15 Apr 2016
Contributed by Lukas
Aon Risk Solutions' Scott Bolton discusses the likelihood of a terrorist attack on the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee...
Dequadros: Manufacturing starting to show evidence of rebound
15 Apr 2016
Contributed by Lukas
RDQ Economics' Conrad Dequadros weighs in on the manufacturing sector being the weakest area of the economy. It's now starting to show evidence of a r...
Weinberg: We are bearish on the global economy
15 Apr 2016
Contributed by Lukas
High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance wit...
Lele: Global growth and liquidity positions are improving
15 Apr 2016
Contributed by Lukas
Deltec Bank's Atul Lele says global growth and liquidity positions are improving and supportive of higher markets on Bloomberg Surveillance with Tom K...
Dumas: Chinese GDP is strong with fiscal stimulus
15 Apr 2016
Contributed by Lukas
Lombard Street Research's Charles Dumas weighs in on China GDP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener ...
Mayo: Bullish on bank stocks
14 Apr 2016
Contributed by Lukas
CLSA's Mike Mayo says he recommends Bank of America, JPMorgan, Citigroup and Wells Fargo. He joins Tom Keene and Michael McKee on Bloomberg Surveillan...
French: what BOE says is moving into political sphere
14 Apr 2016
Contributed by Lukas
Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene...
Russo: Cost that make products are lower than a few years ago
14 Apr 2016
Contributed by Lukas
Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growin...
Oja: Wells Fargo had traditional strong long growth
14 Apr 2016
Contributed by Lukas
S&P Bank Analyst Erik Oja discusses banks and how traditional banking is doing fine for these companies. He discusses the different banks with Tom...
Derman: Stocks aren't going to behave the way they should
14 Apr 2016
Contributed by Lukas
Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surv...
Kelly: Pricing of central banks are completely out of whack
13 Apr 2016
Contributed by Lukas
JP Morgan's David Kelly says global nominal GDP is pretty slow, there is low inflation and there is no strong growth. However, the global economy is s...
Hintz: Headwind is on the energy side
13 Apr 2016
Contributed by Lukas
Stern School of Business Professor Brad Hintz says ROE's are low because if you're not taking any risk you're not taking any losses. He speaks with To...
Zandi: We'll get another good year in overall consumer spending
13 Apr 2016
Contributed by Lukas
Moody's Analytics' Mark Zandi speaking on the American consumer and spending growth where retail is just half of it and spending on services is quite ...
York: Lower for longer range trading in 40's and 50's
13 Apr 2016
Contributed by Lukas
WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are ...
Straszheim: reports of death of Chinese economy exaggerated
13 Apr 2016
Contributed by Lukas
Evercore's Donald Straszheim weighs in on an improving Chinese economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...
Bianco: 70% of companies will beat earnings expectations
13 Apr 2016
Contributed by Lukas
Bianco Research's Jim Bianco sits down to discuss another subpar year for earnings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omny...
Chandler: The Yen is a conundrum
12 Apr 2016
Contributed by Lukas
Harriman's Marc Chandler says the Japanese have lost roughly one hundred million dollars in foreign assets. He speaks with Tom Keene and Michael McKee...
Crescenzi: Significant slack in the labor market
12 Apr 2016
Contributed by Lukas
PIMCO's Anthony Crescenzi says FOMC participants are losing confidencec in their own Phillips Curve Analyst. He speaks with Tom Keene and Michael McKe...
Duncan: No supply in low price for owned or rented property
12 Apr 2016
Contributed by Lukas
Fannie Mae's Douglas Duncan says the trend of house prices are moving up strongly and anticipating a five percent nominal. He speaks with Tom Keene an...
Peabody: Earnings will be ugly for banks in the next ten days
12 Apr 2016
Contributed by Lukas
Portales Partners' Charles Peabody says earnings will be down in double digit numbers, but for the regional banks, earnings will be a bit more mixed. ...
Sinche: China may be quietly taking positions in yen, euro
12 Apr 2016
Contributed by Lukas
Amherst Pierpont's Robert Sinche weighs in on non-dollar exchange rates on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/...
Currie: markets are no longer pricing on demand fears
12 Apr 2016
Contributed by Lukas
Goldman Sachs global head of commodities Jeff Currie discusses copper lagging the rest of the commodity market on Bloomberg Surveillance with Tom Keen...
Sweig: tourists will find Cuba is underdeveloped country
12 Apr 2016
Contributed by Lukas
The University of Texas at Austin's Julia Sweig weighs in on normalizing relations with Cuba on Bloomberg Surveillance with Tom Keene and Michael McKe...
Nelson: Rates for big corporations are at historical lows
11 Apr 2016
Contributed by Lukas
Harris Williams' Ryan Nelson discusses the middle market and how rates are at a low but rising and pulling cash off the balance sheet there are little...
Gray: Markets are insanely competitive
11 Apr 2016
Contributed by Lukas
Alpha Architect Founder Wesley Gray discusses markets and says its really important to understand the details of what you are really doing when it com...
Feroli: Hopeful that the Q2 will improve
11 Apr 2016
Contributed by Lukas
JPMorgan's Mike Feroli discusses GDP Growth and productivity. He says in March half the committee saw inflation towards the down side and we should fo...
Peck: Marissa Mayer invovled with Yahoo transaction discussion
11 Apr 2016
Contributed by Lukas
Suntrust Internet Reseach analyst Robert Peck discusses Yahoo and how Marissa Mayer still is apart of the process as well as thinking the core part of...
Stovall: consumer discretionary to lead earnings season
11 Apr 2016
Contributed by Lukas
S&P's Sam Stovall discusses earnings season on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy inf...