Bloomberg Surveillance
Episodes
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...
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...