Bloomberg Surveillance

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...

Faber: there are short-term opportunities in the Yen

11 Apr 2016

Contributed by Lukas

Cambria Investment Management's Meb Faber weighs in on the Yen and Japanese equities on Bloomberg Surveillance with Tom Keene and Michael McKee.See om...

Squali: Marissa Mayer is a potential bidder for Yahoo

08 Apr 2016

Contributed by Lukas

Cantor Fitzgerald's Youssef Squali discusses the negotiations that are going on with Yahoo and that Verizon might be the best choice. He speaks with T...

Vail: Markets are testing the Japanese government

08 Apr 2016

Contributed by Lukas

Nikko's John Vail discusses the Yen and the Bank of Japan because what is happening to the Yen does not seem logical. He speaks with Tom Keene and Mic...

Weisman: Labor force increases are pretty minimal

08 Apr 2016

Contributed by Lukas

Massachusetts Financial's Erik Weisman discusses the labor markets and thinks there will be higher productivity significantly higher than one. He spea...

Low: there are limits to the effectiveness of monetary policy

08 Apr 2016

Contributed by Lukas

FTN Financial's Chris Low weighs in on cutting rates and the limits of monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See ...

Profusek: inversions a small part of M&A

08 Apr 2016

Contributed by Lukas

Jones Day's Robert Profusek weighs in on tax inversions and how the new rules shouldn't affect the broader M&A industry on Bloomberg Surveillance ...

Goldberg: Validity to emerging markets accumulating debt

08 Apr 2016

Contributed by Lukas

Blackrock's Pablo Goldberg discusses the debt construction of emerging markets and major worries on emerging markets debt. He speaks with Tom Keene an...

Morrison: Oil inventory in storage becomes depleted

07 Apr 2016

Contributed by Lukas

PWC's Reid Morrison says it takes months to bring a new oil well online and companies have not been drilling new wells so production flattens out whil...

Levy: Currently the most housing unit construction since 1974

07 Apr 2016

Contributed by Lukas

John Levy discusses real estate and how multi family development has been the darling of the business for the last five or six years so companies keep...

Hickey: crude oil and Fed were working against the market

07 Apr 2016

Contributed by Lukas

Bespoke Investment's Paul Hickey weighs in on oil prices and the Fed working against the market at the beginning of the year on Bloomberg Surveillance...

Paulsen: Attitude on Wall Street has changed since February

07 Apr 2016

Contributed by Lukas

Wells Fargo's Jim Paulsen discusses equity markets and says we are back to what made this bull market great which was climbing a perpetual wall of wor...

Kirkpatrick: Facebook's strategy is still growth oriented

07 Apr 2016

Contributed by Lukas

Techonomy Media's David Kirkpatrick sits down to discuss Facebook's strategy and its focus on video to engage users on Bloomberg Surveillance with Tom...

Miller: We've hit an afforadability threshold

07 Apr 2016

Contributed by Lukas

Miller Samuel CEO and president Jonathan Miller speaks about the housing markets and how the medium rent in Manhattan has gone down for the first time...

Warne: We continue to think rates will go up slowly

06 Apr 2016

Contributed by Lukas

Edward Jones' Kate Warne says Janet Yellen represents American because she wants the economy to continue to grow. She speaks with Tom Keene and Michae...

Drury: The world is fixated on being in an economic expansion

06 Apr 2016

Contributed by Lukas

McVean's Michael Drury discusses the FED, inflation and technical innovation in commodity and how oil prices are remaining low. He speaks with Tom Kee...

Pomeranz: Putin not on the Panama Papers list

06 Apr 2016

Contributed by Lukas

William Pomeranz, Deputy Director of the Kennan Institute of Advanced Russian Studies discusses the Panama Papers and how it showed the trend in Russi...

Newport: Trump has significant negative base around him

06 Apr 2016

Contributed by Lukas

Gallup Poll's Frank Newport weighs in on the Wisconsin primary and victories from Ted Cruz and Bernie Sanders on Bloomberg Surveillance with Tom Keene...

Malpass: skeptical of forward guidance because no crystal ball

06 Apr 2016

Contributed by Lukas

Encima Global's David Malpass sits down to discuss how he's skeptical of forward guidance from the Fed because noone has a crystal ball on Bloomberg S...

Tague: new legislation continues anti-inversion rhetoric

06 Apr 2016

Contributed by Lukas

Citi's Peter Tague sits down to discuss the Treasury Department's new legislation on tax inversions and how it continues anti-inversion rhetoric comin...

Kirkegaard: Eurozone is stuck in a structural growth crisis

05 Apr 2016

Contributed by Lukas

Peterson Institute's Jacob Kirkegaard discusses the Eurozone and questions the way out to restore and increase nomincal GDP growth while in the common...

De Maria: Fundamental outlook on agriculture is challenging

05 Apr 2016

Contributed by Lukas

Blair Analyst Larry De Maria discusses the company Deere and how they are having a tough time during their down cycle and what can happen in the next ...

Cohen: The biggest jumble is the GO political enviornment

05 Apr 2016

Contributed by Lukas

Goldman Sachs' Abby Joseph Cohen says we can't count, calculate or model very well, the impact of the current domestic political scene surrounding the...

Malkoutzis: Greek bailout packages come with conditionality

05 Apr 2016

Contributed by Lukas

Macropolis Founder Nick Malkoutzis speaks about the extreme period of uncertainty and concern when it came to the Greek government and recocillation w...

Todd: Wisconsin could be pyschological reset of GOP race

05 Apr 2016

Contributed by Lukas

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

Mauldin: Fed should issue 1% 40-year bonds for infrastructure

05 Apr 2016

Contributed by Lukas

Mauldin Economics' John Mauldin sits down to discuss reforming the corporate tax code and helicopter money on Bloomberg Surveillance with Tom Keene an...

Munster: Apple dividend may get more meaty in 2017

05 Apr 2016

Contributed by Lukas

Piper Jaffray's Gene Munster discusses Apple's dividend in 2017 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener...

Browne: corporations not gaining trust back from general public

04 Apr 2016

Contributed by Lukas

Former BP CEO John Browne and author of "Connect" sits down with co-author Tommy Stadlen to discuss bringing trust back to corporations from the gener...

Cohen: oil is going to be a volatile market this quarter

04 Apr 2016

Contributed by Lukas

Barclays' Michael Cohen weighs in on his call for oil to trade between $30 and $40 a barrel through the second quarter on Bloomberg Surveillance with ...

Brown: still have a lot of people worried about the economy

04 Apr 2016

Contributed by Lukas

Raymond James Financial's Scott Brown weighs in on where the U.S. economy stands and malaise at the lower end of the income scale on Bloomberg Surveil...

Blanchflower: there is labor market slack and no wage pressure

04 Apr 2016

Contributed by Lukas

Dartmouth's Danny Blanchflower weighs in on how the unemployment rate underestimates the extent to which there is labor market slack since 2008 on Blo...

Stockton: equity markets have gone too far too fast

04 Apr 2016

Contributed by Lukas

BTIG's Katie Stockton discusses whether investors are overly bullish on the equity markets on Bloomberg Surveillance with Tom Keene and Michael McKee....

Krawcheck: retirement savings' crisis is a woman's crisis

04 Apr 2016

Contributed by Lukas

Ellevest's Sallie Krawcheck weighs in on the retirement savings crisis in this country and why it's a woman's crisis on Bloomberg Surveillance with To...

Mather: We are seeing wages go up

01 Apr 2016

Contributed by Lukas

PIMCO CIO Scott Mather says he looks at the Phillips Curve from state to state and observes that lower unemployment leads to higher wages in those sta...

Silvia: Labor force participation rate continues to improve

01 Apr 2016

Contributed by Lukas

Wells Fargo's John Silvia says we are seeing an improvment in wages and salaries but not at the pace that we have seen in the prior recoveries. He spe...

Gross: June likely time for one of two FED rate hikes

01 Apr 2016

Contributed by Lukas

Janus Capital's Bill Gross speaks about the Jobs Day Report and says China is mystery meat of global economy. He speaks with Tom Keene and Barry Ritho...

Shilling: job picture isn't as auspicious as headlines suggest

01 Apr 2016

Contributed by Lukas

Gary Shilling & Co.'s Gary Shilling discusses his economic outlook ahead of the jobs report on Bloomberg Surveillance with Tom Keene and Barry Rit...

Buiter: China's debt load not all bad news

01 Apr 2016

Contributed by Lukas

Citi's Willem Buiter weighs in on China's massive debt load they've created on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio...

Glassman: Jobs Day Preview

01 Apr 2016

Contributed by Lukas

JPMorgan's James Glassman previews Jobs Day with with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy in...

Faber: We love to see value and momentum overlap

31 Mar 2016

Contributed by Lukas

Cambria's Mebane Faber discusses the challenges with strategies when buying stocks and how the stock markets across the world affect everything. He sp...

Maki:I don't think we will go back to old growth rates

31 Mar 2016

Contributed by Lukas

Point 72 Economist Dean Maki discusses the labor market and modest gains and earnings. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Survei...

Zhu:China's economy is facing downward pressure

31 Mar 2016

Contributed by Lukas

HSBC's China Economist John Zhu discusses China's growth cluster and how the inland cities are growing. He speaks with Tom Keene and Barry Ritholtz on...

Batley: Brexit market fears related to France more than Britain

31 Mar 2016

Contributed by Lukas

Lombard Street Research's Richard Batley weighs in on Brexit and market risk on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudi...

Rajadhyaksha: difficult to see 2.5 percent inflation in 2017

31 Mar 2016

Contributed by Lukas

Barclays Capital's Ajay Rajadhyaksha discusses a structural change in inflation on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnyst...

Sinche: the dollar will creep gradually higher on better data

31 Mar 2016

Contributed by Lukas

Amherst Pierpont's Robert Sinche weighs in on dollar weakness and a dovish Yellen on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omny...

Derman: no simple models to replace bell curve

30 Mar 2016

Contributed by Lukas

Columbia University's Emanuel Derman weighs in on the bell curve model and neo-classical finance on Bloomberg Surveillance with Tom Keene and Michael ...

Turnhill: never saw a sustained volatility so low before

30 Mar 2016

Contributed by Lukas

BlackRock's Richard Turnhill comments on why the markets are eerily quiet. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee om...