Bloomberg Surveillance
Episodes
9am-10am ET: Verleger, Levitt, Alloway & Delong
29 Feb 2016
Contributed by Lukas
PK Verleger's Philip Verleger discusses his call on oil prices and Bloomberg Arthur Levitt weighs in on SEC issues. Bloomberg's Tracy Alloway discusse...
8am-9am ET: Feroli & Weisman
29 Feb 2016
Contributed by Lukas
JPMorgan's Michael Feroli says central banks have come a long way with communication and is trying to communicate a path that is data dependent. MFS I...
Swagel: banks are in a much better position than pre-crisis
29 Feb 2016
Contributed by Lukas
Milken Institute's Phillip Swagel discusses how the banks are in a much better position than before the crisis on Bloomberg Surveillance with Tom Keen...
Swagel: too soon to tell if bank regulation working
29 Feb 2016
Contributed by Lukas
Milken Institutue's Phillip Swagel discusses the future of large banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/l...
Emos: markets unclear about fiscal direction
29 Feb 2016
Contributed by Lukas
Leader Capital's Ben Emos says markets are unclear about fiscal policy because of the uncertainty surrounding the presidential elections on Bloomberg ...
Emos: markets don't agree that fundamentals are improving
29 Feb 2016
Contributed by Lukas
Leader Capital's Ben Emos says the markets don't agree with the G-20 statement that fundamentals are improving on Bloomberg Surveillance with Tom Keen...
7am-8am ET: Emos & Swagel
29 Feb 2016
Contributed by Lukas
Leader Capital's Ben Emos discusses the G-20 statement and if fundamentals are better than what the markets think. Milken Institute's Phillip Swagel t...
Arment: Honeywell offer likely won't be the last
26 Feb 2016
Contributed by Lukas
Sterne Agee's Peter Arment says that Honeywell will probably follow up on its bid for UTX with a better offer. He joins Tom Keene and Scarlet Fu on Bl...
Giddis: lack of inflation and lack of growth
26 Feb 2016
Contributed by Lukas
Raymond James' Kevin Giddis says that the world's economies are struggling with two big problems: low inflation and low growth. He joins Tom Keene and...
Davidowitz: retailers have got their new priorities right
26 Feb 2016
Contributed by Lukas
Davidowitz & Associates Chairman Howard Davidowitz says that retailers are wise to scale back stores and invest more in their online presence. He ...
Davidowitz: America's middle class has been decimated
26 Feb 2016
Contributed by Lukas
Davidowitz & Associates Chairman Howard Davidowitz says that retailers are struggling because Americans have less and less disposable income. He j...
9am-10am ET: Davidowitz, Giddis & Arment
26 Feb 2016
Contributed by Lukas
Davidowitz & Associates Chairman Howard Davidowitz discusses the retail implosion. Raymond James' Kevin Giddis focuses on fixed income. And Sterne...
Herrmann: data isn't as bad as sentiment
26 Feb 2016
Contributed by Lukas
Mitsubishi UFJ's John Herrmann says that current U.S. economic data is looking better than people think it is. He joins Tom Keene and Michael McKee on...
Piegza: retail data is stronger
26 Feb 2016
Contributed by Lukas
Stifel's Chief Economist Lindsey Piegza says that recent numbers point to an improving retail environment. She joins Tom Keene and Michael McKee on Bl...
Rolland: Apple standoff with FBI has global implications
26 Feb 2016
Contributed by Lukas
FBR Capital Markets' Analyst Christopher Rolland says that if Apple is forced to give the U.S. government a backdoor into its devices, then other coun...
Murray: UK can cut red tape by leaving EU
26 Feb 2016
Contributed by Lukas
Bloomberg Intelligence's Jamie Murray says the UK can cut regulatory burdens by leaving the EU. He joins Tom Keene and Michael McKee on Bloomberg Surv...
8am-9am ET: Murray, Rolland, Piegza & Herrmann
26 Feb 2016
Contributed by Lukas
Bloomberg Intelligence's Jamie Murray weighs the risk of 'Brexit.' FBR Capital Markets' Christopher Rolland discusses the latest developments in Apple...
Ghahramani: there will be investment opportunities in Iran
26 Feb 2016
Contributed by Lukas
SGH Macro Advisors' Sassan Ghahramani speaks about the elections in Iran and effects on geopolitical calculations on Bloomberg Surveillance with Tom K...
Ghahramani: G-20 needs to assure markets
26 Feb 2016
Contributed by Lukas
SGH Macro Advisors' Sassan Ghahramani says the G-20 needs to deliver the message that policy makers aren't out of ammunition on Bloomberg Surveillance...
Hormats: china working to improve communication to markets
26 Feb 2016
Contributed by Lukas
Kissinger Associates' Bob Hormats discusses generational shifts in China as the G-20 meets in Shanghai on Bloomberg Surveillance with Tom Keene and Mi...
Hormats: countries need to be concerned about devaluation
26 Feb 2016
Contributed by Lukas
Kissinger Associates' Robert Hormats says countries are most worried about competitive currency devaluation on Bloomberg Surveillance with Tom Keene a...
7am-8am ET: Hormats & Ghahramani
26 Feb 2016
Contributed by Lukas
Kissinger Associates' Bob Hormats says most countries are concerned about the amount of currency volatility and competitive currency devaluation. SGH ...
Admati: banks taking resources from rest of the economy
25 Feb 2016
Contributed by Lukas
Stanford's Anat Admati says it shouldn't be a national objective for U.S. banks to be globally competitive. She joins Tom Keene and Michael McKee on B...
Finkelstein: political race attracting more business candidates
25 Feb 2016
Contributed by Lukas
Tuck School of Business Professor Sydney Finkelstein discusses his new book "Superbosses" and weighs in on the U.S. political race. He speaks on Bloom...
Piazza: oil needs to see better sentiment on the demand side
25 Feb 2016
Contributed by Lukas
Bloomberg's Vince Piazza says there is still a lot of wood to chop when it comes to oil and markets need to see better sentiment from the demand side ...
Jacobsen: the Yen remains the most important Asia currency
25 Feb 2016
Contributed by Lukas
Saxobank's Steen Jacobsen says China has the ability to contain its problems and so the Yen is where investors need to pay attention. He speaks on Blo...
Jacobsen: markets will see volatility in March
25 Feb 2016
Contributed by Lukas
Saxobank's Steen Jacobsen weighs in on the markets in March and why he expects more volatility. He speaks on Bloomberg Surveillance with Tom Keene and...
7am-8am ET: Jacobsen, Piazza & Finkelstein
25 Feb 2016
Contributed by Lukas
Saxobank's Steen Jacobsen says March will be ugly for the markets and economic data. Bloomberg's Vince Piazza discusses oil production and the impact ...
9am-10am ET: Admati, Levitt, Weisenthal & Elliot
25 Feb 2016
Contributed by Lukas
Stanford's Anat Admati says banks are taking away resources from the rest of the economy. Former SEC Chairman Arthur Levitt discusses the relationship...
Elliot: restaurant landlords are holding out for better deals
25 Feb 2016
Contributed by Lukas
Bloomberg's Peter Elliot says that most landlords of dining spaces are prepared to hold out for a restaurant that will pay top dollar. He joins Tom Ke...
Weisenthal: narrative on negative rates is less negative
25 Feb 2016
Contributed by Lukas
Bloomberg Markets' Joe Weisenthal says that the narrative on negative rates has become less negative in the past 2 weeks. He joins Tom Keene and Micha...
Wraith: UK more dynamic than euro zone
25 Feb 2016
Contributed by Lukas
UBS Head of UK Rates Strategy John Wraith says the UK's economic outperformance of the rest of Europe makes it harder to justify staying in the EU. He...
Wraith: sterling's slide can have benefits
25 Feb 2016
Contributed by Lukas
UBS Head of UK Rates Strategy John Wraith says that the pound's fall has benefits to the UK, so long as the currency is stable. He joins Tom Keene and...
8am-9am ET: Wraith & Behravesh
25 Feb 2016
Contributed by Lukas
UBS Head of UK Rates Strategy John Wraith discusses how the pound is plagued by 'Brexit'. And IHS Chief Economist Nariman Behravesh looks at linkages ...
Corr: oil producing countries in market share battle
24 Feb 2016
Contributed by Lukas
Corr Analytics' Anders Corr says oil producing countries are in a market share battle. He also discusses how the U.S. presidential election is affecti...
Hardman: pound volatility will increase
24 Feb 2016
Contributed by Lukas
Bank of Tokyo-Mitsubishi UFJ's Lee Hardman says that there will be even bigger swings in sterling, as we count down to the 'Brexit' vote. He joins Tom...
Weidmann: central bank measures must not be counterproductive
24 Feb 2016
Contributed by Lukas
Germany's central bank chief Jens Weidmann says that some instruments in the toolbox are more problematic than others. He speaks to Hans Nichols, on B...
Slok: this is not a credit crunch
24 Feb 2016
Contributed by Lukas
Deutsche Bank's Torsten Slok says that most sources of credit continue to flow, even though one source is in trouble. He joins Tom Keene and Michael M...
8am-9am ET: Rattner, Slok, Weidmann & Hardman
24 Feb 2016
Contributed by Lukas
Willett Advisors Chairman Steve Rattner says there's a lot of fear in the investment community. Deutsche Bank's Torsten Slok asks: where is the credit...
Swonk: U.S. consumer getting stronger
24 Feb 2016
Contributed by Lukas
DS Economics Founder Diane Swonk says the American consumer is healthier than earlier in the cycle, thanks to solid employment gains and accelerating ...
Feldstein: market downturn not precusor of economic decline
24 Feb 2016
Contributed by Lukas
Harvard's Martin Feldstein says that recent market turmoil will not be followed by an economic slowdown. He joins Tom Keene and Michael McKee on Bloom...
Feldstein: U.S. economy is in good shape
24 Feb 2016
Contributed by Lukas
Harvard's Martin Feldstein says the American economy is doing better than financial investors fear. He joins Tom Keene and Michael McKee on Bloomberg ...
8am-9am ET: Feldstein & Swonk
24 Feb 2016
Contributed by Lukas
Harvard Professor Martin Feldstein and DS Economics Founder Diane Swonk offer competing views on the American economy. Feldstein says that the U.S. is...
Choyleva: negative interest rates will lead to a real crisis
24 Feb 2016
Contributed by Lukas
Lombard Street Research's Diana Choyleva weighs in on the Bank of Japan's consideration of negative interest rates. She sits down on Bloomberg Surveil...
Lew: don't expect 'crisis response' from G-20 meeting
24 Feb 2016
Contributed by Lukas
U.S. Treasury Secretary Jack Lew says we are not in a crisis environment and shouldn't expect a crisis response when the Group of 20 finance chiefs an...
7am-8am ET: Lew, Choyleva & Corr
24 Feb 2016
Contributed by Lukas
U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Dian...
Silverstein: balance sheets are best drivers of performance now
23 Feb 2016
Contributed by Lukas
Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See...
Todd: Nevada caucus not important unless Trump loses
23 Feb 2016
Contributed by Lukas
NBC's Chuck Todd discusses the importance of the Nevada caucus to the Republican race on Bloomberg Surveillance with Tom Keene and Michael McKee.See o...
Porzecanski: Argentina bond bet suddenly isn't so hot
23 Feb 2016
Contributed by Lukas
Bloomberg's Katia Porzecanski says that speculators who piled into Argentina's bonds trying to turn a quick profit may end up disappointed. All this a...
Cassidy: top 20 banks can manage commodity drop
23 Feb 2016
Contributed by Lukas
RBC's Gerard Cassidy weighs in on banks' exposure to the energy collapse on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com...
Denbow: China won't cut commodity supply
23 Feb 2016
Contributed by Lukas
USAA's Dan Denbow says China won't scale back its production of commodities, because Beijing's big priority is jobs. He joins Tom Keene and Michael Mc...
Shilling: deflation from Japan concerning central banks
23 Feb 2016
Contributed by Lukas
Gary Shilling & Co.'s Gary Shilling says there has been a little bit of good and bad deflation, which is concerning central banks. He speaks on Bl...
Denbow, Jalinoos, Alloway, Porzecanski & Silverstein
23 Feb 2016
Contributed by Lukas
USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts ...
Shilling: countries devaluing against dollar to boost growth
23 Feb 2016
Contributed by Lukas
Gary Shilling & Co.'s Gary Shilling says virtually every country is devaluing their currency against the dollar to boost exports and spur demand. ...
Kelly: U.S. economy isn't even close to recession
23 Feb 2016
Contributed by Lukas
JPMorgan Funds' David Kelly says the U.S. economy is in far better shape than most people think. He joins Tom Keene and Michael McKee on Bloomberg Sur...
7am-8am ET: Shilling, Cassidy & Todd
23 Feb 2016
Contributed by Lukas
Gary Shilling & Co's Gary Shilling says slow growth is pushing countries to devalue their currencies against the dollar to boost demand for export...
Kelly: inflation is a 'sleeping dragon'
23 Feb 2016
Contributed by Lukas
JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/lis...
Bill Gates: blindsided by report he backs FBI on Apple
23 Feb 2016
Contributed by Lukas
Bill Gates vigorously denies a report that he supports the FBI in the standoff with Apple. He speaks with Stephanie Ruhle and John Micklethwait. All t...
Bill Gates: miracle like PC needed to spread energy to world
23 Feb 2016
Contributed by Lukas
Bill and Melinda Gates discuss their annual letter with Stephanie Ruhle and John Micklethwait. The Gates say that R&D money is needed to spread en...
8am-9am ET: Bill Gates, Melinda Gates & David Kelly
23 Feb 2016
Contributed by Lukas
Bill and Melinda Gates discuss their annual letter with Bloomberg's Stephanie Ruhle and John Micklethwait. The Gates make the case that rapid technolo...
9am-10am ET: Caron, Levitt, Abramowicz & Mather
22 Feb 2016
Contributed by Lukas
Morgan Stanley's Jim Caron says negative interest rates have limitations. Bloomberg's Arthur Levitt says banks have more political pressure now than e...
Mather: Greater degree of uncertainty creating choppy markets
22 Feb 2016
Contributed by Lukas
Pimco's Scott Mather says negative interest rate policies, along with reduced liquidity, are creating choppy markets. Mather also says there isn't a s...
Abramowicz: central bank policies are creating asset bubbles
22 Feb 2016
Contributed by Lukas
Bloomberg's Lisa Abramowicz discusses central bank policies -- like negative interest rates -- and if it's fueling asset bubbles. She joins Bloomberg ...
Levitt: regulators should be nervous with credibility at risk
22 Feb 2016
Contributed by Lukas
Bloomberg's Arthur Levitt and former SEC chairman weighs in on regulation of the banks. He says regulators should be nervous because their credibility...
Caron: interest rates not the best solution
22 Feb 2016
Contributed by Lukas
Morgan Stanley's Jim Caron says negative interest rates aren't the best solution but central banks are running out of other tools to stimulate the mar...
8am-9am: Kass & Zandi
22 Feb 2016
Contributed by Lukas
Seabreeze Partners' Doug Kass says a broken market system is being dominated by algos who are agnostic to balance sheets. Moody's Analystics' Mark Zan...
Zandi: strong wage growth driving U.S. economic expansion
22 Feb 2016
Contributed by Lukas
Moody's Analytics' Mark Zandi says stronger wage growth and consumer spending are driving economic growth. He says this on Bloomberg Surveillance with...
Zandi: odds of recession in U.S. between 15-20%
22 Feb 2016
Contributed by Lukas
Moody's Analytics' Mark Zandi says the odds of a U.S. recession are between 15 to 20 percent and there are more worries about economies overseas. He s...
Kass: we are at risk of saving ourselves into a recession
22 Feb 2016
Contributed by Lukas
Seabreeze Partners' Doug Kass says we are at risk of saving ourselves into a recession by hoarding cash and reducing personal consumption on Bloomberg...
Kass: algos exaggerating short-term market moves
22 Feb 2016
Contributed by Lukas
Seabreeze Partners' Doug Kass weighs in on tepid economic growth and algos that are exaggerating short-term market moves on Bloomberg Surveillance wit...
Sinche: countries eyeing competitive devaluation
22 Feb 2016
Contributed by Lukas
Amherst Pierpont's Robert Sinche says competitive devaluation is something countries are looking at because monetary policy is ineffective on Bloomber...
Sinche: markets more excited about "Brexit" than is justified
22 Feb 2016
Contributed by Lukas
Amherst Pierpont's Robert Sinche says markets are more excited about "Brexit" than is justified on Bloomberg Surveillance with Tom Keene and Michael M...
Hintz: banks are difficult to shrink
22 Feb 2016
Contributed by Lukas
NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom...
Hintz: fixed income remains a problem child for banks
22 Feb 2016
Contributed by Lukas
NYU's Brad Hintz says banks' business models are changing and fixed income remains a problem child on Bloomberg Surveillance with Tom Keene and Michae...
7am-8am: Hintz & Sinche
22 Feb 2016
Contributed by Lukas
NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop...
7am-8am: Khan & Collender
19 Feb 2016
Contributed by Lukas
ING Bank's Hamza Khan speaks on the improving outlook for commodities. MSLGROUP's Stan Collender weighs in on the passing of Justice Scalia and how th...
PWC U.S. Energy Advisor Reid Morrison
19 Feb 2016
Contributed by Lukas
PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystu...
Duignan: jury is out on whether Deere is too short-termist
19 Feb 2016
Contributed by Lukas
JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio...
Hegarty: uptrend in shelter part of CPI
19 Feb 2016
Contributed by Lukas
BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See om...
9am-10am ET: Hegarty, Duignan, Galloway & Morrison
19 Feb 2016
Contributed by Lukas
BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway pre...
Raines: Cameron struggling to strike deal at EU Summit
19 Feb 2016
Contributed by Lukas
Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipate...
Colas: VIX starts to get interesting at 40
19 Feb 2016
Contributed by Lukas
Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Mich...
8am-9am ET: Colas, Raines & Friedman
19 Feb 2016
Contributed by Lukas
Convergex's Nicholas Colas shares his market strategy. Chatham House's Thomas Raines explains why British Prime Minister David Cameron is stumbling at...
Marks: A good opportunity in distressed bonds
18 Feb 2016
Contributed by Lukas
Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Blo...
Bloomberg Surveillance: Feb. 18, 2016
18 Feb 2016
Contributed by Lukas
Oaktree Capital's Howard Marks identifies where he sees investment opportunities. Wells Capital's Magaret Patel focuses on fixed income. BlackRock's P...
Le: correlations are breaking down
18 Feb 2016
Contributed by Lukas
Credit Suisse's Khoa Le weighs in on asset correlations breaking down and has a discussion on quant models on Bloomberg Surveillance with Tom Keene an...
Rupkey: eco data is strong, but consumers feel insecure
18 Feb 2016
Contributed by Lukas
Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Kee...
Pettypiece: Wal-Mart taking time to turn around company
18 Feb 2016
Contributed by Lukas
Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.co...
7am-8am ET: Porter,
18 Feb 2016
Contributed by Lukas
Harvard Business School's Michael Porter discusses the U.S.'s competitive environment. Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's earnings...
8am-9am ET: Sowerby, Tisch & Rupkey
18 Feb 2016
Contributed by Lukas
Loomis Sayles' David Sowerby speaks about the growth rate of the S&P 500. Loews' Jonathan Tisch talks about the health of the hotel industry. And ...
Ghahramani: Saudi policy shift is subtle but important
17 Feb 2016
Contributed by Lukas
SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He j...
Abramowicz: junk bond world has become toxic
17 Feb 2016
Contributed by Lukas
Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnyst...
9am-10am ET: Kashkari, Abramowicz & Ghahramani
17 Feb 2016
Contributed by Lukas
The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond mar...
8am-9am ET: Friedman, Lawson & Schork
17 Feb 2016
Contributed by Lukas
Geopolitical Futures' George Friedman discusses the shift in foreign investment away from export-dependent countries. Standard Life Investments' Jerem...
7am-8am ET: Curnutt, Nocera, Strauss & Sorrell
17 Feb 2016
Contributed by Lukas
Macro Risk Advisors' Dean Curnutt speaks about how central banks are causing volatility. "Indentured" authors Joe Nocera and Ben Strauss sit down to d...
Bloomberg Surveillance: Cohen & Dequadros
16 Feb 2016
Contributed by Lukas
Barclays' Michael Cohen discusses OPEC's new attempt to tackle the oil glut. RDQ Economics' Conrad Dequadros reacts to the latest American manufacturi...
Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd
16 Feb 2016
Contributed by Lukas
High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnatio...
Bloomberg Surveillance: Roschelle & Kasman
12 Feb 2016
Contributed by Lukas
PWC's Mitch Roschelle speaks about the health of the housing market, while JPMorgan's Bruce Kasman debates the effectiveness of negative rates. All th...
Bloomberg Surveillance: Emons, Wheeler & Paulsen
12 Feb 2016
Contributed by Lukas
Leader Capital's Ben Emons debates the negative effects of negative rates. Atlantic Equities' Christopher Wheeler discusses Deutsche Bank's debt probl...
Bloomberg Surveillance: Foley, Major & Levy
12 Feb 2016
Contributed by Lukas
Rabobank's Jane Foley speaks about perils of the strong dollar on other currencies. HSBC's Steve Major discusses Japan's debt dilemma. Berenberg's Mic...