Bloomberg Surveillance - Bloomberg

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ECB's Lagarde, IMF's Gopinath, WTO's Okonjo-Iweala at Marrakech Oct 13, 2023

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ECB President Christine Lagarde, IMF First Deputy Managing Director Gita Gopinath and WTO Director General Ngozi Okonjo-Iweala speak with Bloomberg's Tom Keene at the IMF Meeting in Marrakech, Morocco.

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Surveillance: Bank Earnings Kick Off Oct 13, 2023

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Sonali Basak, Bloomberg News, discusses Citi, JPMorgan and Wells Fargo earnings. Ken Leon, CFRA Director of Equity Research, says banks can continue to enjoy net interest income growth if they "hold the line" in deposit costs and the Fed stays higher for longer. Greg Boutle, BNP Paribas Head of US Equity & Derivatives Strategy, believes the Fed has put in its last hike but there is a risk they go again. Greg Valliere, AGF Investments Chief US Policy Strategist, says the current state of Washington is a circus and a clown show. Rep. Mike Lawler, (R) New York, discusses the Israel-Hamas war, as well as Scalise ending his bid for House speaker.
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Chief Future Officer, S3 EP5: Martin Hoffmann, On Oct 12, 2023

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Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode profiles Martin Hoffmann, who holds two leadership positions at the Swiss athletic footwear and apparel company On -- serving as both CFO and Co-CEO. He tells Anna Edwards how On is poised to continue its growth with an increased focus on apparel, raising its profile in tennis, and expanding its portfolio of flagship stores.

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Surveillance: US CPI with Bryson Oct 12, 2023

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Jay Bryson, Wells Fargo Chief Economist, says the last mile to get us back to 2% inflation on a sustained basis is tough. David Kelly, JPMorgan Asset Management Chief Global Strategist, still sees inflation coming down. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran & Co-Author of 2034: A Novel of the Next World War, discusses the Israel-Hamas war. Michael Shaoul, Marketfield Asset Management CEO, sees some sort of yield curve control being brought into the US. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses Delta earnings.
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Surveillance: Flight to Quality with Singh Oct 11, 2023

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Daleep Singh, PGIM Fixed Income Chief Global Economist, says there's been a flight to quality as markets wade through the "fog of war." Julie Norman, UCL Centre On US Politics Co-director, says Israel faces a challenging path forward as they respond to the attacks by Hamas. Torsten Slok, Apollo Global Management Chief Economist, says the Fed is succeeding with their tightening and that the economy is moving towards a faster slowdown. Savita Subramanian, BofA Global Research Head of US Equity & Quantitative Strategy, says markets can rip from here and sees a 4,600 S&P by year-end. Alix Steel, Bloomberg News and Julian Lee, Bloomberg News, discuss Exxon to buy Pioneer for $60B.
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Surveillance: John Kirby on Israel-Hamas Oct 10, 2023

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John Kirby, National Security Council Coordinator for Strategic Communications, says there's no policy decision on re-freezing Iranian money. Tzipi Hotovely, Ambassador of Israel to the United Kingdom, says "Israelis are united now... I'm sure that a unity government will happen and it will be the reality." Stuart Kaiser, Citi Head of US Equity Trading Strategy, says banks have been a particularly tricky sector. Steven Cook, Council on Foreign Relations Senior Fellow for the Middle East and Africa studies, says "Iran is playing the role of the agent of chaos in the region." Rep. French Hill (R) Arkansas, sees the speaker chaos in Washington potentially threatening future aid and support to Israel.
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Surveillance: Dermer on Israel-Hamas War Oct 09, 2023

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Ron Dermer, Israel Minister of Strategic Affairs, says Israel has a clear goal to cripple the capabilities of Hamas. Ellen Wald, Atlantic Council Senior Fellow & Author of "Saudi Inc.", discusses oil surging after Hamas' attack on Israel. Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says if you start to see any terrorist activity in non-Middle Eastern countries, that is something that could shake confidence in the world. Norman Roule, Center for Strategic & International Studies Senior Adviser for the Transnational Threats Project, says Iran was unlikely to have played a "robust, active role in planning attacks" on Israel but they do enable proxies
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Surveillance: Julie Su on US Hiring Surge Oct 06, 2023

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Julie Su, United States Acting Secretary of Labor, discusses US payrolls growth blowing past estimates. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says it's possible that we could have a Goldilocks scenario with a strong labor market and not-too-high wage growth. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says this is a much stronger labor market. Amrita Sen, Energy Aspects Co-Founder and Head of Research, maintains her call of $100 oil by Halloween despite the recent price slump in oil.
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Surveillance: Rate Impact with Berro Oct 05, 2023

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Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the economy is not going to be able to handle these rates, but the Fed will be the last to admit that. Sarah Hunt, Alpine Saxon Woods Chief Market Strategist, says there's room for fixed income in portfolios. Peter Tchir, Academy Securities Head of Macro Strategy, sees concern as people question the trajectory of treasuries. Kevin Tynan, Bloomberg Intelligence, discusses the latest in the EV market, as well as UAW strikes. Rep. Bill Huizenga, (R) Michigan, expects "real trouble" if bond rates continue to go up, as the US govt faces a potential shutdown on November 17th.
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Surveillance: Rep. Hill on McCarthy Ousting Oct 04, 2023

Show notes

Rep. French Hill, (R) Arkansas, says GOP principals remain intact but the party has lost their way tactically as Kevin McCarthy was ousted as House Speaker. Gene Tannuzzo, Columbia Threadneedle Global Head of Fixed Income, says we have seen a steepening that should give investors pause. Andrew Hollenhorst, Citi Chief US Economist, says the fact that 10-year yields are higher is probably consistent with what the Fed is trying to achieve. Chris Marinac, Janney Montgomery Scott Director of Research, doesn't expect any big bank failures to happen this year. Jennifer Flitton, Invesco Head of US Government Affairs, says a US government shutdown on November 17th is possible.
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