Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Bullard on a Soft Landing Sep 21, 2023

Show notes

Former St. Louis Fed President Jim Bullard says the prospects for soft landing look good. Sree Kochugovindan, Abrdn Senior Research Economist reacts to the BOE rate decision. Edward Morse, Citigroup Global Head of Commodity Research says there is no longer an oversupply of oil. Kit Juckes, Societe Generale Chief FX Strategist discusses the FX market amid a busy week of central bank decisions. Daniel Levy, Tottenham Hotspur Chairman talks about the recent sale of star striker Harry Kane to Bayern Munich.
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Instant Reaction: Jay Powell on Fed Policy Sep 20, 2023

Show notes

Bloomberg's Carol Massar and Tim Stenovec discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision.

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Instant Reaction: The Fed Decides Sep 20, 2023

Show notes

Bloomberg's Tom Keene and Jonathan Ferro break down the Federal Reserve's latest policy decision on a special edition of Bloomberg Surveillance.

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Surveillance: Cathie Wood on Investing Sep 20, 2023

Show notes

Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see inflation falling to the Fed's 2% mandate. Elsa Lignos, RBC Global Head of FX Strategy, says we can get to EUR-USD parity. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says China is exporting deflation and goods prices to the rest of the world.
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Surveillance: Kettner: Bullish tech Sep 19, 2023

Show notes

Max Kettner of HSBS says tech still has room to run over the next few weeks. Ed Yardeni, Yardeni Research President sees a higher chance of a US recession than he did before. Jane Foley, Rabobank Head of FX Strategy, says the euro will feel the impact of global crises more than the US dollar. Simon French, Panmure Gordon Chief Economist and Head of Research looks ahead to Thursday's BOE rate decision.
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Surveillance: Big Week for Central Banks Sep 18, 2023

Show notes

Andrew Balls, PIMCO Global Head of Fixed Income says the U.S. 10-year looks attractive right now. Gilles Moec, AXA Group Chief Economist compares the European economy to the US. Geoff Yu, BNY Mellon, Senior Market Strategist says there's a risk of a wage-price spiral. Greg Valliere, AGF Investments, Chief US Policy Strategist says, there is no logical successor in the Democratic party for President Biden. Amrita Sen, Energy Aspects Director of Research says oil will hit $100 a barrel by Halloween.

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Surveillance: UAW begins strike Sep 15, 2023

Show notes

Sarah Hunt, Alpine Saxon Woods, Chief Market Strategist weighs in on what the UAW strike could mean for the share price of the big 3 automakers. Henrietta Treyz, Veda Partners Economic Policy Research Director weighs in on the UAW strike and says she does not think there will be another auto industry bailout. RJ Gallo, Federated Hermes Sr. Portfolio Manager says fixed income investors should extend duration over the next 12-24 months. Geetha Ranganathan, Bloomberg Intelligence US Media Analyst discusses the outlook for Disney after the company announced that it expects to fall tens of millions of subscribers short of its 2024 target for Disney+. Javier Blas, Bloomberg Opinion Columnist discusses rising oil prices around the world.

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Chief Future Officer: Ursula Hurley, JetBlue Sep 14, 2023

Show notes

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 JetBlue CFO Ursula Hurley, who's helped lead the airline through the turbulence of a global pandemic that's still presenting operational challenges and inflationary headwinds.

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Surveillance: US CPI with Porcelli Sep 13, 2023

Show notes

Tom Porcelli, PGIM Fixed Income Chief US Economist, reacts to the US August CPI report. Tom Forte, DA Davidson Sr. Research Analyst, says Apple stock is being held up by the iPhone and share buybacks. Regina Mayor, KPMG Global Head of Clients & Markets Rep, says demand destruction in oil would kick in if gas prices go substantially over $4. French Hill (R) Arkansas, discusses House Speaker McCarthy launching an impeachment probe into President Biden. Doug Kass, Seabreeze Partners President talks about Apple, and why he thinks the stock is facing serious challenges.
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Surveillance: JPM's Michele on the Fed Sep 12, 2023

Show notes

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities says the Fed may have to tip the economy into recession before cutting rates. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist criticizes the Fed's proposal to increase capital requirements for the biggest banks. Greg Boutle, BNP Paribas, US Head Of Equity And Derivative Strategy explains why he ditched his call for an 11% drop in the S&P this year. Francisco Blanch, BofA Global Research Head of Global Commodities & Derivatives Research says he sees Brent Crude at $90 next year. Bhakti Hansoti, Johns Hopkins University Associate Professor of Emergency says Covid is similar to the flu.
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