Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Bond Vigilantes with Yardeni Aug 18, 2023

Show notes

Edward Yardeni, Yardeni Research President, says the Fed can't really afford to see bond yields keep going up. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says this is the time to be buying fixed income. Sheila Kahyaoglu, Jefferies Senior Equity Research Analyst, discusses air travel and says domestic fares are seeing declines. Steve Pagliuca, Bain Capital Senior Advisor & Atalanta Co-Chairman, says the recent Saudi investment in football may disrupt the premier league as players see pays rise.

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Surveillance: Tight Spreads with Athey Aug 17, 2023

Show notes

James Athey, Abrdn Investment Director, says credit spread are too tight. Matthew Luzzetti, Deutsche Bank Chief US Economist, still expects a recession and for equities to come down. Susan Thornton, Yale University Law School Paul Tsai China Center Senior Fellow, says China needs households to start spending. Joe Feldman, Telsey Advisory Group Senior Research Analyst and Assistant Director of Research, discusses Walmart lifting its profit outlook on a boost from US shoppers.

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Surveillance: Equity Top with Kaiser Aug 16, 2023

Show notes

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says it does feel like equities are topping out a little bit. Greg Peters, PGIM Fixed Income Co-CIO, thinks we're in this stronger growth environment but at the same time we will see above trend default and distress activity. Carl Riccadonna, BNP Paribas Chief US Economist, says he sees headwinds emerging for retail sales. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, discusses Target and TJX earnings.

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Surveillance: Market Cracks with Bob Doll Aug 15, 2023

Show notes

Bob Doll, Crossmark Global Investments Chief Investment Officer, says he's cautious on the markets and economy as cracks are beginning to develop. Jordan Rochester, Nomura G-10 FX Strategist, believes the ECB is done hiking. Lindsey Piegza, Stifel Chief Economist, discusses US retail sales exceeding forecast. Terry Haines, Pangaea Policy Founder, discusses Trump's indictment in Georgia. Drew Reading, Bloomberg Intelligence, discusses Home Depot earnings topping estimates.

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BREAKING NEWS: Trump Indicted Again Aug 15, 2023

Show notes

Former President Trump has been indicted for a fourth time. Here's everything you need to know about the new charges.
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Surveillance: Mayo on Future of GS Aug 14, 2023

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Mike Mayo, Wells Fargo Head of US Large-Cap Bank Research says Goldman Sachs shares would probably go down if David Solomon were fired today. Sebastien Page, T. Rowe Price Chief Investment Officer and Head of Global Multi-Asset says the greatest risk right now is a selloff in stocks. Elsa Lignos, RBC Global head of FX Strategy says the FX market is in a tight range. Henrietta Treyz, Veda Partners Economic Policy Research Director weighs in on the likelihood that President Trump will participate in next weeks GOP debate.
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Surveillance: Hollenhorst on Soft Landing Aug 11, 2023

Show notes

Andrew Hollenhorst, Citi Chief US Economist, doesn't think the US is headed to a soft landing. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says the markets are enamored with Europe, China. Joe Feldman, Telsey Advisory Group Senior Research Analyst and Assistant Director of Research, discusses upcoming retail earnings from Walmart and Target. Rep. French Hill, (R) Arkansas, says the House is behind the curve here.
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Surveillance: US July CPI with Dutta Aug 10, 2023

Show notes

Neil Dutta, Renaissance Macro Research Head of US Economic Research, says the Fed hasn't done enough. David Kelly, JPMorgan Asset Management Chief Global Strategist, says inflation could get back down to 2% on its own.Jessica Reif Ehrlich, BofA Securities Senior Media & Entertainment Analyst, discusses Disney raising prices for its streaming services by as much as 27%. Henrietta Treyz, Veda Partners Economic Policy Research Director, discusses the race for the GOP presidential nomination.
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Surveillance: Cabana on the Fed Aug 09, 2023

Show notes

Mark Cabana, BofA Securities Head of US Rates Strategy says the Fed may have to keep rates higher for longer. Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist says the US economy is in a disinflationary trend. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist says it's a stock pickers market. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst says Disney's parks are not for sale as CEO Bob Iger tries to turn the company around.
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Surveillance: Chadha on 'The Wobble' Aug 08, 2023

Show notes

Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, says we are due for a 3-5% pullback in the equity markets as outlined in his "Wobble" call. Meera Pandit, JPMorgan Asset Management Global Market Strategist, says we are in an environment where stocks are "jogging in place." Rob Waldner, Invesco Chief Fixed income strategist & Head of Macro Research, there's a risk that the Fed overstays their welcome. Lee Klaskow, Bloomberg Intelligence, discusses UPS earnings. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder & "Bloomberg Wealth with David Rubenstein" Host, discusses his interview with Mike Novogratz, Galaxy Digital Founder & CEO.
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