Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Inflation Target with Slok Jul 13, 2023

Show notes

Torsten Slok, Apollo Global Management Chief Economist, says we are nowhere near the 2% inflation target.Ed Yardeni, Yardeni Research President, is sticking with his 4,600 S&P price target but says it could be raised to 4,800. Alan Ruskin, Deutsche Bank Chief International Strategist, expects GDP growth in the US to be the slowest among the major economies. Erika Najarian, UBS Equity Research Analyst, Large-Cap Banks and Consumer Finance, previews US bank earnings kicking off Friday.
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Chief Future Officer: Julie Swinehart, Fenway Sports Group Jul 13, 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 Fenway Sports Group CFO Julie Swinehart, who plays a central role in the company's plans to expand its portfolio of professional sports teams and continue investing in venues and real estate development.

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Surveillance: US Inflation Cools Sharply Jul 12, 2023

Show notes

Bill Dudley, Fmr. NY Fed President & Bloomberg Opinion Columnist, says the latest US CPI data won't change the Fed's trajectory in the July meeting. Michael Gapen, BofA Securities Head of US Economics, sees nominal GDP growth remaining healthy until 2025. Megan Horneman, Verdence Capital Advisors Chief Investment Officer, says the Fed can't take their foot off the pedal yet. Michael Darda, MKM Partners Chief Economist & Market Strategist, discusses the US June CPI print.
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Surveillance: Recession Call with Rhame Jul 11, 2023

Show notes

Lara Rhame, FS Investments Chief US Economist, still expects a recession but says it doesn't have to be severe. Phil Camporeale, JPMorgan Asset Management Multi-Asset Portfolio Manager, says his recession probability has dropped to 25% from 40% in March. Claudia Sahm, Former Federal Reserve Economist, Sahm Consulting Founder & Bloomberg Opinion Columnist, says everything is puzzling with the Fed. Brent Schutte, Northwestern Mutual Wealth Management Chief investment Officer, expects a short and shallow recession. Jonathan Miler, Miller Samuel President & CEO, says housing prices will rise more than people think.
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Surveillance: Bigger Picture with Calvasina Jul 10, 2023

Show notes

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says if we do have a recession, the market will be able to focus on the bigger picture and it may not be as damaging as some assume. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says we'll need a recession in order to get inflation to 3% or below. Alifia Doriwala, RockCreek Group Managing Director, says diversification is key, "especially in this type of uncertain environment." Gennadiy Goldberg, TD Securities Head of US Rates Strategy, sees the first Fed cut in March of 2024.
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Surveillance: Below-Forecast US Jobs Data Jul 07, 2023

Show notes

Julie Su, Acting US Secretary of Labor, discusses the US June payrolls report coming in below estimates. Randall Kroszner, University of Chicago Booth School Professor of Economics & Fmr. Fed Governor, says "wage growth is still stronger than the Fed will feel comfortable with." Lindsey Piegza, Stifel Chief Economist, says the jobs report "keeps the Fed on the path for an addition rate increase later this month." Christian Horner, Red Bull Racing Team Principal, says Max Verstappen "continues to surprise us" and there's "more to come."

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Surveillance: Jobs Figures with Hollenhorst Jul 06, 2023

Show notes

Andrew Hollenhorst, Citi Chief US Economist, reacts to the ADP report and US jobless claims. Dominic Konstam, Mizuho Americas Head of Macro Strategy, says a hard landing is still on the radar. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, says we're in a "tricky late-cycle environment." George Goncalves, MUFG Head of US Macro Strategy, says it would take a lot to derail a hike at the next Fed meeting. As Instagram unveils the Threads app, Dan Ives, Wedbush Senior Equity Analyst, says it will be "very difficult" to gain critical mass.

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Surveillance: Hyman's Fed Forecast Jul 05, 2023

Show notes

Ed Hyman, Evercore ISI Chairman & Head of Macro Economic Research, sees the Fed hiking one more time then they will be done. Thomas Tzitzouris, Strategas Head of Fixed Income Research, believes inflation expectations are bottoming for this cycle. David Lebovitz, JPMorgan Asset Management Global Market Strategist, warns against chasing the rally. Ellen Wald, Atlantic Council Senior Fellow, isn't surprised by Saudi Arabia's search for "global prestige" in the sports world, as they are "not really getting it from oil anymore." Helane Becker, TD Cowen Senior Research Analyst, discusses the airline industry following the influx of travel on July 4th.

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Surveillance: Zentner's Fed call Jul 03, 2023

Show notes

Ellen Zentner, Morgan Stanley Chief US Economist says it would take a payroll print of less than 100,000 and a downside surprise in CPI for the Fed to not hike in July. Tony Crescenzi, PIMCO Market Strategist says the US is in a growth recession today. Anna Han, Wells Fargo Securities says it's time to take some profits on your winners. Jim Bianco, Bianco Research President says rates are going to continue to drift higher. Isaac Boltansky, BTIG Director of Policy Research says the bar is low for US-China talks.

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Surveillance: Rajappa's Recession Call Jun 30, 2023

Show notes

Subadra Rajappa, Societe Generale Head of US Rates Strategy, sees a recession in the first half of 2024. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple as Citi sees another 30% upside. Paul Donovan, UBS Global Wealth Management Chief Economist, says we're seeing disinflation. Max Kettner, HSBC Chief Multi-Asset Strategist, says he struggles to see a big downside surprise in earnings. Clint Henderson, The Points Guy Managing Editor, discusses airline delays persisting ahead of the holiday weekend.

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