Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Mining for Gold with Miletti Jun 16, 2023

Show notes

Ann Miletti, Allspring Global Investments Head of Active Equity, says active managers are "mining for gold," searching for names that haven't been recognized. Jens Nordvig, Exante Data Fonder & CEO, Marketreader Founder & CEO, says investors aren't paying enough attention to the structural shifts of capital flow into China. Rep. French Hill, (R) Arkansas, says no one is threatening another default. John Lovallo, UBS US Homebuilders & Building Products Equity Research Analyst, doesn't expect a big decline in home prices.
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Surveillance: Central Banks Fight Inflation Jun 15, 2023

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Jordan Rochester, Nomura G-10 FX Strategist, says an ECB rate of 4% is not the base case but is "possible" after the latest 25 bps hike. Jay Bryson, Wells Fargo Chief Economist, says more shocks are hitting Europe than the US. Amy Wu Silverman, Head of Derivatives Strategy RBC Capital Markets, discusses the equity market following the Fed decision. Pat Toomey, Former Senator (R-PA), says Trump is his own worst enemy. Leland Miller, China Beige Book CEO & Co-Founder, discusses the PBOC lowering its main policy rate.
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Chief Future Officer: Peter Biché, Monumental Sports Jun 15, 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 focuses on Monumental Sports & Entertainment CFO Peter Biché, who discusses his role in the growth of the $4 billion sports empire headed by Ted Leonsis.

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Instant Reaction: Jay Powell on Fed Policy Jun 14, 2023

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Bloomberg's Tom Keene and Lisa Surveillance discuss remarks from Fed Chair Jay Powell following the Federal Reserve's latest policy decision.

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Instant Reaction: The Fed Decides Jun 14, 2023

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

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Surveillance: Traders Weigh A Fed Pause Jun 14, 2023

Show notes

Mike Wilson, Morgan Stanley Chief US Equity Strategist & Chief Investment Officer, says inflation will come down but "it's not going to be good for stocks." Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, suggests there could be a scenario in which the Fed "has to come back" if inflation doesn't go down. Anastasia Amoroso, iCapital Chief Investment Strategist, believes the Fed would need to go higher to really crack the economy. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's surprising to see the markets pricing in so much Fed easing. Tom Forte, DA Davidson Sr. Research Analyst, discusses Apple and AI.
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Surveillance: CPI Bolsters Bets on Fed Pause Jun 13, 2023

Show notes

Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says there's a divergence between investors and commentators on economic data. Sarah House, Wells Fargo Senior Economist, discusses the US May CPI print. Jacob J. Lew, Former US Treasury Secretary, says we're not yet done with seeing the impacts of higher interest rates. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says the Trump indictment is a development for democracy and that Presidents "should be held accountable."
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Surveillance: Tech Appetite with Young Jun 12, 2023

Show notes

Liz Young, SoFi Head of Investment Strategy, sees an ongoing appetite for tech among younger investors. Mike Mayo, Wells Fargo Managing Director, says US banks are winning. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says we're looking at a wage-price spiral. Jon Lieber, Eurasia Group Managing Director, United States, discusses Trump's indictment over classified documents. Ian Shepherdson Pantheon Macroeconomics Chief Economist, is hopeful the Fed has done enough.
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Surveillance: S&P Targets with Chadha Jun 09, 2023

Show notes

Binky Chadha, Deutsche Bank Chief Global Strategist and Head of Asset Allocation, says we could reach 5,000 on the S&P if a soft landing is achieved. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, thinks the 5% higher yields are more punishment than reward. Terry Haines, Pangaea Policy Founder, discusses Trump's indictment over secret documents. Jeff Currie, Goldman Sachs Global Head of Commodities Research, say oil and copper are a liability right now. Nadia Calviño, Spanish Vice President and Minister for Economy and Digitalization, says she hasn't spoken with Elon Musk about any plans for a new Tesla factory in Spain.
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Surveillance: Fed Skip with Luzzetti Jun 08, 2023

Show notes

Matt Luzzetti, Deutsche Bank Chief US Economist, expects the Fed to skip next week, with a potential for more hikes to come. As money flows concentrate into mega cap companies, Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says this shows that the market is "rational." Edward Yardeni, Yardeni Research President, sees inflation reaching 3 to 4% by year end. Geoffrey Yu, BNY Mellon Senior Market Strategist, doesn't expect rate cuts from any major central banks until the second half of next year. Rep. John Garamendi, (D) California, discusses the PGA Tour-Liv merger.
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