Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Fed Pause with Carpenter Jan 31, 2023

Show notes

Seth Carpenter, Morgan Stanley Global Chief Economist, says the Fed will hike by 25 basis points on Wednesday, but "they are going to be done" after that. Stuart Kaiser, Citigroup Head of US Equity Trading Strategy, says the Fed is reiterating a message the markets have already gotten comfortable with. Leland Miller, China Beige Book International CEO, says despite China's manufacturing rebound, it won't help to drive growth. Paul Jacobson, General Motors CFO, discusses EV demand following the company's latest earnings results.

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Surveillance: Longer and Higher with Chiavarone Jan 30, 2023

Show notes

Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says this rally can go longer and higher than expected. Ken Tropin, Graham Capital CEO, says it's a good time to be conservative with your investments. Lara Rhame, FS Investments Chief US Economist, says markets have gotten too aggressive. Tom Forte, DA Davidson Senior Research Analyst, thinks we could see layoffs at Apple next.

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Surveillance: Soft Landing with Oppenheimer Jan 27, 2023

Show notes

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for bonds. Ray Farris, Credit Suisse Chief Economist, says inflation could return if oil gets above $100 per barrel. Richard Haass, Council on Foreign Relations President, says he is worried about an American version of the Irish troubles.

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Surveillance: US GDP Exceeds Forecast Jan 26, 2023

Show notes

Lindsey Piegza, Stifel Chief Economist, says we are teetering towards a recession following US 4Q GDP. Philip Camporeale, JPMorgan Asset Management Portfolio Manager, says we're behind the pandemic highs with inflation. Vasileios Gkionakis, Citi Head of European FX Strategy, says the currency market has not fully priced in a 'relatively smooth' China reopening. Helane Becker, Cowen Senior Research Analyst, discusses airline earnings.

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Surveillance: Weighing Equities with Kettner Jan 25, 2023

Show notes

Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Japan when Kuroda steps down as governor. Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, sees the market going sideways in 2Q. William McDonough, Elements Funds Founder, CEO & Lead Portfolio Manager, discusses Tesla ahead of its earnings.

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Surveillance: Stock Picking with Emanuel Jan 24, 2023

Show notes

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's all about picking stocks in this market. Kallum Pickering, Berenberg Senior Economist, doesn't think we are headed into a severe recession. Steven Wieting, Citi Global Wealth Management Chief Investment Strategist & Chief Economist, thinks that corporate profits are about to take a hit. Kona Haque, ED&F Man Head of Research, says the copper rally is running ahead of itself.

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Surveillance: Debt Ceiling Concerns with Stealey Jan 23, 2023

Show notes

Iain Stealey, JPMorgan Asset Management Global Fixed Income CIO, says the market shouldn't be concerned about the US debt ceiling yet. Alifia Doriwala, RockCreek Group Managing Director, says China is still the biggest determinant in an EM portfolio. Ralph Acampora, Chartered Market Technicians Co-Founder, thinks we're making a long-term bottom in this bull market. Jeremy Stretch, CIBC Head of G-10 FX Strategy, explains why he thinks Europe might avoid a negative GDP print.

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Surveillance: Growth Snap Back with Golub Jan 20, 2023

Show notes

Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, Citibank Global Markets Chief US Economist, fears the Fed has not yet done enough. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, thinks "higher for longer" could be the Fed's new "transitory." Anwiti Bahuguna, Columbia Threadneedle Head of Multi-Asset Strategy & Senior Portfolio Manager, explains why she is nervous about credit.

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Surveillance: Succession Plan with Gorman Jan 19, 2023

Show notes

James Gorman, Morgan Stanley CEO, says his three potential successors are already in place. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he thinks the US should do away with the debt ceiling. Greg Boutle, BNP Paribas US Head of Equity and Derivative Strategy, is not looking for a v-shaped recovery. Alicia Levine, Bank of NY Mellon Head of Equities & Capital Markets Advisor, says the market hasn't priced in a soft landing. Jessica Reif Ehrlich, BofA Securities Media & Entertainment Analyst , says everybody is losing a lot of money in the streaming wars, with the exception of Netflix.

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Surveillance: Recession Reset with JPM's Michele Jan 18, 2023

Show notes

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Economist, expects stubborn and sticky inflation. Veronica Clark, Citi Economist, says the market is misinterpreting the Fed's commitment to getting rates above 5%. Fatih Birol, IEA Executive Director, says China is the oil market's biggest uncertainty.

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