Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: 2023 Expectations with Knutzen Dec 30, 2022

Show notes

Erik Knutzen, Neuberger Berman Multi-Asset Class Chief Investment Officer, doesn't expect central banks to pivot in 2023. Matt Winkler, Editor-In-Chief Emeritus, debt investors are growing more confident in the Fed's ability to contain inflation. Lauren Sauer, University of Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says our chance of going through another pandemic is quite high. Dana Telsey, Telsey Advisory Group Founder, CEO & Chief Research Officer, says retailers have made progress on reducing inventory levels.

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Surveillance: Supply Shocks with Singh Dec 29, 2022

Show notes

Daleep Singh, PGIM Chief Global Economist, says we are probably in the most intense global power competition backdrop since World War II. Marc Chandler, Bannockburn Chief Market Strategist, thinks a strong yen and lower inflation will take pressure off the Bank of Japan. Stephanie Aaronson, Brookings Institution Director of Economic Studies, discusses what the right tools are to measure the economy.Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says if there's going to be a recession, it's going to be soon.

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Surveillance: Ban the Phillips Curve, Says Sahm Dec 28, 2022

Show notes

Kathryn Rooney Vera, Bulltick Head of Research & Strategy, says she is still remaining defensive. Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, explains why she thinks the Fed should ban the Phillips curve. Kristina Hooper, Invesco Chief Global Market Strategist, says we're getting back to a more normal environment. Helane Becker, Cowen Senior Research Analyst, says Southwest needs to cut back its ambitions.

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Surveillance: 2023 Market Outlook Dec 27, 2022

Show notes

Matt Maley, Miller Tabak Chief Market Strategist, still remains bullish on the energy sector. Julia Coronado, MacroPolicy Perspectives President, expects borrowing costs to drop next year. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses immunity amid China's reopening and a surge in covid infections. Isaac Boltansky, BTIG Policy Research Director, says he is optimistic congress will pass some crypto legislation next year.

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Surveillance: Minerd's Legacy with Diamond Dec 23, 2022

Show notes

Bob Diamond, Atlas Merchant Capital Founding Partner and CEO, reflects on the life and legacy of Scott Minerd. Michael Gapen, Bank of America Securities Head of US Economics, says economic momentum seems to be slowing as the end of the year approaches. Jim Bianco, Bianco Research President & Macro Strategist, says the Fed has won over the market in 2022. Persistent inflation is hard to see at this point. Brian Kelly, The Points Guy, discusses the challenges to travel this holiday season.

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Surveillance: Positive Outlook with Golub Dec 22, 2022

Show notes

Jonathan Golub, Credit Suisse Chief US Equity Strategist and Head of Quantitative Research, says the markets backdrop is looking much more positive. Mark Cabana, Bank of America Global Head of US Short Rates Strategy, thinks fixed income will have increased value for investors over the next year or two. Henrietta Treyz, Veda Partners Director of Economic Policy Research, says President Biden may announce his re-election run in January. Veronica Clark, Citi Global Markets Economist, says we need to see a loosening in the labor market before expecting inflation to significantly come down.

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Surveillance: German Finance Minister Dec 21, 2022

Show notes

Christian Lindner, German Finance Minister, says German carmakers are competitive and mustn't fear Tesla. Greg Peters, PGIM Fixed Income Co-CIO, sees a shift into bonds in 2023. Erik Nelson, Wells Fargo Macro Strategist, says the shift from the Bank of Japan is a warning shot for carry traders. Aneesha Sherman, Bernstein Senior Analyst, says Nike's brand is stronger than ever.

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Surveillance: BOJ Surprise with Lyngen Dec 20, 2022

Show notes

Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, thinks the Bank of Japan will have to be more aggressive in 2023. Dominic Konstam, Mizuho Americas Head of Macro Strategy, says that Bank of Japan has now let the genie out of the bottle. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, says the Bank of Japan's policy was unsustainable. Win Thin, Brown Brothers Harriman Global Head of Currency Strategy, thinks it is clear the Bank of Japan is going to hike rates next year.

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Surveillance: Financial Conditions with Dudley Dec 19, 2022

Show notes

Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he isn't expecting a recession quite yet. Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, expects index funds to underperform active management. Matt Brill, Invesco Head of US Investment Grade & Senior Portfolio Manager, says a fixed income readjustment has taken place. Terry Haines, Pangaea Policy Founder, thinks it is likely that Joe Biden runs for president again in 2024.

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Surveillance: Hawkish Fed Sparks Recession Fears Dec 16, 2022

Show notes

John Williams, New York Fed President, says that while inflation has showed some signs of slowing, a tight labor market and other factors are likely to keep price pressures elevated and warrant high interest rates for some time. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, explains why markets have been "comfortably numb." Subadra Rajappa, Societe Generale Head of US Rates Strategy, says concerns over a recession in the US are a little bit premature. Sam Stovall, CFRA Chief Investment Strategist, sees the market enduring a challenging first half, as the economy likely succumbs to the long anticipated, but mild, recession.

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