Bloomberg Surveillance - Bloomberg

Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Latest Episodes:

Surveillance: ECB Adds to Fed Gloom Dec 15, 2022

Show notes

Jeremy Stretch, CIBC Head of G-10 FX Strategy, says the ECB faces greater potential policy problems compared to the Federal Reserve amid amplified core inflationary pressures. Jonathan Pingle, UBS Chief US Economist, says the ECB is a little bit behind the Fed. Ashok Bhatia, Neuberger Berman Fixed Income Deputy CIO, suggests we're entering a period where central banks are "divided" on tackling inflation. John Ryding, Brean Capital Chief Economic Advisor, says the BOE and ECB's main problem is that policy rates are "nowhere near restrictive."

See omnystudio.com/listener for privacy information.

Surveillance: Soft Recession with Ruskin Dec 14, 2022

Show notes

Alan Ruskin, Deutsche Bank Chief International Strategist, sees a soft recession coming. Torsten Slok, Apollo Global Management Chief Economist, says the labor market needs to deteriorate more. Liz Young, SoFi Head of Investment Strategy, expects the Fed to hike 50 basis points at the December meeting. Ed Hyman, Evercore ISI Founder, Chairman and Head of Economic Research, discusses recession risk in '23. Terry Haines, Pangaea Policy Founder, discusses the FTX hearing.

See omnystudio.com/listener for privacy information.

Surveillance: US Inflation Cools Dec 13, 2022

Show notes

Matthew Luzzetti, Deutsche Bank Chief US Economist, discusses the US November CPI print and the Fed's path ahead. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says he's hesitant about market sentiment, and that this recession "is the most anticipated...of our entire lifetimes." Rep. Bill Huizenga, (R) Michigan, says he sees “a lot of question marks” around the timing of Sam Bankman-Fried’s arrest. Amrita Sen, Energy Aspects Director of Research, says China will be one of the biggest drivers of oil in 2023.

See omnystudio.com/listener for privacy information.

Surveillance: '23 Recession Risk with Piegza Dec 12, 2022

Show notes

Lindsey Piegza, Stifel Chief Economist, says 2023 is opening the door for a recession. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says small caps are starting to outperform. Daragh Maher, HSBC Head of Research Americas & Head of US FX Strategy, says risk appetite has been at the core of everything that's happening in the FX market. Stephen Schork, The Schork Group Principal, says the oil narrative has shifted from supply to a demand.

See omnystudio.com/listener for privacy information.

Surveillance: Slight Hope for '23, says Yu Dec 09, 2022

Show notes

Geoff Yu, BNY Mellon Senior Market Strategist, says there's reason to be slightly hopeful for 2023. Michelle Meyer, Mastercard Economics Institute Chief US Economist, says its clear the Fed is not done hiking. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the risk of recession is high. Ola Kaellenius, Mercedes-Benz Group CEO, says what happens in China matters for the auto industry.

See omnystudio.com/listener for privacy information.

Surveillance: Tale of Two Halves with Bailin Dec 08, 2022

Show notes

David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says 2023 will be a tale of two halves. Kathy Bostjancic, Nationwide Chief Economist, says we're not seeing a lot of loosening in the labor market. Dan Ives, Wedbush Senior Equity Analyst, discusses Tesla delaying new hires in Shanghai. Ellen Wald, Atlantic Council Senior Fellow & 'SAUDI INC: The Arabian Kingdom’s Pursuit if Profit & Power' Author, discusses China's Xi Jinping's visit to Saudi Arabia.

See omnystudio.com/listener for privacy information.

Chief Future Officer: Naftali Holtz, Royal Caribbean Group Dec 08, 2022

Show notes

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode focuses on Royal Caribbean Group CFO Naftali Holtz, who moved into the job at the start of 2022 when former CFO Jason Liberty was promoted to CEO. Carol Massar speaks with Holtz and Liberty about the company's comeback from a total shutdown during the pandemic, and its plans to rebuild its business and its balance sheet.

See omnystudio.com/listener for privacy information.

Surveillance: 'Springy' Oil with Blanch Dec 07, 2022

Show notes

Francisco Blanch, Bank of America Global Research Head of Global Commodities & Derivatives Research, says the oil market is 'springy' because inventories remain quite low. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Officer, says the bond market is telling you that inflation is a thing of the past. Blerina Uruci, T.Rowe Price US Economist, says the Fed will need to continue hiking. Henrietta Treyz, Veda Partners Director of Economic Policy, says the Republican party is very fractured in the House.

See omnystudio.com/listener for privacy information.

Surveillance: Goldman CEO: Bumpy Times Ahead Dec 06, 2022

Show notes

David Solomon, Goldman Sachs Chairman & CEO, says pay is set to fall as there are 'bumpy times ahead.' Andrew Hollenhorst, Citi Chief US Economist, says the likelihood of a soft landing is low. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says this year comes down to positioning. Edward Morse, Citigroup Global Head of Commodity Research, says it will be painful if oil hits $65. Brian Deese, National Economic Council Director, discusses Biden's trip to the TSMC plant in Arizona.

See omnystudio.com/listener for privacy information.

Surveillance: Fed Path with Riccadonna Dec 05, 2022

Show notes

Carl Riccadonna, BNP Paribas Markets 360 Chief US Economist, says the Fed will keep at it until the job is done. Rebecca Patterson, Bridgewater Chief Investment Strategist, says the Fed is not likely to ease in '23. Stephen Roach, Yale Professor and Author of 'Accidental Conflict: America, China, and the Clash of False Narratives', says it's important to stay focused on a potential wage price spiral. Gabriel Makhlouf, Ireland Central Bank Governor, says the euro area is likely to endure a technical recession.

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Bloomberg Surveillance – Bloomberg

Related Podcasts

Links

Stay Connected