Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Powell Crushes Pivot Hopes, BOE Hikes Nov 03, 2022

Show notes

Dominic Konstam, Mizuho Americans Head of Macro Strategy, says the Federal Reserve must be cautious. Winnie Cisar, CreditSights Global Head of Credit Strategy, says investment-grade debt at historic high-yield levels has the "flex" to hedge against the risk of a US economic downturn. Geoffrey Yu, BNY Mellon Senior Strategist, examines the key differences between the Federal Reserve and the Bank of England. Dean Maki, Point72 Chief US Economist, sees more momentum in the US than in Europe and the UK.

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Chief Future Officer: Brian Savoy, Duke Energy Nov 03, 2022

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Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode focuses on Duke Energy CFO Brian Savoy, who tells Alix Steel how the company plans to invest $145B over the next decade to transform its energy generation portfolio.

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Surveillance: Investors Brace for Fed Rate Decision Nov 02, 2022

Show notes

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, say it's too premature for markets to be pricing peak interest rates. Ed Morse, Citigroup Global Head of Commodities Research, says the return of demand from China won't push the price of crude oil above $100. Michael Gapen, Bank of America Chief US Economist, says the Federal Reserve is not in the business of shutting down markets. David Rubenstein, Carlyle Group Co-Chairman & Co-Founder, discusses his interview with US Surgeon General Dr. Vivek Murthy on "Peer-to-Peer Conversations."

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Surveillance: Fed Downshift with Emanuel Nov 01, 2022

Show notes

Julian Emanuel, Evercore ISI Equity Derivatives & Quantitative Strategist, thinks the Fed is about to downshift. Amos Hochstein, Special Presidential Coordinator for Global Infrastructure and Energy Security, says the US still maintains ties with Saudi Arabia despite the “significant disagreement” over the OPEC+ decision to cut oil output. Jane Foley, Rabobank Head of FX Strategy, says central banks would love to see a reversal in dollar strength. Carl Riccadonna, BNP Paribas Chief US Economist, says the Fed is eager for a downshift.

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Surveillance: Fed Expectations with Hollenhorst Oct 31, 2022

Show notes

Andrew Hollenhorst, Citi Chief Us Economist, says he wouldn't be surprised if the Fed's policy rate ends up above 5%. Amrita Sen, Energy Aspects Head of Research, says we could see $100 oil by the end of the year. Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, says people are excited about fixed income again. Greg Valliere, AGF Investments Chief US Policy Strategist, predicts gridlock in Washington following the midterm elections.

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Surveillance: Earnings Scorecard with Goldman's Kostin Oct 28, 2022

Show notes

Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says nobody knows what the market is or should do going forward given the complexity of the new macro environment. David Kostin, Goldman Sachs Chief US Equity Strategist, discusses the US dollar’s impact on earnings and why he thinks there will be fewer buybacks next year. Lindsey Piegza, Stifel Chief Economist, says the market is consistently underestimating the level of inflation. Steve Case, AOL Co-Founder, discusses his new book “The Rise of the Rest” and his outlook for the tech sector.

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Surveillance: Soft Global Economy with Sheets Oct 27, 2022

Show notes

Nathan Sheets, Citi Global Chief Economist, says the global economy is looking soft. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says prices are starting to recede in some areas of the economy. Greg Valliere, AGF Investments Chief US Policy Strategist, says Democrats are in trouble for the upcoming midterm election.

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Surveillance: End of the Bear Market with Wilson Oct 26, 2022

Show notes

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market will probably be over sometime in the first quarter of 2023. Neil Dutta, Renaissance Macro Head of US Economics Research, says the Fed is failing miserably if they are viewing the labor market as the conduit to achieve their inflation objectives. Elsa Lignos, RBC Global Head of FX Strategy, says we may have to wait for Powell’s press conference next week to confirm or reject the Fed-pause narrative.

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Surveillance: Megathreats with Roubini Oct 25, 2022

Show notes

Nouriel Roubini, Roubini MacroAssociates CEO & 'Megathreats' Author, discusses the "megathreats" facing the US economy. Jean Boivin, Head of the BlackRock Investment Institute, says it's very hard to see something that's a smooth landing in any way. Mary Barra, General Motors CEO, discusses third-quarter results, efforts to address supply-chain issues and electric-vehicle expansion plans. Jordan Rochester, Nomura International G-10 FX Strategist, says the UK is the canary in the coal mine for everybody around the world.

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Surveillance: Market Volatility with Schumacher Oct 24, 2022

Show notes

Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says a slowdown is coming. Lara Rhame, FS Investments Chief US Economist, says markets haven't yest priced in recession. Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says the market is back in charge. Peter Trubowitz, LSE Professor of International Relations & Chatham House Associate Fellow, says China's President Xi is consolidating his hold on power and pushing China's ambitions in the region.

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