Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: US Inflation Tops Estimates Sep 13, 2022

Show notes

Jay Bryson, Wells Fargo Chief Economist, says today's inflation report removes all doubt about the Fed hiking 75 basis points at their next meeting. David Kelly, JPMorgan Asset Management Chief Global Strategist, thinks markets are overreacting to the US inflation report. Esty Dwek, Flowbank CIO, still expects the disinflation trend to continue. Regina Mayor, KPMG Global Head of Energy, says we are out of the woods on high gas prices.

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Surveillance: Market Optimism with Kaminski Sep 12, 2022

Show notes

Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, explains why he thinks yields are now reasonable. Kathryn Kaminski, Alphasimplex Group Chief Research Strategist, says she is less optimistic than the markets. Ben Hodges, Former Commanding General US Army Europe and CEPA Pershing Chair in Strategic Studies, says sanctions against Russia really are having a strong effect. Gilles Moec, AXA Investment Managers Chief Economist, says it's going to be difficult for European government to continue to accommodate the shock from rising energy prices with rising interest rates.

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Surveillance: Remembering Queen Elizabeth II Sep 09, 2022

Show notes

John Micklethwait, Bloomberg Editor-in-Chief, reflects on the legacy of Queen Elizabeth II. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens' College Cambridge President, discusses the impact of Queen Elizabeth II on Queens' College Cambridge. Robin Niblett, Chatham House Director, expects Charles III's reign over the Commonwealth to be a lot more difficult. Sir Vince Cable, London School of Economics & Political Science Visiting Professor, predicts what changes will come with the passing of Queen Elizabeth II. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says the volatility in bonds is creating opportunity.

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Surveillance: Historic Times in FX Sep 07, 2022

Show notes

George Saravelos, Deutsche Bank Global Head of FX Research, says the dollar is ending up as the safe haven of choice by default. Margie Patel, Allspring Global Investments Senior Portfolio Manager, sees no "dynamic rebound" for stocks. Ed Morse, Citigroup Global Markets Commodities Research Head, expects Russia to run out of markets for its natural gas soon. Richard Haass, Council on Foreign Relations President, says western nations are going to have to have a major conversation about their trading policies with China.

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Surveillance: Pound Gets Truss-Inspired Boost Sep 06, 2022

Show notes

Ben Laidler, eToro Global Markets Strategist, says this market is talking itself into a funk. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the US economy is faring better than the rest of the world and the Fed has more work to do. Sebastian Mallaby, Council on Foreign Relations Senior Fellow for International Economics, discusses outlook for the pound as Liz Truss becomes UK Prime Minister. Victoria Greene, G Squared Private Wealth CIO, says panic is one of the biggest risks to investors right now.

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Surveillance: US Jobs Report with Walsh Sep 02, 2022

Show notes

Marty Walsh, US Secretary of Labor, expects payrolls to keep rising despite Fed rate increases. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the labor force participation rate is consistent with where the Fed wants to go. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's jobs report is a bit of a sigh of relief for equity markets. Michael Purves, Tallbacken Founder & CEO, discusses whether he expects the corporate earnings machine to continue to perform. Tiffany Wilding, PIMCO Chief U.S. Economist, describes why the prime age participation rate is coming more into focus.

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Surveillance: Central Banks Wake Up Sep 01, 2022

Show notes

Jean Boivin, Head of the BlackRock Investment Institute, says central banks are finally waking up. Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says there is a huge amount of uncertainty over what the future of energy looks like. Rubeela Farooqi, High Frequency Economics Chief US Economist, is seeing dislocations in the labor market. Tracy Alloway, Odd Lots Podcast Co-Host, discusses her interview with Minneapolis Fed President Neel Kashkari.

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Chief Future Officer: Tarek Robbiati, HPE Sep 01, 2022

Show notes

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, hosted by Romaine Bostick and Taylor Riggs, focuses on HPE CFO Tarek Robbiati, who is helping drive the tech company's transformation from on-site data storage to providing cloud-based software as a service.

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Surveillance: Recession Not Likely, Says Emanuel Aug 31, 2022

Show notes

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the market could retest its lows if there is a consumer slump. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, sees opportunities in European financials. Deborah Cunningham, Federated Hermes Global Liquidity Markets CIO, says we've been in a supply-demand imbalance from a treasury perspective. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Peer to Peer Conversations," discusses his interview with FTX CEO Sam Bankman-Fried.

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Surveillance: No Market Bottom, says Rosenberg Aug 30, 2022

Show notes

David Rosenberg, Rosenberg Research Founder & President, says we are a long way from the market bottom. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says he's not yet ready to get back into stocks. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, expects the yield curve inversion to deepen. Geoffrey Yu, BNY Mellon Senior EMEA Market Strategist, says he doesn't know anyone who's bullish right now.

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