Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Fed Cycle with Mike Wilson (Podcast) Aug 02, 2022

Show notes

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold as real yields peak. Mark McCormick, TD Global Head of FX Strategy, expects to see a dollar peak by next year. John Ryding, Brean Capital Chief Economic Advisor, says ultimately the runway is too short for a soft landing.

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Surveillance: Pelosi's Taiwan Visit with Cohen (Podcast) Aug 01, 2022

Show notes

William Cohen, Chairman & CEO of the Cohen Group, Former Secretary of Defense and Former US Senator, says China would view a visit to Taiwan by Nancy Pelosi as a finger in the eye of Xi Jinping. Lara Rhame, FS Investments Chief US Economist, expects the US economy to continue to weaken. Ed Morse, Citi Global Head of Commodities Research, expects oil to continue its downward draft to the mid $80s. Stuart Kaiser, UBS Head of Equity Derivatives Research, says it's hard to call for a bull market in this environment.

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Surveillance: Inflation Concerns with Reinhart (Podcast) Jul 29, 2022

Show notes

Vince Reinhart, Dreyfus and Mellon Chief Economist, expects inflation will halve over the next year, which will then allow the Fed to pivot. Barbara Ann Bernard, Wincrest Capital Founder, CEO & CIO, says this is a real stock picker's market. Solita Marcelli, UBS Global Wealth Management Chief Investment Officer of Americas, says this is still a great time to invest for the long-term. Isaac Boltansky, BTIG Policy Research Director, doesn't expect the Inflation Reduction Act to do much to reduce inflation.

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Surveillance: Weak US GDP with Pingle (Podcast) Jul 28, 2022

Show notes

Jonathan Pingle, UBS Chief US Economist, says the guts of the US GDP report look weak. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, is more concerned about the next four quarters going further than today's GDP report. Walter Piecyk, LightShed Partners Technology, Media & Telecom Analyst and Partner, says he sees evidence of a weakening consumer. Jeanine Wai, Barclays Senior Oil & Gas Exploration & Production Analyst, discusses how investors are keeping Chevron in line.

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Surveillance: Slowing Economy with Hyman (Podcast) Jul 27, 2022

Show notes

Ed Hyman, Evercore ISI Chairman & Founder & Head of Economic Research, says the economy is doing fine now, but it will slow with inflation. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, is seeing rolling bubbles in the economy as it continues to heal. Andrew Hollenhorst, Citi Chief US Economist, says another 75 basis point hike from the Fed wouldn't be surprising. Regina Mayor, KPMG Global Head of Energy, expects triple digit oil prices through the end of the calendar year and into 2023.

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Surveillance: Inflation Downturn with Emanuel (Podcast) Jul 26, 2022

Show notes

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees signs of inflation turning down. Saira Malik, Nuveen Chief Investment Officer, says we are likely already in a recession. Representative French Hill, Republican from Arkansas, says the Fed has to focus on price stability. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Bloomberg Wealth," discusses his interview with Trian Group Founding Partner Nelson Peltz.

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Surveillance: Severe Recession with Roubini (Podcast) Jul 25, 2022

Show notes

Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust.com Co-CEO, says the idea of a short, shallow recession is a delusion. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, thinks the Fed will begin pulling back on tightening sooner than next year. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says financials will perform well, even through a mild, technical recession. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, expects 2023 to be a weak dollar year.

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Surveillance: Fed & Recession with Lacker (Podcast) Jul 22, 2022

Show notes

Jeff Lacker, Former Richmond Fed President, says the Fed should be willing to tolerate a recession to get inflation down. Rich Greenfield, LightShed Partners Partner and Media and Technology Analyst, believes that Elon Musk will be forced to buy Twitter. Lauren Sauer, University of Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says we must bring trust back into vaccines. Doug Kass, Seabreeze Partners President, expects only a mild and brief recession.

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Surveillance: ECB Surprise (Podcast) Jul 21, 2022

Show notes

Vassili Serebriakov, UBS FX & Macro Strategist, says the key question for the ECB going forward is going to be the growth-inflation mix. Gilles Moec, AXA Investment Managers Chief Economist Officer, says wage growth data is going to be key for the ECB going forward. Marc Chandler, Bannockburn Chief Market Strategist, thinks the odds of both a European and US recession are increasing.

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Surveillance: Standing Markets with Slimmon (Podcast) Jul 20, 2022

Show notes

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says markets are in a standing mode right now. Blerina Uruci, T. Rowe Price US Economist, says the recession doom and gloom is exaggerated. Jim Bianco, Bianco Research President, says inflation is going to stay a problem. Elsa Lignos, RBC Global Head of FX Strategy, says the bulk of the euro-dollar move is behind us.

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