Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Oil Demand with Morse Jul 06, 2022

Show notes

Ed Morse, Citigroup Global Markets Global Head of Commodities Research, expects oil to go down to $85 a barrel. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, expects a 75 basis point Fed hike in July. Dean Maki, Point 72 Chief Economist, says we are not currently in a recession. Henrietta Treyz, Veda Partners Director of Economic Policy, says Senate Democrats have a very shaky majority.

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Surveillance: Renewed Recession Fears Rattle Wall Street Jul 05, 2022

Show notes

Ben Laidler, eToro Global Markets Strategist, says a "recession freight train" is picking up speed. Amrita Sen, Energy Aspects Chief Oil Analyst, says a mild global recession is already priced into energy markets. Still, she says prices are unlikely to slip below $80-$90 a barrel. Jordan Rochester, Nomura G10 FX Strategist, says the euro's slide against the US dollar will continue due to rising natural gas prices and the risk of a global recession. John Ryding, Brean Capital Chief Economic Advisor, says recession is inevitable, but not imminent.

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Surveillance: Travel Woes with Syth (Podcast) Jul 01, 2022

Show notes

Savanthi Syth, Raymond James Airlines Managing Director, says there is still too much demand for airlines' supply. Jordan Rochester, Nomura International G-10 FX Strategist, expects emerging markets to underperform. Michael O'Rourke, JonesTrading Chief Market Strategist, expects to see decelerating inflation growth the rest of this year. Terry Haines, Pangaea Policy Founder, says congress has become more performative than legislative.

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Surveillance: Market Slowdown with Stanley (Podcast) Jun 30, 2022

Show notes

Stephen Stanley, Amherst Pierpont Chief Economist, says markets are starting to smell a slowdown. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's inevitable that the Fed and other central banks will feel political pressure. Jane Foley, Rabobank Head of FX Strategy, says we could see euro-dollar parity. Seema Shah, Principal Global Investors Chief Strategist, says we could see a technical rally over the next couple of months, but it won't be sustained.

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Surveillance: Policy Mistakes with Chiavarone (Podcast) Jun 29, 2022

Show notes

Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says the Fed has a lot of work to do to get inflation down. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says corporate bond issuance is waiting for yields to fall. Jens Nordvig, Exante Data Founder & CEO, says it will be hard for the Fed to switch back to cutting mode after they're done hiking. Greg Valliere, AGF Investments Chief US Policy Strategist, says it's possible Hillary Clinton may run for president again.

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Surveillance: Financial Conditions with Peters (Podcast) Jun 28, 2022

Show notes

Greg Peters, says financial conditions have to worsen. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says there is a 50% chance of a recession. James Stavridis, Carlyle Group Vice Chairman of Global Affairs, Former Supreme Allied Commander at NATO and Author of 'To Risk It All: Nine Conflicts & The Crucible of Decision,' says says we will see Finland and Sweden in NATO. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of 'Bloomberg Wealth,' discusses his interview with Rockefeller University CIO Paula Volent.

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Surveillance: Market Timing with Bitterly (Podcast) Jun 27, 2022

Show notes

Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, explains she is advocating against market timing. Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, recommends a decent amount of liquidity in your portfolio. Mohamed Younis, Gallup Editor In Chief, says the US is the most politically divided its been since the start of Gallup's measurements. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says investors are looking more optimistically into 2023.

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Surveillance: Recession Chances with Hatzius (Podcast) Jun 24, 2022

Show notes

Jan Hatzius, Goldman Sachs Chief Economist, says a US recession is likely to be shallow if it happens. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says all inflation is the same for the Fed at the moment. Tina Fordham, Fordham Global Foresight Geopolitical Strategist & Founder, discusses the tensions governments are facing over inflation and wages. Shahab Jalinoos, Credit Suisse Global Head of FX Strategy, says we're seeing the end of central banks using balance sheets to manipulate FX rates.

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Surveillance: Gas Prices with Hochstein (Podcast) Jun 23, 2022

Show notes

Amos Hochstein, Presidential Coordinator for Energy Security, says the US may be able to bring back old refineries to relieve pressure at the pump. Lithuanian President Gitanas Nauseda says Russia is acting disproportionately over the situation in Kaliningrad. Amrita Sen, Energy Aspects Chief Oil Analyst, says there is quite a lot of upside to oil demand. Andrew Hollenhorst, Citi Chief US Economist, discusses concerns about the labor market.

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Surveillance: Recession Risk with Dudley (Podcast) Jun 22, 2022

Show notes

Bill Dudley, Bloomberg Opinion, Bloomberg Economics Senior Adviser & Former New York Fed President, expects not deep recession in the US. Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says market valuations matter again. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says sell-side analysts have stopped doing work since the era of Reg FD. Tim Gould, IEA Chief Energy Economist, says we haven't been putting enough capital into the energy sector in recent years. Doug Kass, Seabreeze Partners President, says stocks are no longer priced to perfection and speculation and froth have been rooted out of the market.

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