Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Optimistic Case with Calvasina (Podcast) Jun 06, 2022

Show notes

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects a material slowdown in economic growth while skirting a recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says US growth is slowing, but there is no recession coming in the near-term. Helane Becker, Cowen Senior Research Analyst, says any airline besides American, Delta or United, is going to continue struggling to attract and retain pilots. Vishy Tirupattur, Morgan Stanley Global Director of Fixed Income Research, says credit has a valuation problem.

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Surveillance: US May Jobs Report (Podcast) Jun 03, 2022

Show notes

Marty Walsh, US Secretary of Labor, reacts to the US jobs report. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the May employment report will spur the Fed to raise rates by 50 basis points at least through September. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the labor market is "too strong." Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, explains the reasons for investors to remain defensive.

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Surveillance: Fuel Rationing with Blanch (Podcast) Jun 02, 2022

Show notes

Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says demand-rationing measures may be needed around world to tame record fuel prices. David Kirkpatrick, Techonomy Founder & Author of The Facebook Effect, discusses Meta after Sheryl Sandberg. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the Fed's forecasts are aspirational. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, doesn't expect a recession in the next 12 months.

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Surveillance: Market Attitudes with Marks (Podcast) Jun 01, 2022

Show notes

Howard Marks, Oaktree Capital Group Co-Founder & Co-Chairman, says market attitudes are more balanced now and sees a better investment environment for bargain hunters. Bill Dudley, Bloomberg Opinion Columnist & Federal Reserve Bank of New York Former President, says the US job market is the tightest it has ever been and suggests the Fed loosen up its approach. Stephen Schork, Schork Group Founder & President, says inflation has not peaked yet when it comes to food and energy. Deborah Cunningham, Federated Hermes Global Liquidity Markets CIO, says cash is now a valuable investment.

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SURV_podcast_05-27-22_1Surveillance: Fed Mistakes with El-Erian (Podcast) May 31, 2022

Show notes

Mohamed El-Erian, Bloomberg Opinion & Queens' College Cambridge President, says The Fed has to decide between two policy mistakes. Christyan Malek, JP Morgan Securities Global Energy Strategist, says there is still a lot of upside to energy prices from here. Ben Laidler, eToro Global Markets Strategist, says we're in a valuation driven correction. Steven Major, HSBC Global Head of Fixed Income Research, says growth risks are growing. Jordan Rochester, Nomura G10 FX Strategist, says euro to parity with the dollar is still possible in the months ahead. Neil Shearing, Capital Economics Chief Economist, is not expecting a recession in the US. Alina Polyakova, Center for European Policy Analysis President & CEO, says there is no end in sight for the war in Ukraine.

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Surveillance: Reducing Prices with Deese (Podcast) May 31, 2022

Show notes

Brian Deese, US National Economic Council Director, says US economic strengths can help bring prices down. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says margins are more of a problem than growth. James Stavridis, Former Supreme Allied Commander at NATO and Author, "To Risk It All: Nine Conflicts & The Crucible of Decision," says opening the seas to Ukraine will be the next big move in the war. Leland Miller, China Beige Book International CEO, says the economic conditions in China are the worst they've been in years. Ellen Wald, Atlantic Council Senior Fellow, says the US needs more consistency in its energy regulation.

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Surveillance: Housing Market with Feroli (Podcast) May 26, 2022

Show notes

Michael Feroli, JPMorgan Chief US Economist, says housing is coming back into balance. Geoffrey Yu, BNY Mellon Senior Strategist, says the euro will find a new, higher range but remain under-valued. Amrita Sen, Energy Aspects Chief Oil Analyst, says profit windfall taxes do not work. Jonathan Miller, Miller Samuel President & CEO, says rising mortgage are one of the best things that is happening to housing.

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Surveillance: Davos, Day 3 (Podcast) May 25, 2022

Show notes

Dan Yergin, S&P Global Vice Chairman, says we're back to a more fragmented and less globalized world. Ian Bremmer, Eurasia Group President, says China is the most important rising power. Scott Minerd, Guggenheim CIO, says no one has cracked the paradigm of crypto. Nela Richardson, ADP Chief Economist, says US fundamentals are strong. Karen Karniol-Tambour, Bridgewater Associates Co-CIO of Sustainable Investing, says there is no energy transition without commodities. Mikael Damberg, Swedish Finance Minister, discusses Sweden's historic decision to join NATO. Macky Tall, Carlyle Global Infrastructure Chairman, says the world is in dire need of more infrastructure investment. Kishore Mahbubani, National University of Singapore Senior Adviser & Public Policy Professor and Former UN Security Council President, says the world has to adjust to a new China.

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Surveillance: Davos, Day 1 (Podcast) May 23, 2022

Show notes

Tom Keene and Lisa Abramowicz are live from the World Economic Forum in Davos, Switzerland. Jason Furman, Former Council of Economic Advisers Chairman, says a Fed funds rate of 4% or higher is completely plausible. Rebecca Patterson, Bridgewater Chief Investment Strategist, warns of a "vulnerable" dollar. John Kerry, US Special Climate Envoy and Former US Secretary of State, discusses the economic opportunity of climate change. Joseph Stiglitz, Columbia University Professor & Nobel Prize-Winning Economist, says raising rates won't fix the inflation problem. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, sees some buying opportunities in the markets right now. Martin Escobari, General Atlantic Co-President, sees carnage in growth stocks. Senator Pat Toomey, (R) Pennsylvania & Senate Banking Committee Ranking Member, says the Biden administration is an extension of the Trump administration when is comes to trade. Christiano Amon, Qualcomm CEO, discusses the need for a reliable supply chain.

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Surveillance: Inflation Trades with Golub (Podcast) May 20, 2022

Show notes

Jonathan Golub, Credit Suisse Chief Equity Strategist, says tech stocks will continue to struggle as long as we're in a high-inflation environment. Kwasi Kwarteng, UK Business & Energy Secretary, warns energy companies they may face a windfall tax if they don’t “step up” on new investments. Savita Subramanian, Bank of America Securities US Equity & Quantitative Strategy Head, says a lot of the bad news is priced in to the markets, but the worst is not yet behind us. John Ryding, Brean Capital Chief Economic Advisor, says the Fed doesn't know what it's going to take to get inflation back down to the 2% level.

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