Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: BOE's Recession Warning (Podcast) May 05, 2022

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Sebastien Page, T. Rowe Price Chief Investment Strategist and Head of Global Multi-Asset, says world capital markets are going through a hangover. Nela Richardson, ADP Chief Economist, says we can't assume inflation will come down in a straight line. Marc Chandler, Bannockburn Chief Market Strategist, says Europe as a whole looks like it's headed for a recession. Paul Sankey, Sankey Research Founder & Lead Analyst, expects oil to hold in the $110-$115 range.

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Surveillance: Inflation with Jamie Dimon (Podcast) May 04, 2022

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Jamie Dimon, JPMorgan Chase CEO, says the Fed should have raised rates sooner. Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says a stable 4% inflation rate should be a good target for the Fed. Ben Laidler, eToro Global Markets Strategist, says equities are in a correction. Elaine Kamarck, Brookings Senior Fellow, Harvard Professor & Former Clinton Administration Official, says the debate over abortion is causing a tsunami of fury ahead of mid-term elections. Barbara Corcoran, The Corcoran Group Founder & "Shark Tank" Executive Producer, says the under-footings of the real estate market are solid.

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Surveillance: Fed & Inflation with Rogoff (Podcast) May 03, 2022

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Ken Rogoff, Harvard Professor of Economics and Public Policy and Former IMF Chief Economist, says the Fed will have to raise rates to 4-5% to curb inflation. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says it will be hard for the Fed to out-hawk the market. Kathy Jennings, Delaware Attorney General and Democratic Attorneys General Association Co-Chair, says the report that the Supreme Court may overturn Roe v. Wade should be a wake-up call for voters everywhere. Alina Polyakova, Center for European Policy Analysis President & CEO, says Putin's survival in Russia depends on a win in Ukraine. David Rubenstein, Bloomberg Wealth Host and Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Marc Lasry, Avenue Capital Group Co-Founder & CEO and Milwaukee Bucks Co-Owner.

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Surveillance: China Challenges With Citi’s Morse (Podcast) May 02, 2022

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Ed Morse, Citigroup Global Head of Commodity Research, says China oil demand growth will be negative this year and won't come back quickly.Leland Miller, China Beige Book International CEO, sees widespread weakness in China. Julian Emanuel, Evercore Chief Equity & Quantitative Strategist, says picking stocks wins the day. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, says the Federal Reserve will go less aggressive than the markets believe.

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Surveillance: ECB’s Path Forward with Lane (Podcast) Apr 29, 2022

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Philip Lane, European Central Bank Chief Economist, says the key question facing the ECB isn’t whether it should raise interest rates from record lows, but how quickly it should do so. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, weighs in on the debate about how much scope the Federal Reserve has to tighten policy before the economy cracks. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest developments in the global energy markets. Brent Thill, Jefferies Equity Research Analyst, says no one wants to buy anything in tech.

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Surveillance: Yen Drop Shakes Up Currencies (Podcast) Apr 28, 2022

Show notes

Win Thin, Brown Brothers Harriman Global Head of Currency Strategy, says it's impossible to control the yen.Wei Li, BlackRock Investment Institute Global Chief Investment Strategist, says U.S. markets will outperform their European counterparts due to the local economic drag of the conflict in Ukraine. Vitali Klitschko, Mayor of Kyiv, says Ukraine's economy is destroyed and the safety of those returning to the city cannot be guaranteed. John Lawler, Ford CFO, sees car prices rising further on higher commodity costs.

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Surveillance: GM Sees 'Green Shoots' in China (Podcast) Apr 27, 2022

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Mary Barra, General Motors Chair & CEO, sees "green shoots" in China. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says 2022 is a battleground between the Fed's pivot and good corporate fundamentals. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the conflict is tipping towards Ukraine. Ed Yardeni, Yardeni Research President, sees a 30% chance of U.S. recession.

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Surveillance: Musk Seals $44B Twitter Deal (Podcast) Apr 26, 2022

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Scott Kessler of Third Bridge and Brian Wieser of Group M, discuss what analysts and investors are looking for from Elon Musk at Twitter. Mike Mayo, Wells Fargo Senior Equity Analyst, says Citigroup has not been looking after the interests of shareholders. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says playing field leveled for active vs. passive investing. U.K. Ambassador to the U.S. Karen Pierce discusses her nation's efforts to aid Ukraine, the transition from Russian energy sources, and the need to ensure freedom of navigation.

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Surveillance: Twitter, Musk Said to Near Deal (Podcast) Apr 26, 2022

Show notes

Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Elon Musk's $43 billion purchase offer is a "gift" to Twitter, and suggests the social-media giant "take the money and run." Jens Nordvig, Exante Data Founder & CEO, says the move in the Chinese yuan is the "most dramatic" since 2015. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says best trade may be to move into cash. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the outlook for the economy and Federal Reserve policy.

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Surveillance: Russia Sanctions with Singh (Podcast) Apr 22, 2022

Show notes

Daleep Singh, Deputy National Security Advisor, says the U.S. sanctions against Russia are having the expected debilitating effect. Jean Boivin, Head of the BlackRock Investment Institute, doesn't expect the Fed to go beyond neutral. Glenn Hubbard, Columbia Professor & Former Council of Economic Advisers Chairman, says the Fed still has credibility with the public. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, says oversold markets can stay oversold. Geoffrey Yu, Bank of New York Mellon Senior EMEA Markets Strategist, expects to see a lot of chop and change in emerging markets.

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