Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Mini Bond Bear Market with Jones Feb 08, 2022

Show notes

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says bonds are already in a mini bear market. Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says corporate America can handle higher yields. Bob Doll, Crossmark Global Investments CIO, says to sell growth and buy financials. Representative French Hill, Republican from Arkansas, says the U.S. needs to go back to pre-pandemic spending priorities.

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Surveillance: ECB Policy with Ladha Feb 07, 2022

Show notes

Shahid Ladha, BNP Paribas Head of G10 Rates Strategy Americas, says the ECB should embrace the opportunity to exit negative interest rates. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the market valuation story is back. Janet Henry, HSBC Global Chief Economist, says it wouldn't be unusual to see the yield curve reach some kind of inversion with more monetary tightening. Angela Stent, Brookings Institution Nonresident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says diplomacy with Russia seems to be stalling.

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Surveillance: U.S. Jobs Report with Walsh Feb 04, 2022

Show notes

Marty Walsh, U.S. Secretary of Labor, says workers and employers are learning to live with the pandemic. Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the U.S. labor market is really screaming right now. Tiffany Wilding, PIMCO Chief U.S. Economist, says today's jobs data changed the narrative for the labor force participation rate. Javier Blas, Bloomberg Opinion Columnist, says the White House is in a blinking contest Saudi Arabia over oil.

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Surveillance: Year of the Stock-Picker Feb 03, 2022

Show notes

Mike Wilson Morgan Stanley Chief U.S. Equity Strategist, says this is the year of the stock-picker. Brian Wieser, GroupM President of Business Intelligence, says there is still growth to be had for Facebook. Rob Davis, Merck Chief Executive Officer & President, says he's proud of the company's contribution to the fight against Covid-19. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says this is one of the few times where monetary and fiscal policy are working in coordination.

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Chief Future Officer: Mondeléz International's Luca Zaramella brought to you by Workday Feb 02, 2022

Show notes

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's new monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on Mondeléz International CFO Luca Zaramella. He sits down with Taylor Riggs to discuss how the global food and beverage giant is meeting ambitious goals for growth as the snack food industry sees a surge in demand -- and how it's dealing with headwinds such as supply chain disruption and inflation.

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Surveillance: GM Results with Barra Feb 02, 2022

Show notes

Mary Barra, General Motors Chair & CEO, discusses the automaker’s fourth-quarter results, investments in vehicle and battery production and the Biden administration's plan to increase electric-vehicle adoption. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, says bad jobs day numbers on Friday shouldn't be a surprise. Evan Brown, UBS Head of Multi-Asset Strategy, says this will be Europe's year. Michael Nathanson, MoffettNathanson Senior Research Analyst, thinks people are underestimating the long-term value of Google's search.

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Surveillance: Inflation Control with Harker Feb 01, 2022

Show notes

Patrick Harker, Federal Reserve Bank of Philadelphia President, says we need to move now to control inflation; advocating four 25-BP hikes this year. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says 2022 is the year to be selective. Doug Kass, Seabreeze Partners President, says 2022 is going to be a down year for equities and January was the first shot across the bow. Sebastian Mallaby, "The Power Law" Author & CFR Senior Fellow for International Economics, discusses his research into the mysteries of the venture capital industry.

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Surveillance: Higher Equities Base Case with Koesterich Jan 31, 2022

Show notes

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says BlackRock's Base Case is still for equities to move higher. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says to buy the dip on some technology stocks. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says they are being more cautious in their approach to risk-taking. George Friedman Geopolitical Futures Founder & Chairman, says Vladimir Putin is more interested in splintering NATO than invading Ukraine. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says we're approaching the moment where we're going to see Covid start to fade into the background.

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Surveillance: Restart, Not Recovery, says Boivin Jan 31, 2022

Show notes

Jean Boivin, Head of the BlackRock Investment Institute, says this is a restart, not a recovery. Saira Malik, Nuveen Chief Investment Officer, says a hawkish Fed doesn't mean the end of the bull market. Torsten Slok, Apollo Management Chief Economist, says the soft landing the Fed is trying to engineer becomes less likely as the market prices in more hikes. Peter Trubowicz, London School of Economics Professor of International Relations, says Biden's handling of the situation between Russia and the Ukraine is far cry from Afghanistan.

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Surveillance: High Returns Over, says Tangen Jan 27, 2022

Show notes

Nicolai Tangen, Norwegian Sovereign Wealth Fund CEO, warns that days of high returns are over. Jonathan Gray, Blackstone President & COO, says investors should brace for a slowdown in deal activity for fast-growing companies. Margie Patel, Allspring Global Investments Senior Portfolio Manager, says the Fed is talking tougher than its actions and doesn't expect tapering until after March. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, expects disinflationary pressures to return once we're past the current inflation bump.

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