Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Pandemic Shock With Kotok Dec 29, 2021

Show notes

David Kotok, Cumberland Advisors Co-Founder & CIO, looks at how previous pandemics in history can guide the Fed through the turbulence of COVID-19. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Officer, sees the S&P 500 reaching above 5,000 in first half of the year. Sarah House, Wells Fargo Senior Economistm says Covid's impact to the economy is diminishing. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says we're still not ready to treat covid like a normal, seasonal virus. Dan Ives, Wedbush Securities Analyst, explains why he thinks Tesla is the clear front-runner in the EV market.

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Surveillance: The Bull Case With Armstrong Dec 28, 2021

Show notes

Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says massive liquidity, negative real yields and earnings growth support the bull case for stocks. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says home Covid tests need to be cheaper. John Ryding, Brean Capital Chief Economic Advisor, says the Fed is trying to pull off the impossible. Wendy Schiller, Brown University Taubman Center for American Politics and Policy Director, says President Biden is right back where he started when he first was inaugurated.

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Surveillance: Fed Tightening Risk With Fernandez Dec 27, 2021

Show notes

Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, says equity markets should continue to rally despite the Fed's projected policy tightening. Mohamed Younis, Gallup Editor in Chief, says both sides of the political aisle are struggling with approval ratings. Lauren Sauer, University of Nebraska Medical Center Associate Professor, says we are not out of this pandemic yet. Jose Rasco, HSBC Private Banking & Wealth Mgmt. CIO Americas, says 2022 will be a year of normalization.

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Surveillance: Beware Bonds, Holland Says Dec 23, 2021

Show notes

Michael Holland, Holland & Company President, says to beware the bond market. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, doesn't expect Biden's Build Back Better plan to have a material impact on the Fed's path. Jane Foley, Rabobank FX Strategy Head, says the move up in the dollar may not last. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair, stresses the importance of improving Covid testing.

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Surveillance: Wells Fargo's Harvey Favors "Quality" in 2022 Dec 22, 2021

Show notes

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, recommend investors move up in quality to protect against a possible U.S. Correction. Republican Congressman Bryan Steil of Wisconsin says Biden's economic plan will likely exacerbate inflation. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses reducing quarantine time for Covid positive individuals, travel risks during the holiday season, and symptoms associated with the omicron variant. Brian Kelly, The Points Guy Founder & CEO, discusses holiday travel as the world braces for another Covid Christmas.

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Surveillance: Too Early To Get Bearish, Slimmon Says Dec 21, 2021

Show notes

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is way too early to get bearish. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says getting only a mild illness from Covid-19 is a victory for vaccines. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says growth is going to continue to be important for equity markets. Neil Dutta, Renaissance Macro Research U.S. Economic Research Head, says the Fed could hike four times next year without being hawkish.

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Surveillance: Omicron Risks Dec 20, 2021

Show notes

Richard Bernstein, Richard Bernstein Advisors CEO & CIO, says markets are caught between a rock and a hard place right now. Henrietta Treyz, Veda Partners Economic Policy Director, says Senator Joe Manchin's opposition to President Biden's tax-and-spending package was a huge blow to the White House. Lara Rhame, FS Investments Chief U.S. Economist, says the Fed needs to get tapering out of the way. Peter Hotez, National School of Tropical Medicine at Baylor College of Medicine Dean, says the U.S. has no appetite for more Covid-related shutdowns.

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Surveillance: New Fed Framework With Sahm Dec 17, 2021

Show notes

Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says we have a new Federal Reserve framework that is being tested as we speak. Anna Han, Wells Fargo Equity Strategist, says the market is still digesting the Fed's change in velocity. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says Covid-19 is looking more and more like a seasonal influenza. Helane Becker, Cowen Senior Research Analyst, expects to see airline travel pick up in mid-February.

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Surveillance: Central Bank Decisions Dec 16, 2021

Show notes

George Bory, Allspring Global Investment Holdings Fixed Income Specialist, says central banks are trying to re-establish their credibility as inflation fighters. Seth Carpenter, Chief Global Economist Morgan Stanley, says we're going to continue talking about inflation for a long time. Beata Kirr, Co-Head of Investment Strategies at Bernstein Private Wealth Management, says the Federal Reserve’s intent to tackle inflation has provided a boost to market certainty and outlook. Steven Englander, Standard Chartered Head of G-10 FX Research, sees dollar weakness ahead. Shahab Jalinoos, Credit Suisse Chief FX & Rates Strategist, says to try to stay long the dollar where possible.

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Surveillance: Time to Act on Inflation, Says Rogoff Dec 15, 2021

Show notes

Ken Rogoff, Harvard University Economics Professor, says now is the time to act on inflation. David Kostin, Goldman Sachs Chief U.S. Strategist, explains the factors behind the firm’s call for the S&P 500 index to hit 5,100 by the end of 2022. Dana Peterson, Conference Board Economist, expects services activity to return to pre-pandemic levels next year. Alan Ruskin, Deutsche Bank Chief International Strategist, says now there is even more reason to have a much higher terminal rate. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says vaccine uptake is improving as omicron spreads.

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