Bloomberg Surveillance - Bloomberg

Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Latest Episodes:

Surveillance: Inflation Target With Posen Nov 04, 2021

Show notes

Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chiavarone, Federated Hermes Portfolio Manager, says its still risk-on for the time being. Ed Yardeni, Yardeni Research Founder, President & CIO, expects productivity to make a comeback. Ellen Wald, Senior Fellow at the Atlantic Council, says gas prices are starting to calm down.

See omnystudio.com/listener for privacy information.

Chief Future Officer: Harmit Singh, Levi's Nov 03, 2021

Show notes

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet challenges -- serving as "Chief Future Officers." Bloomberg's Emily Chang explores how Levi's CFO Harmit Singh is steering the iconic apparel brand through the disruptions of the pandemic and towards ambitious goals for sustainability and digitization.

See omnystudio.com/listener for privacy information.

Surveillance: Carbon Bubble With Gore Nov 03, 2021

Show notes

Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, explains why she is closely watching wages. Michael Gapen, Barclays Investment Bank Chief U.S. Economist, says the Fed is still a long way off from lifting rates. Pascal Soriot, AstraZeneca CEO, says the pharmaceutical industry can have a big impact on reducing carbon emissions. Carlos Alvarado, President of Costa Rica, sees a great opportunity to electrify transportation ahead.

See omnystudio.com/listener for privacy information.

Surveillance: Taming Inflation With IMF's Georgieva Nov 02, 2021

Show notes

Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesforce CEO, says CEOs need to get their companies to go net-zero. Anna Han, Wells Fargo Equity Strategist, discusses the Federal Reserve’s “huge” involvement in equities. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, does not expect the Fed to be able to hike in 2022.

See omnystudio.com/listener for privacy information.

Surveillance: Net-Zero With UN's Carney Nov 01, 2021

Show notes

Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Troy Gayeski, FS Investments Chief Market Strategist, says now is the time to diversify. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says central banks are always behind markets. Andrew Hollenhorst, Citi Chief U.S. Economist, says the labor shortage story matters more than the jobs number. Jakob Stausholm, Rio Tinto CEO, says it might take until the end of this decade before the company has a clear view on how it will become fully carbon neutral.

See omnystudio.com/listener for privacy information.

Surveillance: Supply Constraints With Le Maire Oct 29, 2021

Show notes

Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economist, is expecting an economic rebound in the fourth quarter. George Bory, Wells Fargo Asset Management Head Of Fixed Income Strategy, says bond markets are testing the limits of central banks. Scott Clemons, Brown Brothers Harriman Partner & Chief Investment Strategist, is expecting continued economic uncertainty ahead.

See omnystudio.com/listener for privacy information.

Surveillance: Central Bank Policy With McCormick Oct 28, 2021

Show notes

Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBusschere, 22V Research President & Chief Market Strategist, discusses his No. 1 ranking in the latest Institutional Investor survey. Ferridge, State Street Head of Macro Strategy for North America, says we're still in an environment where bad news is good news. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says luxury stocks are the tech stocks of Europe.

See omnystudio.com/listener for privacy information.

Surveillance: Gen. Milley Warns On China Oct 27, 2021

Show notes

David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. Steven Mnuchin, Former U.S. Treasury Secretary, says he is opposed to the introduction of new taxes on billionaires by Democrats. Mary Barra, General Motors Chair & CEO, says the chip shortage is improving, but will likely linger into late 2022. Diane Swonk, Grant Thornton Chief Economist, explains why 3Q has been the weakest quarter of the pandemic recovery. Doug Kass, Seabreeze Partners President, says he is bearish in the market and that Main Street has diverged widely from Wall Street.

See omnystudio.com/listener for privacy information.

Surveillance: Economic Cycle With Crescenzi Oct 26, 2021

Show notes

Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos, JPMorgan Investment Mgmt. Global Market Strategist, expects deceleration in China to continue. Regina Mayor, KPMG Global Head of Energy, says not to count out the energy industry. Thierry Wizman, Macquarie Group Global Interest Rates & Currencies Strategist, says the definition of transitory has been changing.

See omnystudio.com/listener for privacy information.

Surveillance: Facebook Worries With Nathanson Oct 26, 2021

Show notes

Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Securities Global Head of Rates Strategy, says the market is calling the Fed's bluff. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says this is the week the market reports. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the U.S. approach to China. Ellen Wald, Atlantic Council Senior Fellow, says Riyadh sees tightness in oil supply and demand as a positive.

See omnystudio.com/listener for privacy information.