Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Supply Chains Dominate Earnings Oct 22, 2021

Show notes

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotational shifts will likely persist. Helane Becker, Cowen Senior Research Analyst, discusses key takeaways from airlines earnings and trends in travel.

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Surveillance: Inflation Persistence With Gray Oct 21, 2021

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Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordvig, Exante Data Founder & CEO, explains why the next wave of the virus is expected to have less of an economic impact than earlier waves. Tiffany Wilding, PIMCO Chief Economist, expects a Fed rate hike at the start of 2023. Steve Chiavarone, Federated Hermes Portfolio Manager, sees opportunity in international stocks.

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Surveillance: Stock Picking Is Back, Says Kirr Oct 20, 2021

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Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann.

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Surveillance: Exclusive With U.K.'s Johnson Oct 19, 2021

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John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs CEO, says the company will continue to do business with fossil fuel companies as part of a balanced transition to green energy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says low yields are here to stay. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says the economy is still pushing along and that stocks are still attractive.

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Surveillance: Inflation Fears Shake Markets Oct 18, 2021

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Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference Board Chief Economist, says she's optimistic on consumption. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses the use of Covid-19 booster shots in the U.S. and global vaccine distribution issues. Bobby Ghosh, Bloomberg Opinion Columnist, discusses the life and legacy of former U.S. Secretary of State Colin Powell.

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Surveillance: Recession Risk With Blanchflower Oct 15, 2021

Show notes

Danny Blanchflower, Dartmouth Professor of Economics and Former Bank of England policy maker, weighs U.S. recession risk. Jennifer Lee, BMO Senior Economist, discusses the surprise increase in September retail sales. Christian Bolu, Autonomous Research Senior Analyst, assesses this week's big bank earnings as Goldman Sachs beats estimates across the board. John Lipsky, Former IMF First Deputy Managing Director, says data integrity is central and critical to the IMF.

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Surveillance: El-Erian Sees EM 'Perfect Storm' Oct 14, 2021

Show notes

Mohamed El-Erian, Bloomberg Opinion Columnist, describes the perfect storm facing emerging markets. Adam Posen, Peterson Institute for International Economics President, responds to Lawrence Summers's comment saying central bankers are too woke to tackle inflation. Vitor Gaspar, International Monetary Fund Fiscal Affairs Department Director, says central banks should look through the transitory increase in prices and conduct policy with a steady hand. Nadia Lovell, UBS Senior U.S. Equity Strategist, evaluates the resilience of economic reopening to supply chain disruptions, a jump in energy prices and the prospect of reduced central bank support. Ken Leon, CFRA Research Director, discusses better-than-expected trading results from Morgan Stanley, Bank of America and Citi.

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Surveillance: Earnings Amid Inflation Worries Oct 13, 2021

Show notes

Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomberg Intelligence Senior Global Banks and Asset Managers Analyst, examines JPMorgan's third-quarter results that saw stronger than expected investment banking revenue. Nobel Laureate Joseph Stiglitz says Federal Reserve Chair Jerome Powell hasn’t done enough to address risk to the financial system stemming from climate change. International Energy Agency Executive Director Fatih Birol discusses the transition to clean energy and how price challenges are impacting the global recovery.

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Surveillance: Inflation Hits Investor Confidence Oct 12, 2021

Show notes

Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where we’re going on some of these supply issues. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, examines inflation, stagflation, and growth expectations as he urges investors to take a broad view of economic metrics. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the permanent changes Covid-19 has made in hospitals, the use of antibiotics, and defining the long-term effects of Covid-19.

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Surveillance: Goldman Cuts U.S. Growth View Oct 11, 2021

Show notes

Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomberg Opinion Columnist, says the Covid-19 crisis has amplified the inequality in the economy. Guido Imbens, 2021 Nobel Prize for Economic Sciences Winner and Stanford University Graduate School of Business Economics Professor, discusses award-winning work using experiments that draw on real-life situations to revolutionize empirical research. Dr. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discussing protests over vaccine mandates.

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