Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Jobs Day Miss With Rosenberg Oct 08, 2021

Show notes

Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. Tiffany Wilding, PIMCO Chief U.S. Economist, expects a re-acceleration of hiring in October. Jack Ciattarelli, New Jersey Gubernatorial Candidate, says we need to downsize, streamline and modernize the New Jersey state government. Andrew Pekosz, Johns Hopkins School of Public Health Professor & Virologist, discusses vaccinating kids in the 5-11 years old age group and easing travel restrictions.

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Surveillance: Age of America First With Haass Oct 07, 2021

Show notes

Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and Chairman, discusses the company's efforts to expand vaccinations to frontier economies. Amrita Sen, Energy Aspects Chief Oil Analyst, says we’re going to be in this era of high energy prices until demand for fossil fuels comes off and that’s still years away. Sarah House, Wells Fargo Senior Economist, says we have seen a permanent loss of labor supply.

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Surveillance: Fed's Inflation War With Dudley Oct 06, 2021

Show notes

Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Senior Advisor to Bloomberg Economics, says the Fed is fighting the wrong war on inflation. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, expects better opportunities to buy into the markets in the coming weeks. Barbara Corcoran, Barbara Corcoran Venture Partners Co-Founder, says the U.S. housing market has gone bonkers. Subadra Rajappa, Societe Generale U.S. Rates Strategy Head, expects Fed tapering to push yields higher. David Rubenstein, The Carlyle Group Co-Founder and Co-Chairman and Host of Peer-to-Peer conversations with David Rubenstein, discusses his interview with Accenture Chair and CEO Julie Sweet.

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Surveillance: Supply Shock Risks With Greene Oct 05, 2021

Show notes

Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth and persist for at least next six months. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says the rate-driven rotation to value and smaller caps echoes Q1. George Saravelos, Deutsche Bank Global FX Research Head, says the U.K. is at the epicenter of FX. Omar Aguilar, Schwab Asset Management CIO & Head of Investments, says it always easy to continue to build a wall of worry.

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Surveillance: Near-Term Risks With Doll Oct 04, 2021

Show notes

Bob Doll, Crossmark Global Investments CIO, says the near term is more treacherous, but that he sees no signs of recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says growth is rotating away from the U.S. toward emerging markets. Wendy Schiller, Brown University Chair Of Political Science, says the Democrats are committing political malpractice. Candace Browning, BofA Securities Head of Global Research, says regulation is one of the biggest risks to crypto.

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Surveillance: Rolling Correction With Wilson Oct 01, 2021

Show notes

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Government Affairs, says the fissure in the Democratic party is a worry. James Sweeney, Credit Suisse Chief Economist, says stagflation is a silly hypothesis. Jane Foley, Rabobank Head of FX Strategy, says the weight of negative fundamentals in the U.K. has driven a wedge between the pound and rates. James Dyson, Dyson Chairman & Founder, discusses the future of invention.

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Surveillance: Peril With Woodward & Costa Sep 30, 2021

Show notes

Bob Woodward and Robert Costa, "Peril" Co-Authors, discuss the perils that remain ahead for Washington. Katherine Clark, Assistant Speaker of the House of Representatives, says Democrats are committed to passing Biden’s agenda, even if the infrastructure vote doesn't happen today. Jordan Rochester, Nomura G10 FX Strategist, says the euro is having a yen moment. Michelle Meyer, Bank of America Securities Head of U.S. Economics, says a stronger dollar means a stronger U.S. economy.

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Surveillance: Risks Report With AXA's Buberl Sep 29, 2021

Show notes

Thomas Buberl, AXA CEO, discusses AXA's 2021 Future Risks Report. Ben Laidler, eToro Global Markets Strategist, says there will be a stock market rally by the end of the year. Elsa Lignos, RBC Global Head of FX Strategy, expects a better environment for the dollar. Robert Hormats, Tiedemann Advisors Managing Director & Former Goldman Sachs International Vice Chairman, says President Xi wants both tighter regulation and foreign investment in China. David Rubenstein, Host of Peer-To-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with United States Supreme Court Associate Justice Stephen Breyer.

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Surveillance: Oil Under-Investment With Blanch Sep 28, 2021

Show notes

Francisco Blanch, Bank of Americca Global Commodities & Derivatives Research Head, says energy prices could potentially be a multi-year problem. Diego Mesa Puyo, Colombian Energy & Mines Minister, says we are headed for a commodity supercycle. Frances Donald, Manulife Global Chief Economist & Global Head of Macroeconomic Strategy, expects growth and inflation will decelerate materially in 2022. Saira Malik, Nuveen Global Equities CIO, says lays out the bull case for equities and her earnings outlook for next year. Dan Clifton, Strategas Head of Policy Research, says it's "Field of Dreams" week in Washington.

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Surveillance: Yield Correction With Caron Sep 27, 2021

Show notes

Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the correction in lower yields is over. Jean Boivin, Blackrock Research & Investment Institute Global Head, expects the first interest rate hike from the Federal Reserve to come in 2023. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Democrats are scared of 2022. Lloyd Minor, Stanford University School of Medicine Dean, says the Covid vaccines are among the safest ever developed.

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