Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: China Regulation with Miller Sep 24, 2021

Show notes

Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says Fed tapering is all but in the bag. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says stocks are in for a bumpier grind higher.

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Surveillance: Economic Recovery with Greek PM Sep 23, 2021

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Greek Prime Minister Kyriakos Mitsotakis says the country could phase out coal-fired power plants by 2025. Ian Bremmer, Eurasia Group President, says the Europeans are taking the lead on climate regulations. David Blanchflower, Dartmouth Professor & Former BOE Policy Committee Member, says inflation looks temporary and the hawkish crew is preaching from 1975. Representative French Hill, Republican from Arkansas, says he is concerned about the systemic risk of bad economic data out of China.

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Surveillance: Global Vaccinations With Malpass Sep 22, 2021

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David Malpass, The World Bank President, says we need higher vaccinations in poor and developing nations. Glenn Hubbard, Columbia Professor of Economics, Columbia Business Dean Emeritus and Former Council of Economic Advisers Chairman, says Chairman Powell deserves a second term. Marilyn Watson, BlackRock Global Fundamental Fixed Income Strategy Head, expects to see real yields tick back up. Guillaume Faury, Airbus CEO, discusses the U.S. reopening air travel for vaccinated passengers.

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Surveillance: Evergrande 'Manageable,' Dalio Says Sep 21, 2021

Show notes

Ray Dalio, Bridgewater Associates Chairman, Chief Investment Officer & Founder, says China Evergrande Group’s debt crisis “is all manageable” even as lenders are hurt by the property developer’s troubles. Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says he is concerned the world is in a "debt trap." Laurence Boone, OECD Chief Economist, says the pickup in inflation is likely to be transitory. Governor Ned Lamont, Connecticut (D), says he wants to extend the statewide school mask mandate. Afsaneh Beschloss, RockCreek CEO, says this Fed meeting is going to be critical.

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Surveillance: Fed Credibility With Dudley Sep 20, 2021

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Bill Dudley, Bloomberg Opinion Columnist & Former President, Federal Reserve Bank of New York, says there is a risk to the Fed's credibility. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the fear in the markets is really starting to becoming palpable. Andrew Hollenhorst Citi Chief U.S. Economist, says the most important economic mystery right now is what's going on in the labor market. Amber D'Souza, Johns Hopkins University Bloomberg School of Public Health Professor of Epidemiology, says Pfizer's trial data for children is an "exciting development."

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Surveillance: Nuclear Sub Deal With Yergin & Stavridis Sep 17, 2021

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Margaret Patel, Wells Fargo Asset Management Senior Portfolio Manager, discuses the factors behind a quiet bond market, expecting modest but widespread gains for equities, and pricing for the riskiest parts of the market. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says prepare for stronger growth and higher rates. Dan Yergin, IHS Markit Vice Chairman and Author of “The New Map: Energy Climate and the Clash of Nations," examines energy and geopolitics amid the global pandemic and rising U.S.-China tensions. Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO, and Author of "2034: A Novel of the Next World War," discusses the submarine deal between Australia and the Biden administration – and China’s reaction.

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Surveillance: U.S. Retail Sales Surprise Sep 16, 2021

Show notes

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says markets will climb higher for the end of the year and explains the risk factors he sees and where he has been trimming exposure. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses winter outlook on Covid-19 and the confusion around booster shots. Thomas Costerg, Pictet Wealth Management Senior Economist, says he's positive on U.S. Growth as data shows an unexpected August increase in retail sales. Richard Thaler, Chicago Booth School Professor of Economics, Nobel Laureate and Co-Author of "Nudge: The Final Edition," discusses the biases and blunders of Covid-19.

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Surveillance: Post-Covid Bets With Neuberger’s Kantor Sep 15, 2021

Show notes

Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says that big tech and companies prioritizing the quality of their business will be key market drivers coming out of the coronavirus pandemic. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says the coronavirus pandemic is 'plateauing' in the U.S. Valdis Dombrovskis, EU Commissioner for Trade, discusses vaccine distribution and trade progress with the U.S. and China. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his exclusive interview with European Central Bank President Christine Lagarde.

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Surveillance: The Transitory Debate Sep 14, 2021

Show notes

Sarah House, Wells Fargo Securities Senior Economist, says the August CPI report gives a lot of credence to the transitory debate. Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chief Investment Officer, discusses the real returns of real estate investing. Chris Grisanti, MAI Capital Equity Strategist and Senior Portfolio Manager, says he doesn't own Apple right now, he likes the future of Amazon and he thinks Boeing is priced at a very attractive level. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses lockdown measures in New Zealand and debate over Covid-19 vaccine booster shots.

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Surveillance: Kass Says Investors Underpricing Risk Sep 13, 2021

Show notes

Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says markets are overly optimistic on the labor market and monetary policy. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses school protocols for dealing with Covid outbreaks and the new normal of returning to work and school. Francisco Blanch, BofA Head of Global Commodities and Derivatives Research, remains constructive on commodities. Amy Wu Silverman, RBC Equity Derivatives Strategist, explains why the firm calls this the Ed Sheeran or Dave Matthews rally. Doug Kass, Seabreeze Partners President, details why he thinks ‘too many investors are underpricing risk.’

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