Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Positive Real Yields Unlikely, Bianco Says Sep 10, 2021

Show notes

David Bianco, DWS CIO for the Americas, says positive real yields are unlikely in the coming years. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, sees value in the long-run for big banks. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the bond market feels like a deer in the headlights waiting for more information. David Page, AXA Investment Managers Head of Macro Research, sees U.S. GDP growth at 2% in the long-term.

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Surveillance: Peak Inflation With Carpenter Sep 09, 2021

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Seth Carpenter, Morgan Stanley Chief Global Economist, says inflation has probably peaked. Ben Laidler, EToro Global Markets Strategist, sees the S&P at over 5,000 in the next year. Savita Subramanian, Bank of America Securities Head of U.S. Equity & Quantitative Strategy, explains why she raised her S&P target from 4250 from 3800. Holger Schmieding, Berenberg Chief Economist, reacts to the ECB decision.

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Surveillance: Expect Volatility, Bitterly Says Sep 08, 2021

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Kristen Bitterly, Citi Head of Capital Markets Private Bank, says now is not the time to go to cash. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says there is still room for markets to rally from here. Sameh Hassan Shoukry, Egypt Minister of Foreign Affairs, doesn't think the U.S. can disengage from the region. David Rubenstein, The Carlyle Group Co-Founder and Co-Executive Chairman, & Author, “The American Experiment,” discusses his interview with Greylock Partner and LinkedIn Co-Founder Reid Hoffman.

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Surveillance: The Covid Economy With Tooze Sep 07, 2021

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Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recovery amid the virus’s resurgence. Megan Greene, Harvard Kennedy School Senior Fellow, says she is not worried about runaway inflation. Cristiano Amon, Qualcomm CEO, expects “material supply improvements” toward the end of the year. Jim O'Sullivan, TD Securities Chief U.S. Macro Strategist, is cutting 2021 growth numbers because of the fading fiscal stimulus boost.

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Surveillance: Jobs Day Miss With Walsh Sep 03, 2021

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Marty Walsh, U.S. Labor Secretary, discusses the disappointing U.S. jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the U.S. Economic recovery will continue to come in fits and starts. Jeff Rosenberg, BlackRock Senior Portfolio Manager of Systematic Multi-Strategy Fund, says the weak jobs data is a "one-off slowdown." Tiffany Wilding, PIMCO Chief U.S. Economist, says the jobs report is a slow patch rather than the beginnings of an economic downturn.

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Surveillance: NYC Flooding With MTA's Lieber Sep 02, 2021

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Janno Lieber, MTA Acting Chairman and CEO, says the MTA and New York City need to work in partnership to improve infrastructure and mitigate flash flood risk. Steven Ricchiuto, Mizuho Chief U.S. Economist, says the work from home environment is limiting the ability to find specific workers. Steve Chiavarone, Federated Hermes Portfolio Manager, says Covid's resurgence has put a damper on some animal spirits. David Rosenberg, Rosenberg Research Founder, Chief Economist & Strategist, says prices increases won't be able to stick as long as wages lag behind.

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Surveillance: Pick Value, Inker Says Sep 01, 2021

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Ben Inker, GMO Head of Asset Allocation, says value stocks have been “left behind” for no good economic reason. Bob Hormats, Tiedemann Advisors Managing Director, says we need stronger cooperation with India to help combat terrorist groups. Richard Edelman, Edelman CEO, discusses the rise of belief-driven employees. Roger Bootle, Capital Economics Founder & Chairman, explains why he's worried about the resurgence of inflation. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the state of the economy is unstable.

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Surveillance: Afghanistan with NATO's Stoltenberg Aug 31, 2021

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Jens Stoltenberg, NATO Secretary General, says NATO is committed to making sure Afghanistan doesn't become a safe haven for international terrorism. John Bolton, Former U.S. National Security Advisor to President Trump, says now is the time for the U.S. to get tough on the government of Pakistan. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the Fed won't be a major driver of foreign exchange for "a time." Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says portfolio diversification is key to dealing with market liquidity.

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Surveillance: Fed In Tough Spot, Lacker Says Aug 30, 2021

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Jeffrey Lacker, Former Federal Reserve Bank of Richmond President, says inflation expectations have put the Fed in a tough spot. Kit Juckes, Societe General Chief FX Strategist, says markets have to stop focusing on the Fed's taper story. Bob Doll, Crossmark Global Investments Chief Investment Officer, says the stock market rally may be getting “a little tired” but it has more than enough fuel to continue. Peter Trubowitz, London School of Economics Professor of International Relations, says we're in a period where the U.S. national interest is being redefined.

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Surveillance: Jackson Hole Aug 27, 2021

Show notes

Raphael Bostic, Federal Reserve Bank of Atlanta President, says the Fed should be trying to get policies back into a more normal situation. Patrick Harker, Federal Reserve Bank of Philadelphia President, says the Fed should finished tapering before considering a rate hike. Robert Kaplan, Federal Reserve Bank of Dallas President, wants to start tapering soon and continue gradually over the next eight months. James Bullard, Federal Reserve Bank of St. Louis President, expects the job market to be in "great shape" in early 2022. Gita Gopinath, IMF Chief Economist & Director of Research, says Federal Reserve Chairman Jerome Powell has been doing a great job in very difficult times. Mark Kimmitt, Retired Brigadier General, Former Assistant Secretary of State for Political-Military Affairs and Former Deputy Assistant Secretary of Defense for Middle East Affairs, says we must tighten up our security in Afghanistan.

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