Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Taper Time With Fed's George Aug 26, 2021

Show notes

Esther George, Federal Reserve Bank of Kansas City President, says it's time to get started on scaling back bond buying even though the delta variant poses a risk. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects yields back up a bit by year's end. Darrell Cronk, says September is going to be a white-knuckle event. Sam Stovall, CFRA Chief Investment Strategist, says the market is vulnerable to some sort of upset.

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Surveillance: China & Fed With Beschloss Aug 25, 2021

Show notes

Afsaneh Beschloss, RockCreek Group Founder & CEO, discusses how China's energy industry stands to benefit from the Taliban takeover of Afghanistan and what a tapering of Federal Reserve monetary policy could mean for global markets. Bob Michele, JPMorgan Asset Management CIO & Head of Global Fixed Income, Currency & Commodities, discusses modern monetary theory and explains why the Federal Reserve needs to “assert its independence” at the Jackson Hole symposium. Mark Zandi, Moody’s Analytics Chief Economist, says there is still a lot of slack in the economy. David Rubenstein, Host of Peer-to-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Phebe Novakovic, General Dynamics Chairman & CEO.

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Surveillance: Fed Tapering With Peters Aug 24, 2021

Show notes

Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & Council on Foreign Relations Peter G. Peterson Chair, discusses how Afghanistan has shaped U.S. foreign policy from 9/11 to now. Alan Ruskin, Deutsche Bank Chief International Strategist, says inflation is one of the most elevated macro risks out there. Saira Malik, Nuveen Global Equities CIO, says there could be a buying opportunity as the market adjusts to tapering.

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Surveillance: Dudley Supports 2nd Powell Term Aug 23, 2021

Show notes

William Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says he would "absolutely" support Jerome Powell for a second term as Fed Chair. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, expects a decently-sized market pullback by the end of the year. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says the U.S. labor market is undeterred by the delta variant's impact. Sabra Klein, Johns Hopkins Bloomberg School of Public Health Professor & Microbiologist, is most concerned about pregnant women and children with the delta variant.

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Surveillance: Jackson Hole With Reinhart Aug 20, 2021

Show notes

Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says the delta variant is Jay Powell's taper "ace card." Dennis Gartman, Chairman of the University of Akron's Endowment Fund and Retired Editor of The Gartman Letter, says smart money has been leaving the market since July. Gabriela Santos, says she fundamentally disagrees with the thesis that China is uninvestable. George Friedman, Founder and Chairman of Geopolitical Futures, says all-in wars like Afghanistan always places the U.S. at a disadvantage.

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Surveillance: Afghanistan With Adm. Stavridis Aug 19, 2021

Show notes

Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War" does not believe the Taliban is going to change their stripes. George Goncalves, MUFG Securities Americas Head of U.S. Macro Strategy, says the Fed has overstayed their QE welcome. Neil Dutta, Renaissance Macro Research Head of U.S. Economic Research, says manufacturing production is going to be a tailwind for economic activity. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, is not yet convinced that a third vaccine dose is necessary for most people.

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Surveillance: U.S. Debt & Afghanistan With Lew Aug 18, 2021

Show notes

Jacob J. Lew, Former U.S. Treasury Secretary, says it's extremely dangerous not to support a debt limit. Nicolai Tangen, Norweigen Sovereign Wealth Fund CEO, says the size of the world’s biggest sovereign fund makes it difficult to dodge inflation. Lindsey Piegza, Stifel Chief Economist, says the U.S. Consumer is on relatively solid footing despite the decline in retail sales. Jim Bianco, Bianco Research President, says the best Federal Reserve officials to listen to are the ones that have recently left. David Rubenstein, The Carlyle Group Co-Founder and Host of The David Rubenstein Show, Peer-to-Peer Conversations, discusses his interview with Moderna Co-Founder and Chairman Noubar Afeyan.

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Surveillance: Retail Sales Miss With Gapen Aug 17, 2021

Show notes

Michael Gapen, Barclays Chief U.S. Economist, the U.S. retail sales miss reflects more the comedown from stimulus payments than delta variant fears. David Stubbs, JPMorgan Chase Bank Global Head of Market Strategy, says we are in the midst of a productivity shock. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says the manner of the Fed's taper is more important than the timing. Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research, expects the next decade to be pretty rosy for major retailers.

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Surveillance: Taliban Control With Haass Aug 16, 2021

Show notes

Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," says the Taliban is worse now than in 2002. Chris Marangi, Gabelli Funds Co-CIO of Value, says says value is harder to find now than a year ago. Noelle Corum, Invesco Portfolio Manager, expects earnings growth to continue. Thomas Barfield, Boston University Professor of Anthropology and American Institute for Afghanistan Studies President, says the Taliban lack the capacity to govern. David Kotok, Cumberland Advisors CIO & Co-Founder, says uncertainty is a powerful forecasting tool.

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MGM's Tricky Recovery Path; Miners' Carbon Transition Aug 16, 2021

Show notes

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau that MGM is traveling to recovery. Shaheen Contractor discusses BI's new carbon transition scores and targets for global miners, and offers her take on who can meet the Paris climate accord targets. Sue Munden discusses how prime space may help European REITs stave off major declines. Eshan Toorabally shows how building materials distributors are benefitting from the pickup in the U.K. housing market, and George Ferguson says the end of summer is bringing a reality check for U.S. and European airlines.

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Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI <GO>.

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