Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Expect Deceleration, Hatzius Says Jul 30, 2021

Show notes

Jan Hatzius, Goldman Sachs Chief Economist, is expecting a pretty significant deceleration as we go into 2021 and 2022. Lee Ferridge, State Street Head of Macro Strategy for North America, says it is too soon to be defensive in markets. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says the Delta variant's contagiousness is a cause for concern. Terry Haines, Pangaea Policy Founder, thinks the human infrastructure component of the deal in D.C. is only 30% likely to pass.

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Surveillance: Treasury Market Needs Fixing, Dudley Says Jul 29, 2021

Show notes

Bill Dudley, Bloomberg Opinion Columnist and Former Federal Reserve Bank of New York President, says the treasury market is not broken, but it needs some fixing. Mike Schumacher, Wells Fargo Head of Rates & Macro Strategy, says real yields at this level are remarkably unusual. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says labor market data is most important for the Fed and markets right now. Geoffrey Yu, BNY Mellon Senior Strategist, says China is experiencing growing pains as it integrates itself into broader financial markets. Representative Dan Kildee, Democrat from Michigan, says the U.S. is due for a much bigger bill later on if we don't fix infrastructure now.

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Surveillance: Debt Crisis Coming, Roubini Says Jul 28, 2021

Show notes

Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says a stagflationary debt crisis is on the way. Joseph Stiglitz, Nobel Laureate & Columbia University Prof of Economics, says the fiscal stimulus is what is keeping our economy strong. Robert Doll, Crossmark Global Chief Investment Officer, expects earnings growth to decelerate. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says to get vaccinated, but to act unvaccinated. David Rubenstein, Host of Peer-To-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Shondaland CEO Shonda Rhimes.

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Surveillance: U.S. Vaccination Rate With Brady Jul 27, 2021

Show notes

Representative Kevin Brady, Republican from Texas and House Ways & Means Committee Ranking Chair, thinks giving full approval to vaccines would help with vaccine acceptance in the U.S. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine mandates are justified. Julian Emanuel, BTIG Equity and Derivatives Strategist, says that price action tells all, but it has been contradictory. Will Power, Baird Senior Research Analyst, says China is always a big wild card for tech companies. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the Fed needs to remain accommodative.

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Surveillance: Big Tech Backlash Brewing, Romer Says Jul 26, 2021

Show notes

Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says big tech firms are "causing the problems we're seeing with vaccine hesitancy" and expects a regulatory response from the U.S. government. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says this week will be pivotal in determining tech's resiliency. Dr. Lloyd Minor, Stanford University School of Medicine Dean, says vaccine hesitancy is coming down. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says the Fed must commit to trying to raise inflation.

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Surveillance: Pricing Power With Hyman Jul 23, 2021

Show notes

Ed Hyman, Evercore ISI Chairman, says retail pricing power is at the most ever. Peter Hotez, National School of Tropical Medicine at Baylor College Dean of Medicine, says an anti-science mindset is killing Americans. John Vail, Nikko Asset Management Chief Global Strategist, says we might see a surprise out of the Fed. Mickey Levy, Berenberg Capital Markets Chief Economist US, Americas & Asia, says we don't need fiscal stimulus for more growth.

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Surveillance: ECB Stuck in Trap, Athey Says Jul 22, 2021

Show notes

James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB is stuck in a trap of its own creation. Julia Coronado, MacroPolicy Perspectives President & Founder, expects Fed Chair Powell to lay the groundwork for markets to expect a withdrawal of some liquidity support. Dennis Kucinich, Former Ohio Congressman and Former Presidential Candidate, talks about his book, “The Division of Light and Power,” including the chapter he found hardest to write. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says children are at a low risk of serious illness and can safely return to school.

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Surveillance: Vaccines & Variants With JHU Jul 21, 2021

Show notes

Eric Freedman, U.S. Bank Asset Management Chief Investment Officer, says he is still sticking with a growth mentality. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says vaccines should not be a political issue. Michael Nathanson, MoffettNathanson Senior Research Analyst, says we need to see more consolidation in streaming. Sen. Bill Hagerty, (R) Tennessee, says we must lead by example on vaccines. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, expects the U.S. consumer to stay resilient.

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Surveillance: Bezos Blasts Off Into Space Jul 20, 2021

Show notes

Brad Stone, Bloomberg Global Technology Senior Executive Editor and Author of "Amazon Unbound: Jeff Bezos and the Invention of a Global Empire," discusses Jeff Bezos and what's driving his space ambitions. Janet Kavandi, Sierra Space Executive Vice President and Former Director of NASA's Glenn Research Center, discusses the new era of human space flight. Danielle Wood, MIT Media Lab Director of the Space Enabled Research Group, discusses how space technology can be used to help society. Chad Anderson, Space Capital Managing Partner, sees a massive market opportunity in space investing.

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Surveillance: Investors Rethink Growth Jul 19, 2021

Show notes

Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, warns of a global slowdown that could end up in recession. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the bond market is in limbo. Barry Ritholtz, Bloomberg Opinion Columnist, says the investors betting against bonds have been on the losing side for almost 40 years. Johns Hopkins Bloomberg School of Public Health Vice Dean Joshua Sharfstein discusses combating medical misinformation on social media and outreach efforts to the unvaccinated.

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