Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Tipp Says Yields Have Peaked Jul 16, 2021

Show notes

Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, expects a potential pleasant surprise in second-quarter earnings. Robert Tipp, PGIM Chief Investment Strategist and Head of Global Bonds, says 2021 will be a transition year for rates. David Page, AXA Investment Managers Head of Macro Research, says the economy is sending mixed messages. Jonathan Miller, Miller Samuel President and CEO, discusses trends in U.S. real estate as cities reopen.

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Surveillance: Fed’s Bullard Urges Start of Bond Taper Jul 15, 2021

Show notes

Federal Reserve Bank of St. Louis President James Bullard says the central bank is in a situation where it can start to taper its bond-buying purchases. Michael Feroli, JPMorgan Chief U.S. Economist, says secular stagnation will come back in 3 to 5 years. PGIM CEO David Hunt discusses the labor market’s impact on the Federal Reserve and inflation, holding cash in the current market, and why risk assets are attractive. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, discusses key takeaways from bank earnings season.

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Surveillance: Marriott Sees Travel Rebound Jul 14, 2021

Show notes

Marriott International CEO Anthony Capuano discusses lessons learned from the pandemic, the competition for workers, expansion plans in China, and global demand for travel. Ken Leon, CFRA Global Director of Equity Research, says a more conservative consumer is the big story to watch in the next quarter for banks. David George, Robert W. Baird Senior Research Analyst for U.S. Banks, says the banking industry is in good shape. Steven Major, HSBC Global Head of Fixed Income Research, explains why he believes markets have seen the peak in yields.

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Surveillance: JPM, Goldman Kick Off Earnings Jul 13, 2021

Show notes

Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy amd Large Cap Bank Analyst, examines second-quarter results from JPMorgan. Anastasia Amoroso, iCapital Network Chief Investment Strategist, says there are more catalysts to come for the banking sector. Stephen Biggar, Argus Research Director of Financial Institutions Research, sees loan growth improving for banks. PepsiCo Vice Chairman and CFO Hugh Johnston discusses the company's fastest sales growth in a decade.

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Surveillance: Fed's Dilemma With Reinhart Jul 12, 2021

Show notes

Michelle Meyer, BofA Securities Head of U.S. Economics, sees the U.S. economy continuing to grow well above trend after the expected peak in the second quarter. Troy Gayeski, SkyBridge Partner and Senior Portfolio Manager, says value plays still have legs. Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says needs to walk a fine line in his testimony to Congress this week. Dr. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses risks around the Covid-19 delta variant and the urgency to vaccinate more people.

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Surveillance: Labor Market Outlook With Dudley Jul 09, 2021

Show notes

Bloomberg Opinion Columnist and Former New York Fed President William Dudley discusses the outlook for the labor market and Fed monetary policy. David Riley, BlueBay Asset Management Chief Investment Strategist, says the market is underpricing the Fed. Danny Blanchflower, Dartmouth College Professor of Economics, says Biden's competition executive order is kind of a primal scream to redress the balance of power between workers and firms. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor and Virologist, discusses the severity of the delta variant and the prospect of a Covid vaccine booster.

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Surveillance: NYC Safety With Adams Jul 08, 2021

Show notes

Eric Adams, Democratic Nominee for NYC Mayor & Brooklyn Borough President, lays out his vision for New York City and discusses policing and public safety. Pete Buttigieg, U.S. Secretary of Transportation, says the Biden administration is not yet ready to lift restrictions on international travel to the U.S. Rob Carnell, ING Head of Research & Chief Economist, Asia-Pacific, says the ECB's inflation goal of 2% gets rid of a lack of certainty over its mandate. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist says fundamentals are unbelievably strong and long-term, it's a growth story. Katerina Simonetti, Morgan Stanley Private Wealth Management Senior VP, says there is no reason to exit the markets.

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Surveillance: Market Value With Joseph Cohen Jul 07, 2021

Show notes

Abby Joseph Cohen, Goldman Sachs Senior Investment Strategist, sees the market as "roughly at fair value." Frederic Mishkin, Columbia University Graduate School of Arts & Sciences Professor of Banking & Financial Institutions, says monetary policy may be behind the curve because inflation won't be as temporary as the Fed thinks. Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the market are telling us that we are past the peak. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicin. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses the safest practices for the Tokyo Olympics.

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Surveillance: Divided America With Haass Jul 06, 2021

Show notes

Richard Haass, Council on Foreign Relations President & Author, "The World: A Brief Introduction", says he is most worried about a divided America. Chris Grisanti, MAI Capital Chief Equity Strategist & Senior Portfolio Manager, says the confrontation over tech in China is a big concern. Ben Laidler, eToro Global Markets Strategist, says the growth story still has further to go. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says wage pressures are starting to build. Doug Kass, Seabreeze Partners President details the bearish factors threatening the market, factors that he says most investors are missing.

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Surveillance: U.S. Jobs Surge With Walsh Jul 02, 2021

Show notes

Marty Walsh, U.S. Secretary of Labor, reacts to the U.S. June jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the bond market is running with a more hawkish reaction function from the Fed. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says continued good news about reopening is raising expectations that the Fed is going to raise rates. Tiffany Wilding, PIMCO Chief U.S. Economist, says an uneven economic recovery is happening in the U.S.

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