Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Tapering Is Coming, Says Yardeni terminal: Surveillance: Tapering Is Coming, Says Yardeni (Podcast) Jul 01, 2021

Show notes

Ed Yardeni, Yardeni Research President, says tapering is coming and the bond market will be somewhat freer for it. Constance Hunter, KPMG Chief Economist, says vaccine hesitancy and child care are the things holding people back from the labor force. Joe LaVorgna, Natixis CIB Chief Economist of the Americas, says the Fed is stuck in a box. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a super holiday season from U.S. consumers.

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Surveillance: Inflation Debate With Woodard Jun 30, 2021

Show notes

Jared Woodard, Bank of America Research Investment Committee Head, says the fear of over-positioning is misplaced. Vishy Tirupattur, Morgan Stanley Head of Fixed Income Research, says credit valuations have gotten so tight that there is not a lot of buffer for any change in the Fed's response function. Seema Shah, Principal Global Investments Chief Strategist, says this is the time to invest by looking at individual sectors. Rep. Andy Barr, (R) Kentucky & House Financial Services Member, says inflation is real and it's a crisis.

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Surveillance: Labor Market With Luzzetti Jun 29, 2021

Show notes

Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, looks ahead to what he thinks could be a perplexing jobs report. Mona Mahajan, Allianz Global Investors Senior U.S. Investment Strategist, says to expect more interest to come in the tech trade. Kona Haque, ED&F Man Head of Research, says oil demand can spike higher. David George, Robert W. Baird Senior Bank Analyst, expects very significant capital return out of the financial services industry over the next couple of years.

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Surveillance: Equity Picks With Gabelli Jun 28, 2021

Show notes

Mario Gabelli, Gabelli Funds Chairman & CEO, discusses his equity picks and outlook including batteries in the next 3-4 years as he sees great potential in the sector. Lori Calvasina, RBC Capital Markets U.S. Equity Strategy Head, says there is still a lot of valuation runway. Bill Hoagland, Bipartisan Policy Center Senior Vice President & Former Director of the Budget & Appropriations Office of Senate Majority Leader Bill Frist, says he still believes that deficits and debt matter. Matt Brill, Invesco Head of U.S. Investment Grade & Senior Portfolio Manager, discusses the fundamentals at play in the corporate bond market

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Surveillance: U.S. Energy Secretary Granholm Jun 25, 2021

Show notes

Jennifer Granholm, U.S. Secretary of Energy, says any sale from the strategic petroleum reserve to pay for infrastructure plans would be limited. Representative French Hill, Republican Congressman Arkansas, says the infrastructure deal is not dead on arrival. Mike Mayo, Wells Fargo Securities U.S. Large Cap Bank Research Managing Director, says boring stress tests are beautiful for banks. Torsten Slok, Apollo Global Management Chief Economist, says the economic trend is shifting from goods to services.

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Surveillance: Fed Patience With Dudley Jun 24, 2021

Show notes

Bill Dudley, Bloomberg Opinion Columnist & Former Federal Reserve Bank of New York President, says not to put to much weight on what one individual Fed president says. Danny Blanchflower, Dartmouth Professor of Economics and former BOE Monetary Policy Committee Member, says the Fed and the Bank of England have been struggling in the dark. Luke Kawa, UBS Asset Management Asset Allocation Strategist, expects an attractive dip in the markets to buy in the coming weeks. Terry Haines, Pangaea Policy Founder, says there is about a 75% chance congress reaches a deal on infrastructure.

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Surveillance: SEC Transparency With Gensler Jun 23, 2021

Show notes

Gary Gensler, Securities and Exchange Commission Chair, says he wants the agency to consider ways to boost transparency in equities markets. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this bull market is not over. James Sweeney, Credit Suisse Chief Economist, says we need to stop talking about temporary inflation. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the future of U.S.-China relations.

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Surveillance: Taper Timing With Fed's Williams Jun 22, 2021

Show notes

John Williams, Federal Reserve Bank New York President, says the Fed's taper timing will be driven by data. Francisco Blanch, BofA Securities Head of Global Commodities & Derivatives Research, says Bitcoin is inversely correlated with gold. Binky Chadha, Deutsche Bank Chief Global Strategist, says he is long banks, financials and energy. Anna Han, Wells Fargo Equity Strategist, says equities can move higher even as rates are moving higher.

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Surveillance: Fed & Inflation With Crescenzi Jun 21, 2021

Show notes

Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Investment Committee, says the Fed "got spooked" on the hype over inflation. Gerard Cassidy, RBC Capital Markets Managing Director & Head of U.S. Bank Equity Strategy, says this pullback is a great opportunity for investors to buy bank stocks. Ben Emons, Medley Global Advisors MD of Global Macro Strategy, says an upside economic surprise may normalize rates. Jane Foley, Rabobank Head of FX Strategy, says we may see more hawkish central banks from here.

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Surveillance: U.S. Relations With Maduro Jun 18, 2021

Show notes

Venezuela President Nicolas Maduro tells Bloomberg's Erik Schatzker that he hasn't yet seen a single positive sign from the Biden administration. Jay Bryson, Wells Fargo Chief Economist, says we are probably at peak growth right now. Wei Li, BlackRock Global Chief Investment Strategist, expects the Fed's rate path to be slower this cycle. Representative Sean Casten, Democrat from Illinois, says we cannot forget about the importance of climate infrastructure in bipartisan talks. Brian Kelly, The Points Guy Founder & CEO, says business travel is picking up much more than anticipated.

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