Bloomberg Surveillance - Bloomberg

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Surveillance: Free Trade's Future Apr 20, 2021

Show notes

Daniel Kurtz-Phelan, Foreign Affairs Magazine Editor, says the future of global trade is about the control of data and technology. Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says strong cash flow has been key for bond traders. Ben Laidler, eToro Global Markets Strategist, says the everything rally is sustainable. Lee Ferridge, State Street Global Markets Senior Managing Director & Head of Multi-Asset Strategy, says the dollar will continue to weaken as long as the Fed doesn't hike.

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Surveillance: Powerful Recovery Underway, Spence Says Apr 19, 2021

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Michael Spence, General Atlantic Senior Advisor and GSB Stanford Dean Emeritus, says there is a very powerful economic recovery underway. Dr. Ofer Levy, Boston Children's Hospital Precision Vaccine Program Director and FDA Advisory Panel Member, says we can't assume that a vaccine that is safe and effective in one age group is safe and effective for another age group. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, sees yields higher in the long-term. Michael Shaoul, Marketfield Asset Management CEO, says plans for a European Super League would lead to soccer becoming a two-tier sport. Eswar Prasad, Cornell University Senior Professor of Trade Policy, says multilateralism is moving back to D.C.

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Surveillance: Treasury Rally Temporary, Cabana Says Apr 16, 2021

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Mark Cabana, Bank of America Securities Head of U.S. Rates Strategy, discusses the factors driving the surprise in treasury yields as solid economic data continue to push equities higher. Stephen Stanley, Amherst Pierpont Chief Economist, says there's no real need for borrowing at this point in time. Helane Becker, Cowen Senior Research Analyst, says domestic leaisure airline travel is 90-95% back to normal. Daniel Tannebaum, Oliver Wyman Partner and Head of Americas Anti-financial Crime, says the Biden Administration's sanctions against Russia are just a warning shot. Bloomberg's Renita Young on the issue of race and pay when it comes to social media.

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Surveillance: Big Bank Results With Cassidy Apr 16, 2021

Show notes

Gerard Cassidy, RBC Head of U.S. Bank Equity Strategy, says Goldman Sachs came out on top for this quarter's bank earnings. Tom Michaud, KBW CEO, says trends in the banking industry have been accelerated by the pandemic and expects continued consolidations and focus on fintech. Michael J. Wolf, Activate Co-Founder & CEO, says Coinbase at its current market cap will allow small investors as well as individuals to take part in this entire move toward cryptocurrencies. Representative Andy Barr, Republican from Kentucky, says corporate tax increases will lead to jobs moving overseas and lower wages.

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Surveillance: Big Bank Earnings Apr 14, 2021

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Ken Leon, CFRA Global Director of Equity Research, says it may be a challenge for banks to maintain their first quarter strength. Geoffrey Yu, BNY Mellon Senior Strategist, says banks will only start to lend when they believe there is sustainable inflation driven by demand. Stephen Biggar, Argus Research Director of Financial Institutions Research, expects another quarter or two of strong numbers coming out of investment banking and trading. Seth Carpenter, UBS U.S. Chief Economist, says a lot of trends that existed pre-covid are being accelerated.

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Surveillance: J&J Pause Impact Unclear, Bernstein Says Apr 13, 2021

Show notes

Jared Bernstein, White House Council of Economic Advisers Member, says the White House can’t yet determine what sort of impact the recommended pause in the use of Johnson & Johnson’s Covid-19 vaccine would have on it’s vaccination target and economy. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says the U.S. pause of the Johnson & Johnson vaccine could lead to a negative impact on the global vaccination effort. Adam Posen, Peterson Institute President, says we shouldn't worry about inflation yet. Simona Mocuta, State Street Senior Economist, says we shouldn't dismiss food inflation.

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Surveillance: Fed Policy With Dudley Apr 12, 2021

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William Dudley, Former New York Federal Reserve President, says the Fed's slowness to tighten policy will create some risks to the economy. Jacob Frenkel, Group of Thirty Chairman of the Board of Trustees, says countries can't afford to be isolationist. Jing Ulrich, JPMorgan Chase Managing Director & Vice Chairman of Asia Pacific, says Chinese authorities are tightening liquidity because the economic recovery is fully on track. Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy, says the high yield market is well-positioned.

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Surveillance: Fed Eyes 'Hard Numbers,' Clarida Says Apr 09, 2021

Show notes

Richard Clarida, Federal Reserve Vice Chairman, policy makers are looking for “hard numbers” on whether they’re reaching their goals on price stability and employment before adjusting interest rates. Kenneth Rogoff, Harvard University Professor of Economics & Public Policy, says a rise in interest rates at this point in the global pandemic recovery would “turn the world upside down.” Angus Deaton, Nobel Prize-Winning Economist and Princeton University Professor of Economics & International Affairs Emeritus, says the pandemic has exacerbated economic inequality. Anthony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, sees value in the front end of the yield curve.

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Surveillance: Invest in Vaccines, Gaspar Says Apr 08, 2021

Show notes

Vitor Gaspar, IMF Fiscal Affairs Department Director, says the investment in vaccinations has a tremendous return. William Lee, Milken Institute Chief Economist, says the global economy is not ready for a U.S. locomotive. Dennis Gartman, University of Akron Endowment Chairman, is seeing a real generation shift in stock selection. Michelle Meyer, Bank of America Head of U.S. Economics, says we are still correcting for the Covid shock.

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Surveillance: Expect Higher Rates, Bianco Says Apr 07, 2021

Show notes

Jim Bianco, Bianco Research President and Macro Strategist, expects rates to move higher for the next several months. Robert Albertson, Piper Sandler Chief Financials Strategist, reacts to the annual letter from JPMorgan CEO Jamie Dimon. Kristen Bitterly, Citi Private Bank Regional Head of Investments for North Americas, says holding onto cash is guaranteed to lose value. Mercedes Carnethon, Northwestern University Professor of Preventive Medicine & Vice Chair of Department of Preventive Medicine, discusses the continued Covid risks for children. David Rubenstein, Carlyle Group Co-Founder and Peer-to-Peer Conversations Host, discusses his conversation with Robin Hood Foundation CEO Wes Moore.

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