Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Covid Communication Efforts Apr 06, 2021

Show notes

Hans Vestberg, Verizon Chairman & CEO, and Lisa Sherman, Ad Council President & CEO, discuss the effort to communicate accurate information about Covid-19 and vaccinations. Catherine Mann, Citi Global Chief Economist, says the U.S. Is the locomotive of growth in the world right now. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, discusses earnings expectations and the possibility of “pent-down” demand from the coronavirus pandemic. Rep. Rodney Davis, (R) Illinois & Ranking Member on House Administration Committee, is afraid that Biden's infrastructure plan is a disguised Green New Deal. Stephen Roach, Yale University Jackson Institute of Global Affairs Senior Fellow, sees a classic frothy environment in the markets.

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Surveillance: Market Divergence With Chandler Apr 05, 2021

Show notes

Marc Chandler, Bannockburn Chief Market Strategist, says divergence is still the theme for markets. Anna Han, Wells Fargo Securities Equity Strategist, says the momentum trade is morphing. Terry Haines, Pangaea Policy Founder, says it will take months to work out an infrastructure deal. Dana Peterson, Conference Board Chief Economist, expects to see inflationary pressures in certain industries. Robert Murphy, Northwestern University Professor of Medicine, discusses the difficultly in preventing against virus variants.

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Surveillance: Biden Plans With Bernstein Apr 01, 2021

Show notes

Jared Woodard, Bank of America Research Investment Committee Head, says Jared Bernstein, White House Council of Economic Advisors Member, says more plans are expected from President Biden in mid-April. Jared Woodard, Bank of America Research Investment Committee Head, says we are on the cusp of one of the biggest capex booms in modern history. Mike Wilson, Morgan Stanley, Chief U.S. Equity Strategist, says the next recession isn't any time soon. Dr. Amber D'Souza, Johns Hopkins Bloomberg School of Public Health Professor of Epidemiology, says we are currently in a race of virus versus vaccine.

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Surveillance: Infrastructure Plan With Deese Mar 31, 2021

Show notes

Brian Deese, White House Director of the National Economic Council, discusses what to expect from President Biden's infrastructure plan and why we need it. Derek Jeter, Miami Marlins CEO, and Anthony Hsier, LoanDepot CEO, discuss their naming partnership, the future of the Miami Marlins and the evolution of baseball. Christine Lagarde, European Central Bank President, tells Bloomberg's Francine Lacqua that the market can the ECB's resolve as much as it wants. David Herro, Harris Associates Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer of International Equity, says there is the potential for a Swiss powerhouse bank.

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Surveillance: Rising Yields With Koesterich Mar 30, 2021

Show notes

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects rates to continue to normalize. James Bevan, CCLA Chief Investment Officer, says U.S. stimulus could lead to the risk of a melt-up in markets. Rep. Gregory Meeks, (D) New York & House Foreign Affairs Committee Chair, says we must invest in the infrastructure of our nation. Ethan Harris, BofA Securities Head of Global Economic Research. Ethan Harris, BofA Securities Head of Global Economic Research, says the fade in growth won't be dramatic.

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Surveillance: Block Trade Fallout Mar 29, 2021

Show notes

Tracy Alloway, Bloomberg Markets Managing Editor, says there are so far no signs the forced block trades are unnerving the wider market. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, says the forced block trades won't change his position on banks. David Kelly, JPMorgan Asset Management Chief Global Strategist, expects U.S. fiscal stimulus to lead to higher interest rates one way or another. Stephen Schork, The Schork Report Founder & Editor, says the Suez blockage will have a significant impact on oil.

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Surveillance: Inflation Fears With Fed's Harker Mar 26, 2021

Show notes

Patrick Harker, Federal Reserve Bank of Philadelphia President, says there are some risks to keeping rates too low for too long. Troy Gayeski, Skybridge Capital Co-CIO, says it might be a year where success or failure is determined by whether or not you had a meaningful position in bitcoin. Beata Kirr, AB Co-Head of Investment Strategies, says it's a mistake to be a U.S.-only investor. Robert Tipp, PGIM Chief Investment Strategist & Head of Global Bonds, explains why the belly of the yield curve is under pressure.

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Surveillance: Suez Canal Remains Blocked Mar 25, 2021

Show notes

Alan Gelder, Wood Mackenzie Vice President of Refining, Chemicals & Oil Markets, says the blockage at the Suez Canal could last over a week. Mohamed Younis, Gallup Editor in Chief, says China is viewed as the greatest enemy by 45% of the U.S. Seema Shah, Principal Global Investments Chief Strategist, says retail investors are important. Nathan Sheets, PGIM Chief Economist & Head of Global Macroeconomic Research, says the pandemic has taught firms to have more diversified supply chains.

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Surveillance: Return Of Travel With Ryanair CEO Mar 24, 2021

Show notes

Michael O'Leary, Ryanair CEO, is optimistic about the recovery of short-haul travel between the U.K. and Europe this summer. Representative Don Beyer, U.S. Congress Join Economic Committee Chair, says he is aiming for input from both Republicans and Democrats for the infrastructure bill. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says 2021 has been a story about the rotation into value. Torsten Slok, Apollo Management Chief Economist, says the U.S. economy is nowhere near significant overheating. David Rubenstein, Carlyle Group Co-Founder & Host of "Peer to Peer Conversations," discusses his conversation with Estée Lauder Chairman Emeritus Leonard Lauder.

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Surveillance: Fed's Rate Cycle With Greene Mar 23, 2021

Show notes

Megan Greene, Harvard Kennedy School Senior Fellow, says the Fed will likely hike rates before its own forecast. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, doesn't the the uptrend of virus cases in Europe coming to the U.S. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says innovation will continue to be an important driver for earnings and cash flow. Don Mullen, Pretium CEO & Founder, says we are in the early days of market opportunity.

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