Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: ECB & Real Rates With Pickering Dec 10, 2020

Show notes

Kallum Pickering, Berenberg Senior Economist, says the ECB is much more focused on inflation expectations than long-term rates. Lawrence Gostin, Georgetown University Professor of Medicine, says we may be at the beginning of the end of this pandemic. Jane Foley, Rabobank Head of FX Strategy, real interest rates are going to be more attractive for the Euro than for the dollar for the foreseeable future. Doug Holtz-Eakin, American Action Forum President & Former Director of the Congressional Budget Office, says the first step in getting to a better economy is taking on the health crisis.

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Surveillance: Too Early For High Yield Calls, Says Caron Dec 09, 2020

Show notes

Jim Caron, Morgan Stanley Portfolio Manager, thinks that calls for inflation and significantly higher yields are very premature. Kathleen Smith, Renaissance Capital Co-Founder & Partner, says 2020 will be a year in the record books for IPOs. Doug Kass, Seabreeze Partners President, says it has been a horrible environment for shorting stocks. David Rubenstein, Carlyle Group Co-Founder and Peer-to-Peer Host, discusses his interview with World Economic Forum Founder Klaus Schwab.

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Surveillance: Government Support With Boston Mayor Dec 08, 2020

Show notes

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says he sees a strong U.S. rebound ahead. Boston Mayor Marty Walsh says the lack of guidance and financial support during the pandemic has been a failure of federal government. Leslie Vinjamuri, Chatham House Head of the U.S. Americas Programme, says there is no honeymoon period for the Biden team. Michael Cloherty, UBS Head of U.S. Rates Strategy, still sees upward pressure on yields next year.

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Surveillance: Brexit With London Mayor Dec 07, 2020

Show notes

London Mayor Sadiq Khan discusses the potential for coronavirus lockdowns paired with a no-deal Brexit. Steve Chiavarone, Federated Hermes Portfolio Manager, says the coming vaccine represents an enormous stimulus for the economy. Mercedes Carnethon, Northwestern University Department of Preventative Medicine Vice Chair, says it would be ideal to see essential workers in next round of vaccines. Tina Fordham, Avonhurst Advisory Services Head of Global Political Strategy, worries that markets are getting ahead of politics on stimulus. Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Macro Strategy, says demand may never return in certain sectors.

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Surveillance: Stimulus Talks With Kudlow Dec 04, 2020

Show notes

Lawrence Kudlow, U.S. National Economic Council Director, says he sees specific targeted areas concerning small businesses, unemployment, and Covid-related schooling matters as priorities in stimulus talks. Priya Misra, TD Securities Global Head of Rates Strategy, says rates have priced in too much good news. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says it will be a difficult winter for the U.S. economy. Henrietta Treyz, Veda Partners Director of Economic Policy, says she is optimistic about a stimulus bill.

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Surveillance: Lew Urges Fiscal Action Dec 03, 2020

Show notes

Tony Dwyer, Canaccord Genuity Chief Market Strategist, says historic excess liquidity is what is driving markets higher. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says credit spreads are about as tight as they can go right now. Kit Juckes, Societe Generale Chief FX Strategist, discusses what's next for central banks. Jacob Lew, Former U.S. Treasury Secretary, sees a long, hard winter ahead without additional fiscal support.

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Surveillance: Optimistic Outlook With Kostin Dec 02, 2020

Show notes

Kathy Hochul, New York Lieutenant Governor, says her greatest fear with the rising virus case count is overwhelming the hospital system. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, says the economy is getting better and markets will continue to recognize that through 2021. Julie Norman, University College London Professor, says President-elect Joe Biden is assembling a pragmatic team. Michael Feroli, JPMorgan Chief U.S. Economist, sees reasons for gloom in the short-term, but room for optimism as 2021 unfolds.

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Surveillance: OECD Cuts 2021 Global Forecast Dec 01, 2020

Show notes

Laurence Boone, OECD Chief Economist, says virus vaccines offer hope for a brighter outlook. Troy Gayeski, Skybridge Capital Co-CIO, says equity gains may be much harder to come by following November's record rally. Ethan Harris, BofA Securities Head of Global Economic Research, expects a stimulus package to be the only serious piece of legislation to be passed in the next two years. Dr. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair & Research Professor, says there is light at the end of the tunnel for the end of the pandemic, but we are not there yet.

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Surveillance: Vaccine Rollout With Yale's Forman Nov 30, 2020

Show notes

Michael Shaoul, Marketfield Asset Management CEO and Portfolio Manager, says the durable goods economy is firing on all cylinders. Elizabeth Suzuki, BofA Securities Senior Hardlines Retail Analyst, says this retail holiday season will be largely dominated by the home categories. John Ryding, Brean Capital Chief Economic Advisor, sees a difficult few months ahead for the U.S. economy. Dr. Howard Forman, Yale University Professor of Public Health, Management, and Economics, says he's optimistic about the timeline of a Covid-19 vaccine rollout.

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Surveillance: Consumer Is Strong, Sadove Says Nov 27, 2020

Show notes

Peter Dixon, Commerzbank Global Equities Economist, sees markets in a holding pattern as investors await new catalysts. Camilla Yanushevsky, CFRA Equity Research Analyst, looks at some potential winners and losers in an unprecedented holiday shopping season. Drew Matus, MetLife Investment Management Chief Market Strategist, examines the risk of inflation. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, discusses the rapid change in shopping habits in the Covid-19 era.

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