Bloomberg Surveillance - Bloomberg

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Surveillance: JPM's Kelly Sees Rough Road Ahead Nov 12, 2020

Show notes

David Kelly, JPMorgan Asset Management Chief Global Strategist, maps out the road ahead for the markets and the economy. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, says coronavirus cases in the U.S. have reached an exponential curve in terms of growth. Beata Kirr, Alliance Bernstein Co-Head of Investment Strategies, says growth stocks have led in an extraordinary way throughout the year of 2020. Retired Brigadier General Mark Kimmitt, Former Assistant Secretary of State for Political-Military Affairs, discusses the future of America's defense strategy.

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Surveillance: Tchir Warns of Market Complacency Nov 11, 2020

Show notes

Peter Tchir, Academy Securities Head of Macro Strategy, warns markets seem a little bit complacent amid surging coronavirus cases and legal challenges to the U.S. election outcome. Lawrence Gostin, Georgetown University Professor, says the Trump administration has given up on dealing with the coronavirus and are waiting for a vaccine. Alicia Levine, BNY Mellon Investment Management Chief Strategist, says growth stocks will carry the market into 2021 with the S&P 500 positioned to power even higher. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder & Host of "The David Rubenstein Show: Peer-to-Peer Conversations" discusses his interview with Wynton Marsalis, Jazz at Lincoln Center Managing and Artistic Director.

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Surveillance: Eli Lilly CEO Sees Brighter Future Nov 10, 2020

Show notes

David Ricks, Eli Lilly Chairman & CEO, discusses the drugmaker’s Covid-19 antibody therapy that was granted emergency-use authorization in the U.S. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, sees a departure from bonds into risky assets with a lot of cash on the sidelines that needs to be put to work. Kathy Hochul, New York Lieutenant Governor, says having a vaccine does not take the pressure off of further stimulus at all. Sam Stovall, CFRA Chief Investment Strategist, says Wall Street is looking beyond a coronavirus spike with vaccine developments appearing positive.

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Surveillance: Vaccine Optimism With Hornbach Nov 09, 2020

Show notes

Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, says a vaccine has the power to really drive risk assets higher, credit spreads tighter, the equity market higher, emerging-market currencies stronger. Mercedes Carnethon, Northwestern University Professor of Preventive Medicine, discusses the possible effectiveness of the vaccine being developed by Pfizer and BioNTech. Jaret Seiberg, Cowen Senior Policy Analyst, says the U.S. election presented a clear victory for the modern side of the Democratic Party. Daniel Alpert, Westwood Capital Managing Partner, says investors should keep an eye on aggregate demand.

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Bloomberg Radio Special: President-Elect Biden Nov 08, 2020

Show notes

This is a Bloomberg Special Report with Nathan Hager and Amy Morris Joe Biden defeated Donald Trump to become the 46th president of the United States and offered himself to the nation as a leader who “seeks not to divide, but to unify" a country gripped by a historic pandemic and a confluence of economic and social turmoil. In this podcast, we examine the vote, the legal battle and the path ahead for White House policy.

GUESTS:

June Grasso Bloomberg Law Host

Terry Haines Pangaea Policy Founder

Gregory Giroux Bloomberg Government Reporter

Emily Wilkins Bloomberg Government Reporter

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Bloomberg Radio Special: A 2020 Election Update Nov 07, 2020

Show notes

This is a Bloomberg Daybreak Special Report with Nathan Hager, Amy Morris and Michael Barr.

The votes are still being counted and legal challenges remain, but the path to the White House is there for Vice President Joe Biden.

In this podcast, we examine the vote, the legal battle and the path ahead for White House policy.

Plus, how the next steps could play out in the days and weeks leading up to December's Electoral College vote.

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Surveillance: Presidential Leadership With GWU's Brown Nov 06, 2020

Show notes

Lara Brown, George Washington University Associate Professor and Director of the Graduate School of Political Management, discusses leadership and the American presidency. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the economy is strengthening and stimulus is naturally occurring as the labor markets heal. Wendy Schiller, Brown University Chair of Political Science, says the Republican Party did well overall on election night and represent a stable alternative to what the Democratic Party has been offering. Julia Coronado, MacroPolicy Perspectives President and Founder, discusses the recovery dynamic of the labor market.

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Surveillance: EV Transformation With GM CEO Nov 05, 2020

Show notes

Mike Schumacher, Wells Fargo Securities Head of Macro Strategy, says a blue wave has been priced out of markets for the time being. Frederic Mishkin, Former Federal Reserve Governor, discusses the pressure facing the Fed as investors await the final outcome of the U.S. presidential election. Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, says the latest jobless claims figures show the labor market is not improving further. Mary Barra, General Motors Chairman & CEO, says there is a strong and growing demand for trucks in the U.S.

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Surveillance: Voter Safety With Boston Mayor Nov 03, 2020

Show notes

Marty Walsh, Mayor of Boston, says there has been very little assistance from Washington through the pandemic in regards to PPE and preparing residents for the future. Stephanie Kelly, Aberdeen Standard Investments Senior Political Economist, says populism in Italy will be a key political risk to watch next year. Michael Zezas, Morgan Stanley Head of U.S. Policy Research & Municipal Strategist, discusses possible outcomes of the U.S. election. James Sweeney, Credit Suisse Chief Economist, says household cash flows and incomes will be restricted without new help from the government.

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Surveillance: Political Pendulum With UCL's Klaas Nov 02, 2020

Show notes

Michael Shaoul, Marketfield Asset Management CEO & Portfolio Manager, says it takes a leap of faith to invest at this point in time. Diana Amoa, JPMorgan Investment Management Senior Fixed Income Portfolio Manager, says investors need to think beyond traditional hedges right now. Brian Klaas, University College London Associate Professor in Global Politics, says there is a pendulum shift happening in the United States away from populism. Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America, says there are significant downside risks that will impair U.S. growth moving forward.

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