Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Golden Age For Tech, Ives Says Oct 30, 2020

Show notes

James Athey, Aberdeen Standard Investments Senior Investment Manager, says FX has been been a good diversifier and hedge ahead of the U.S. election. Daniel Ives, Wedbush Senior Equity Research Analyst, explains why he remains bullish on tech. Lindsey Piegza, Stifel Chief Economist, says consumers are looking at the prospect of a resurgence of coronavirus and are deploying wealth into savings rather than spending. Rob Falzon, Prudential Financial Vice Chair, says many companies are extending out the time they believe employees will be in a remote environment, where productivity has held up well.

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Surveillance: No Safe Havens, Gallo Says Oct 29, 2020

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Leslie Vinjamuri, Chatham House Head of U.S. and the Americas Programme, says voters are viewing the pandemic through two different lenses: a health crisis or an economic crisis. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says inflation in the short-term is not a risk and will remain in check through the long-term. Alberto Gallo, Algebris Investments Portfolio Manager, says there are no safe havens anymore. Jim Suva, Citi Senior Tech Analyst, applauds Tim Cook for diversifying Apple's product portfolio.

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Surveillance: Flight to Quality With Rabobank's Foley Oct 28, 2020

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Troy Gayeski, Skybridge Capital Co-CIO, says technology stocks have been a significant profit driver for the market but remain overcrowded. Daniel Morris, BNP Paribas Asset Management Chief Market Strategist, says a W-shaped recovery is likely to occur in Europe and potentially the U.S. Jane Foley, Rabobank Head of FX Strategy, says the euro is the on the back foot amid anxiety ahead of this week's ECB meeting. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Alex Gorsky, Johnson & Johnson Chairman and CEO.

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Surveillance: Eli Lilly CEO Says Science Will Win Oct 27, 2020

Show notes

Dave Ricks, Eli Lilly Chairman & CEO, says science will win in the fight against Covid-19. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, warns investors to resist the urge to overreact as the U.S. election nears. Chris Watling, Longview Economics CEO, examines the trade-offs of helicopter money. Tina Fordham, Avonhurst Advisory Services Head of Global Political Strategy, discusses how Biden and Trump differ on foreign policy.

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Surveillance: Hunt For Yield With Goldman's Swell Oct 26, 2020

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Ben Laidler, Tower Hudson Research CEO, is betting on the resilience of the consumer. Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fixed Income Portfolio Management, says investors are writing off the bond market too early. Gregory Peters, PGIM Fixed Income Head of Multi-Sector and Strategy, says a blue sweep could benefit the consumer by fueling wage and economic growth. Rebecca Green, William & Mary Law School Professor, says post-election litigation is normal and can expect a contested election if one or more states have a close race.

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Surveillance: Stimulus Talks With Kudlow Oct 23, 2020

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Lawrence Kudlow, National Economic Council Director, doesn't know if a stimulus bill can be passed before the election. Afsaneh Beschloss, RockCreek Group CEO, says investments in renewable energy have been moving faster than those in oil and gas during the pandemic. Lale Topcuoglu, JOHCM Senior Fund Manager, says the U.S. will likely reach a stimulus agreement no matter which party wins the election, but the size of the package will be dependent on the victor. Pat Foye, MTA Chairman & CEO, says the MTA will be forced to make drastic draconian service cuts if they do not receive stimulus funding soon.

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Surveillance: Election Interference with Stravidis Oct 22, 2020

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Mike Pyle, BlackRock Investment Institute Global Chief Investment Strategist, says the Fed will be watching the nominal yield curve carefully and will not allow a tremendous amount of steepening. Geoffrey Yu, BNY Mellon Senior Strategist, says the dollar will drive lower as China continues to grow. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Adviser & Former Supreme Allied Commander at NATO, says he would expect a return to international engagement with a Biden presidency. Jason Farley, Johns Hopkins Professor of Nursing, says children have an equal probability of spreading the virus as adults do.

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Stimulus Priced In, Says Mahajan Oct 21, 2020

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Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says there will not be much more movement from market levels until eyes of inflation are seen. Kevin Giddis, Raymond James Chief Fixed Income Strategist, says interest rates are likely to move higher across the board with a blue wave. Wendy Schiller, Brown University Chair of Political Science, says mail-in ballots make for a more for a engaged public and higher voter turnout for this and later elections. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Whole Foods Market Co-Founder and CEO John Mackey.

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Surveillance: Reworking Market Power with Stiglitz Oct 20, 2020

Show notes

Joseph Stiglitz, Nobel Laureate & Columbia University Professor, says the strong stock market is almost a sign that things aren't going well in other parts of our economy. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says markets are currently under-pricing the risk of a contested election. Isaac Boltansky, Compass Point Research Managing Director for Policy Research, says there are not many tools the government can use to breakup big tech. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says a small business and unemployment stimulus won't be reached until after the presidential election. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says that the science behind Covid-19 matters, despite President Trump's rhetoric denouncing it.

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Surveillance: Extraordinary Support Needed, Yellen Says Oct 19, 2020

Show notes

cJanet Yellen, Former Federal Reserve Chair, says the pandemic needs to be controlled to get the economy back on track. Seema Shah, Principal Global Chief Strategist, says the pandemic and central banks will remain stronger drivers of markets than the U.S. election. Jon Lieber, Eurasia Group U.S. Managing Director, says Joe Biden could face a real political risk if a fiscal stimulus is passed before the November election. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says the FDA has an important role to play in the vaccine safety message.

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