Bloomberg Surveillance - Bloomberg

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Surveillance: Stimulus Not Debatable, Hochul Says Oct 16, 2020

Show notes

Kathy Hochul, New York Lieutenant Governor, says New York state cannot risk its economic recovery because of hot spots with high infection rates. James Athey, Aberdeen Asset Management Investment Director, doesn't expect Fed policy to change based on the U.S. election outcome. Jeffrey Howard, UCL Associate Professor, discusses how Trump's rhetoric could have an effect on the results of the election. Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, says the economic data continues to support a v-shaped recovery.

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Surveillance: Public Investment Is Key, IMF's Gaspar Says Oct 15, 2020

Show notes

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says markets are wrestling with a brand new economic cycle. Chris Kotowski, Oppenheimer & Co. Senior Analyst, examines third-quarter results from U.S. banks. Vitor Gaspar, IMF Director of Fiscal Affairs, says public investment can play a key role in boosting growth. Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow and Former Chief Economist & Economic Adviser to Vice President Joe Biden, discusses what Trump’s and Biden’s competing economic agendas reveal about the economy.

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Surveillance: The Case for Credit With Sheets Oct 14, 2020

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Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says investors should focus on balance sheet quality. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says the case for credit is better than other asset classes. Christian Bolu, Autonomous Research Senior Analyst, says job cuts are inevitable as the utilization of automation increases on Wall Street. Michael Feroli, JPMorgan Chief U.S. Economist, says U.S. unemployment will be elevated for several quarters to come.

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Surveillance: Consolidation Needed In U.S., IIF CEO Says Oct 13, 2020

Show notes

Tim Adams, Institute of International Finance CEO, says there is an open door to China for U.S. financial institutions. James Sweeney, Credit Suisse Chief Economist, says "fiscal opportunism" is needed right now to help the economy recover from the crisis. Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says Apple is one of the most underweight names in the institutional buy-side. Catherine Mann, Citigroup Global Chief Economist, discusses China's role in the global recovery as the IMF warns of a bumpy road ahead.

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Surveillance: Stanford Economists Win Nobel Prize Oct 12, 2020

Show notes

Dean Curnutt, Macro Risk Advisors Founder and CEO, examines volatility in the market ahead of the U.S. election. Robert B. Wilson, Stanford University Professor, reacts to winning the 2020 Nobel Prize in Economics for his improvements to auction theory. Betsey Stevenson, University of Michigan Economics Professor and Former Chief Economist of the U.S. Department of Labor, says the U.S. can fuel growth by harnessing the untapped potential of the labor force. Paul Donovan, UBS Global Chief Economist, says the failure to do fiscal stimulus now in the U.S. is doing real damage to the economy. Nobel Laureate Michael Spence shares insights into the award-winning work of Paul Milgrom and Robert B. Wilson, whose discoveries were recognized today with the 2020 Nobel Prize in Economics.

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Surveillance: Election Risks With JPM’s Normand Oct 09, 2020

Show notes

Ben Laidler, Tower Hudson Research CEO, expects a melt-up in the fourth quarter. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, discusses where vulnerabilities are in the markets ahead of the U.S. election. Michael Zezas, Morgan Stanley Head of U.S. Policy Research and Municipal Strategist, examines how the election could impact infrastructure policy. Stephen Stanley, Amherst Pierpont Chief Economist, says the economy can continue to recover without more stimulus in the near-term.

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Surveillance: Stimulus Hopes With Goldman's Cohen Oct 08, 2020

Show notes

Frances Donald, Manulife Investment Management Global Chief Economist and Global Head of Macroeconomic Strategy, warns of the headwinds facing the U.S. economy. Rick Davis, Bloomberg Contributor and Former McCain Campaign Manager, explains how the terms of debates are negotiated as President Trump refuses to participate in a virtual debate. Michael Moore, Bloomberg News U.S. Finance Team Leader, discusses Morgan Stanley's acquisition of Eaton Vance. Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says a blue wave in the 2020 U.S. election could benefit markets.

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Surveillance: Trump's Strategy With Giuliani Oct 07, 2020

Show notes

Rudy Giuliani, Former New York Mayor and President Trump's Personal Lawyer, says he got another negative Covid test result yesterday. Josh Wingrove, Bloomberg News White House Reporter gives an update on the 2020 campaign trail. Alicia Levine, BNY Mellon Investment Management Chief Strategist, discusses how the U.S. presidential election could impact market dynamics. Doug Kass, Seabreeze Partners President, explains why the "Biden Bump" could levitate stocks over the near term.

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Surveillance: Battleground Florida With Rep. Waltz Oct 06, 2020

Show notes

Representative Michael Waltz, a Republican from Florida, discusses Trump's prospects in the battleground state. Peter Tchir, Academy Securities Head of Macro Strategy, remains bearish on the dollar. Robert Doll, Nuveen Chief Equity Strategist, discusses what a Democratic sweep could mean for the markets. Carla Harris, Morgan Stanley Vice Chairman and Senior Client Advisor, shares strategies for closing the funding and opportunity gap.

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Surveillance: Recovery Risk With Deustche Bank's Ryan Oct 05, 2020

Show notes

Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay Asset Management Chief Investment Strategist, sees more upside potential in the U.S. Julie Norman, University College London Political Science Professor, says this is a vulnerable moment for the United States. Brett Ryan, Deutsche Bank Senior U.S. Economist, warns a lack of fiscal stimulus could delay the economic recovery.

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