Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Correction is Healthy, Marangi Says Sep 08, 2020

Show notes

Christopher Marangi, Gabelli Funds Co-CIO, says this correction is healthy and different. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says negative rates are not in the cards so there is only one way yields can go, either sideways or higher. Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Founder, says a 10-20% pullback is overdue. Peter Westaway, Vanguard Chief European Economist, says the ECB is getting close to the end of the road for negative rates.

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Surveillance: U.S. Jobs Recovery With Kudlow Sep 04, 2020

Show notes

Larry Kudlow, National Economic Council Director, shares the White House's view on the August jobs report. Randy Kroszner, University of Chicago Professor and Former Fed Governor, says take the August jobs data with a little grain of salt. Danny Blanchflower, Dartmouth College Professor of Economics, discusses the economic impact of the coronavirus pandemic on younger generations. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, examines current market conditions as investors weigh a better-than-forecast jobs report.

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Surveillance: Retail Recovery Underway, Sadove Says Sep 03, 2020

Show notes

Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says volatility that will occur until November is fairly priced in markets. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, says data is starting to show a recovery in retail. Seema Shah, Principal Global Investors Chief Strategist, says markets are questioning the need for a fiscal stimulus based on the strength of the economic recovery. Michael Cloherty, UBS Head of U.S. Rates Strategy, says fixed income seems priced for perfection from the Fed.

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Surveillance: ECB's Challenge With Trichet Sep 02, 2020

Show notes

Ivan Feinseth, Tigress Financial Partners CIO, says the market is predicting that there will be improvements in the industrial and manufacturing sectors. Steve Chiavarone, Federated Hermes Portfolio Manager, says many companies are focusing more on their tech operations as a result of consumer changes due to Covid-19. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says we are entering an exciting phase in the race for a coronavirus vaccine. Andrew Hollenhorst, Citigroup Chief U.S. Economist, says the Fed’s impact on the housing market by keeping interest rates low cannot be overstated. Former European Central Bank President Jean-Claude Trichet discusses the strength of the euro, Federal Reserve and ECB policy, and inflation concerns.

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Surveillance: Tough Times Ahead For NY, Hochul Says Sep 01, 2020

Show notes

Kathy Hochul, New York Lieutenant Governor, urges the federal government to step in with with stimulus funding. Eswar Prasad, Cornell University Tolani Senior Professor of Trade Policy and Brookings Institution Senior Fellow, discusses outlook for the U.S. dollar. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is a tremendous amount of money on the sidelines in the U.S. that needs to be put to work. Gershon Distenfeld, AB Co-Head of Fixed Income, discusses the Fed’s evolving view of inflation.

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Surveillance: Marangi Sees Value In Small Caps Aug 31, 2020

Show notes

Adam Posen, Peterson Institute President, says the Fed's vision shift is a victory for monetary policy. Sebastien Page, T. Rowe Price Head of Global Multi-Asset, says Warren Buffett is well diversified through international investments and his cash buffer. Mercedes Carnethon, Northwestern University Professor of Medicine, says companies will have a hard time getting working parents back into offices while schools remain closed. Michael Dowse, United States Tennis Association CEO and Executive Director, discuss how tennis has evolved amid the coronavirus pandemic. Chris Marangi, Gabelli Funds Co-CIO, sees value in small caps.

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Being Black on Wall Street: A Bloomberg Radio Special Aug 28, 2020

Show notes

On Wall Street, being Black often means being alone, held back and deprived of the best opportunities. This special podcast from Bloomberg Radio tells the stories of Black men and women, in their own words.

Host: Sonali Basak

Producer: Colin Tipton

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Surveillance: Fed's Framework With Kaplan Aug 28, 2020

Show notes

Robert Kaplan, Federal Reserve Bank of Dallas President, says the Fed has already given enough guidance about the likely path of interest rates at this juncture and doesn’t need to offer more. William Dudley, Bloomberg Opinion Columnist and Former New York Fed President, discusses the skepticism facing the Fed's new approach to setting monetary policy. Mark Kiesel, PIMCO CIO of Global Credit, says the Fed has been "unbelievably supportive" for markets and this will eventually lead to a steeper yield curve and higher rates. David Rubenstein, Carlyle Group Co-Founder & Co-Executive Chairman, highlights some of his favorite interviews with leaders featured in his new book, "How to Lead."

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Surveillance: Fed's Relaxed Approach With Darda Aug 27, 2020

Show notes

Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, discusses outlook for the markets and high-flying stocks. Alicia Levine, Bank of New York Mellon Chief Investment Strategist, says cash is king right now. Megan Greene, Harvard Kennedy School Senior Fellow, says there is a real credibility issue for the Fed. Mike Darda, MKM Partners Chief Economist & Market Strategist, discusses Fed Chair Jerome Powell's announcement of a new approach to policy that takes a more relaxed stance on inflation.

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Surveillance: Inflation Outlook With Fed's George Aug 26, 2020

Show notes

Federal Reserve Bank of Kansas City President Esther George, who has been among the most hawkish Fed policy makers, isn't opposed to overshooting the 2% inflation goal and sees more risk of price pressures being too weak than too strong. Peter Hooper, Deutsche Bank Global Head of Economic Research, says the labor market recovery will be a long, slow slog. Libby Cantrill, PIMCO Head of Public Policy, says additional stimulus is a question of when, not if. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Mark Cuban, Dallas Mavericks Owner.

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