Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: The Great Inflation Debate With Kasman Aug 25, 2020

Show notes

Chris Verrone, Strategas Research Partners Head of Technical Analysis, says the leadership tone of the equity market is telling us to expect a positive economic surprise in the back half of the year. Regina Mayor, KPMG Global Head of Energy, says the removal of Exxon from the Dow Jones is a signal that large energy companies need to embrace an “energy transition” to remain relevant. Terry Haines, Pangaea Policy Founder, says Trump's enthusiasm advantage over Biden is real. James Sweeney, Credit Suisse Chief Economist, says the Fed is on thin ice given where the economy is. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, weighs in whether inflation is on the way back.

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Surveillance: Speculative Bubble With Cooperman Aug 24, 2020

Show notes

Leon Cooperman, Omega Family Office Chairman and CEO, says the Fed has created a speculative bubble. Ian Bremmer, Eurasia Group President, examines foreign policy differences between President Donald Trump and Democratic Presidential Nominee Joe Biden. Amrita Sen, Energy Aspects Chief Oil Analyst, says the storms heading toward the Gulf Coast are not going to move the needle when it comes to the sheer volume of oil inventory we need to run down. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says the market may be telling us that a tectonic shift is happening in our economy at a pace that we haven’t seen before.

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Surveillance: Roubini Warns of Slow Recovery Aug 21, 2020

Show notes

Nouriel Roubini, NYU Stern School of Business Professor, warns the global economy faces a risk of a slow recovery or even another slump along the way unless a coronavirus vaccine is found. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, the market is shrugging its shoulders about the next quarter of earnings. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says there is a significant divergence in terms of both behavioral and attitudinal measures of investor sentiment. Gene Munster, Loup Ventures Managing Partner, discusses Apple's $2 trillion milestone and Tesla's relentless rally.

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Surveillance: Landlords Fight for NYC Aug 20, 2020

Show notes

Anthony Malkin, Empire State Realty Trust President and CEO, urges leaders to get out of the Hamptons and back to the office. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the fact that economic data has plateaued shows that the market is unsure of what direction to go in as a result of the Covid-19 pandemic. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says inflation will gradually get better but it is going to time. Howard Dean, former Democratic National Committee Chair and former Vermont Governor, says the DNC is aimed at disaffected Republicans who want to see honesty back in the government.

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Surveillance: Debt Transparency With Malpass Aug 19, 2020

Show notes

David Malpass, World Bank President, says China needs to participate in debt relief plan for poor countries. Jill Carey Hall, BofA Securities U.S. Equity Strategist & Head of U.S. SMID Cap Strategy, says there is divergence within the market in terms of valuations and performance spreads. Jim Bianco, Bianco Research Founder and Bloomberg Opinion Columnist, says there are signals on the horizon that inflation is coming in the U.S. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with Lonnie Bunch, Secretary of the Smithsonian Institution.

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Surveillance: International Markets With Doll Aug 19, 2020

Show notes

Steve Chiavarone, Federated Hermes Portfolio Manager, says the stay-at-home recession in most parts of the world has ended. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says it will take a very long time to get incomes elevated although consumption is at a record level. Bob Doll, Nuveen Chief Equity Strategist & Senior Portfolio Manager, says the U.S. no longer has the interest rate advantage. Garlin Gilchrist, Lieutenant Governor of Michigan and Democratic National Committee Vice Chair, says Joe Biden and Kamala Harris are running on the most progressive agenda for opportunity and racial equity that any president has ever run on. Carla Freeman, Johns Hopkins SAIS Foreign Policy Institute Executive Director, discuss how a Biden-Harris administration might impact U.S.-China relations.

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Surveillance: Belarus Strikes With Bolton Aug 17, 2020

Show notes

John Bolton, Former U.S. National Security Adviser to President Trump, says that the U.S. needs to make sure that Russia stays of out Belarus. Michael Shaoul, Marketfield Asset Management CEO & Portfolio Manager, expects the physical global economy to do much better than the global services economy. Leslie Vinjamuri, Chatham House Director of the U.S. and Americas Programme, says the goal of the Democratic National Convention is to get voters excited about the Biden/Harris ticket, not just to defeat President Trump. Marta Wosińska, Duke-Margolis Center for Health Policy Deputy Director of Policy, says individuals who are not in high-risk demographics will probably not receive a Covid-19 vaccine until the spring of 2021.

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Surveillance: Stock Market Not Insane, Bailin Says Aug 14, 2020

Show notes

David Bailin, Citi Private Bank Chief Investment Officer, says corporate earnings and global liquidity will provide a tailwind for stocks going forward. Michael Gapen, Barclays Chief U.S. Economist, says several more months of fiscal benefits would be helpful to the economy before it can be self-sustaining. David Riley, BlueBay Asset Management Chief Investment Strategist, says it will be difficult for Europe to sustain a strong recovery because it is still dependent on global growth and trade. Lupin Rahman, PIMCO Global Head of EM Sovereign Credit, says the Covid-19 pandemic has been a liquidity shock for the bulk of emerging markets.

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Surveillance: Stimulus Standoff With Furman Aug 13, 2020

Show notes

Tony Dwyer, Cannacord Genuity Chief Market Strategist, says a negative feedback loop will become great enough that lawmakers in Washington will reach a stimulus deal. Lisa Hornby, Schroder Investment U.S. Fixed Income Portfolio Manager, says there is a tremendous dislocation between where markets are trading today and what the underlying economy tells us. Leland Miller, China Beige Book CEO, says the chances of seeing a broad-based solution regarding President Trump's ban of WeChat is quite low. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the recent spike in Covid-19 cases has not flowed through the labor market yet. Jason Furman, Harvard Professor and Former Chairman of the Council of Economic Advisers during the Obama Administration, says it is unlikely that an economic stimulus deal from Congress will be reached this month.

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Surveillance: Risk-On Rotation With Bevan Aug 12, 2020

Show notes

Jared Woodard, BofA Securities Research Investment Committee Head, expects continued volatility in markets until there is compromise on stimulus measures in Washington. Harry Tchilinguirian, BNP Paribas Head of Commodity-Markets Strategy, believes there will be another gold rally in 2021. James Bevan, CCLA Chief Investment Officer, says equities will grind higher from here. Jeffrey Wright, Eurasia Group U.S. Analyst, says Kamala Harris was the safe pick for Joe Biden’s running mate. Anna Han, Wells Fargo Securities Equity Strategist, says cyclicality will be the winning play over the longer term.

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