Bloomberg Surveillance - Bloomberg

Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Latest Episodes:

Surveillance: Monetary Policy With William White Apr 07, 2020

Show notes

Meredith Sumpter, Eurasia Group Head of Research Strategy, says China's global influence will increase during the coronavirus crisis. Gabriela Santos, JPM Asset Management Global Market Strategist, says that the U.S. may be one of the last countries to rid itself of the coronavirus crisis, from a health and economic perspective. William White, Former Chairman of the OECD Economic and Development Review Committee, is fearful that so much money-printing for so long won't re-stimulate the economy after the crisis is over. Ron Temple, Lazard Asset Management Co-Head Of Multi Asset Head of US Equity & Managing Director, says we need to see a continuation of Fed and fiscal stimulus. Alessandro Rebucci, Johns Hopkins University Carey Business School Associate Professor of Economics & Finance, says emerging markets will be put under extreme strain and are much less capable of absorbing the health dimensions of the coronavirus crisis.

See omnystudio.com/listener for privacy information.

Surveillance: Coronavirus Treatments With Sharfstein Apr 06, 2020

Show notes

Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, is very bullish on America's recovery, saying there is more than enough federal stimulus for now. Joyce Chang, JPMorgan Chair of Global Research, says revisions on dividends and earnings will continue. Joshua Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement, says it's important to temper expectations about potential coronavirus treatments. Ted Alden, CFR Senior Fellow & Author of "Failure to Adjust: How Americans Got Left Behind in the Global Economy," says there are a lot of incentives now for countries to pursue more nationalist policies. Martijn Rats, Morgan Stanley Global Oil Strategist, says the oil market is trading at an unusually deep discount.

See omnystudio.com/listener for privacy information.

Surveillance: Tariff Rollback Unlikely, Kudlow Says Apr 03, 2020

Show notes

Jeffrey Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, believes it will be a long time before consumer behavior and confidence is restored in the U.S. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says a strong social safety net will keep a coronavirus recession from becoming a depression. Larry Kudlow, National Economic Council Director, says he does not expect to see any movements in regards to tariffs right now. Amrita Sen, Energy Aspects Chief Oil Analyst, says no amount of oil supply cut will take care of the demand losses.

See omnystudio.com/listener for privacy information.

Surveillance: Historic Jobless Claims With Gapen Apr 02, 2020

Show notes

Lori Calvasina, RBC Capital Markets, says the end of March market rally was due to a positive reaction out of Washington. Jason Furman, Harvard University professor and Former Obama Economic Advisor, says there will be very high unemployment for the rest of this year and next year. Michael Gapen, Barclays Chief U.S. Economist, says March jobs report is already old news; jobless claims data is the most important information we have. Jonathan Miller, Miller Samuel Real Estate Appraisers & Consultants, details how the housing market is dealing with fallout from the coronavirus.

See omnystudio.com/listener for privacy information.

Surveillance: Post-Virus Recovery with Dudley Apr 01, 2020

Show notes

Olivier Blanchard, Peterson Institute Senior Fellow, says getting the infection rate down is an absolute priority. Bill Dudley, Former New York Fed President, says the post-pandemic economic recovery will not be as powerful as hoped because of higher debt burdens. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, says that U.S. monetary and fiscal policy is moving in the right direction. Michael Shaoul, Marketfield Asset Management Chairman & Portfolio Manager, says there is nothing normal about where markets are today. David Rubenstein, Carlyle Group Co-Chairman, breaks down his interview with Former U.S. Defense Secretary James Mattis.

See omnystudio.com/listener for privacy information.

Surveillance: Virus Impact on Americans With Gallup's Younis Mar 31, 2020

Show notes

Carmen Reinhart, Harvard Kennedy School Professor of the International Finance System, says the coronavirus, Saudi-Russia oil war, and risk of debt defaults have created a perfect storm for emerging markets. Mohamed Younis, Gallup Editor in Chief, reports that 52% of working Americans say their financial situation has already been affected by the coronavirus. Oliver Chen, Cowen Senior Equity Research Analyst, says the speed and viability of consumer spending post-crisis will be challenging. Shahab Jalinoos Credit Suisse Head of FX and Macro Trading Strategy, expects dollar strength to be relatively short-term. Julia Coronado, MacroPolicy Perspectives Founder & President, says the effectiveness of U.S. fiscal stimulus measures will determine if businesses can stay open and restart operations.

See omnystudio.com/listener for privacy information.

Surveillance: Fed's Balance Sheet With Bullard Mar 30, 2020

Show notes

Francisco Blanch, Bank of America Global Head of Commodities & Derivatives Research, expects to see the steepest decline in global oil consumption before the summer. James Bullard, Federal Reserve Bank of St. Louis President, says the Fed has capacity to carry 10% more debt. Bruce Kasman, JPMorgan Chief Economist and Managing Director of Global Research, says he wouldn't be surprised to see more Fed action. Richard Haass, Council on Foreign Relations President, says the United States will become less dependent on single supply sources in the future as a result of the coronavirus. Sebastien Galy, Nordea Bank Senior Macro Strategist, believes the Fed will continue to surprise and adapt to this brutal situation.

See omnystudio.com/listener for privacy information.

Surveillance: Fed's Virus Response With Kaplan & Bostic Mar 27, 2020

Show notes

Catherine Mann, Citi Global Chief Economist, says there will be no second half rebound in 2020 if businesses that do not borrow bonds go bankrupt. Robert Kaplan, Federal Reserve Bank of Dallas President, sees a substantial contraction in the second quarter, but says the economy will get stronger heading into 2021. Raphael Bostic, Federal Reserve Bank of Atlanta President, says the economy may rebound quite robustly once the public health crisis is under control. Darrell Cronk, Wells Fargo Wealth & Investment Management CIO, says it is still a good idea to remain defensive on stocks. Dr. Krutika Kuppalli, Johns Hopkins Center for Health Security Fellow and Infectious Disease Physician, says there will be a resurgence in the number of coronavirus cases if businesses open too soon.

See omnystudio.com/listener for privacy information.

Surveillance: Record Jobless Claims with Porcelli Mar 26, 2020

Show notes

David Kelly, JPMorgan Asset Management Chief Global Strategist, says the economy should be held in suspended animation until coronavirus is under control. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says this is just the beginning of jobless claims being elevated. Leslie Vinjamuri, Chatham House Head of U.S. and Americas Programme, says the Senate's $2 trillion stimulus package is extraordinary but the cause of the coronavirus pandemic must still be dealt with. Karen G. Mills, Former Head of the U.S. Small Business Administration, estimates more than half of the 3.3 million U.S. jobs lost were from small businesses.

See omnystudio.com/listener for privacy information.

Surveillance: Coronavirus Response With Rajan Mar 25, 2020

Show notes

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, believes we are entering a steep recession with tremendous policy response to follow. Raghuram Rajan, University of Chicago Booth School of Business Professor and former RBI Governor, discusses what India needs to do to combat the coronavirus crisis as the country locks down its population of 1.3 billion people. Carl Weinberg, High Frequency Economics Founder & Chief Economist, says we don't know the state of the economy of any major country in the world right now. Pavlina Tcherneva, Bard College Associate Professor of Economics, says the U.S. fiscal stimulus plan's focus on income support is the right thing to do. Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow, says state fiscal relief is an essential missing part of congress's coronavirus stimulus package.

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Bloomberg Surveillance – Bloomberg

Related Podcasts

Links

Stay Connected