Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Growth Is Likely To Slow, Kudlow Says Mar 06, 2020

Show notes

Tiffany Wilding, PIMCO US Economist, says growth shock can lead to market panic. Farley Cleghorn, Palladium Health Director, discusses the issues surrounding testing for the coronavirus. Jeff Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, says payroll report shows the strength of the economy going into the virus shock. Lawrence Kudlow, National Economic Council Director, says growth is likely to slow, but the virus impact will be temporary.

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Surveillance: Markets Negative For A While, Ward Says Mar 05, 2020

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Howard Ward, Gabelli Funds CIO of Growth Equities, says we may reach new lows if earnings go negative. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, says oil price correction may have run its course. Jim Bianco, Bianco Research and Bloomberg Opinion Columnist, talks rates and when he thinks the market will get to zero. Jean Claude Trichet, Former ECB President, says a coordinated interest-rate cut this week could have induced panic and wasn’t warranted. Tim Ryan, PwC U.S. Chairman and Senior Partner, says the coronavirus is a great example of how CEOs have to be prepared for anything.

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Surveillance: Get Used To Low U.S. Yields, Caron Says Mar 04, 2020

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Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says we should start getting used to lower yields in the U.S. Howard Dean, Former DNC Chair & Former Governor of Vermont, is incredibly disturbed by the low turnout among younger voters. Julia Coronado, MacroPolicy Perspectives President & Founder, says the Fed is running out ammo and fiscal policymakers will need to pick up the ball. Jared Bernstein, Center on Budget and Policy Senior Fellow, says the U.S. Economy will likely be growing well below trend by the time people vote for U.S. President. David Rubenstein, Carlyle Group Co-Founder & Host of Bloomberg's Peer to Peer Conversations, reflects on his conversation with Yasir Al-Rumayyan, Governor of Saudi Arabia's Public Investment Fund who predicts the fund will grow to $2 trillion by 2030.

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Surveillance: 2020 Is The Year Of Virus, Kelly Says Mar 03, 2020

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David Kelly, JPMorgan Asset Management Chief Global Strategist, says we are only in the early chapters of what the coronavirus could mean for the global economy. Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, says conditions are in place for a tradable low. Mohamed Younis, Gallup Poll Editor in Chief, says 63 percent of Americans agree with the way President Trump is running the economy. Diane Swonk, Grant Thornton Chief Economist, says rate cuts won't be enough to cure the coronavirus crisis.

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Surveillance: Health of Financial System With Weinberg Mar 02, 2020

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Carl Weinberg, High Frequency Economics Chief Economist & Managing Director discusses the health of the financial system as the coronavirus continues to cloud the outlook for global growth. Terry Haines, Pangaea Policy Advisory Founder says presidential candidate Joe Biden can beat President Trump. Michael Shaoul, Marketfield Asset Management, says the bond market is just as prone to stresses as other parts of the market. Jennifer Rohn, UCL Micro Biologist, says washing hands more important than wearing face mask to protect against coronavirus.

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Surveillance: Fed Needs To Act Soon, Darda Says Feb 28, 2020

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Mike Darda, MKM Partners Chief Economist & Macro Strategist, says central banks, by doing nothing, are actually allowing financial conditions to tighten. Bob Michele, JPMorgan AM CIO and Head of Global Fixed Income, Currency & Commodities, says to expect central rate cuts across the globe. Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says fiscal easing is needed to avoid damaging economic potential in times of crisis. Erik Nielsen, Unicredit Group Chief Economist, says there is little monetary policy can do to offset a supply shock. Jim Bianco, Bianco Research President and Macro Strategist, says the coronavirus might be a bigger deal than the financial crisis.

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Surveillance: Correction Has Room To Go, Rochester Says Feb 27, 2020

Show notes

Jordan Rochester, Nomura G-10 FX Strategist, says markets are not used to a supply shock of the magnitude caused by the ecoronavirus. Dr. Adam Bernheim, Mount Sinai Hospital Cardiothoracic Radiologist, explains how lung scans could lead to quicker detection and diagnosis of coronavirus. Patrick Armstrong, Plurimi Wealth CIO, thinks the bond rally has probably gone too far. Shannon Cross, Cross Research co-founder, shares her outlook for tech as more companies issue profit warnings fueled by coronavirus concerns.

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Surveillance: V-Shaped Recovery Is Nonsense, Roubini Says Feb 26, 2020

Show notes

Greg Boutle BNP Paribas U.S. Head of Equity and Derivative Strategy, expects a lot more market volatility from here. Jean-Sébastien Jacques, Rio Tinto CEO, says the company is prepared for uncertainty from the coronavirus. Jimmy Whitworth, professor of international public health at the London School of Hygiene & Tropical Medicine, warns of the potential impact of the coronavirus on sub-Saharan Africa. Nouriel Roubini, NYU Stern School of Business Professor and Roubini Macro Associates Chairman, says markets are delusional about the coronavirus's impact on the global economy. Jeanne Zaino, Iona College Political Science Professor and Bloomberg Political Contributor, says the Democratic primary process does not work to the benefit of the Democratic party. Michael Nathanson, Moffettnathanson Senior Research Analyst, says Bob Chapek was the natural choice to replace Bob Iger as Disney CEO.

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Surveillance: U.S. Equities In Good Shape, Laidler Says Feb 25, 2020

Show notes

Ben Laidler, Tower Hudson Research CEO, thinks U.S. equities are in much better shape than many people think they are. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, thinks the Fed could be close to the point of taking action on the coronavirus. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says market uncertainty makes in almost impossible to take a three-year view. Dr. Peter Hotez, Baylor College of Medicine Dean, breaks down the most recent efforts to combat the coronavirus. Kevin Cirilli, Bloomberg Chief Washington Correspondent, says tonight's debate is most critical for Joe Biden.

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Surveillance: Market Sell-Off With Matus Feb 24, 2020

Show notes

Drew Matus, MetLife Investment Management Chief Market Strategist, says 2021 is when we really have to start thinking about there being a recession in the U.S. Todd Mariano, Eurasia Group U.S. Director, says there is a sense among campaign strategists that it may be too late for other candidates to catch up to Bernie Sanders. Selina Wang, Bloomberg China Correspondent, says the rate of new coronavirus cases in Hubei province seem to be stabilizing. Stuart Kaiser, UBS Head of Equity Derivatives Research, says the VIX at 25 or 30 would suggest "indiscriminate hedging." Kristina Hooper, Invesco Chief Global Market Strategist, says the Fed must be measured and thoughtful in its response to coronavirus risks.

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