Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Markets Not Pricing Risk, Coronado Says Feb 21, 2020

Show notes

Julia Coronado, Macropolicy Perspectives President & Founder, says there is a lot of complacency in market pricing right now. David Lebovitz, JPMorgan Asset Management Global Market Strategist, says the big tech names have been keeping the rest of the tech sector afloat. Jonathan Fenby TS Lombard Chairman of China Research, says the coronavirus outbreak is a big test for the leadership in China. Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says the global economy may hit stall speed because of the coronavirus. Michael McKee, Bloomberg International Economics & Policy Advisor, discusses his interview with ECB Board Member Philip Lane.

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Surveillance: Democratic Debate with Howard Dean Feb 20, 2020

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Terry Haines, Pangaea Policy Advisory Founder, says the race for the Democratic presidential nomination is more muddled after the Nevada debate. Howard Dean, Former Democratic Presidential Candidate & Former DNC Chairman, thinks that all six candidates who participated in Nevada's debate still have a chance of winning the nomination. Sonali Basak, Bloomberg Finance Reporter, breaks down what we know Morgan Stanley's plan to buy E*Trade. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the public has become an engaged buyer of stocks. Brett Ryan, Deutsche Bank Senior U.S. Economist, says firms are reluctant to lay workers off because of the tight labor market. Michael Bloomberg is the founder and majority owner of Bloomberg LP, the parent company of Bloomberg News.

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Surveillance: Monetary Policy with Goolsbee Feb 19, 2020

Show notes

Chuck Gabriel, Capital Alpha President, thinks we could know whether Bernie Sanders will be the Democratic presidential nominee by the end of March. Austan Goolsbee, University of Chicago Professor and Former Adviser to President Barack Obama, says conventional monetary policy matters less now than it ever has before. Stephen Roach, Yale Professor and Author, explains why the world economy may be headed for a "temporary recession." Sophie Huynh, Societe Generale Multi Asset Strategist, says gold is one of the best preferred protections for asset allocation. David Rubenstein, Carlyle Group Co-Executive Chairman and Host of Peer to Peer Conversations discusses his interview with Charles Schwab.

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Surveillance: Expect Others to Follow Apple, Campling Says Feb 18, 2020

Show notes

David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first quarter. Neil Campling, Mirabaud Securities Global Thematic Strategy Group Head of TMT Research, expects other companies to follow Apple in cutting their outlook. Elaine Kamarck, Brookings Senior Fellow in the Governance Studies, discusses which candidates she expects to have the momentum going into the Nevada Democratic debate. Michael Holland, Holland & Co. Chairman, says although he's mindful of the valuations in the big-cap names, he's not so concerned that he's a seller.

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Surveillance: China's Economy in Jeopardy, Hotez Says Feb 14, 2020

Show notes

Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is an unlikely time for U.S. outperformance to wane. Dr. Peter Hotez, Baylor College of Medicine Dean, calls for international cooperation in combating the coronavirus. Henrietta Treyz, Veda Partners Director of Economic Policy, discusses the tension between the U.S. and China over the coronavirus and trade. Torsten Slok, Deutsche Bank Chief Economist, says the labor market, including wages and job growth, is slowing down greatly. Jason Bordoff, Columbia Professor and former U.S. National Security Council and Director of Energy & Climate Change, says in his opinion, it’s an encouraging shift to see republicans recognizing climate change as a serious reality.

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Surveillance: China Growth May Be Flat, Kasman Says Feb 13, 2020

Show notes

Bruce Kasman, JPMorgan Chief Economist & Head of Global Research, says Chinese growth may be flat in the first quarter of 2020. Dr. Jennifer Rohn, University College London Micro Biologist, says the coronavirus is looking just as contagious as flu and just as lethal. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says we still have a global market recovery that is being delayed rather than derailed. Tavis McCourt, Raymond James Institutional Equity Strategist, says the coronavirus has upset market expectations in a way that is similar to the U.S.-China trade war.

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Surveillance: Disputed Convention Possible, Valliere Says Feb 12, 2020

Show notes

Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says it is a little too early to write Joe Biden off. Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Investment Team, says the majority of returns from the equity market has to come from earnings. James Bevan, CCLA Investment Management Chief Investment Officer, says equity valuations are too low. Neil Shearing, Capital Economics Chief Economist, says we are still in a Goldilocks period of low but positive growth. Tony Dwyer, Canaccord Genuity Chief Market Strategist, says the valuation of the market is fair and earnings are unclear.

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Surveillance: Fed Needs To Be Flexible, Laidler Says Feb 11, 2020

Show notes

Ben Laidler, Tower Hudson Research CEO, thinks valuations are very well supported for U.S. markets. Representative John Yarmuth, Democrat from Kentucky and Chairman of the Budget Committee, says Donald Trump is the biggest motivating factor for Democrats right now. Gideon Rose, Foreign Affairs Magazine Editor, says the Chinese threat to U.S. hegemony is a long term challenge rather than an immediate crisis. Stephen Stanley, Amherst Pierpont Chief Economist, doesn't see the Fed moving on rates anytime before the U.S. election. John Butler, Bloomberg Intelligence Senior Telecoms Analyst, says the T-Mobile-Sprint deal will allow T-Mobile to move more aggressively on 5G.

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Surveillance: Global Economy is Resilient, Stoltzfus Says Feb 10, 2020

Show notes

John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says there is a remarkable resilience built into the global economy. Jared Bernstein, Senior Fellow at the Center on Budget and Policy Priorities and Former Chief Economist and Economic Adviser to Vice President Joseph Biden, argues that Republicans want to get rid of safety net programs that bridge the gap between what people earn and what they actually need. Kit Juckes, Societe Generale Chief FX Strategist, does not see much that can prevent U.S. growth from slowing further. Sarah House, Wells Fargo Securities Senior Economist, says as the economy slowed over the past year, demand for labor has shifted downward.

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Surveillance: Credit Suisse Chairman Should Resign, Herro Says Feb 07, 2020

Show notes

David Herro, Harris Associates Chief Investment Officer, calls for Credit Suisse chairman Urs Rohner to resign. Ellen Zentner, Morgan Stanley Chief U.S. Economist, talks about jobs and salaries, and the recent income trend for people moving into prime of life. Elisa Martinuzzi, Bloomberg Opinion Columnist, says Credit Suisse's strategy will not take a turn under the new leadership of incoming CEO Thomas Gottstein. Lawrence Kudlow, National Economic Council Director, says the U.S. is engaged with China over export purchases.

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