Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Iran Risk Has Gone Down, Eurasia's Rome Says Jan 08, 2020

Show notes

Henry Rome, Eurasia Group Global Macro Analyst, says the risk of a major military confrontation between the U.S. and Iran has gone down. Robert Hormats, Kissinger Associates Vice Chairman, says the U.S. must now help stabilize the situation in Iraq. Greg Farrell, Bloomberg Legal Reporter, discusses next steps for Carlos Ghosn after press conference from Lebanon. David Rubenstein, Carlyle Group Co-Founder & Co-Executive Chairman, discusses his interview with Dangote Group Founder Aliko Dangote.

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Surveillance: Growth Composition Is Improving, Dutta Says Jan 07, 2020

Show notes

Adam Posen, Peterson Institute President, says there are very fundamental causes of low rates. Steven Cook, CFR Senior Fellow For Middle East And Africa Studies, says the U.S. can continue to fight terrorism without as large of a footprint in the Middle East. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says volatility stays low as prices advance. Neil Dutta, Renaissance Macro Head of Economic Research, says the composition of growth is improving.

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Surveillance: 2020 Is A Tipping Point, Eurasia's Bremmer Says Jan 06, 2020

Show notes

Ian Bremmer, Eurasia Group President & Founder, says 2020 is a tipping point for the big global trends out there. Meredith Sumpter, Eurasia Group Head of Research Strategy & Operations, says a trade conflict was expected between the U.S. and China year ago, but it was expected to be resolved. Henry Rome, Eurasia Group Iran Analyst, believes the killing of Qasem Soleimani will come to be seen as a miscalculation from the U.S. Mujtaba Rahman, Eurasia Group Managing Director for Europe, says the EU doesn't have a great strategic answer for the U.K.'s exit. And Amy Myers Jaffe, CFR David M. Rubenstein Senior Fellow for Energy and the Environment & Director of the Program on Energy Security and Climate Change, offers her insight on recent events in the Middle East and energy.

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Surveillance: Iran Has Capable Cruise Missiles, Stavridis Says Jan 03, 2020

Show notes

Nick Wadhams, Bloomberg State Department Reporter, brings us an update on President Trump's strategy in the Middle East. Amrita Sen, Energy Aspects Chief Oil Analyst, says there will be a lot of pressure on Iraq to push out pro-U.S. forces. Marc Champion, Bloomberg News Senior Reporter for International Affairs, discusses Iran's sphere of influence. Admiral James Stavridis, Bloomberg Opinion Columnist & Former NATO Alliance Supreme Allied Commander, says the U.S. military is prepared for Iran's response. Mark Kimmitt, Former Assistant Secretary of State for Political-Military Affairs, says President Trump is taking a risk with this latest foreign policy move. And Margaret Brennan, CBS Face the Nation Host, says the silence from the U.S. State Department was "deafening" last night.

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Surveillance: 2020 To Be Year Of Reckoning, Albertson Says Jan 02, 2020

Show notes

Robert Albertson, Sandler O'Neill Chief Investment Strategist, says 2020 will be a year of reckoning. Chris Bryant, Bloomberg Opinion Columnist, provides an update on former Renault-Nissan Head Carlos Ghosn's escape from Japan to Lebanon. Henrietta Treyz, Veda Partners Managing Partner & Head of Economic Policy, is not optimistic about Phase Two negotiations taking place in the near future. And Jeffrey Sachs, Columbia University Professor, says the U.S. political system is broken.

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Surveillance: No Recession in 2020, Emanuel Says Dec 31, 2019

Show notes

John Ryding, Chief Economic Advisor to Brean Capital, says we are entering 2020 with no fear of a recession. Dana Khraiche, Bloomberg News, reports that Lebanese officials will help and support Carlos Ghosn, who is viewed as a national hero. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says more public interest in stocks will drive bond yields higher in 2020. Alexandra Harris, Bloomberg Gov't Bonds & FX Reporter, analyzes how the Fed succeeded in thwarting major year-end turmoil in funding markets.

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Surveillance: China's PMIs Showing Resilience, Haque Says Dec 30, 2019

Show notes

Kona Haque, ED&F Man Head of Research, says China's government has to continue to apply stimulus to keep growth momentum ticking. Mike Gallagher, Continuum Economics Managing Director of Macro and Strategy, doesn't expect China to get a major lift from a trade truce. Ira Jersey, Bloomberg Intelligence U.S. Rates Strategist, details what to watch for in the next Fed minutes. Geetha Ranganathan, Bloomberg Intelligence Analyst: U.S. Media, predicts that Netflix might become a victim of its own success.

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Surveillance: Citi's Hollenhorst Weighs 2020 Risks Dec 27, 2019

Show notes

Bloomberg's Paul Sweeney and Sonali Basak host today's show. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the transition to automation by urging the creation of new opportunities and engines of growth. Karen Leigh, Bloomberg News Greater China Government Editor, gives an update on the protests in Hong Kong as the region braces for more demonstrations in the new year. Kevin Book, Clearview Energy Partners Head of Research, says the trade war between the U.S. and China is far from over. And David Kirkpatrick, Techonomy Media CEO & Founder, provides a forecast for tech and government regulation in 2020.

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Surveillance: Negative Rates with Mohamed El-Erian Dec 24, 2019

Show notes

Michael Holland, Holland & Co. Chairman and Founder, thinks the Fed is far more important for markets than a U.S.-China trade deal. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, believes retailers will follow in Amazon's footsteps with one-day shipping. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says it is not up to central banks to get out of the negative rates experiment. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says investors should be tactically cautious going into 2020. David Kotok, Cumberland Advisors Co-Founder & CIO, says negative interest rates are at a peak.

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Surveillance: Boeing's Rough Year Dec 23, 2019

Show notes

Catherine Mann, Citi Global Chief Economist, says the U.S.-China Phase 1 agreement looks similar to the deal proposed earlier this year in May. Kit Juckes, Societe Generale Chief FX Strategist, thinks the Chinese Yuan is as important as the Euro or the U.S. dollar now. George Ferguson, Bloomberg Intelligence Senior Aerospace and Airline Analyst discusses the implications of Boeing CEO Dennis Muilenburg stepping down. Brooke Sutherland, Bloomberg Opinion Columnist, says Boeing is at serious risk of losing its competitive edge. Greg Valliere, AGF Investments Chief U.S. Policy Strategist thinks that President Trump's 2017 tax cuts continue to fuel the market rally today.

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