Bloomberg Surveillance - Bloomberg

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Surveillance: Beijing Will not Simply Yield to WH, says Hormats Nov 22, 2019

Show notes

Luke Tilley, Wilmington Trust Chief Economist, is optimistic equities will see a positive impact from a looming Phase One deal. Robert Hormats, Kissinger Associates Vice-Chair, says after visiting China, he thinks the Chinese are committed to a tariff deal but adds Beijing will not yield to White House demands simply because its economy is slowing. Dan Ives, Wedbush Securities Managing Director of Equity Research, says Tesla's 'Cybertruck' may be dead on arrival when it hits the market in 2022. Margaret Brennan, Face the Nation Host, says many conversations surrounding President Trump's hearings don't seem to have been moved forward by this week's testimonies. Priya Misra, TD Securities Managing Director & Global Head of Rates Strategy, is worried that cracks in the consumer are beginning to appear.

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Surveillance: The Foothills Of A Cold War With Baucus Nov 21, 2019

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Laurence Boone, OECD Chief Economist, expects growth to remain stuck for the next two years due to trade uncertainty. Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, says Europe is looking "less bad" as global markets continue to bottom out. Lale Topcuoglu, JOHCM (USA) Inc. Senior Fund Manager, believes there is no such thing as cash on the sidelines. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says yields are not that attractive to take on duration risks. And Max Baucus, Former U.S. Ambassador to China, says President Xi is clearly nationalistic.

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Surveillance: Value In International Stocks, Santos Says Nov 20, 2019

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Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is value in international stocks. Bill Dudley, Former New York Fed President, says contrary to the recent Fed report, he thinks there are two significant economic risks on the horizon. Todd Mariano, Eurasia Group U.S. Director, believes there is a veto-proof majority in support of the Hong Kong Human Rights and Democracy bill. Megan Greene, Harvard Kennedy School Senior Fellow, says global growth will look better next year because emerging markets will be less squeezed. Dan Alpert, Westwood Capital Founding Managing Partner, says jobs numbers have been dented by the lack of government spending on infrastructure.

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Surveillance: AT&T Downgraded To Sell With Moffett Nov 19, 2019

Show notes

Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, explains why interest rates are just one piece of the dollar puzzle. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says she doesn't think the phase one trade deal will come. David Herro, Harris Associates CIO of International Equities, discusses his outlook on the U.S. economy, as well as his expectations for the S&P sectors. Gregory Zuckerman, author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution," outlines the advantages of quantitative thought. And Craig Moffett, Moffettnathanson Founding Partner & Senior Research Analyst, explains his early morning bear call on AT&T.

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Surveillance: Phase One Deal Will Be Cosmetic, Coronado Says Nov 18, 2019

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Dan Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America and Former U.S. Department of State Chief Economist, expects another round of insurance cuts from the Fed. Ellen Wald, Atlantic Council Senior Fellow, says Saudi Aramco's $25 billion IPO is not just about capital for the company. Bloomberg's Anna Edwards sat down with Labour Party Leader Jeremy Corbyn and he says his party have a 'good relationship' with BOE Governor Mark Carney. Julia Coronado, Macropolicy Perspectives President & Founder, says the issues that divide the U.S. and China are not easily resolved. And Georgette Boele, ABN Amro Senior FX & Previous Metals Strategist, says right now, investors are very long gold.

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Surveillance: Global Growth Is Bottoming, Cantrill Says Nov 15, 2019

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Howard Ward, Gabelli Funds CIO of Growth Equities, thinks it's time for the White House to "stop manipulating the market" when it comes to trade deal progress. Libby Cantrill, PIMCO Head of Public Policy, says uncertainty and tensions with China are not going away any time soon. Molly Smith, Bloomberg Corporate Finance Reporter, says this week's strong demand for Abbvie's bonds show there's a lot of confidence in the tie-up between Abbvie & Allergan. John Authers, Bloomberg Opinion Columnist, details the deep economic links between China and emerging markets. And Lord Adair Turner, House of Lords & G-30 Member, says in terms of pensions, Sweden has made some sensible policies.

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Surveillance: Infrastructure Investment Needed, Swonk Says Nov 14, 2019

Show notes

Steven Wieting, Citi Private Bank Global Chief Investment Strategist, expects a new all-time high in profits next year. Mary Lovely, Peterson Institute Non-Resident Senior Fellow, says it will be wise for President Trump to make a deal with China. Nicola Mai, PIMCO Sovereign Credit Analyst, says it's very difficult for the ECB to raise inflation without help from the fiscal authorities. Diane Swonk, Grant Thornton Chief Economist, says what we really need for U.S. eco growth is infrastructure investment. And Sarah Halzack, Bloomberg Opinion Columnist, says Walmart's grocery division, which accounts for 56% of its U.S. sales, has an advantage over Amazon due to its infrastructure nationwide.

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Surveillance: Pessimism Of Summer Reversed, Shaoul Says Nov 13, 2019

Show notes

Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, thinks the deep market pessimism of the summer is returning to normal. Alicia Levine, BNY Mellon Chief Strategist, says cyclical sectors are beginning to show signs of life even as data remains somewhat soft. Terry Haines, Pangaea Policy Advisory Founder, says the U.S. is ultimately pursuing for an "enforceable" deal with China. Karen Leigh, Bloomberg Greater China Government Editor, reports retail and travel have taken a hit in recent months in Hong Kong. And Chris Rupkey, Chief Financial Economist at MUFG Union Bank, says it sounds like President Trump is still taking a hard line on trade with China.

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Surveillance: Outlook For Manufacturing Isn't Great, Amoa Says Nov 12, 2019

Show notes

Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, says a lot of the concerns about global growth that were weighing on sentiment have been priced out of the market. Neil Shearing, Capital Economics Group Chief Economist, says we are in a new era of structurally weaker growth in emerging and developed markets. Francisco Blanch, Bank of America Head of Global Commodities & Derivatives Research, says America's energy boom has boosted U.S. immunity to the trade war with China. And Geetha Ranganathan, Bloomberg Intelligence U.S. Media Analyst, says Disney+ is the linchpin for Disney's direct-to-consumer strategy.

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Surveillance: Forward-Looking Data Is Up, Achuthan Says Nov 11, 2019

Show notes

George Bory, Wells Fargo Securities Head of Fixed Income Research, says the current, positively-sloped U.S. yield curve is a good indicator for future economic growth. Yvonne Man, Bloomberg Daybreak Asia Anchor, says riot police are still in the streets in Hong Kong. Saira Malik, Nuveen Global Equities CIO, says China's economy will rebound if trade talks continue to make progress. Stephen Schork, Schork Group President, sees global oil demand peaking well before 2035. And Lakshman Achuthan, ECRI Co-Founder, says disruptive tech innovations can change the contour of the business cycle.

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