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: Dollar Has Peaked In This Cycle, Jalinoos Says Jul 29, 2019

Show notes

Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, says the dollar has already peaked in this cycle. Terry Haines, Pangea Policy Advisory Founder, says the threat of direct Chinese intervention in Hong Kong is still there. Admiral James Stavridis, Bloomberg Opinion Columnist and Former NATO Supreme Allied Commander, says that we have entered a red zone of miscalculation in the conflict with Iran. Tara Lachapelle, Bloomberg Opinion Columnist, explores Dish CEO Charlie Ergen's current position after recent M&A in the sector.

See omnystudio.com/listener for privacy information.

Surveillance: U.S. Economy's Canary in Coal Mine with Rosenberg Jul 26, 2019

Show notes

Peter Schaffrik, RBC Capital Markets Global Markets Strategist, says as long as the consumer stays strong, U.S. growth will keep a steady pace. Paul Sweeney, Bloomberg Surveillance Radio Anchor, recaps Amazon's second quarter results and previews the outlook for the e-commerce company. David Rosenberg, Gluskin Sheff Chief Economist, reacts to U.S. Second-quarter GDP and says he thinks small business employment serves as the canary in the coal mine for the economy. Tara Lachapelle, Bloomberg Opinion Columnist, looks ahead to the anticipated approval of the T- Mobile-Sprint deal by the Department of Justice, which she says will do little to curtail the competitive advantage of the two merging companies.

See omnystudio.com/listener for privacy information.

Surveillance: Currencies Increasingly Politicized, Stretch Says Jul 25, 2019

Show notes

Seema Shah, Principal Global Investors Chief Strategist, says the ECB is "laying the groundwork" for action in September by holding rates steady in July. Jeremy Stretch, CIBC Head of G10 FX Strategy, says currencies are becoming increasingly politicized. David Rubenstein, Carlyle Group co-founder and host of "Peer-to-Peer Conversations," discusses his latest episode with Lorne Michaels and how the SNL creator has evolved the show's humor. Shira Ovide, Bloomberg Opinion Columnist, thinks scrutiny of big tech is having a positive impact on business.

See omnystudio.com/listener for privacy information.

Surveillance: Economic Data Is Decelerating, Golub Says Jul 24, 2019

Show notes

Michael McKee, Bloomberg International Economics & Policy Correspondent, discusses the impact of weakening German manufacturing data ahead of the ECB's rate decision tomorrow. Bob Hormats, Kissinger Associates Vice Chair, says incoming U.K. Prime Minister Boris Johnson's proposed cabinet reflects the diversity of the Tory Party. Alicia Levine, BNY Mellon Chief Strategist, says global negative yields are inescapable in the U.S. Tim O'Brien, Bloomberg Opinion Columnist, says only legislators who have read the full Mueller report should be allowed to ask questions in the hearings today. And Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, does not expect falling interest rates to be good for stocks.

See omnystudio.com/listener for privacy information.

Surveillance: The U.K. Is Split, Cambridge's Barnard Says Jul 23, 2019

Show notes

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, is bearish on European equities in the short term. Catherine Barnard, Cambridge University Professor, discusses the challenges incoming U.K. Tory Leader Boris Johnson could face if he has to govern without a majority. Narayana Kocherlakota, Bloomberg View Columnist & former Minneapolis Fed President, says Fed Chairman Jerome Powell has proven himself to be a consensus builder. Gita Gopinath, IMF Chief Economist, says inflation is "undershooting for most of the major economies." And Francine Lacqua, Bloomberg Surveillance TV Anchor, discusses who Boris Johnson may appoint to his cabinet.

See omnystudio.com/listener for privacy information.

Surveillance: Inflation Picture on Weak Side, Hooper Says Jul 22, 2019

Show notes

Robert Feldman, Morgan Stanley MUFG Securities Senior Advisor, discusses Japan's Prime Minster Abe's slim victory and his plan to hike tax rates. Peter Hooper, Deutsche Bank Securities Economic Research Global Head, says he expects several rate cuts by the end of this year assuming trade tensions worsen. Brooke Sutherland, Bloomberg Opinion Columnist, says aerospace is still a safe space to be invested in. Jonathan Portes, Kings College Economics and Public Policy Professor, says that none of the options on the table will make Brexit go away.

See omnystudio.com/listener for privacy information.

Surveillance: The Fed's Dramatic Pivot with Citi's Mann Jul 19, 2019

Show notes

James Sweeney, Credit Suisse Chief Economist, forecasts the Fed will cut rates from 25-50 basis points. Catherine Mann, Citigroup Global Chief Economist, says the incoming data from the U.S. and global economies do not warrant "dramatic" market pricing. Lisa Ellis, MoffettNathanson Partner, discusses how IBM's recent acquisition of Red Hat will strengthen its position in cloud computing. Anat Admati, Stanford Finance Professor, doesn't think the U.S. financial system is fundamentally safer than it was before the financial crisis. Mia Fineman, The Metropolitan Museum of Art Associate Curator & lead on, "Apollo's Muse: The Moon In The Age of Photography," and Bob Moon, Bloomberg Radio Anchor, remember the moon landing, 50 years on.

See omnystudio.com/listener for privacy information.

Surveillance: Potential Rate Cuts with RBC's Porcelli Jul 18, 2019

Show notes

Bob Michele, JPMorgan Asset Management CIO, warns U.S. Treasury yields are heading "all the way down to zero" over the next couple of years. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, explains why there is "no economic justification" for the Federal Reserve to cut rates. Gerard Cassidy, RBC Capital Markets Equity Research Director, discusses overall bank earnings, noting the numbers were "slightly below expectations" across the board. Shira Ovide, Bloomberg Opinion Columnist, says Netflix subscriber numbers are the one thing that investors care about...and they sunk. Michael Nathanson, MoffettNathanson Founding Partner, discusses why he was shocked by Netflix's results.

See omnystudio.com/listener for privacy information.

Surveillance: Bright Spot Is The Consumer, Marangi Says Jul 17, 2019

Show notes

Taylor Riggs, Bloomberg News Reporter, breaks down Bank of America's earnings. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, recaps commonalities in the major bank reports. Bloomberg's Maria Tadeo calls in from Chantilly, France to discuss her conversation with French Finance Minister Bruno Le Maire and his distaste for Facebook's Libra. Mitch Roschelle, PWC Partner & Business Development Leader, examines June housing starts, noting U.S. new-home construction fell for a second month. Michael Feroli, JPMorgan Chief U.S. Economist, thinks a powerful consumer and strong government spending will keep the U.S. ahead. And Bloomberg's Nathan Hager remembers Supreme Court Justice John Paul Stevens in a special report.

See omnystudio.com/listener for privacy information.

Surveillance: The Sweet Spot of Banking with Michaud Jul 16, 2019

Show notes

Sonali Basak, Bloomberg News Investment Banking Reporter, notes JP Morgan's net interest is on the decline. Tom Michaud, KBW Chief Executive, discusses why the dynamic of smaller to larger banks is shifting. John Stoltzfus, Oppenheimer Co. Chief Investment Strategist, says financials are a good place to be as a shareholder. Taylor Riggs, Bloomberg Reporter, notes there were "no big surprises" in Wells Fargo's earnings. Mark McCormick, TD Bank Global Head of FX Strategy, explains how he gauges the dollar in the midst of trade tensions. Diane Swonk, Grant Thorton Chief Economist, discusses the "pretty stunning" gains in online retail sales.

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Bloomberg Surveillance – Bloomberg

Related Podcasts

Links

Stay Connected