Bloomberg Surveillance - Bloomberg

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Surveillance: Remembering President George H.W. Bush Dec 05, 2018

Show notes

Bloomberg Surveillance remember former President George H.W. Bush in today's episode. Diana Furchtgott-Roth, Former Office of Policy Planning Associate Director for George H.W. Bush, discusses the former President's economic policies. Ron Bonjean, The Bonjean Company Founder, discusses the future of the Republican party. Admiral James Stavridis, Former NATO Supreme Allied Commander for Europe, says George H.W. Bush was one of the biggest supporters of NATO in history. Bill Hoagland, Bipartisan Policy Center Senior Vice President, says the former President was pragmatic about deficits.

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Surveillance: 2020 Will Be Quite Weak, Shepherdson Says Dec 04, 2018

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Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says wage growth is much more likely to head North than South. Ira Jersey, Bloomberg Intelligence U.S. Rates Strategist, discusses the yield curve flattening. Kevin Book, Clearview Energy Partners Head of Research, brings us an update on oil markets. Emma Ross Thomas, Bloomberg Brexit Editor, says BOE Governor Mark Carney is no stranger to criticism.

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Surveillance: The U.S. Economy Is In Good Shape, Clarida Says Dec 03, 2018

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Richard Clarida, Federal Reserve Vice Chairman, says the U.S. Economy is in good shape right now. Michael McKee, Bloomberg International Economics & Policy Correspondent, says the market is pricing in a much lower path for rate hikes for the Fed in 2019. Marianne Schneider-Petsinger, Chatham House Geoeconomics Fellow for U.S. & the Americas, says it is not clear what the Trump administration wants to achieve with China. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, highlights the divergent outlook of monetary policy for the PBOC and the Fed. Former Senator Alan Simpson, (R) Wyoming, remembers President George H.W. Bush.

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Surveillance: China Was Caught Off Balance By Trump, Fenby Says Nov 30, 2018

Show notes

Jonathan Fenby, TSLombard Chairman, says the trade war has come at an inconvenient time for Xi Jinping. Michael McKee, Bloomberg International Economics and Policy Correspondent, updates us on the USMCA signing in Buenos Aires. Julia Coronado, Macropolicy Perspectives Founder & President, does not expect the G-20 meetings to resolve trade issues. Ian Bremmer, Eurasia Group President & Founder, says a framework agreement between Xi and Trump would be a huge win. And Garrett Graff, Author of "Threat Matrix", offers an inside look into political drama in Washington.

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Surveillance: Normalization With Former ECB President Trichet Nov 29, 2018

Show notes

Thu Lan Nguyen, Commerzbank FX Strategist, and Daniel Morris, BNP Paribas Asset Management Senior Investment Strategist, discuss the market impact of various Brexit outcomes. Jean-Claude Trichet, Former ECB President, says the 2008 crisis put central banks close to a financial stability mandate. Don Gimbel, Geneva Advisors Portfolio Manager, thinks China and the U.S. may reach an agreement at the G-20 summit. Leon Cooperman, Omega Advisors Chairman & CEO, discusses the algorithms that bring volatility to the markets. Eric Garcetti, Los Angeles Mayor, says mayors are the political first responders to natural disasters.

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Surveillance: Fiscal Cliff Coming In 2020, Crescenzi Says Nov 28, 2018

Show notes

Bloomberg Surveillance is live from the Bloomberg link for the Year Ahead Summit. Miranda Carr, Haitong International China Macro Strategist, says the Chinese government will have to take strong measures to avoid volatility in the yuan. Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, expects a fiscal cliff in 2020. David Rubenstein, Carlyle Group Co-Chairman & Co-Founder, discusses the humility of Former Supreme Court Justice Anthony Kennedy, the guest on his show "Peer to Peer Conversations". Luca Solca, Exane BNP Paribas Head of Luxury Goods Research, says that the Chinese consumer represents a third of the luxury market. Nick Colas, DataTrek Research Co-Founder, says bitcoin is a cloudy market.

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Surveillance: Auto Workers Losing For Decades Now, Alden Says Nov 27, 2018

Show notes

Arlene Foster, U.K. Democratic Unionist Party Leader, tells us why her party doesn't support May's Brexit deal. Kevin Tynan, Bloomberg Intelligence Senior Automotive Analyst, says GM is going through this "painful transition" in order to be relevant in the future. Edward Alden, CFR Senior Fellow and Author of "Failure To Adjust: How Americans Got Left Behind In The Global Economy", says China is a bigger market for GM than the U.S. Andrew Wood, Chatham House Associate Fellow for their Russia and Eurasia Programme, does not think there will be new sanctions on Russia.

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Surveillance: Unemployment Rate Is Going Nowhere, Sweeney Says Nov 26, 2018

Show notes

Nicky Morgan, U.K. Member of Parliament & Chair of Treasury Select Committee, and Rupert Harrison, BlackRock Multi-Asset Strategies Portfolio Manager, talk the challenges of getting the Brexit deal through Parliament. James Sweeney, Credit Suisse Chief Economist & Head of Global Fixed Income & Economic Research, says returns aren't great but the unemployment rate is going nowhere. Oliver Chen, Cowen Senior Equity Research Analyst, discusses Cyber Monday for a generation that needs "instagramable moments." Abhishek Deshpande, Head of JP Morgan's Global Oil Market Research & Strategy Team, thinks oil's falling prices are partly policy led.

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Surveillance: Oil Prices Boost Consumer Spending, Swonk Says Nov 23, 2018

Show notes

Steve Wieting, Citigroup Global Chief Investment Strategist, doesn't think 2019 marks a down year for the U.S. or the rest of the world. John Levy, John B. Levy & Company Founder, says we are going from necessity shopping to experience shopping. Diane Swonk, Grant Thornton Chief Economist, says oil prices will give a boost to consumer spending in the holiday season. Christyan Malek, J.P. Morgan Head of EMEA Oil & Gas Research, talks the Russian break even and the Saudi break even oil prices. Dana Telsey, Telsey Advisory Founder, says stores are in a good inventory position for holidays sales.

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Surveillance: We Need To Fix The Trade Issue, OECD's Boone Says Nov 21, 2018

Show notes

Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says the Phillips curve is as flat as the table he is sitting at. Laurence Boone, OECD Chief Economist, highlights the need to fix trade issues. Mike Feroli, JPMorgan Chief Economist, thinks the Fed will continue to hike every quarter next year. Brian Kelly, The Points Guy, says the credit card market is living the biggest boom we have ever seen.

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