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: Voters Turnout When They're Pissed, Goolsbee Says Nov 06, 2018

Show notes

Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, says gridlock would be the best outcome for the markets. Doug Heye, Deputy Chief of Staff to Eric Cantor & Republican Strategist, guides us through two races in Iowa. Joe Lieberman, United Against a Nuclear Iran Chairman and Former Senator (D-CT), thinks Congress has let down the people. Austan Goolsbee, Fmr. White House Economic Adviser to President Obama, is hoping voters become increasingly skeptical of what they see on social media during elections.

See omnystudio.com/listener for privacy information.

Surveillance: U.S. Midterms Eve With Jared Bernstein Nov 05, 2018

Show notes

Harm Bandholz, Unicredit Bank Chief U.S. Economist, discusses potential for American austerity as the global economy decelerates. Golnar Motevalli, Bloomberg News Reporter in Tehran, says Iran sanctions are a sad story for the middle class. Megan Greene, Manulife Asset Management Chief Economist, does not expect the economy to overheat. Jared Bernstein, Fmr. Chief Economist & Economic Adviser to Vice President Joe R. Biden, says we've dropped the ball on public investment.

See omnystudio.com/listener for privacy information.

Surveillance: U.S. Seeing Real Wage Growth, CEA's Hassett Says Nov 02, 2018

Show notes

Jeff Currie, Goldman Sachs Global Head of Commodities Research, explains how big oil companies are adapting to a de-carbonized world. Eric Ross, Cascend Securities Chief Investment Strategist, analyzes the "Apple ecosystem." Betsey Stevenson, University of Michigan Professor & Former Chief Economist of the U.S. Department of Labor, says we have never seen a higher wage gap between workers with college degrees and those without. Kevin Hassett, Council of Economic Advisers Chairman, says the U.S. is seeing real wage growth.

See omnystudio.com/listener for privacy information.

Surveillance: Risk Parity Framework is Unraveling, Major Says Nov 01, 2018

Show notes

Seema Malhotra, Labour Party Member of Parliament, does not believe we will see a Brexit deal by November 21st. Steve Wieting, Citi Global CIO, expects a positive equity environment in 2019. Steve Major, HSBC Global Head of Fixed Income Research, says October was a bucket of cold water for the S&P. Greg Valliere, Horizon Investments Chief Political Strategist, says President Trump is absolutely already on the 2020 campaign trail.

See omnystudio.com/listener for privacy information.

Surveillance: The U.S. Is Winning The Trade War, Foley Says Oct 31, 2018

Show notes

Gerry Fowler, Aberdeen Standard Investments Global Multi-Asset Strategist, says the Libor rate is the key driver of equity markets. Jane Foley, Rabobank Head of FX Strategy, says the dollar-renminbi cross has a very political exchange rate. David Kirkpatrick, Techonomy Founder & CEO, notes Facebook growth has slowed in the developed world. Troy Gayeski, Skybridge Capital Partner, gives us a hedge fund update. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, compares loan to bond investment.

See omnystudio.com/listener for privacy information.

Surveillance: Too Late To Sell, Too Early To Buy, Trennert Says Oct 30, 2018

Show notes

Karen Ubelhart, Bloomberg Intelligence Senior Machinery Analyst, sees opportunities in the tech gigs sector. Jason Trennert, Strategas Research Chairman & Chief Executive Officer, expects more dispersion in returns as capital becomes rationed. Bob Janjuah, Nomura Senior Independent Client Advisor of Global Markets, worries about the "post-easy-money world." Jim O'Sullivan, High Frequency Chief U.S. Economist, expects a strong employment report on Friday. Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, updates us on President Trump's immigration plans.

See omnystudio.com/listener for privacy information.

Surveillance: Merkel Has Been A Monolith, Schick Says Oct 29, 2018

Show notes

Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manger & CEO, says IBM hasn't managed to innovate. Shannon K. O'Neil, Council on Foreign Relations VP, Deputy Director of Studies, and Nelson and David Rockefeller Senior Fellow for Latin American Studies, says Brazil's elected President Bolsonaro models himself after U.S. President Trump. Neil Shearing, Capital Economics Group Chief Economist, wonders when the sugar high from the tax cut will start to fade. Nina Schick, Rasmussen Global Director of Data & Polling, says it will be tough for Germany to replace Merkel who is a "monolith" for her country and the EU.

See omnystudio.com/listener for privacy information.

Surveillance: This Is A Sustainable Cycle, Mulvaney Says Oct 26, 2018

Show notes

John Ryding, RDQ Economics Chief Economist & Founding Partner, does not think the Fed should stop hiking. Robert Kaplan, Dallas Fed President & CEO, tells Michael McKee, Bloomberg International Economics & Politics Correspondent, that the current market volatility is typical. Nancy Cordes, CBS News Chief Congressional Correspondent, updates us the Senate race in Texas. And Mick Mulvaney, U.S. Office of Management & Budget Director, says the White House expected the low inflation numbers we saw today.

See omnystudio.com/listener for privacy information.

Surveillance: Tesla 4Q Is A Big Question Mark, Johnson Says Oct 25, 2018

Show notes

Gordon Johnson, Vertical Group Managing Director & Analyst, thinks Tesla's positive numbers in 2Q and 3Q are not repeatable. Gary Shilling, A Gary Shilling & Co. President, says we are basically in a deflationary war. Christian Schulz, Citi Economics Team Director, previews the ECB Meeting today. And Gene Munster, Loup Ventures Managing Partner & Co-Founder, forecasts Apple's future in autos.

See omnystudio.com/listener for privacy information.

Coming Soon: The New Economy Oct 24, 2018

Show notes

Bloomberg’s head of economics Stephanie Flanders calls on Bloomberg's worldwide network of reporters and expert commentators to cast a fresh eye on looming challenges for the world economy which affect us all.

This 6 part podcast combines on the ground reporting with expert discussion on the future of cities, finance and technology, trade, global governance and making growth more inclusive. It's the start of a global conversation on how to confront these issues which will continue in Singapore in early November, when around 400 top business leaders and thinkers from across the globe will gather in Singapore for the first New Economy Forum.

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Bloomberg Surveillance – Bloomberg

Related Podcasts

Links

Stay Connected