Bloomberg Surveillance - Bloomberg

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Surveillance: The Pessimism Is Overdone, Normand Says Oct 24, 2018

Show notes

John Normand, JP Morgan Head of Cross-Asset Fundamental Strategy, says there are pockets of opportunity in emerging markets. George Friedman, Geopolitical Futures Founder & Chairman, discusses the U.S.-Saudi Arabia relationship. Diane Swonk, Grant Thornton Chief Economist, says much of the Fed's power comes from the perception of its independence. Craig Gordon, Bloomberg Washington Bureau Chief, joins us on breaking news. And Jon Lieber, PWC National Tax Services Principal, analyzes the possibility of a middle class tax cut.

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Surveillance: No Exuberance In Equity Markets, Kantor Says Oct 23, 2018

Show notes

Charles Kantor, Neuberger Berman Senior Portfolio Manager, sees no exuberance or optimism in equity markets. Frank Newport, Gallup Poll Editor-In-Chief, discusses the challenges of polling election turnout. Sanam Vakil, Chatham House Senior Consulting Research Fellow in the Middle East & North Africa Program, says Saudi Arabia wants to preserve their relationship with the U.S. at all costs. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, hops in the studio to analyze the market losses this morning.

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Surveillance: No Tax Legislation Before Midterms, Hudak Says Oct 22, 2018

Show notes

Kate Moore, BlackRock Investment Institute Chief Equity Strategist, defends her market optimism. John Hudak, Brookings Institution Senior Fellow in Governance Studies, predicts President Trump will "absolutely not" pass new tax legislation by the midterms. Matt Maley, MillerTabak and Co., LLC Managing Director & Equity Strategist, advises to go to cash. Steven Cook, CFR Senior Fellow For Middle East And Africa Studies, says Khashoggi's story will shake the Saudi royal family.

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Surveillance: Neither Party is Focused On Debt, Hormats Says Oct 19, 2018

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Surveillance: Italy Likely To Be Downgraded A Notch, Hense Says Oct 18, 2018

Show notes

Chris Marangi, Gabelli Funds Co-CIO, talks the future of Fox, Disney, Google and Youtube. Florian Hense, Berenberg European Economist, says it is likely that Italy will be downgraded a notch. Therese Raphael, Bloomberg Opinion Columnist, says the Trump administration's proposal for a free-trade deal with the U.K. is music to the ears of Brexiteers. Dana Peterson, Citigroup Economist, discusses the uneven wage growth in the U.S.

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Surveillance: No Reason To Stop Hiking, Zentner Says Oct 17, 2018

Show notes

Ellen Zentner, Morgan Stanley Chief U.S. Economist, sees no reason for the Fed to stop hiking right now. Martin Indyk, CFR Distinguished Fellow & Former U.S. Ambassador to Israel, says every message has to be carefully controlled in a crisis, including the one with Saudi Arabia. Joel Levington, Bloomberg Intelligence Credit & Strategy Analyst, expects Uber bonds to have junk ratings. Wolfgang Munchau, Eurointelligence President, is optimistic about a Brexit deal in December.

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Surveillance: The U.S. Is Abusing Its Privileges, Rose Says Oct 16, 2018

Show notes

Jack Lew, Former U.S. Treasury Secretary, thinks economic sanctions are a powerful tool to influence countries to change their policies. Gideon Rose, Foreign Affairs Magazine Editor, says the U.S. is abusing its privileges. Alison Williams, Bloomberg Intelligence Senior Analyst of U.S. Banks, talks IPO growth. Mohamed El-Erian, Bloomberg Opinion Columnist, is worried about the over-promise of liquidity in banks.

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Surveillance: BAC Is Growing Organically, Cassidy Says Oct 15, 2018

Show notes

Gerard Cassidy, RBC Capital Markets Equity Research Managing Director, says the universal bank model is outperforming the regional bank model. John Sfakianakis, Gulf Research Center Foundation Economics Research Director, thinks Khashoggi's disappearance has been a blow to Saudi Arabia's image-making. Vivian Nereim, Bloomberg Reporter, reports from Riyadh on the beginning of an internal probe in Saudi Arabia. Gary Gensler, Former CFTC Chairman, defends quarterly earnings reporting arguing that the public has the right to know about companies on a regular basis.

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Surveillance: No Election Impact From Celebrities, Haines Says Oct 12, 2018

Show notes

David Pearl, Epoch Investment Partners Co-Chief Investment Officer & Portfolio Manager, says JP Morgan has a clear strategy which includes a large return of capital. Terry Haines, Evercore ISI Senior Political Strategist, thinks that celebrity endorsements do not have an impact on elections results. Gustavo Rangel, ING Chief LatAm Economist, explains that big Latin American countries are not vulnerable to FX volatility. Mitch Roschelle, PwC Partner, says the U.S. is undersupplied with new housing stock.

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Surveillance: Correction Was Long In The Making, Memani Says Oct 11, 2018

Show notes

Geoffrey Yu, UBS Wealth Management Head of UK Investment Office, is not worried about tail risks. Krishna Memani, OppenheimerFunds CIO & Head of Fixed Income, thinks credit is the strongest place in the markets right now. Dana Peterson, Citigroup Global Markets Director and Economist, says an independent Fed is the best Fed. And Justin Leverenz, Oppenheimer Funds Director of EM Equities, highlights the focus on the sustainability of Tencent.

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