Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: Lehman Like a Greek Tragedy, Hintz Says Sep 14, 2018

Show notes

Brad Hintz, Former Lehman CFO & NYU Professor, says that from the 2008 financial crisis, we've learned that repo is not stable. Yousef Gamal el-Din, Bloomberg TV Daybreak Middle East Anchor, brings us an update from Turkey. Adam Posen, Peterson Institute for International Economics President, says the ECB is not grappling with outrageous inflation. Megan Greene, Manulife Asset Management Chief Economist, says for the most part, the Fed is focused on the U.S. and not EM. And Mark Lehman, JMP Securities President, thinks Apple will continue to garner attention.

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Surveillance: Concerned About U.S. Trade Policy, Dudley Says Sep 12, 2018

Show notes

We start off on a segment from our TV show with Ken Rogoff, Harvard Professor & Former IMF Chief Economist, and Mariana Mazzucato, University College London Professor & Author of "The Value of Everything." Following, Jim Roemer, Best Weather Inc. President, predicts Hurricane Florence will impact stocks more than commodities. Next, Steve Auth, Federated Investors Equities CIO, says tech companies are the new monopolies. And William Dudley, Former New York Fed Chairman, tells Bloomberg's Michael McKee that he's concerned about the fiscal sustainability of the U.S.

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Surveillance: I Think About The Families On 9/11, Kean Says Sep 11, 2018

Show notes

William Lee, Milken Institute Chief Economist, says firms are substituting capital for labor. Walter Piecyk, BTIG Research Analyst & Managing Director, says electronic companies have high profit margins and they can use these to avoid price increases from tariffs. Margie Patel, Wells Fargo Asset Management, says the Fed is very transparent in what they are doing. And Thomas Kean, 9/11 Commission Chairman & Former New Jersey Governor, reflects on September 11, 2001

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Surveillance: Fed is Worried About Overheating, O'Sullivan Says Sep 10, 2018

Show notes

Chris Grisanti, Grisanti Capital Management CEO, predicts if Democrats take the house at midterms, it will not upset the markets. Jim O'Sullivan, High Frequency Chief U.S. Economist, recaps Friday's jobs numbers. Mary Lovely, Peterson Institute for International Economics Senior Fellow & Syracuse University Professor, has her eye on market growth in Asia. And Nomi Prins, Author of "Collusion: How Central Bankers Rigged the World", says the dollar tends to be the recipient in the Great Unwind.

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Surveillance: Wage Growth Is Still A Mystery, Krueger Says Sep 07, 2018

Show notes

Mike Schumacher, Wells Fargo Head of Interest Strategy, says the potential of job reports to move the markets has decreased dramatically. Alan Krueger, Princeton University Professor & Former Assistant Secretary of the U.S. Treasury, remembers he told President Obama this wouldn't be the strongest recovery but it could be the longest. James Glassman, JP Morgan Chase Commercial Banking Head Economist, and Betsey Stevenson, University of Michigan Professor & Former Chief Economist of the U.S. Department of Labor, react to the jobs number in real time. And Damian Sassower, Bloomberg Intelligence Chief EM Credit Strategist, says what initially drew foreign investors to EM is the scope in which central banks could ease rates.

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Surveillance: Hill Hearings Eclipsed by Op-Ed, Cirilli Reports Sep 06, 2018

Show notes

Lisa Abramowicz fills in for Tom Keene today. We speak with Tim Ash, Bluebay Asset Management Senior EM Sovereign Strategist, who says EM is a big part of the global economy and it cannot be ignored. Chris Marangi, Gabelli Funds Co-CIO, says we are catching up on regulations for the Internet. Kevin Cirilli, Bloomberg News Chief Washington Correspondent, provides an update on the White House's search for the anonymous NYT Op-Ed writer. We also feature a segment from our TV show with Anchor Scarlet Fu and Bloomberg Tech Reporter Sarah Frier. And Gene Munster, Loup Ventures Management Managing Director & Co-Founder, provides details on Google's absence at the Hill Hearings yesterday.

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Surveillance: U.S. Is In Round 1 Of Trade Wars, Gallo Says Sep 05, 2018

Show notes

Alberto Gallo, Algebris Investments Head of Macro Strategies & Partner, says the Turkish lira has been hurt by outflows from investors. John Taft, Baird Vice Chairman, analyzes risks in the shadow banking system. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, suspects Jack Dorsey and Sheryl Sandberg will be more contrite than previous representatives from their companies. And Julia Coronado, Macropolicy Perspectives President & Founder, reviews U.S. eco data with Tom and Jon.

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Surveillance: The Long Party is Over, Kotok Says Sep 04, 2018

Show notes

Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme Court confirmation hearings of Brett Kavanaugh. David Kotok, Cumberland Advisors CIO & Co-Founder, says hateful belligerency accomplishes nothing in politics.

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Surveillance: EU Auto Tariffs Offer Not Good Enough, Trump Says Aug 31, 2018

Show notes

Steve Hanke, Johns Hopkins University Professor of Applied Economics, says Argentina has been "a complete disaster" since President Macri called the IMF. President Trump says EU offer for no auto tariffs is "not good enough", in an exclusive interview with Bloomberg's Editor-in-Chief John Micklethwait. Margaret Brennan, CBS Face the Nation Host, says her show on Sunday will largely be focused on the services for Sen. McCain in Washington. And Julian Kheel, ThePointsGuy Senior Analyst, provides a much needed update on Labor Day travel in the U.S.

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Surveillance: U.S. Consumer Is In Very Good Shape, Gayeski Says Aug 30, 2018

Show notes

Harm Bandholz, Unicredit Bank Chief U.S. Economist, thinks Stanley Fischer will be hard to replace but Richard Clarida is a great pick for Fed Vice Chair. Troy Gayeski, Skybridge Partner & Portfolio Manager, says the U.S. consumer is in very good shape right now. Dennis Gartman, The Gartman Letter Editor & Publisher, says he'd rather own wheat than any other soft commodity. And Miriam Sapiro, Sard Verbinnen's SVC Public Affairs Managing Director & Vice Chairman, says trade negotiations require a holistic approach from several government agencies.

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