Bloomberg Surveillance - Bloomberg

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Elon Musk ≠ Warren Buffett, Kass Says Aug 01, 2018

Show notes

Tom Porcelli, RBC Capital Chief Economist,thinks we are arriving at the tightest part of the labor cycle. Emma O'Brien, Bloomberg's Asia Newsdesk Editor, joins us on TV to talk Tesla. Jean-Sebastian Jacques, Rio Tinto CEO, says they're focused on high quality growth. Andrea Orcel, UBS Investment Bank President, tells Francine what global risks he has his eye on. And Douglas Kass, Seabreeze Partners President, offers his opinion on Elon Musk.

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Central Banks Must Communicate, Schoenholtz Says Aug 01, 2018

Show notes

Diana Amoa, JP Morgan Asset Management Fixed Income Portfolio Manager, notes Japan is nowhere near their inflation target. Kim Schoenholtz, NYU Economics Professor, says that by being transparent, central banks condition us to anticipate their behavior. Will Power, Baird Senior Research Analyst, says that Apple is heading in the right direction to fulfill its target. And Paul Donovan, UBS Wealth Management Global Chief Economist, takes a close look at eco data from Japan.

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Populists Manipulate Fear, Vinjamuri Says Jul 30, 2018

Show notes

Bruce Kasman, JPMorgan Chief Economist & Managing Director of Global Research, shares his definition of full employment. Leslie Vinjamuri, Chatham House Head of U.S. and the Americas Programme, has her eye on the U.S. midterm elections. Chris Marangi, Gabelli Funds Co-CIO, thinks we're overly focused on the shape of the yield curve. Stephanie Flanders, Bloomberg News Senior Executive Editor for Economics, joins to discuss her recent interview with the Bank of England Governor Mark Carney.

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Tesla Is Not Executing Well, Eisman Says Jul 27, 2018

Show notes

Paul Sweeney, Bloomberg Intelligence Director of North American Research, says a media platform that has less than a billion users struggles to be relevant for advertisers. Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, explains all the negative signals he sees from Tesla. Chris Rupkey, MUFG Union Bank Chief Financial Economist, says economists think demographics, such as a low birth rate, will keep economic growth down. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, is skeptical of the naysayers on how well the economy is going to do.

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Instagram is Facebook's Bellwether, Lehmann Says Jul 26, 2018

Show notes

Richard Haass, Council on Foreign Relations President, says the U.S. is voluntarily choosing to abdicate from its hegemonic role. Mark Lehmann, JMP Securities President, expects Facebook's expenses to bloat for some time. James Bevan, CCLA Investment Management CIO, is enthusiastic for U.S. equities but not for European equities. And Win Thin, Brown Brothers Harriman Head of EM Currency, believes China will push through the trade war without facing a financial crisis.

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Global Trade Is A Growth Engine, Roach Says Jul 25, 2018

Show notes

Stephen Roach, Yale University Professor, says global trade has been an engine for growth for developing and developed countries alike. Steven Arons, Bloomberg News German Banks Reporter, thinks that Deutsche Bank has a chance of getting out of their vicious cycle. Eileen Burbidge, Passion Capital Partner, talks space exploration in the age of SpaceX. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, says Asian currencies are clearly in the line of fire from the Trump administration. Komal Sri-Kumar, Sri-Kumar Global Strategies President, joins us to provide his macro outlook.

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It's Time to Raise Cash Levels, Joseph Cohen Says Jul 24, 2018

Show notes

Today we feature Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist. She joins the usual suspects and Bloomberg Intelligence's Paul Sweeney to talk tech regulation and what's trending at hedge funds. Jeff Currie, Goldman Sachs Global Head of Commodities Research, lays out which EM currencies are most vulnerable to oil prices. And Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, thinks in general, the idea that the U.S. has the upper hand in trade talks is mistaken.

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Amazon is a Great Competitor, Langone Says Jul 23, 2018

Show notes

John Silvia, Wells Fargo Securities Chief Economist, forecasts a .2-.3% change in potential GDP. Golnar Motevalli, Bloomberg Reporter in Tehran, provides an update on U.S.-Iran relations during Bloomberg Surveillance on Bloomberg TV. Tom Michaud, KBW Inc. CEO, thinks bank mergers are a slower and more deliberate process than before the economic crisis. And Ken Langone, Author "I Love Capitalism" & Home Depot Co-Founder, offers his take on Jeff Bezos and Amazon.

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Fed Has Been A Political Piñata, Swonk Says Jul 20, 2018

Show notes

Jerome Schneider, PIMCO Head of Short Term Portfolio Manager, breaks down nominal and real interest rates. Diane Swonk, Grant Thornton Chief Economist,reviews the history of the Fed's independence. Adam Posen, Peterson Institute for International Economics President, worries that President Trump is becoming 'Nixonian.' Jane Foley, Rabobank Head of FX Strategy, and Michael McKee, Bloomberg News International Economics & Policy Correspondent, hop on the show to discuss the potential of a currency war. Vincent Cignarella, Bloomberg Americas Global Macro Squawk, and Margaret Brennan, CBS Face the Nation Host, offer their expertise on market and political news of the week.

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Disney Had the Upper Hand All Along, Hartman Says Jul 19, 2018

Show notes

Joseph Quinlan, Head of Market Strategy for U.S. Trust, argues consumers are driving the Chinese economy. Justina Lee, Bloomberg News China Markets Reporter, observes the PBOC may be moving towards an easing bias. Kirk Hartman, Wells Fargo AM Global CIO, thinks Disney had the upper hand in bids to buy 21st Century Fox all along. And further, Craig Moffett, MoffettNathanson Founding Partner, notes we still don't know if Disney is going to increase their bid for 21st Century Fox or not.

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