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:

Putin to Come Prepared, Will Trump?, Kaplan Asks Jul 05, 2018

Show notes

Doug Kass, Seabreeze Partners President, explains why his forward looking concerns are plentiful. Robert D. Kaplan, Eurasia Group Senior Advisor and Center for a New American Security Fellow, observes that world leaders do not know how to analyze and predict President Trump ahead of his visit to Europe next week. Benn Steil, CFR Senior Fellow and Director of International Economics, says Russia is ratcheting up its actions on NATO's borders. Diane Swonk, Grant Thornton Chief Economist, discusses how the U.S. could de-escalate and avoid a major trade war.

See omnystudio.com/listener for privacy information.

Surveillance Special: Behind the American Revolution Jul 03, 2018

Show notes

In celebration of July 4th, Tom Keene and Pimm Fox speak to historians and authors Russell Shorto and Gordon Wood on Shorto's newest book, "Revolution Song: A Story of American Freedom."

See omnystudio.com/listener for privacy information.

FTA First Decision for Obrador, says Petersen Jul 02, 2018

Show notes

Seth Masters, Former CIO of Bernstein, talks trade frictions between the U.S. and China. Amrita Sen, Energy Aspects Chief Oil Market Analyst, observes that oil demand growth will start to slow down next year. Carlos Petersen, Eurasia Group Latin America Analyst, examines top priorities of Mexico's new leader Andres Manuel Lopez Obrador. Tasha Keeney, ARK Analyst, talks Tesla and their overlooked strategy to become an auto industry leader.

See omnystudio.com/listener for privacy information.

WTO Withdrawal Story is Worrying, Buiter Says Jun 29, 2018

Show notes

Willem Buiter, Citi Special Economic Adviser, argues that Europe should take steps to respond to the trade provocations from the U.S. Tom Petrie, Petrie Partners Chairman, says the use of new technologies in the oil industry are a response to global demand growth. Margaret Brennan, CBS Face the Nation Host, discusses President Trump's race to pick a Supreme Court justice. Julian Kheel, The Points Guy Senior Analyst, notes that as long as earnings go up, the market will go up.

See omnystudio.com/listener for privacy information.

There will be a new conservatism, Lenkner says Jun 28, 2018

Show notes

Kate Moore, BlackRock Chief Equity Strategist, says she expects quite strong earnings across a huge variety of sectors in the second quarter. David Woo, Bank of America Merrill Lynch Head of Global Rates, says he's bullish about the U.S. economy. Travis Lenkner, Keller Lenkner Managing Partner, says Gorsuch and Kavanaugh are similar candidates for the Supreme Court seat. Dr. Christopher Smart, Barings Head of Global Macro and Geopolitical Research, discusses the strained relationship between the U.S. and Russia.

See omnystudio.com/listener for privacy information.

China is Broadening Out, Roach Says Jun 27, 2018

Show notes

Elisa Martinuzzi, Bloomberg News EMEA Finance & Investing Managing Editor, says margins will remain very thin in Europe for the foreseeable future. Stephen Roach, Yale University Senior Lecturer, says the Trump administration is looking for President Xi to capitulate on his core strategy of innovation, industrial policy, and pan regional leadership. Noah Feldman, Bloomberg Opinion Columnist, and Greg Stohr, Bloomberg Supreme Court Reporter, join to update us on yesterday's Supreme Court decisions.

See omnystudio.com/listener for privacy information.

U.S. Facing Diplomacy Problem, Shiller Says Jun 26, 2018

Show notes

Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, says the economy is strong and they're advising their clients to maintain their allocations. Robert Shiller, Yale Sterling Professor of Economics and Nobel Laureate, observes that the U.S. has a big international diplomacy problem. David Goldman, Macrostrategy President, proposes the U.S. should organize a systematic brain drain by bringing the best tech professionals from China to the U.S. Jane Foley, Rabobank Head of FX Strategy, thinks the dollar is very strong.

See omnystudio.com/listener for privacy information.

Dollar is Fundamentally Overvalued, Dennis Says Jun 25, 2018

Show notes

Enda Curran, Bloomberg News Chief Asia Correspondent, says the U.S. is going to step up its scrutiny of Chinese investment in the U.S. Tony Crescenzi, PIMCO Executive Vice President & Market Strategist, predicts that the global economy will grow about $95 trillion this year. Geoff Dennis, UBS Head of Global Emerging Markets Equity Strategy, says that dollar euro is the best indicator of dollar strength in emerging markets. Deborah Lehr, Paulson Institute Vice Chairman, thinks that President Trump and Xi have a very good working relationship. Karen Ubelhart, Bloomberg Intelligence Industrials Analyst, joins to recap headlines that General Electric is selling its distributed power unit to Advent.

See omnystudio.com/listener for privacy information.

100M Oil Barrels Needed a Day, Paul Sankey Says Jun 22, 2018

Show notes

Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says uncertainty about the tariff war is proving to be painful. Lisa Shalett, Morgan Stanley Wealth Management Head of Investment and Portfolio Strategies, advises her clients to have the maximum level of diversification in equity markets. Paul Sankey, Mizuho Oil Analyst and Managing Director, observes the global economy is stronger than people appreciate. And Brad DeLong, UC Berkeley Professor of Economics, says the 21st century won't be an American century if President Trump's trade and immigration policies continue.

See omnystudio.com/listener for privacy information.

U.S. Is An Importer, Not Exporter, Sec. Ross Says Jun 21, 2018

Show notes

Danny Blanchflower, Dartmouth College Professor of Economics, says there are no data which support a BOE rate hike. Wilbur Ross, U.S. Secretary of Commerce, thinks finding workers is the biggest problem for American industry. Daniel Yergin, IHS Markit Vice Chairman, says labor in many markets is very tight. And Susan Lund, McKinsey Global Institute Director of Research, observes corporate debt has tripled in size since the financial crisis.

See omnystudio.com/listener for privacy information.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Bloomberg Surveillance – Bloomberg

Related Podcasts

Links

Stay Connected