Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Xi is a Highly Nationalistic Leader, Economy Says Jun 21, 2018

Show notes

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says a trade war could lead to a stronger dollar. Elizabeth Economy, CFR Senior Fellow & Author of "The Third Revolution", says tariffs are good for shock value but past that, they don't do much. And Bloomberg's Senior Executive Editor for Economics Stephanie Flanders hosts a panel of central bankers in Sintra, Portugal. We hear from ECB President Mario Draghi and Fed Chairman Jerome Powell.

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U.S. is Now Openly Protectionist, Alden Says Jun 19, 2018

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Torsten Slok, Deutsche Bank Chief International Economist, asks what the Chinese retaliation may look like against U.S. tariffs. Vince Reinhart, Standish Chief Economist and Investment Strategist, thinks the Fed may have a problem knowing when to stop hiking rates. Edward Alden, Council on Foreign Relations Bernard L. Schwartz Senior Fellow, says the U.S. is on the verge of a trade war with all of its trading partners. And Suzanne Tager, Bain & Company's Retail and Consumer Products Practices Senior Director, says retail stores are not dead but their role has changed.

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Immigration is the American Dream, Gutierrez Says Jun 18, 2018

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Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says the Chinese economy has opened up quite dramatically. Doug Peebles, AB CIO of Fixed Income, says investment grade average credit quality has never been as low as it is right now. Carlos Gutierrez, Former U.S. Commerce Secretary, thinks the current immigration policy is not good for the U.S. And Paul Sweeney, Bloomberg Intelligence Director of North American Research, updates us on media mergers.

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Tariffs Only Address a Short Term Goal, Rose Says Jun 15, 2018

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William Lee, Milken Institute Chief Economist, says the U.S. is going to be the engine of growth for the global economy. Gideon Rose, Foreign Affairs Magazine Editor, ponders if U.S. trade policy is going to mimic the Iran or the Korea model. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, says the curve is still the single best indicator for a recession. And Craig Moffett, MoffettNathanson Founding Partner, says historically, Comcast is not comfortable with large amounts of debt.

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Big Media Deals on the Horizon, Rubenstein Says Jun 14, 2018

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Robert Sinche, Amherst Pierpont Securities Global Strategist, says the current U.S. administration has done a lot to stimulate the economy. Jane Foley, Rabobank Senior Currency Analyst, thinks many central bankers are assuming that wage inflation will rise.Richard Greenfield, BTIG Media and Technology Analyst, says changes in consumer behavior are spurring rapid consolidation in media. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, predicts we'll see more media transactions of size getting done quickly.

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To Upscale in Media, You Have to Acquire, Whittaker Says Jun 13, 2018

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Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, advises to be careful about the noise around headline CPI. Ian Whittaker, Liberum Head of European Media Research, analyzes the AT&T-Time Warner deal approval. Lindsey Piegza, Stifel Chief Economist, says we could be talking about an inverted yield curve by the end of the year. Eli Lake, Bloomberg Opinion Columnist, thinks Kim Jong Un is a monster.

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N. Korea Has Potential, OECD Sec.-General Says Jun 12, 2018

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Daniel Ten Kate, Bloomberg News Asia Government Managing Editor, and Lisa Collins, Center For Strategic & International Studies Korea Chair, discuss the historic summit between the U.S. and North Korea.Shahab Jalinoos, Credit Suisse Global Head of FX Trading Strategy, says political risk in the U.S. is still muted compared to risk in other countries. Kathy Moon, The Brookings Institution Center for East Asia Policy Studies Senior Fellow, thinks members of Congress will want more clarification about what President Trump and North Korea's Kim discussed. Jose Angel Gurria, OECD Secretary-General, says North Korea has the potential to compliment South Korea and the whole world's economy.

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N.K. Will Want Security Assurances, Hormats Says Jun 11, 2018

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Toluse Olorunnipa, Bloomberg Washington Correspondent, updates us on the Trump-Kim Summit in Singapore. Charles Kantor, Neuberger Berman Senior Portfolio Manager, says the consumer is really strong right now. Charles Armstrong, Columbia University Korea Foundation Professor, says North Koreans are tough negotiators.Lara Rhame, FS Investments Chief U.S. Economist, says the ECB rate decisions are a bigger question mark than the Fed's. Robert Hormats, Kissinger Associates Vice Chairman, says North Korea doesn't occupy a great part of the market's attention.

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Our Sentiment is Still Good on EM, Santos Says Jun 08, 2018

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Andrew Barden,Bloomberg's European Government Reporter, joins us from the G-7 in Quebec to preview the geopolitical tension ahead. Gabriela Santos, JPM Asset Management Global Market Strategist, says EM as a whole is a more resilient picture than the recent headlines. Steven Major, HSBC Managing Director & Global Head of Fixed Income Research, imagines two more rate hikes will be enough for the Fed. Steven Ricchiuto, Mizuho Securities Chief U.S. Economist, thinks the G-7 should focus in on a narrow G-3. And a special segment with Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, on the Stanley Cup.

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EMs Have Different Growth Issues, Bailin Says Jun 07, 2018

Show notes

David Bailin, Citi Private Bank Global Head of Investments, says Brazil is early in its economic recovery. Elsa Lignos, RBC Global Head of FX Strategy, thinks currencies are doing what they're supposed to do as shock absorbers. Steve Keen, Kingston University Professor, says the vibrant stage of American capitalism was the forties to the sixties.Doug Kass, Seabreeze Partners President, says the complexion of the market seems to be changing.

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