Bloomberg Surveillance - Bloomberg

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Latest Episodes:

U.S. Middle Class' Income is Frozen, Aulette Says Jun 06, 2018

Show notes

Tobias Levkovich, Citi Chief U.S. Equity Strategist, says investors don't have great conviction in their positions in Europe. John Taft, Baird Vice Chairman, compares how business is done in New York versus how it's done in the Heartland. Shannon O'Neil, Council on Foreign Relations Senior Fellow of Latin American Studies, says Brazil has been looking elsewhere for growth since the U.S. is closing off. Ken Auletta, "Frenemies" Author, reminisces about his time on Bobby Kennedy's presidential campaign.

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We are Pro-Global Trade, NASDAQ CEO Shares Jun 06, 2018

Show notes

John Ryding, RDQ Economics Chief Economist, says views on trade have regressed to the 17th century. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, joins to discuss SCOTUS rulings. Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple makes their money on selling hardware, not on data. Adena Friedman, NASDAQ CEO, thinks European investors are being sanguine in light of heightened trade tensions.

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A Story of Fading Tax Stimulus with Zentner Jun 04, 2018

Show notes

Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects growth to continue...with some caveats.Federico Santi, Eurasia Group Analyst, suspects things will get worse in Italy before they get better.Adam Posen, Peterson Institute for International Economics President, says the current U.S. administration's trade policy is not capitalist, Republican, or pro-growth. Robert D. Kaplan, Author of "The Return of Marco Polo's World" & Center for a New American Security Senior Fellow, says a trade war is merely an aspect of a world at amoral geopolitical competition.

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Dysfunctions in Labor Markets with Jason Furman Jun 01, 2018

Show notes

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says we're not yet at full employment. Ted Alden, Council on Foreign Relations Senior Fellow & Author of "Failure To Adjust: How Americans Got Left Behind In The Global Economy," defines a trade war as tit for tat tariff retaliation outside the rules of the trading system. Elisa Martinuzzi, Bloomberg's EMEA Finance & Investing ME, updates us on political events in Italy. Bill Gross, Janus Henderson Fund Manager, defends his strategy that was widely criticized earlier this week. Alan Krueger, Princeton Professor & Former Council of Economic Advisers Chairman under President Obama, recaps his routine when he previewed jobs numbers for the White House. Jason Furman, Harvard Professor & Former White House Council of Economic Advisers Chairman, says the biggest constraint on U.S. wage growth is its lack of productivity growth.

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Euro Isn't a Well-Designed System, Zingales Says May 31, 2018

Show notes

Luigi Zingales, Chicago Booth School Finance Professor, thinks people underestimate how devastated Italy is by its economic situation.Donald Straszheim, Evercore ISI Head of China Research, thinks China sees Washington as unreliable and untrustworthy.Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says small cap stocks have outperformed tremendously.Catherine Mann, Citi Research Global Chief Economist, advises we can't be protectionist on the side of trade and welcome international capital flows. Gerard Cassidy, RBC Capital Markets Analyst, jumps on the phone to review the latest Deutsche Bank news.

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Italy is Falling Behind, Kapoor Says May 30, 2018

Show notes

Paul Donovan, UBS Chief Economist, says by and large, Europe has emerged from the recession but there are persisting problems. Sony Kapoor, Re-Define Managing Director, says far too many Euro-related policies are driven by Germany's economic weight. Megan Greene, Manulife Asset Management Managing Director & Chief Economist, says the Fed does not want to be in the headlines for rising inequality in the U.S. Michael Feroli, JP Morgan Securities Chief U.S. Economist, is unsure of where we are in the business cycle but think it's safe to say we're not early in it.

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Euro Weakness vs. Dollar Strength with Rosenberg May 29, 2018

Show notes

Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few months.Stefan Selig, BridgePark Advisors Managing Partner & Former Under-Secretary of Commerce for International Trade, says it makes no sense to think of our trade deficit as a scorecard. Dean Curnutt, Macro Risk Advisors CEO, says there's certainly a risk that the dollar continues to rise.Diane Swonk, Grant Thornton Chief Economist, is concerned about the accumulation of debt in the U.S. economy.

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I'm Worried About GDP Growth, Fed's Kaplan Says May 29, 2018

Show notes

Christian Schulz, Citi Economics Team Director, says there's plenty of reasons to believe Spanish has become a semi-core Eurozone country. Thomas Byrne, Korean Society President & Columbia University SIPA Professor, says North Korea is a black box but thinks their economy is in trouble. Robert Kaplan, Dallas Fed President, and Michael McKee, Bloomberg's International Economic & Policy Correspondent, review the U.S. economy. Margaret Brennan, CBS Face the Nation Host, says there is no unified message on trade from the Republican or Democratic parties.

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Both Sides Benefit from Trade, Jessop Says May 24, 2018

Show notes

Richard Bravo, Bloomberg News EU Government Editor, and Julian Jessop, Institute of Economic Affairs Chief Economist, talk Europe's confusion over the U.S. administration's mercurial trade policy. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, wraps the Deutsche Bank Shareholder Meeting earlier today.Geoff Dennis, UBS Investment Bank Head of Global Emerging Markets, says the dollar will go back down eventually and that will change sentiment for EM. Scott Mushkin, Wolfe Research Senior Retail Analyst & Managing Director, suggests Target should increase their food offerings to stay afloat. Craig Gordon, Bloomberg News Washington Bureau Chief, jumps on the phone to talk the breaking headlines: President Trump has cancelled his summit with North Korea's Kim

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We're Halfway Through this Cycle, Gimbel Predicts May 23, 2018

Show notes

Hans Redeker, Global Head of FX Strategy at Morgan Stanley, gives us an overview of dollar strength and the slump in Turkish lira. Isaac Boltansky, Compass Point Research Policy Research Managing Director, says the new Dodd-Frank legislation is a modest, narrowly-tailored bill. Don Gimbel, Geneva Advisors Portfolio Manager, predicts there's a couple of years left in this economic cycle. Nabila Ahmed, Bloomberg News Deals Reporter, says Comcast is one of the most indebted American companies.

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