Bloomberg Surveillance - Bloomberg

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The Age of Austerity has Been Taken Over by the Age of Overwhelming Deficits, says Collender Apr 13, 2018

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Brian Belski, BMO Capital Markets Chief Investment Strategist, says commercial banks will see strong growth for next 10 years.Jon react to Citi & Wells Fargo. Admiral James Stavridis, Former NATO Supreme Allied Commander and Bloomberg View Columnist, believes that senior military officials have a big challenge with this White House. Stan Collender, Qorvis MSLGroup Executive Vice President, says that the age of austerity has been taken over by the age of overwhelming deficits. Rep. Dave Brat, House Budget Committee Member, says we need to ratchet down the language & just focus on rational policy.

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Euro-Dollar Still Looks Favorable, Yu Says Apr 12, 2018

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Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says we're missing growth in consumer loans. Geoffrey Yu, UBS Private Banking Head of the U.K. Investment Office, says the ECB could still surprise to the upside. Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says they're underweight staples and utilities. Craig Moffett, MoffettNathanson Co-founder & Analyst, says Verizon and AT&T are primarily bond proxies.

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Growth is Not Quite as Stable, Morse Says Description: Apr 11, 2018

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Ed Morse, Citi Research Global Head of Commodities, says there's been an acceleration of risk-on, risk-off. Gary Shilling, Gary Shilling & Co. President, says there are a lot of deflationary forces out there. David Kirkpatrick, Techonomy Media Founder & CEO, says he is relatively, cautiously optimistic for the future of Facebook. Kevin Cirilli, Bloomberg Chief Washington Correspondent, recaps reports that House Speaker Paul Ryan will not seek reelection.

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DC Doesn't Have the Collective Will or IQ To Take on Big Tech, Galloway says Apr 10, 2018

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Dr. Keyu Jin, London School of Economics & Political Science Professor, says the confusion about trade deficits by both the U.S. and China is fatal. Daniel Tannebaum, PWC Global Financial Services Sanctions Leader, predicts it will be a "go-fish exercise" to know who actually owns businesses in Russia. Steven A. Cook, CFR Middle Eastern Fellow, sees us inching closer to confrontation on Syria. Scott Galloway, NYU Stern Professor and Author "The Four," says that Facebook isn't doing anything any other media company hasn't tried before.

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China is in a Sweet Spot, Lord Turner Says Apr 09, 2018

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Adair Turner, Institute For New Economic Thinking Chairman, House of Lords Member, & "Between Debt And The Devil" author, says the U.S. trade deficit is going to increase this year. Jim O'Sullivan, High Frequency Economics Chief U.S. Economist, says we have seen close to 3% growth but it's not clear there's been a real change in potential growth. Carsten Brzeski, ING-DiBa Chief Economist Germany & Austria, says the Eurozone is headed into a strong 2018. Paul Sweeney, Bloomberg Intelligence Director of North American Research, says data privacy is not just a Facebook issue, it's a social media issue.

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Blame China for Not Playing Ball, Kudlow Says Apr 06, 2018

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Alan Krueger, Princeton University Economics Professor, says the Federal Reserve's mission is never complete. Bill Gross, Janus Henderson Fund Manager, says since 1980, real wages have flat-lined. Larry Kudlow, National Economic Council Director, says there is no trade war between the U.S. and China. Michael Darda, MKM Partners Chief Economist & Chief Market Strategist, says he's in favor of supply side policies but says we need to be concerned about responsible fiscal action as well.

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This Has Been a Shakespearean Market, Sinche Says Apr 05, 2018

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Bob Sinche, Amherst Pierpont Securities Global Strategist, advises to be disciplined when reacting to market volatility. Rich Greenfield, BTIG Media and Technology Analyst, thinks the pressure on Facebook's stock is overdone. Miranda Carr, Haitong International Research Executive Director, says Xi's vision for China has changed. Chad Hart, Iowa State University Associate Professor of Economics and Crop Markets Specialist, says over the past 5 years, we've seen a dramatic decline in net farming income. Doug Kass, Seabreeze Partners President, says the market has changed dramatically in the past decade.

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It's Still a Goldilocks Environment, Meyer Says Apr 04, 2018

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Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. and China are hitting each other pretty hard with rhetoric. Michelle Meyer, BofA Merrill Lynch Head of U.S. Economics, does not think we're going to see big inflationary pressures this year. Shira Ovide, Bloomberg Gadfly Columnist, recaps Spotify's direct listing on the NYSE yesterday. Steven Friedman, BNP Paribas Asset Management Senior Economist, says to look to the bond market during breaking news.

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Volatility Will Stay in a High Range, Gallo Says Apr 03, 2018

Show notes

Alberto Gallo, Algebris Head of Macro Strategies, says the growth momentum is fading. Seth Masters, Angel Investor and Former AB Bernstein CIO, joins to look ahead to Spotify's direct listing. Michael Zezas, Morgan Stanley Chief U.S. Public Policy Strategist, says Trump is the "Dessert Before Vegetables President." James Sweeney, Credit Suisse Managing Director & Chief Economist, says a big chunk of the tech sector has moved to Asia in the past decade.

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Surveillance: U.S. Expansion is Late Stage, Chandler Says Apr 02, 2018

Show notes

Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, says the market has been squeezed out of a lot of the short yen positions. Kim Wallace, Eurasia Group Managing Director for the U.S., says the United States' trading partners are confused right now. Neil Dutta, Renaissance Macro Research Head of U.S. Economics, thinks there's still some residual slack in the labor market. Jonathan Palmer, Bloomberg Intelligence's Healthcare Analyst, says he doesn't foresee Walmart buying Humana.

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