Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance Special: Trump's Trade Tariffs Mar 02, 2018

Show notes

The news flow beckoned a bonus episode! Today, Ed Hyman, Evercore ISI Vice Chairman, says once you go down the tariffs road, it gets complicated. Jeffrey Sachs, Columbia University Professor says trade is not about winners and losers, it's win-win. Marc Chandler, Brown Brothers Harriman Senior Vice President of New York & Head of Currency, says a trade war is not easy to win and it is not desirable. Kerry Brown, Chatham House Associate Fellow in the Asia-Pacific Programme & Professor of Chinese Studies, thinks China was expecting this.

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The World is Awash with Capital, Ailman Says Mar 01, 2018

Show notes

Katie Stockton, Fairlead Strategies Founder & Managing Partner, says in the corrective phase, they saw sentiment go from extremely bullish to bearish in a matter of days. Chris Ailman, California State Teachers’ Retirement System (CalSTRS) CIO, reports that last year their total return was 14%. Jonathan Miller, Miller Samuel President & CEO, says a significant amount of retail outlets are running into trouble. George Friedman, Geopolitical Futures Founder & Chairman, says China and Russia are two constrained military powers trying to pass on the world stage as if they were much more powerful.

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No Signs of Late Cycle Behavior, Eisman Says Feb 28, 2018

Show notes

Steve Eisman, Eisman Group Neuberger Bergman Senior Portfolio Manager, says the student loan problem is a U.S. government problem. Jerome Schneider, PIMCO Head Of Short-Term Portfolio Management and Funding, says they are no longer of the opinion that front-end rates are undervalued. Richard Haass, Council on Foreign Relations President, says on one level, Xi Jinping's decision to end presidential term limits was not surprising. Mike Mayo, Senior Analyst, Wells Fargo Securities Head of U.S. Large-Cap Bank Research, says J.P. Morgan's Investor Day yesterday was the most confident he's ever seen the bank.

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China is Not Monolithic, Tsang Says Feb 27, 2018

Show notes

Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes this year. Margaret Talev, Bloomberg Senior White House Correspondent, updates us on the gun control debate in Washington. Craig Moffett, MoffettNathanson Founding Partner & Senior Research Analyst, reviews Comcast's bid to buy British TV giant Sky for $31 billion. Steve Tsang, SOAS China Institute Director, says we overestimate Xi Jinping if we compare him to totalitarianism.

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Coming Soon: Decrypted Season 2 Feb 27, 2018

Show notes

Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week.

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Surveillance: Powell is Not Massive Regime Change, Wieting Says Feb 26, 2018

Show notes

Steve Wieting, Citi Private Bank Global Chief Strategist, says there is an underlying sense of optimism from companies. Carsten Brzeski, ING-DiBa Chief Economist, says Italy is still one of the laggards of the eurozone cycle. Sen. Rob Portman (R-OH), Senate Finance Committee member, says Congress ought to readdress the legal purchasing age for rifles. Benn Steil, Council on Foreign Relations Senior Fellow and Director of International Economics, says President Trump may be losing sight of the immense power the U.S. has had via the use of soft power.

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We Need to Invest in Human Capital, Manyika Says Feb 23, 2018

Show notes

Carl Weinberg, High Frequency Economics Founder & Chief Economist, says in order to create jobs, we need a project like the space race in the sixties. Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, suspects nominal growth will return to below 4%. Libby Cantrill, PIMCO Executive Vice President & Head of Public Policy, wonders if this fiscal stimulus will result in a sugar high or sustainable growth. James Manyika, McKinsey Global Institute Chairman & Director, says manufacturing is on the upswing in the U.S.

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The Key is Productivity, Rajan Says Feb 21, 2018

Show notes

Bill Lee, Milken Institute Chief Economist, says his conviction is that inflation is not around the corner. Bob Miller, BlackRock Head of U.S. Multi-Sector Fixed Income, says risk-free rates have to go considerably higher before they start to work with equities. Raghuram Rajan, University of Chicago Booth Business School Professor & Former Reserve Bank of India Governor, says it would be ideal for the new Fed Vice Chair to be someone who straddles both academic and policy worlds.

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We Are Starting to Use Up Capacity, Ablin Says Feb 20, 2018

Show notes

Jack Ablin, Cresset Founding Partner and Chief Investment Officer, says companies have seen a remarkable amount of pricing power; it was much more than he expected.Greg Valliere, Horizon Investments Chief Political Strategist, says Pennsylvania is uniquely blatant with their gerrymandering. Sam Stovall, CFRA Investment Strategist, says he does not see a recession on the horizon. Kevin Cirilli, Bloomberg Chief Washington Correspondent, calls in on his way to the White House to review the latest in Special Counsel Mueller's indictments.

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Globalization in the Trump Era with Dr. Posen Feb 16, 2018

Show notes

Adam Posen, Peterson Institute for International Economics President, says 3% growth is not sustainable. Jane Foley, Rabobank Head of FX Strategy, says a lack of budget discipline is considered to be negative for a currency. Michael Holland, Holland & Co. Chairman and Founder, says the best time to sell is when the markets are enthusiastic. Vanessa Friedman, New York Times Fashion Director & Chief Fashion Critic, and Robert Burke, Robert Burke Associates Chairman & CEO, review New York Fashion Week and the state of luxury retail.

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