Bloomberg Surveillance - Bloomberg

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Markets Haven't Reacted to the Shutdown, Lee Says Jan 22, 2018

Show notes

Bill Lee, Milken Institute Chief Economist, predicts the World Economic Forum is going to see a new phase of globalism that includes national priorities. Richard Attias, Global Event Management Founder, says it will be interesting to see what type of format President Trump adopts during his event in Davos. Greg Valliere, Horizon Chief Global Strategist, thinks the immigration debate is going to go on for a very long time. Michael Nathanson, MoffettNathanson Founding Partner and Senior Research Analyst, remains bearish on traditional media.

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Commodity Currencies are Special, Ruskin Says Jan 19, 2018

Show notes

Themos Fiotakis, UBS Co-Head of FX & Rates, says European bond yields are too low and the market is trying to gauge when the central banks will adjust. Kona Haque, ED&F MAN Head of Research, says coffee is still a very desirable, growing commodity. Isaac Boltansky, Compass Point Senior Analyst, feels highly confident that the debt ceiling will not be used as a game of chicken between the Democrats and Republicans. Andrew Bishop, Eurasia Group Deputy Director of Research, says President Trump will have to address three separate audiences at Davos: the global elite in attendance, his base, and China. Alan Ruskin, Deutsche Bank Global Head of G-10 FX Strategy, says the euro is still an important currency because everyone gets caught in the draft of it.

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Coal is Going to Zero, Straszheim Says Jan 18, 2018

Show notes

Jennifer Surane, Bloomberg Regional Bank Reporter, and Bill Blain, Mint Partners Head of Capital Markets, wrap Morgan Stanley's earnings. Brian Klaas, London School of Economics Fellow in Comparative Politics, says international election rigging is going to become the new normal. Don Straszheim, Evercore ISI Senior Managing Director of China Research, feels Washington doesn't want to be the global leader and China is incapable of it. Bart van Ark, Conference Board Chief Economist, says finding and retaining highly-skilled workers is one of the main concerns for CEOs.

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The U.S. Is and Should Trade at a Premium, Herro Says Jan 17, 2018

Show notes

Yalman Onaran, Bloomberg Senior Writer, and Janet Henry, HSBC Global Chief Economist, wrap bank earnings and provide an outlook for 2018. John Hudak, Brookings Governance Senior Fellow, says we're at a crossroads in U.S. politics in regards to infrastructure spending. David Herro, Harris Associates CIO for International Equity, says there is still space for Glencore to re-rate. Kristina Hooper, Invesco Chief Global Market Strategist, says there are definitely animal spirits about tax reform still.

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Davos Ultimately Loves Power, Ferguson Says Jan 16, 2018

Show notes

Robin Niblett, Chatham House Director, says we're moving to a stage where America's traditional allies cannot count on America to have their back. David Page, AXA Investment Managers Senior Economist, questions the sustainability of the growth that resulted from U.S. tax reform. Lindsey Piegza, Stifel Chief Economist, says she's still looking for something below 3% GDP growth in the fourth quarter. Niall Ferguson, Harvard University Professor, says the Chinese have evolved a completely different relationship between giant tech and government and it's going to be fascinating to see how the two co-exist.

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We Expect 3 Rate Hikes, Zentner Says Jan 12, 2018

Show notes

Brad Hintz, New York University Professor, and Dakin Campbell, Bloomberg Wall Street Reporter, start off earnings season with a review of JPMorgan's results. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says a cyclical pickup in productivity can stretch the CapEx cycle. Neil Dhar, PwC Head of Financial Services, says U.S. banks are strong and they're getting stronger.

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Bond Bear Market Began 15 Months Ago, Gartman Says Jan 11, 2018

Show notes

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says less than 20% of the global bond market yields 4%. Komal Sri-Kumar, Sri-Kumar Global Strategies President and Founder, says you don't give money to the top 1%: the lower earners are the big consumers.Rep. Bill Pascrell, (D) New Jersey, says we're treating hardworking immigrants like second-class citizens. Dennis Gartman, Gartman Letter Editor and Publisher, says there's a fear we are starting a multi-decade bond bear market.

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Moniz Says "Mistake" to Underestimate N. Korea Jan 10, 2018

Show notes

Carl Weinberg, High Frequency Economics Founder, says he likes to think that President Trump's handlers are sending him to Davos to repair ties damaged over the past year. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says shorting base metals in the midst of an economic expansion is a very dangerous proposition. Ernest Moniz, former U.S. Energy Secretary, says the denuclearization of the Korean Peninsula is a long-term goal. Bill Gross, Janus Henderson Fund Manager, says we're not headed to investment armageddon.

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Euro at $1.30 Isn't An Extreme, Saravelos Says Jan 09, 2018

Show notes

George Saravelos, Deutsche Bank Global Co-Head of FX Research, says asset valuations will be the biggest problem for the dollar this year. Stanley Collender, Qorvis MSLGROUP Executive VP, says as interest rates rise, it will begin to become a political problem. Jeff Sprague, Vertical Research Partners Managing Partner, provides an overview of the industrial sector. Jared Bernstein, Center on Budget & Policy Senior Fellow, says when we hit the next recession, we will have too little monetary and fiscal space.

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There are no 100% Embargoes, Tannebaum Says Jan 08, 2018

Show notes

Neil Shearing, Capital Economics Chief Emerging Markets Economist, predicts we won't see any meaningful liberalization in China anytime soon. Daniel Tannebaum, PwC Principal and Global Sanctions Leader, says the multilateral sanction days are hanging by a thread. Diane Swonk, Grant Thornton US Chief Economist, says she's worried about the economy having a good year at the expense of future years. Eric Freedman, US Bank Wealth Management Chief Investment Strategist, says second and third derivative plays are the next level in global equity markets.

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