Bloomberg Surveillance - Bloomberg

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Tax Cut Impacts are Starting, Cohn Says Jan 05, 2018

Show notes

James Bullard, Federal Reserve Bank of St. Louis President, says the Fed should debate the meaning of a flattening yield curve. Alan Krueger, Princeton University Professor, says we'll see less infrastructure investment because of the tax bill. Bill Gross, Janus Henderson Fund Manager, says we're in a bond bear market but we won't lose a lot of money. Gary Cohn, National Economic Council Director, says the economy will continue to grow and add jobs.

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Global Growth Isn't Sustainable, Silvia Says Jan 04, 2018

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John Silvia, Wells Fargo Chief Economist, says the European economic strength has been surprising but it will simmer down. James Stavridis, Tufts Fletcher School Dean, says President Trump must up his game to resolve North Korea diplomatically. Alessio de Longis, Oppenheimerfunds Portfolio Manager, says the Fed is hiking at a much more gradual pace than we've seen historically.

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Fed Should Remain Accommodative, Kocherlakota Says Jan 03, 2018

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Ron Temple, Lazard Asset Management Managing Director & Co-Head of Multi Asset, said 2018 will see higher interest rates on the long end of the curve. Former Minneapolis Fed President Narayana Kocherlakota said the Fed can stop inflation from coming by raising rates and is worried about the Fed still raising rates. Krishna Memani, OppenheimerFunds CIO, said because of the tax bill, there will be a short-term increase in growth and earnings. U.S. Representative Will Hurd (R-TX) said building a concrete wall is the least effective way to build border security.

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2018 is Ripe for a Big Unexpected Crisis, Eurasia's Ian Bremmer Says Jan 02, 2018

Show notes

Jack Lew, Former U.S. Treasury Secretary, said the U.S. economy needs a targeted investment. Ian Bremmer, Eurasia Group Founder and President, said most American companies are happy with Trump's domestic policies but not happy with his international policies. Dom Barton, McKinsey & Co. Global Managing Partner said when trade deals go wrong, it's a race to the bottom. Vint Cerf, Google Chief Internet Evangelist, said our ability to use machine learning is quite impressive and we can absorb large amounts of data. Brad Smith, Microsoft President and Chief Legal Officer, said there is a real divide between urban and rural areas and we need financial innovation back in rural areas.

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Ireland Has Been a Success Story, Zingales Says Dec 29, 2017

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Luigi Zingales, Chicago Booth Professor of Finance, says Ireland's success story is a result of its low tax rates attracting foreign investment. Michael Purves, Weeden And Co Chief Global Strategist, predicts tech and financials are going to continue to outperform next year. Julian Kheel, The Points Guy Senior Analyst, says we may see smaller seats on flights.

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Surveillance: I Finally Sold GE, Holland Says Dec 28, 2017

Show notes

Michael Holland, Holland & Company Chairman, says the intrinsic value of a company can erode. Chris Edwards, CATO Institute Director of Tax Policy, thinks both the economy and the government will end up being winners under the GOP Tax law. Matt Brill, Invesco Advisers Senior Portfolio Manager, expects to see balance sheets expand well into 2019.

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Surveillance: Richard Clarida Is Ideal for Fed, Crescenzi Says Dec 27, 2017

Show notes

Tony Crescenzi, PIMCO Portfolio Manager, says anyone appointed to the Fed should be great at communication. David Burton, Heritage Foundation’s Senior Fellow in Economic Policy, says the tax legislation is a shadow of what it should have been. Kevin Cummins, Natwest Senior Economist, says the Fed rate hike pace won't be a threat to economic activity. RJ Gallo, Federated Investors Senior Portfolio Manager and Head of Duration Committee, says tax cuts don't pay for themselves.

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Bitcoin's Usage Has Collapsed, Schoenholtz Says Dec 27, 2017

Show notes

Kim Schoenholtz, Stern School of Business Professor, says Bitcoin's bubble won't be worrisome for the economy if it bursts. Sharyn O'Halloran, Columbia University Professor, says simplifying and closing loopholes would have done a lot for our tax system. Stephen Schork, Schork Group President, says $75 oil is a long ways off.

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We Don't Need a Fiscal Stimulus, Furman Says Dec 22, 2017

Show notes

Jason Furman, Former Council of Economic Advisers Chairman, offers a Surveillance correction for Tom Keene. Craig Moffett, MoffettNathanson Founder and Senior Research Analyst, says AT&T stock may be one of the biggest winners from tax reform. Jerry Storch, Storch Advisors CEO and former Hudson's Bay CEO, predicts there will always be room for well-located, "A" malls. Diane Swonk, DS Economics Founder, is disappointed that instead of tax reform, we did tax cuts.

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Taxes are By Definition Complicated, Kantor Says Dec 21, 2017

Show notes

Charles Kantor, Neuberger Berman Group Managing Director/Portfolio Manager, says we've lived in an environment of unusually low volatility because of the tremendous amount of global liquidity. Stan Collender, MSLGROUP National Director of Financial Communications, says the Republicans have already started politicizing the deficit. Matt Winkler, Bloomberg Editor-in-Chief Emeritus, tells the story of the day he hired Tom Keene. Oliver Chen, Cowen and Company Senior Analyst, says micro-trends are happening all over the retail sector.

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