Bloomberg Surveillance - Bloomberg

Copyright: 2024 iHeartMedia, Inc. © Any use of this intellectual property for text and data mining or computational analysis including as training material for artificial intelligence systems is strictly prohibited without express written consent from iHeartMedia

Latest Episodes:

Most Americans Will Get Tax Cuts, Lieber Says Dec 20, 2017

Show notes

Chris Rupkey, MUFG Union Bank Chief Financial Economist, likes the upward movement in yields but he doesn't trust it. Jon Lieber, PwC Washington National Tax Services Principal, doesn't think the Democrats will score points going after the deficit. David Miliband, International Rescue Committee President & CEO, says one of the phenomenons of globalization is people urbanizing, including refugees. Jim Bianco, Bianco Research LLC President & Founder, says the benefit of bitcoin right now is that it only has buyers.

See omnystudio.com/listener for privacy information.

There's Slack in the Labor Market, Kashkari Says Dec 19, 2017

Show notes

Robert Kaplan, Dallas Fed President, says the U.S. is lagging in educational attainment and it's hurting productivity. Neel Kashkari, Federal Reserve Bank of Minneapolis President, says the Fed should be cautious about raising interest rates further until they actually see inflationary pressures building. Bill Hoagland, Bipartisan Policy Center Senior Vice President, says the tax bill should be beneficial in the short term.

See omnystudio.com/listener for privacy information.

The Dollar Should Be Strengthening, Weinberg Says Dec 19, 2017

Show notes

Carl Weinberg, High Frequency Economics Founder, says we're all just speculating about where bitcoin is going.

Antony Phillipson, U.K. Consul General to New York and Director General of International Trade North America, says completing phase 1 of Brexit negotiations was a big moment for the U.K. Bob Profusek, Jones Day Head of Mergers and Acquisitions, says "synergy" is often another word for job cuts when it comes to deals. Jared Bernstein, Center on Budget and Policy Administration Senior Fellow, says state budgets aren't in great shape.

See omnystudio.com/listener for privacy information.

Facts and Logic are Now Partisan, Gideon Says Dec 15, 2017

Show notes

Bob Sinche, Amherst Pierpont Global Strategist, predicts U.S. bond yields will go higher next year. Gideon Rose, Foreign Affairs Editor, says one of the interesting things to watch in 2018 is the Saudi-Iranian relationship. Jens Nordvig, Exante Data CEO and Founder, foresees an institutional chapter in the cryptocurrency market. Sony Kapoor, Re-Define Managing Director, says he never lost faith in the EU's ability to stay together and be resilient, even in the depths of the European crisis.

See omnystudio.com/listener for privacy information.

Sky is a Real Crown Jewel, Disney's Iger Says Dec 14, 2017

Show notes

Julia Coronado, MacroPolicy Perspectives President & Founder, says one of the biggest disappoints of the year is that wage growth hasn't accelerated. Jan Hatzius, Goldman Sachs Chief Economist, predicts the unemployment rate is going to fall more rapidly than what the Fed forecasts. Steve Keen, Kingston University Economics Professor, says the major factor behind the rise in the S&P is quantitative easing. Bob Iger, The Walt Disney Company Chairman and CEO, expects scrutiny from regulatory authorities worldwide following the acquisition of 21st Century Fox assets.

See omnystudio.com/listener for privacy information.

Bannon Has to Own This Loss, Scaramucci Says Dec 13, 2017

Show notes

Peter Hooper, Deutsche Bank Chief Economist, predicts unemployment is going into the mid-3s by the end of next year. Anthony Scaramucci, Former White House Communications Director, says there are great high-yielding assets in the hedge fund space. Greg Valliere, Horizon Investments CIO, says the Alabama election is a real wake up call to the GOP. Dennis Gartman, Gartman Letter Publisher, says the oat market has always been the canary in the coal mine of grains.

See omnystudio.com/listener for privacy information.

Turbulence Ahead in the Markets, Ward Says Dec 12, 2017

Show notes

Howard Ward, Gabelli Funds CIO of Growth Equities, says it's time to be prepared for turbulence in the equity markets. Terry Haines, Evercore ISI Political Analyst, says whoever wins the Alabama election, the tax bill will still go forward. Brian Reynolds, Canaccord Genuity Asset Class Strategist, says credit cycles always end and when they do, it's badly. Cameron and Tyler Winklevoss, Gemini Co-Founders, say the great thing about the bitcoin futures contract is that naysayers can now short it.

See omnystudio.com/listener for privacy information.

Dr. Shiller Talks Bitcoin Dec 12, 2017

Show notes

Robert Shiller, Nobel Laureate & Yale Professor, is not sure it was a good idea to launch bitcoin futures because he thinks it's still not a reputable market. Isaac Boltansky, Compass Point Senior Vice President, says the likelihood of a government shutdown is dependent on whether or not the tax bill passes. Viraj Patel, ING FX Strategist, thinks this year was a learning point for markets.Don Rissmiller, Strategas Research Chief Economist, says he would not expect bold comments from the Fed anytime soon.

See omnystudio.com/listener for privacy information.

Surveillance: White House Would Love to Get Rid of the AMT Rate, Cohn Says Dec 08, 2017

Show notes

Willem Buiter, Citigroup Global Chief Economist, says he would not give the GOP tax package particularly high marks. Alan Krueger, Princeton University Economics Professor, says the opioid crisis is a result of American medical practices and the government can do more to aid it. James Glassman, JPMorgan Chase Commercial Banking Head Economist, says if the U.S. stays at full employment, we'll hopefully see more wealth spread to rural economies.Bill Gross, Janus Henderson Fund Manager, reacts to the jobs numbers and says there are a number of structural forces that keep wages down. Gary Cohn, National Council of Economic Advisors Director, says that infrastructure reform is next after they get the tax bill passed.

See omnystudio.com/listener for privacy information.

Surveillance: Volatility is a Part of the Game, Lane says Dec 07, 2017

Show notes

Peter Oppenheimer, Goldman Sachs Chief Global Strategist, says there is still deep value in Europe. Omair Sharif, Societe Generale Chief U.S. Economist, does not foresee a ton of upside for healthcare next year. Jim Morris, Bloomberg News First Word Reporter, says this is the worst fire season Southern California has seen in years. Fred Lane, Lane Generational of Raymond James Managing Partner, says there is inevitably a bond bear market coming but it's not going to be that deep.

See omnystudio.com/listener for privacy information.