Bloomberg Surveillance - Bloomberg

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US Jobless Rate Will Drop to 3.5% Next Year, Hyman Says Jun 23, 2017

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Evercore ISI Chairman Ed Hyman explains why he's so optimistic about the U.S. jobless rate. Mark Haefele, UBS Wealth Management's global chief investment officer, says emerging markets mirror improving U.S. markets. Craig Moffett, MoffettNathanson's senior research analyst, says cable TV isn't done yet. Finally, Max Baucus, a former Senator from Montana, and Michael Cannon, CATO Institute's director of health policy studies, react to the Senate's proposed health-care bill.

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Rising Home Prices Aren't 'Bubble Mentality,' Shiller Says Jun 22, 2017

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Robert Shiller, a professor at Yale University, and Peter Wallison, a former Reagan White House counsel, discuss the state of the housing market and Dodd-Frank regulations. Pankaj Ghemawat, a professor at NYU's Stern School of Business, says companies expected a protectionist climate before Trump and Brexit. Finally, Michael Cannon, director of health policy studies at the Cato Institute, says Republicans are doing everything they accused Democrats of doing in 2009.

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Senate's 'Secret' Health-Care Bill Is a Worry, Magaziner Says Jun 21, 2017

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Seth Magaziner, Rhode Island's general treasurer, says Rhode Islanders are most concerned about the Senate's "secret" health-care bill. Prior to that, Alan Ruskin, Deutsche Bank's global head of G-10 FX strategy, says there aren't many central banks that will be raising rates this year. José Viñals, chairman of Standard Chartered, says Brexit will have a marginal effect on Standard Chartered. Manuel Caldeira Cabral, Portugal's economy minister, says Portugal is on target for 3 percent growth. Finally, Stephen Schork, president of the Schork Report, warns not to venture into the oil market right now.

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Dollar’s Strength Shows Trust in Trump, Mnuchin Says (Correct) Jun 21, 2017

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U.S. Treasury Secretary Steven Mnuchin talks about the dollar’s strength and tells David Gura that the Trump administration hasn’t yet made a decision on whether to replace the Fed chair. Prior to that, Drew Matus, MetLife Investment Management’s chief market strategist, says the thing that’s being misunderstood the most is that low productivity is cyclical, not structural. Bill Priest, CEO of Epoch Investment Partners, says the VIX is at an abnormally low level. Finally, Tom Leighton, CEO of Akamai Technologies, says people must have the discipline to shut down projects that don’t work.\u0010\u0010(Includes introduction to Steven Mnuchin.)

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Amazon Got Whole Foods for Free, Kantor Says Jun 19, 2017

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Neuberger Berman's Charles Kantor says Amazon effectively got Whole Foods for free as its shares spiked. Prior to that, Hans Humes, CEO of Greylock Capital, says U.S. market leverage isn't nearly as big as it was in 2008. U.S. Commerce Secretary Wilbur Ross says Mexico and Canada are receptive to renegotiations of NAFTA. Finally, General Michael Hayden, the former director of the NSA, says the Robert Mueller investigation will take at least an entire year.

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Amazon-Whole Foods Deal Could Be Tech or Grocery, Profusek Says Jun 16, 2017

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Robert Profusek, partner and chair of global M&A at law firm Jones Day, says he doesn't know whether Amazon's decision to acquire Whole Foods is about retail, tech, grocery or activism. Prior to that, Libby Cantrill, PIMCO's executive vice president, says Washington has become both political and personal. State Street Global Advisors' Kheng Siang Ng says the BOJ isn't ready to act yet. Donald Marron, the Urban Institute's director of economic policy initiatives, says reconciliation must be in place before a partisan tax reform can happen. Finally, Lindsey Piegza, Stifel Nicolaus' chief economist, says momentum in housing is declining.

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Clarida Sums Up Yellen's News Conference: 'Trust Me' Jun 15, 2017

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Richard Clarida, a professor at Columbia University, discusses Janet Yellen's news conference and says there's evidence of the Phillips Curve effect in U.S. wages. Prior to that, James Sweeney, Credit Suisse's chief economist, says the U.K.'s outlook is confusing. Richard Painter, a professor at the University of Minnesota, says it appears that Trump fired Comey because of the Russian investigations. Finally, Diana Furchtgott-Roth, a senior fellow at the Manhattan Institute, says Trump's budget is a wish list.

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Leaks and Backstabbing Pushed Loyalty to Forefront, Carson Says Jun 13, 2017

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Ben Carson, U.S. Housing and Urban Development Secretary, says leaks and backstabbing have pushed Trump's arguments about loyalty to the forefront. Prior to that, Gideon Rose, the editor of Foreign Affairs magazine, says Russia's cyber attacks are a strategy to challenge America's dominance. Carsten Brzeski, ING Germany's chief economist, says no one wants an escalation of the situation in Greece. Charles Plosser, the former Philadelphia Fed Bank president, says he's worried about the Fed's interventionist mentality staying. Finally, Stewart Glickman, CFRA's energy equity analyst, says oil supply has got us into this mess and supply will have to get us out.

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Why GE Is The Number One Large Cap Pick, According to Heymann Jun 12, 2017

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William Blair's Nick Heymann tells Tom Keene and David Gura why GE is "hands down" the number one large cap pick. Prior to that, Nicholas Burns, a professor at Harvard's Kennedy School, says the U.K. is searching for an identity. Robert Sinche, a global strategist at Amherst Pierpont, says markets are underestimating the Fed. Finally, Jeff Sprague, the founder of Vertical Research Partners, says GE's cash flow isn't poor but there's been a large disconnect with earnings.

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Brexit Future is Uncertain After Election, Says Rosenberg Jun 09, 2017

Show notes

Jeffrey Rosenberg, BlockRock's chief fixed income strategist, says the U.K. election results raise uncertainty of a hard or soft Brexit. Prior to that, Willem Buiter, Citi's chief economist, says Theresa May has a lot to prove or else she "won't last long." Chris Swecker, the former assistant director of the FBI, says James Comey showed weakness by not pushing back against Trump's requests. Finally, Thomas Wright, a senior fellow of foreign policy at the Brookings Institution, says many of Trump's actions are reversible.

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