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China Isn't Manipulating Currency, Commerce Secretary Ross Says May 12, 2017

Show notes

China isn't manipulating its currency, says U.S. Secretary of Commerce Wilbur Ross, adding that some things about the Volcker Rule can change. Prior to that, John Normand, JPMorgan's head of FX, commodities and international rates research, says sterling will weaken. Roger Bootle, founder of Capital Economics, says the next five to 10 years will be disequilibrium on steroids. Randall Kroszner, a professor at the University of Chicago's Booth School, says he's heartened that the Fed's discussions on rates and balance sheet adjustments haven't caused a disruption. Finally, Geoff Robinson, UBS' executive director of equity research, says Apple has serious buying power.

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The Optics of This Administration Are Hideous, Stavridis Says May 11, 2017

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James Stavridis, dean of the Fletcher School at Tufts University, says it's remarkable to see the National Security Advisor and the FBI Director both fired in Trump's first 112 days. Prior to that, Charles Powell, a member of the House of Lords, says Brexit hasn't caused panic in the U.K. Dennis Gartman, editor of the Gartman Letter, says more inflation is on the horizon. Finally, Howard Davidowitz, chairman of Davidowitz and Associates, says Amazon will do more apparel sales than Macy's.

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Blood Is in the Water in Trump's Administration, Valliere Says May 10, 2017

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Greg Valliere, Horizon Investments' chief global strategist, discusses James Comey's dismissal and says Trump's agenda is stalled and tax reform is dead for this year. Prior to that, Marvin Barth, Barclays' global head of FX strategy, says the ECB is still on course to change its forward guidance. Wendy Carlin, a professor at University College London, tells Tom Keene and David Gura how to get younger generations invested in economics. Finally, Eli Lake, a Bloomberg View columnist, says the White House created its own crisis.

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Macron Is a Modern Monarch, Fenby Says May 09, 2017

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Jonathan Fenby, TS Lombard's director of European political research, and RBS Chairman Howard Davies discuss Emmanuel Macron's speech at the Louvre, the future of France's political landscape and the relationship between Macron and Angela Merkel. Erik Nielsen, Unicredit's chief economist, says Trump will be ineffective in talking down the dollar. Steven Wieting, Citi Private Bank's global chief strategist, says a Fed balance sheet adjustment will be volatile. Finally, Scott Snyder, a senior fellow for Korean studies at the Council on Foreign Relations, says North Korea isn't ready for talks with South Korea.

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France's Macron Will Disrupt Everything, Publicis CEO Says May 08, 2017

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Maurice Levy, the outgoing CEO of Publicis, says Emmanuel Macron will disrupt everything because he's young and has the will and determination to address the real issues in France. Richard Attias, chairman of Attias & Associates, says the National Front Party is extremist, not just populist. Renaud Dutreil, former chairman of LVMH, says Macron embodies a fresh and innovative approach to politics. Finally, Ruchir Sharma, chief global strategist at Morgan Stanley, says OPEC's powers are greatly overstated.

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Real Economic Growth Is a 2% Number Going Forward, Gross Says May 05, 2017

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Bill Gross, a fund manager at Janus Capital, says real economic growth in the U.S. is a 2 percent number going forward. Prior to that, Jean-Claude Trichet, former ECB president, says he agrees with Emmanuel Macron on respecting rules and reforming France. Alan Krueger, a professor at Princeton University, remembers the legacy of economist William Baumol. Finally, James Glassman, a senior economist at JPMorgan Securities, says low oil prices are bad for energy sectors but great for Americans.

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It's a Do-or-Die Moment for Oil Bulls, Schork Says May 04, 2017

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Stephen Schork, editor of the Schork Report, says it's a do-or-die moment for oil bulls and that it's clear that OPEC has failed to balance markets. Prior to that, William McNabb, Vanguard Group's CEO, says he's never had a growth objective for Vanguard in 42 years. Komal Sri-Kumar, president of Sri-Kumar Global Advisors, says there's little transparency or clarity coming from the Fed. Libby Cantrill, PIMCO's executive vice president, says fiscal expansions will come, but there will be fewer than expected.

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Surveillance Special: Tom Keene Speaks With Ben Bernanke May 03, 2017

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In a special edition of Bloomberg Surveillance, Tom Keene speaks with former Federal Reserve Chairman Ben Bernanke ahead of the central bank's latest rate decision.

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Freedom Caucus Founder Hopes for a Health-Care Vote This Week May 03, 2017

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Jim Jordan, House Freedom Caucus founder, says he hopes Congress will vote on health care this week and that President Trump resonates because he has conservative principles with populist tones. Prior to that, Bloomberg Intelligence's Ira Jersey says the Fed wants to shrink the balance sheet. Eswar Prasad, a professor at Cornell University, says China could be doing more about North Korea because it's North Korea's economic lifeline. Arkansas Congressman French Hill discusses the health-care vote. Finally, Mitch Daniels, president of Purdue University, says the Kaplan acquisition isn't a threat to Purdue's culture.

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Bloomberg's Talev Talks About Trump Oval Office Interview May 02, 2017

Show notes

Bloomberg's Margaret Talev speaks about the Oval Office interview she and colleague Jennifer Jacobs conducted with President Trump, in which he reiterated expectations for 3 percent GDP growth and said he's considering breaking up big banks. Prior to that, Howard Ward, CIO of growth equities for Gabelli Funds, says Apple is defying skeptics with its pricing power. Citadel CEO Ken Griffin says money's coming out of active management and is heading toward passive structures. Dartmouth professor Douglas Irwin discusses Trump's trade policy. Finally, UBS' Julian Emanuel says low volatility can seduce investors into taking on more risk, but they need to remain disciplined at this point.

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