Bloomberg Surveillance - Bloomberg

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French Election More Important Than U.K. Election, Konstam Says Apr 18, 2017

Show notes

Dominic Konstam, Deutsche Bank Securities Global Rates Research Head, said a weak sterling reflects the U.K. may struggle to get a good Brexit deal. John Stoltzfus, Oppenheimer & Co. Chief Investment Strategist, said the VIX has been remarkably low as equity markets look for U.S. economic expansion. Anthony Scaramucci, a Trump adviser, said the White House is more stable than it looks. Dennis Gartman, Gartman Letter Publisher, said it's still a bull market for the dollar. Linda McMahon, administrator at the U.S. Small Business Administration, said the SBA will stay separate.

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U.S. Startups Need Immigrants, AOL Co-Founder Says Apr 17, 2017

Show notes

Steve Case, co-founder of AOL, discusses the outlook for technology and innovation and says U.S. startups need immigrants. Julian Emanuel, an equity and derivatives strategist at UBS, says markets are in a wait-and-see mode. Finally, Mike Mayo, an independent banking analyst, says banks are hardwired for safety, but not for better governance.

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Fed Doesn't Need to Reduce Balance Sheet, Kocherlakota Says Apr 13, 2017

Show notes

Narayana Kocherlakota, a Bloomberg View columnist and former president of the Federal Reserve Bank of Minneapolis, says it would be hard for Trump to say that Janet Yellen hasn't done her job. Prior to that, Michael Darda, MKM Partners' chief economist, says the Fed's on course for quarter-to-quarter rate hikes. Ken Leon, CFRA Research's director of industry and equities, says JPMorgan didn't exhibit its normal across-the-board strength in earnings. Finally, Emmanuel Kachikwu, Nigeria's oil minister, says OPEC is struggling with U.S. production increases.

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IMF's Lagarde Says Protectionism Is a Global Threat Apr 12, 2017

Show notes

IMF Managing Director Christine Lagarde says protectionism's a threat and we should assess currency moves on a global basis. Marc Chandler, the head of foreign exchange at Brown Brothers Harriman, says geopolitical tensions will eventually settle down. Finally, James Stavridis, the dean of the Fletcher School at Tufts University, says the mutual history of the U.S. and Russia can be a positive.

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Smaller U.S. Companies Are Fine, JPMorgan's Michele Says Apr 11, 2017

Show notes

Bob Michele, JPMorgan's chief investment officer, says small and mid-cap companies in the U.S. are fine and that's being reflected in small-business confidence. Prior to that, Nomura Securities' George Goncalves says central banks don't like being in the limelight. Finally, George Friedman, founder of Geopolitical Futures, says North Korea appears to be close to having nuclear weapons.

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Manufacturing Is Moving at a Good Pace, Toyota's James Says Apr 10, 2017

Show notes

Toyota Motor President Wil James and Kentucky Governor Matt Bevin discuss Toyota's $1.33 billion investment in a Kentucky plant. Prior to that, Carl Weinberg, chief economist at High Frequency Economics, says the economy's 2 percent growth rate seems to be more than enough to keep the unemployment rate falling. Finally, the Brookings Institution's Thomas Wright says Trump didn't send a particularly strong message with the Syrian air strikes.

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We Want New, Modern Glass-Steagall, Cohn Says Apr 07, 2017

Show notes

Gary Cohn, the former Goldman Sachs president who is now director of the National Economic Council, says the U.S. needs a 21st-Century Glass-Steagall Act and that deregulation is one of the easier things the White House can do. Prior to that, Ellen Zentner, Morgan Stanley's chief U.S. economist, says inflation will pierce the Fed's 2 percent goal later this year. Neel Kashkari, the former Pimco head of global equities who is now president of the Minneapolis Federal Reserve Bank, says we need to keep pushing to end "too big to fail." Dennis Ross, a counselor at the Washington Institute for Near East Policy, says hard power is a necessary part in effective diplomacy. Finally, Bill Gross of Janus Capital Management says the focus should be on productivity growth.

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China May Retaliate by Taxing U.S. Goods, Locke Says Apr 06, 2017

Show notes

Gary Locke, a former U.S. ambassador to China, says a border tax would affect China and raise the price of imported goods. Prior to that, Stephen Roach, a professor at Yale University and former chairman of Morgan Stanley Asia, says China isn't manipulating its currency. Jerome Schneider, PIMCO's head of short-term and funding desk, says the Fed is in the process of a "hand off" to fiscal policy. Finally, Diane Swonk, founder of DS Economics, says the labor market is healing.

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Yen May Move to 150 Per Dollar, Shilling Says Apr 05, 2017

Show notes

Gary Shilling, president of A. Gary Shilling and a Bloomberg View columnist, discusses the Japanese Yen and says China's growth is slowing. Prior to that, Gina Martin Adams, Bloomberg Intelligence's chief U.S. equity strategist, says S&P 500 valuation's at a 15-year high, but may not have found its peak. Nancy McLernon, CEO of the Organization for International Investment, says lobbying gets a bad rap but it's educating. Toby Cosgrove, CEO of Cleveland Clinic, says we haven't gotten the right aspects of health-care reform.

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Rice's Actions in Trump Intelligence May Be Improper, Lake Says Apr 04, 2017

Show notes

Bloomberg View columnist Eli Lake says Susan Rice's actions may not be illegal but improper is another question. Prior to that, Bob Hormats, the former Goldman Sachs executive and State Department official who is now vice-chairman at Kissinger Associates, says Trump doesn't know much about China and will have to listen to President Xi Jinping when they meet later this week. Tim Armstrong says he picked the name Oath for Yahoo and AOL's re-branding to show commitment to businesses and consumers. Alan Ruskin, Deutsche Bank's co-head of FX research, says the South African rand isn't a currency for rookie FX traders. Finally, Itay Michaeli, an auto analyst at Citigroup, says there's not an auto bubble for lending with subprime loans.

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