Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Surveillance: The Improbable Becomes Reality Nov 09, 2016

Show notes

On an extended episode of Bloomberg Surveillance, Tom Keene and David Gura discuss the election of Donald Trump. Mohamed El-Erian, Bloomberg View columnist and chief economic adviser at Allianz SE, says Trump's victory shows how quickly the improbable can become reality. Bob Hormats, Kissinger Associates' vice chairman, says if President-elect Donald Trump is wise, he will reach out to Hillary Clinton to repair the fractured country. Then, Tom Barrack, the founder of Colony Capital, says the cadence of Donald Trump as President will be much difference than the cadence of Donald Trump as candidate. Tim Pawlenty, CEO of the Financial Services Roundtable and former Governor of Minnesota, says a Trump presidency could benefit banks. Also, Ian Bremmer, president of Eurasia Group, says we will see an incredible amount of international hedging away from America. Finally, David Malpass, founder of Encima Global, says the GOP-led House and Senate will be critical for Trump's policy implementation.

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Surveillance: Election Day Special Nov 08, 2016

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On election day 2016, Tom Keene and David Gura talk to Yale professor Stephen Roach, who says the decency of the American people will prevail when choosing the next president. Then they speak with Greg Valliere, Horizon Investments' chief global strategist, who says the GOP may split into two major parties after the U.S. election. Also, Harris Associates' David Herro says a Clinton presidency and a GOP congress is the best market outcome. Finally, Dennis Gartman, editor of the Gartman Letter, says he's a big fan of gridlock -- and that a Clinton presidency with a Republican House and Senate is the best of all worlds.

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Surveillance: The Fed Heeds Markets 105%, Greenspan Says Nov 07, 2016

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Tom Keene and David Gura talk to former the Federal Reserve Chairman Alan Greenspan, who says that Fed forecasts are no better than those of a good economist. Prior to that, RBC Capital Markets' Jonathan Golub says fiscal policy attempts to move something that is unmovable while Carl Weinberg, High Frequency Economics' chief economist, says the Fed is tightening in December no matter who wins the election. Then, James Stavridis, dean of The Fletcher School at Tufts University, says if Hillary Clinton wins, she will unlikely be different from President Obama. Finally, Dan Clifton, Strategas Research Partners' head of policy research, says Hillary Clinton has suggested she's going to try to be bipartisan early on in the administration if she wins.

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Surveillance: Gross Counsels Caution Despite Good Jobs Report Nov 04, 2016

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Bill Gross, a fund manager at Janus Capital Management, says people should be cautious despite a good jobs report because structural changes such as technology are displacing jobs. Prior to that, Ellen Zentner, Morgan Stanley's chief U.S. economist, says the jobs data bar isn't set high for a December Fed rate hike. Alan Krueger, a Princeton University professor, says he doesn't put a lot of weight on today's job report ahead of the Fed's decision next month.

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Surveillance: U.K. Court Ruling Suggests Brexit Will Help Pound Nov 03, 2016

Show notes

Stephanie Flanders, chief market strategist at JPMorgan Asset Management, says pound strength after the UK vote was significant, but whether it lasts is a big question mark. Charles Dumas, chief economist at TSL Research, says the BOE may exceed their inflation target by the end of 2016. Danny Blanchflower, a former BOE policymaker & Dartmouth professor, says the U.K. court ruling forces the government to make a more clear position on their bargaining position to leave the European Union. Jack Bogle, founder of Vanguard, says free trade uncertainty is a big negative.

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Surveillance: Local Media Is Wasting Away, Ken Doctor Says Nov 02, 2016

Show notes

Willem Buiter, chief economist at Citigroup, says the Fed is excessively sensitive to what it thinks the markets might do and how markets react. Jim Grant, editor of Grant's Interest Rate Observer, says Janet Yellen and central banks ought to be nearly invisible. Ken Doctor, author and columnist of Newsonomics, says we have half the number of journalists in local newsrooms than we had in 1990. Anne-Marie Slaughter, New America CEO & Princeton professor, says part of the problem of globalization is that it has left so many people who aren't part of a global network behind.

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Surveillance: The Election Isn't Going to Be Stolen, Winik Says Nov 01, 2016

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Michael Darda, chief economist at MKM Holdings, says the Fed desperately wants to move short rates up and is likely to do so in December. John Glass, an analyst at Morgan Stanley, says Shake Shack is unique within the market because of its fantastic brand and high volume of sales. Jay Winik, a historian commissioned by the Council on Foreign Relations, says the election isn't rigged, but we may be facing warning signs that we need to make our voting system more secure.

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Surveillance: Americans Should Be Depressed, Rattner Says Oct 31, 2016

Show notes

Steve Rattner, Willett Advisors chairman, says that a divided government, an ongoing email investigation and a low approval rating should make Americans depressed about a possible Clinton presidency. Peter Hooper, chief economist at Deutsche Bank Securities, says the euro economy hasn't taken any significant hit from Brexit so far. Steve Wieting, global chief strategist at Citi Private Bank, says central banks are on a reasonable course heading into 2017. Doug Kass, president of Seabreeze Partners, says Disney has its own problems, including falling earnings estimates, and isn't a likely bidder for Twitter.

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Surveillance: Investors Are Still Skittish, Nuveen's Doll Says Oct 28, 2016

Show notes

Bob Doll, chief equity strategist at Nuveen Asset Management, says rates are in a long-term bottoming process. Gene Munster, an analyst at Piper Jaffray, says Google has a lot to be excited about and has kept revenue growth going. Sara Senatore, a senior analyst at Sanford C. Bernstein, says the Chipotle brand is still very good. Robert Peck, senior director of internet research at SunTrust Robinson Humphrey, says big tech companies are continuing to grow and it shows the power and scale of companies like Google and Amazon.

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Surveillance: Twitter Is Improving, Sena Says Oct 27, 2016

Show notes

Bloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at Bernstein Global Wealth Management, says bond investors should shorten duration as long-duration debt faces price risk with rising interest rates. Ira Jersey, senior portfolio manager at OppenheimerFunds, says he is overweight on emerging markets and bullish on Brazil. Ken Sena, managing director at Evercore ISI, comments on Twitter's earnings and the AT&T and Time Warner merger.

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