Bloomberg Surveillance - Bloomberg

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Surveillance: Stephen Stanley on the Part Time-ization of US Oct 12, 2016

Show notes

Stephen Stanley, chief economist of Amherst Pierpont Securities, says 2016 inflation is very close to 2 percent. Craig Moffett, partner and senior research analyst at MoffettNathanson, says cable is best positioned for the next generation of wireless. Axel Merk, chief investment officer of Merk Investments, says the Fed wants to be behind the curve.

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Surveillance: Workplace Is Changing Dramatically, Nobelist Says Oct 11, 2016

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Dennis Gartman, editor of the Gartman Letter, says he's not yet confident of a gold rebound. Steve Rattner, chairman of Willet Advisors, says the equity markets are fully valued and that he's reducing exposure to U.S. equities. Scott Clemons, chief investment strategist at Brown Brothers Harriman, says rising interest rates will be a tailwind for the equity markets because the Fed is confident about economic stability. Bengt Holmstrom, the 2016 Nobel Prize winner in economics, says narrow financial incentives can be damaging.

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Surveillance: Fed Moving Closer to Normalization, Sinche Says Oct 10, 2016

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Robert Sinche, global strategist at Amherst Pierpont Securities, says the long-term yield downturn is a global phenomenon. Greg Valliere, chief global strategist at Horizon Investments, says Hillary Clinton's policies aren't pro-growth. James Steel, chief commodities analyst at HSBC Securities, says the biggest driver of gold is Fed policy. Takatoshi Ito, a professor at Columbia University's School of International and Public Affairs, discusses the BOJ's independence.

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Admati: Deutsche Bank Has Made Itself More Systemic Oct 07, 2016

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Anat Admati, professor of finance and economics at Stanford Graduate School of Business, says capital levels for European banks are meaningless with accounting tricks.

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Surveillance: Gross Says Job Report Won't Bar Fed Rate Increase Oct 07, 2016

Show notes

Alan Krueger, a professor of economics at Princeton University, says the U.S. economy is seeing encouraging signs of wage growth. Peter Fisher, a senior fellow at Dartmouth's Tuck School of Business, says the Fed has been targeting low-level volatility like it's a third mandate and that's a mistake. Bill Gross, a fund manager at Janus Capital Management, says he sees a stronger dollar in the longer term.

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Surveillance: Settlement on Deutsche Bank is Best, Lagarde Said Oct 06, 2016

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John Lipsky, a visiting scholar of the Paul H. Nitze School of Advanced International Studies and a former special adviser to the IMF, says the IMF is less concerned about China in the short term. Mohamed El-Erian, chief economic adviser of Allianz, says the market dodged a Lehman moment on Deutsche Bank. London School of Economics professor Nicholas Stern says Brexit is calling U.K. growth prospects into question. IMF Managing Director Christine Lagarde urges European banks to examine their business models.

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Surveillance: U.S. Economy Stagnating, Alan Greenspan Says Oct 05, 2016

Show notes

Jeff Currie, global head of commodities research at Goldman Sachs, says gold is trading in lock-step against real interest rates. UBS' Geoff Dennis discusses emerging market initiatives that may come out of the IMF meetings this week in Washington, D.C. Alan Greenspan, former chairman of the Federal Reserve, says global trade remains an overall net plus for markets.

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Surveillance: Major Sees Five More Years of Low Bond Yields Oct 04, 2016

Show notes

HSBC's Steven Major says we should expect lower yields to last longer. Eurasia Group's Callum Henderson says the weaker sterling is a positive bias for markets. David Herro, partner and chief investment officer at Harris Associates, says Credit Suisse shares are too cheap and expects a consolidation in banking as a result of regulation. Ian Shepherdson, chief economist at Pantheon Macroeconomics, says the sterling is set to drop substantially.

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Surveillance: U.K.'s Idea of Brexit Sovereignty an Illusion Oct 03, 2016

Show notes

Marc Chandler, head of currencies at Brown Brothers Harriman, weighs in on the pound's drop and analyzes the Obama dollar rally. James Stavridis, dean of the Fletcher School of Law and Diplomacy at Tufts University and a retired U.S. Navy admiral, discusses the outlook for Germany on Unity Day. Michael Feroli, chief U.S. economist at JPMorgan, says there has been a huge wealth boom but the savings rate is unchanged during the past several years.

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Surveillance: Citi's Buiter Says Global Economy is Stagnating Sep 30, 2016

Show notes

Willem Buiter, chief economist at Citigroup, says a hard Brexit is the most likely outcome for the U.K. BlackRock's Jeffrey Rosenberg discusses how low bond yields can go. Dr. Allan Meltzer, professor at the Tepper School of Business, says the Fed is financing the government's deficit.

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