Bloomberg Surveillance - Bloomberg

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Latest Episodes:

Mayo: Bullish on bank stocks Apr 14, 2016

Show notes

CLSA's Mike Mayo says he recommends Bank of America, JPMorgan, Citigroup and Wells Fargo. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.

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French: what BOE says is moving into political sphere Apr 14, 2016

Show notes

Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.

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Russo: Cost that make products are lower than a few years ago Apr 14, 2016

Show notes

Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growing earnings. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

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Oja: Wells Fargo had traditional strong long growth Apr 14, 2016

Show notes

S&P Bank Analyst Erik Oja discusses banks and how traditional banking is doing fine for these companies. He discusses the different banks with Tom Keene and Michael McKee on Bloomberg Surveillance.

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Derman: Stocks aren't going to behave the way they should Apr 14, 2016

Show notes

Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surveillance with Tom Keene and Michael McKee.

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Kelly: Pricing of central banks are completely out of whack Apr 13, 2016

Show notes

JP Morgan's David Kelly says global nominal GDP is pretty slow, there is low inflation and there is no strong growth. However, the global economy is still moving forward. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

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Hintz: Headwind is on the energy side Apr 13, 2016

Show notes

Stern School of Business Professor Brad Hintz says ROE's are low because if you're not taking any risk you're not taking any losses. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

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Zandi: We'll get another good year in overall consumer spending Apr 13, 2016

Show notes

Moody's Analytics' Mark Zandi speaking on the American consumer and spending growth where retail is just half of it and spending on services is quite strong. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

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York: Lower for longer range trading in 40's and 50's Apr 13, 2016

Show notes

WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are half of where they were before they are corrected and the market typically corrects faster than that. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

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Straszheim: reports of death of Chinese economy exaggerated Apr 13, 2016

Show notes

Evercore's Donald Straszheim weighs in on an improving Chinese economy on Bloomberg Surveillance with Tom Keene and Michael McKee.

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