Bloomberg Surveillance

Surveillance: Global Growth Is Bottoming, Cantrill Says

Howard Ward, Gabelli Funds CIO of Growth Equities, thinks it's time for the White House to "stop manipulating the market" when it comes to trade deal progress. Libby Cantrill, PIMCO Head of Public Policy, says uncertainty and tensions with China ...

Surveillance: Pessimism Of Summer Reversed, Shaoul Says

Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, thinks the deep market pessimism of the summer is returning to normal. Alicia Levine, BNY Mellon Chief Strategist, says cyclical sectors are beginning to show signs of life even as ...

Surveillance: Forward-Looking Data Is Up, Achuthan Says

George Bory, Wells Fargo Securities Head of Fixed Income Research, says the current, positively-sloped U.S. yield curve is a good indicator for future economic growth. Yvonne Man, Bloomberg Daybreak Asia Anchor, says riot police are still in the streets in ...

Surveillance: Only So Much ECB Can Do, Rai Says

Guy Johnson, Bloomberg Markets European Close Anchor, recaps the Bank of England's decision to leave rates unchanged. Max Kettner, HSBC Multi Asset Strategist, says if yields continue to spike, financial conditions will tighten. Bipan Rai, CIBC Capital Markets Senior Macro ...

Surveillance Special: A Conversation With Chicago Fed's Evans

Charles Evans, Chicago Federal Reserve Bank President & CEO, sits down with Tom Keene at the Council on Foreign Relations in New York. They discuss inflation expectations, negative rates, and where the Fed is headed.

Surveillance: Surveillance: McDonald's In A Good Place, Says Senatore

Mike Darda, MKM Partners Chief Economist & Macro Strategist, thinks the U.S. economic outlook has reached a "soft landing" point, as the consumer continues to carry the economy. Seema Shah, Principal Global Advisors Chief Strategist, says emerging markets are starting ...

Surveillance: Both Parties See China As Rival, Eichengreen Says

Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, says we have not experienced a period of such heightened trade tensions since the 1930s. Barry Eichengreen, University of California Berkeley Economics Professor, says if there is to be progress on ...

Surveillance: Hawkish Cut From Fed, Luzzetti Expects

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says as long as the consumer continues to grow at its current pace, we can be "reasonably confident" we're not on the cusp of a recession. Peter Dixon, Commerzbank Global Equities Economist, ...

Surveillance: Earnings Growth Not Significant, Levitt Says

Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the Brexit "purgatory" is suiting no one. Brett Bruen, Global Situation Room Director ...

Surveillance: SoftBank's WeWork Rescue With Galloway

Gideon Rose, Foreign Affairs Editor, says Trump would like to unwind U.S. commitments in the Middle East. Catherine Barnard, The U.K. in a Changing Europe Senior Fellow, says, "the ball is currently in the EU's court" after Boris Johnson begrudgingly ...

Surveillance: Stay The Course, Kantor Says

Edward Evans, Bloomberg Opinion Managing Editor, thinks that we are in for intense Parliamentary warfare over the next few days. Meredith Sumpter, Eurasia Group Head of Research Strategy, thinks that Boris Johnson is within touching distance of getting the majority ...

Surveillance: Outcomes For Sterling With Rabobank's Foley

Rosalind Mathieson, Bloomberg Executive Editor for International Government, says U.K. PM Boris Johnson still needs to win the backing of U.K. lawmakers for a Brexit deal. Huw Van Steenis, UBS Senior Adviser to CEO and Former Senior Adviser to BOE's ...

Surveillance: U.S. Consumer Banking Very Strong, Cassidy Says

Surveillance: This Is the Decade of Banking and Tech, Mayo Says

Anthony Crescenzi, PIMCO Market Strategist, says uncertainty is driving the bond market. Rupert Harrison, Multi-Asset Strategies Portfolio Manager at BlackRock, discusses Brexit and says the European Union and Ireland have an incentive to wait things out to see what an ...

Surveillance: Trade Dispute Creating Uncertainty, Kaplan Says

Ebrahim Rahbari, Citi Global Head of FX Analysis, explains why the currency issue between the U.S. and China will be easy to resolve. Steven Cook, CFR Senior Fellow for Middle East & Africa Studies, discusses how the Turkish incursion has ...

Surveillance: Trump Has Abandoned Kurds, Kamarck Says

Drew Matus, Metlife Investment Management Chief Market Strategist, says that if the U.S.-China trade war ends with a partial truce then the whole conflict has been a waste. Priya Misra, TD Securities Global Head of Rates Strategy, thinks that negative ...

Surveillance: Trouble with U.S. Economy is Europe, Kudlow Says

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says average hourly earnings is the most important number to pay attention to from the U.S. Employment Report because it provides insight about consumers' ability to drive consumption. Ellen Zentner, Morgan Stanley ...

Surveillance: No End in Sight for Slowdown, Zingales Says

Luigi Zingales, University of Chicago Booth School Finance Professor, says the global slowdown is going to continue until Germany delivers a major fiscal package, which is unlikely to happen any time soon. Rosalind Mathieson, Bloomberg International Government Executive Editor, says ...

Surveillance: Xi Jinping's Vision With CFR's Economy

Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says China has given up on President Trump. Elizabeth Economy, CFR Senior Fellow and Director for Asia Studies, says the Chinese government will continue to use all the mechanisms they have at their disposal ...

Surveillance Special: Ken Burns on "Country Music" (Podcast)

Ken Burns, Documentary Filmmaker, joins Tom Keene and Paul Sweeney for a discussion on his latest film, "Country Music." Burns discusses iconic Martin guitars, the modernization of the genre, and country music's role in U.S. history.

Behind the Scenes With Bill Dudley, Former New York Fed President

Bill Dudley, senior research scholar at Princeton University, and former New York Fed President, discusses the benefits of Federal Reserve repo operations, a politicized Fed and his role during the 2008 financial crisis. He spoke to Bloomberg's Tom Keene.

Surveillance: Bloomberg Global Business Forum

Surveillance comes to you from the Bloomberg Global Business Forum today. We speak with policy makers, CEOs and strategists.

Bill Dudley on Fed's Repo Facility, Negative Rates, Trade War

Bill Dudley, senior research scholar at Princeton University, and former New York Fed President, discusses the benefits of Federal Reserve repo operations, a politicized Fed, the prospect of negative interest rates, and the economic impact of the U.S.-China trade war. ...

Surveillance: The Fed's Options With Kroszner

Today we start with a segment from Bloomberg Surveillance TV. Alan Ruskin, Deutsche Bank Chief International Strategist, says excess reserves in repo systems are ultimately not doing their job. Randall S. Kroszner, University of Chicago Professor and Former Federal Reserve ...

Surveillance: Fed Day with Citi's Mann

Catherine Mann, Citi Global Chief Economist, doesn't think the Fed's march towards 100 basis point cuts is a done deal. Jack Ablin, Cresset Wealth Advisors Founding Partner and CIO, says recession is the new expansion. Stephen King, HSBC Senior Economic ...