Bloomberg Surveillance

By Bloomberg

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What's Bloomberg Surveillance about?

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

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Surveillance: Soft Landing ...

01.27.2023

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for bonds. Ray Farris, Credit Suisse Chief Economist, says ...

Bloomberg Surveillance episodes:

01.27.2023 Surveillance: Soft Landing with Oppenheimer Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for bonds. Ray Farris, Credit Suisse Chief Economist, says ...
01.26.2023 Surveillance: US GDP Exceeds Forecast Lindsey Piegza, Stifel Chief Economist, says we are teetering towards a recession following US 4Q GDP. Philip Camporeale, JPMorgan Asset Management Portfolio Manager, says we're behind the pandemic highs with inflation. Vasileios Gkionakis, Citi Head of European FX Strategy, says ...
01.25.2023 Surveillance: Weighing Equities with Kettner Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Japan when Kuroda steps down as governor. Binky ...
01.24.2023 Surveillance: Stock Picking with Emanuel Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's all about picking stocks in this market. Kallum Pickering, Berenberg Senior Economist, doesn't think we are headed into a severe recession. Steven Wieting, Citi Global Wealth Management Chief Investment ...
01.23.2023 Surveillance: Debt Ceiling Concerns with Stealey Iain Stealey, JPMorgan Asset Management Global Fixed Income CIO, says the market shouldn't be concerned about the US debt ceiling yet. Alifia Doriwala, RockCreek Group Managing Director, says China is still the biggest determinant in an EM portfolio. Ralph Acampora, ...
01.20.2023 Surveillance: Growth Snap Back with Golub Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, Citibank Global Markets Chief US Economist, fears the Fed has not yet done enough. Kelsey Berro, JPMorgan Investment Management ...
01.19.2023 Surveillance: Succession Plan with Gorman James Gorman, Morgan Stanley CEO, says his three potential successors are already in place. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he thinks the US should do away with the debt ceiling. Greg Boutle, ...
01.18.2023 Surveillance: Recession Reset with JPM's Michele Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Economist, expects stubborn and sticky inflation. Veronica ...
01.17.2023 Surveillance: Growth Outlook with Dutta Neil Dutta, Renaissance Macro Research Head of US Economic Research, says we could see US GDP at 2% in 2023. Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says the S&P; 500 can reach 4,200 this year. Elsa Lignos, ...
01.13.2023 Surveillance: Big Bank Earnings Kick Off Ken Leon, CFRA Equity Research Director, discusses major US banks reporting earnings. Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says we had a 'black swan' style year with two major geopolitical events. Jordan Rochester, Nomura G-10 FX Strategist, discusses USD-JPY ...
01.12.2023 Surveillance: US Inflation Cools Again Vincent Reinhart, Dreyfus and Mellon Chief Economist, discusses the Fed's path following US inflation cooling. Leland Miller, China Beige Book CEO, says we could see extremely high GDP growth in China next year. Carl Weinberg, High Frequency Economics Chief Economist ...
01.11.2023 Surveillance: Bull Market with Yardeni Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the ...
01.10.2023 Surveillance: China Growth with Emanuel Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the team expects 6.2% GDP growth in China this year. Max Kettner, HSBC Chief Multi-Asset Strategist, says that the drop in recession calls for Europe could continue over the next ...
01.09.2023 Surveillance: Labor Market with Richardson Nela Richardson, ADP Chief Economist, says the US still has a strong and robust labor market, but it is at risk of higher wage pressure.Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she favors small caps ...
01.06.2023 Surveillance: US Hiring Tops Forecasts Marty Walsh, US Labor Secretary, discusses the December jobs data. Randy Kroszner, Former Fed Governor & University of Chicago Booth School Economics Professor, says this is the immaculate disinflation report. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, ...
01.05.2023 Surveillance: Soft Landings with Carpenter Seth Carpenter, Morgan Stanley Global Chief Economist, says he's looking for a soft-ish landing from the Fed. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says big tech is ridiculously profitable despite headwinds. Tom Forte, DA Davidson Senior Research Analyst, ...
01.04.2023 Surveillance: Earnings Recession with Wilson Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will ...
01.03.2023 Surveillance: Eurasia's Top 2023 Risks Ian Bremmer, Eurasia Group Founder & President, outlines Eurasia Group's top risks for 2023. Bill Dudley, Former New York Fed President, says if we have a recession, it will be a Fed-induced recession. Kevin Rudd, Former Australia Prime Minister, says ...
12.30.2022 Surveillance: 2023 Expectations with Knutzen Erik Knutzen, Neuberger Berman Multi-Asset Class Chief Investment Officer, doesn't expect central banks to pivot in 2023. Matt Winkler, Editor-In-Chief Emeritus, debt investors are growing more confident in the Fed's ability to contain inflation. Lauren Sauer, University of Nebraska Medical ...
12.29.2022 Surveillance: Supply Shocks with Singh Daleep Singh, PGIM Chief Global Economist, says we are probably in the most intense global power competition backdrop since World War II. Marc Chandler, Bannockburn Chief Market Strategist, thinks a strong yen and lower inflation will take pressure off the ...
12.28.2022 Surveillance: Ban the Phillips Curve, Says Sahm Kathryn Rooney Vera, Bulltick Head of Research & Strategy, says she is still remaining defensive. Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, explains why she thinks the Fed should ban the Phillips curve. Kristina Hooper, Invesco Chief ...
12.27.2022 Surveillance: 2023 Market Outlook Matt Maley, Miller Tabak Chief Market Strategist, still remains bullish on the energy sector. Julia Coronado, MacroPolicy Perspectives President, expects borrowing costs to drop next year. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses immunity amid China's ...
12.23.2022 Surveillance: Minerd's Legacy with Diamond Bob Diamond, Atlas Merchant Capital Founding Partner and CEO, reflects on the life and legacy of Scott Minerd. Michael Gapen, Bank of America Securities Head of US Economics, says economic momentum seems to be slowing as the end of the ...
12.22.2022 Surveillance: Positive Outlook with Golub Jonathan Golub, Credit Suisse Chief US Equity Strategist and Head of Quantitative Research, says the markets backdrop is looking much more positive. Mark Cabana, Bank of America Global Head of US Short Rates Strategy, thinks fixed income will have increased ...
12.21.2022 Surveillance: German Finance Minister Christian Lindner, German Finance Minister, says German carmakers are competitive and mustn't fear Tesla. Greg Peters, PGIM Fixed Income Co-CIO, sees a shift into bonds in 2023. Erik Nelson, Wells Fargo Macro Strategist, says the shift from the Bank of ...
12.20.2022 Surveillance: BOJ Surprise with Lyngen Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, thinks the Bank of Japan will have to be more aggressive in 2023. Dominic Konstam, Mizuho Americas Head of Macro Strategy, says that Bank of Japan has now let the ...
12.19.2022 Surveillance: Financial Conditions with Dudley Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he isn't expecting a recession quite yet. Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, expects index funds to underperform active management. ...
12.16.2022 Surveillance: Hawkish Fed Sparks Recession Fears John Williams, New York Fed President, says that while inflation has showed some signs of slowing, a tight labor market and other factors are likely to keep price pressures elevated and warrant high interest rates for some time. Emily Roland, ...
12.15.2022 Surveillance: ECB Adds to Fed Gloom Jeremy Stretch, CIBC Head of G-10 FX Strategy, says the ECB faces greater potential policy problems compared to the Federal Reserve amid amplified core inflationary pressures. Jonathan Pingle, UBS Chief US Economist, says the ECB is a little bit behind ...
12.14.2022 Surveillance: Soft Recession with Ruskin Alan Ruskin, Deutsche Bank Chief International Strategist, sees a soft recession coming. Torsten Slok, Apollo Global Management Chief Economist, says the labor market needs to deteriorate more. Liz Young, SoFi Head of Investment Strategy, expects the Fed to hike 50 ...
12.13.2022 Surveillance: US Inflation Cools Matthew Luzzetti, Deutsche Bank Chief US Economist, discusses the US November CPI print and the Fed's path ahead. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says he's hesitant about market sentiment, and that this recession "is the most ...
12.12.2022 Surveillance: '23 Recession Risk with Piegza Lindsey Piegza, Stifel Chief Economist, says 2023 is opening the door for a recession. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says small caps are starting to outperform. Daragh Maher, HSBC Head of Research Americas & Head ...
12.09.2022 Surveillance: Slight Hope for '23, says Yu Geoff Yu, BNY Mellon Senior Market Strategist, says there's reason to be slightly hopeful for 2023. Michelle Meyer, Mastercard Economics Institute Chief US Economist, says its clear the Fed is not done hiking. Kathy Jones, Charles Schwab Chief Fixed Income ...
12.08.2022 Surveillance: Tale of Two Halves with Bailin David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says 2023 will be a tale of two halves. Kathy Bostjancic, Nationwide Chief Economist, says we're not seeing a lot of loosening in the labor market. Dan ...
12.08.2022 Chief Future Officer: Naftali Holtz, Royal Caribbean Group Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode focuses on Royal Caribbean Group CFO Naftali Holtz, who moved into the job at the start of 2022 when ...
12.07.2022 Surveillance: 'Springy' Oil with Blanch Francisco Blanch, Bank of America Global Research Head of Global Commodities & Derivatives Research, says the oil market is 'springy' because inventories remain quite low. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Officer, says the bond market is telling ...
12.06.2022 Surveillance: Goldman CEO: Bumpy Times Ahead David Solomon, Goldman Sachs Chairman & CEO, says pay is set to fall as there are 'bumpy times ahead.' Andrew Hollenhorst, Citi Chief US Economist, says the likelihood of a soft landing is low. Amy Wu Silverman, RBC Capital Markets ...
12.05.2022 Surveillance: Fed Path with Riccadonna Carl Riccadonna, BNP Paribas Markets 360 Chief US Economist, says the Fed will keep at it until the job is done. Rebecca Patterson, Bridgewater Chief Investment Strategist, says the Fed is not likely to ease in '23. Stephen Roach, Yale ...
12.02.2022 Surveillance: US Jobs Report with Walsh Marty Walsh, US Secretary of Labor, discusses the November jobs report. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says the Fed has to keep at it until the labor market cracks. Jeff ...
12.01.2022 SURVpodcast_12-01-22_1 Mike Wilson, Morgan Stanley Chief US Equity Strategist, is confident this market rally will continue through December. Jordan Rochester, Nomura G-10 FX Strategist, sees GBP-USD at 1.25 next year. Vincent Reinhart, Dreyfus Mellon Chief Economist, sees an economic downturn within ...
11.30.2022 Surveillance: Growth Acceleration with Dutta Neil Dutta, Renaissance Macro Head of US Economics Research, says real economic growth is accelerating in the US. Wei Li, BlackRock Global Chief Investment Strategist, says the Fed won't be able to cut rates in 2023. Mona Mahajan, Edward Jones ...
11.29.2022 Surveillance: Fed Pause with Dudley Bill Dudley, Bloomberg Opinion Columnist & Former New York Fed President, sees the Fed pausing rate hikes once they get to a 5.25-5.5% range and then holding for a longer period. Alicia Levine, BNY Mellon Wealth Management Head of Equities ...
11.28.2022 Surveillance: Covid Zero with Weinstein Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that, from an investment perspective, the protests in China are just another part of the broader story of economic turmoil. Lara Rhame, FS Investments Chief US Economist, says ...
11.25.2022 Surveillance: China Troubles with Mueller-Glissmann Christian Mueller-Glissmann, Goldman Sachs Multi Asset Strategist, says China's path forward is going to be incredibly bumpy. Kit Juckes, Societe Generale Chief FX Strategist, expects the dollar to see a "series of jagged peaks" and be "significantly weaker by the ...
11.23.2022 Surveillance: Fed History with Blinder Alan Blinder, Princeton University Professor of Economics & "A Monetary & Fiscal History of the United States, 1961-2021" author, expects to see more separation between the Fed and the Treasury in time. Jeff Currie, Goldman Sachs Global Head of Commodities ...
11.22.2022 Surveillance: OECD's Growth Prediction Alvaro Pereira, OECD Acting Chief Economist, predicts global growth will slow to 2.2% in 2023. Dana Peterson, Conference Board Chief Economist, says the economy will be flat in 2023. Jens Nordvig, Exante Data Founder & CEO says it's hard to ...
11.21.2022 Surveillance: Crypto Contagion with Tchir Peter Tchir, Academy Securities Head of Macro Strategy, sees Bitcoin below $10,000. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says we are at an inflection point. David Riley, BlueBay Asset Management Chief Investment Strategist, says we are close to peak inflation. ...
11.18.2022 Surveillance: US Resiliency with Fillion Jean-Yves Fillion, BNP Paribas USA CEO, says the US economy is the most resilient in the world. David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says the Fed may raise rates too high and keep ...
11.17.2022 Surveillance: Ryding's Central Bank Critique terminal: Surveillance: Ryding's Central Bank Critique (Podcast) John Ryding, Brean Capital Chief Economic Advisor, says central banks have made inflation worse. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says there's more curve inversion to be realized. Nick Bennenbroek, Wells Fargo International Economist, says Europe ...
11.16.2022 Surveillance: Rocket Hit in Poland Admiral James Stavridis, Former Supreme Allied Commander at NATO, says the rocket hit in Poland was a wake-up call about the war. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran and Co-Author of '2034: A Novel Of The ...

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