Bloomberg Surveillance

By Bloomberg

Business Investing Business News

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: Navigating Se...

09.23.2022

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says uncertainty in the markets is approaching critical levels. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, discusses outlook for the pound as Liz Truss’s new UK government ...

Bloomberg Surveillance episodes:

09.23.2022 Surveillance: Navigating Sea of Red With Evercore’s Emanuel Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says uncertainty in the markets is approaching critical levels. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, discusses outlook for the pound as Liz Truss’s new UK government ...
09.22.2022 Surveillance: Global Hike Race With Abby Joseph Cohen Danny Blanchflower, Dartmouth Professor & Former BOE Policy Committee Member, warns of an economic disaster ahead. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, assesses the recent carnage in the markets. Abby Joseph Cohen, Columbia Business School Professor & ...
09.21.2022 Surveillance: Earnings Story with Wilson Mike Wilson, Morgan Stanley Chief US Equity Strategist, says he is much more focused more on the earnings story than the Fed. Michael Pond, Barclays Head of Global Inflation Market Strategy, says to prepare for a hawkish Fed. Michael Collins, ...
09.20.2022 Surveillance: Fed Tightening with Jones Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's unsustainable to have the Fed hiking rates at a very rapid rate with the economy slowing. Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, thinks yields are ...
09.19.2022 Surveillance: Equity Risk with Stubbs David Stubbs, JPMorgan Private Bank Global Head of Cross-Asset Thematic Strategy, says there are plenty of ways to meet your financial goals without taking equity risk. Dana Peterson, Conference Board Chief Economist, doesn't expect to see 2% inflation until 2024. ...
09.16.2022 Surveillance: Earnings Revision with Sheets Andrew Sheets Morgan Stanley Chief Cross Asset Strategist, says we are into the thick of what we think is going to be a disappointing earnings revision lower. Jane Foley, Rabobank Head of FX Strategy, says she can't dismiss the possibility ...
09.15.2022 Surveillance: Sen. Toomey Talks Rail Deal, Inflation & Crypto Senator Pat Toomey, a Pennsylvania Republican and Ranking Member of the Senate Banking Committee, reacts to US railroads and union negotiators reaching a tentative deal to avert a labor disruption and says Congress should step in on cryptocurrency regulation. Liz ...
09.15.2022 Chief Future Officer: Katie Fogertey, Shake Shack Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This ...
09.14.2022 Surveillance: Persistent Inflation with Li Wei Li, BlackRock Global Chief Investment Strategist, says Europe is heading for a recession this year and one is likely in the US next year as well. Governor Glenn Youngkin, (R) Virginia, says bad policies are leading to persistent inflation. ...
09.13.2022 Surveillance: US Inflation Tops Estimates Jay Bryson, Wells Fargo Chief Economist, says today's inflation report removes all doubt about the Fed hiking 75 basis points at their next meeting. David Kelly, JPMorgan Asset Management Chief Global Strategist, thinks markets are overreacting to the US inflation ...
09.12.2022 Surveillance: Market Optimism with Kaminski Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, explains why he thinks yields are now reasonable. Kathryn Kaminski, Alphasimplex Group Chief Research Strategist, says she is less optimistic than the markets. Ben Hodges, Former Commanding General US Army Europe ...
09.09.2022 Surveillance: Remembering Queen Elizabeth II John Micklethwait, Bloomberg Editor-in-Chief, reflects on the legacy of Queen Elizabeth II. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens' College Cambridge President, discusses the impact of Queen Elizabeth II on Queens' College Cambridge. Robin Niblett, Chatham House Director, expects Charles ...
09.08.2022 Surveillance: ECB Hikes 75 Basis Points Vasileios Gkionakis, Citi Head of European FX Strategy, says he is not confident that the ECB is making inflation the top priority it should be. Holger Schmieding, Berenberg Bank Chief Economist, says the ECB won't likely reverse course. Katrina Dudley, ...
09.07.2022 Surveillance: Historic Times in FX George Saravelos, Deutsche Bank Global Head of FX Research, says the dollar is ending up as the safe haven of choice by default. Margie Patel, Allspring Global Investments Senior Portfolio Manager, sees no "dynamic rebound" for stocks. Ed Morse, Citigroup ...
09.06.2022 Surveillance: Pound Gets Truss-Inspired Boost Ben Laidler, eToro Global Markets Strategist, says this market is talking itself into a funk. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the US economy is faring better than the rest of the world and ...
09.02.2022 Surveillance: US Jobs Report with Walsh Marty Walsh, US Secretary of Labor, expects payrolls to keep rising despite Fed rate increases. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the labor force participation rate is consistent with where the ...
09.01.2022 Surveillance: Central Banks Wake Up Jean Boivin, Head of the BlackRock Investment Institute, says central banks are finally waking up. Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says there is a huge amount of uncertainty over what the ...
09.01.2022 Chief Future Officer: Tarek Robbiati, HPE Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This ...
08.31.2022 Surveillance: Recession Not Likely, Says Emanuel Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the market could retest its lows if there is a consumer slump. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, sees opportunities in European financials. Deborah Cunningham, Federated ...
08.30.2022 Surveillance: No Market Bottom, says Rosenberg David Rosenberg, Rosenberg Research Founder & President, says we are a long way from the market bottom. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says he's not yet ready to get back into stocks. ...
08.29.2022 Surveillance: Negative September with Slimmon Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, expects the near term to be negative for markets. Francesco Bianchi, Johns Hopkins Economist, says the Fed needs cooperation from the fiscal authorities to help bring inflation down. Ellen Wald, Atlantic ...
08.26.2022 Surveillance: Powell Talks Tough at Jackson Hole Patrick Harker, Philadelphia Fed President, says the Fed should consider pausing rate hikes after hitting at least 3.4% by year end to see how the economy reacts. James Bullard, St. Louis Fed President, says the Fed’s rate hikes are working ...
08.25.2022 Surveillance: Fed's George Drops Hints at Jackson Hole Esther George, Kansas City Fed President, says the Fed has to get rates higher to slow down demand. Glenn Hubbard, Columbia Business School Professor of Finance and Economics, says policy still has role to play. Mohamed El-Erian, Bloomberg Opinion Columnist ...
08.24.2022 Surveillance: Investors Await Fed Rate-Hike Clarit Andrew Hollenhorst, Citi Chief US Economist, sees the Fed raising rates above 4% next year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says a Fed hike beyond 4% doesn't make sense. Tom Porcelli, RBC Capital Markets Chief US ...
08.23.2022 Surveillance: Fed Expectations with Hatzius Jan Hatzius, Chief Economist at Goldman Sachs, thinks the it could be a couple more years before the Fed cuts rates. Steven Ricchiuto, Mizuho Securities USA Chief US Economist, describes why this is not a typical inflation cycle. Steve Englander, ...
08.22.2022 Surveillance: Stock Volatility with Calvasina Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says to set up for further volatility ahead. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, if you're not expecting a recession in Europe, you haven't been paying attention. Peter Trubowitz, LSE ...
08.19.2022 Surveillance: Fed Tightening with Carpenter Seth Carpenter, Morgan Stanley Chief Global Economist, says the Fed needs to slow things a lot and stay tight for a while. Jane Foley, Rabobank FX Strategy Head, explains why she thinks Sterling can remain weak for a while. Patrick ...
08.18.2022 Surveillance: Market Pause with Sheets (Podcast) Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says markets are in an interesting pause before the September Fed meeting. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says credit fundamentals are still strong. Francisco Blanch, Bank of America ...
08.17.2022 Surveillance: Goldilocks Scenario with Levine Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the biggest systemic risk is that markets have already priced in the Goldilocks scenario. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, is seeing a war ...
08.16.2022 Surveillance: China Alarm with Haass terminal: Surveillance: China Alarm with Haass (Podca Richard Haass, Council on Foreign Relations President and Author, “The Bill of Obligations,” says China is increasingly turning up the level of alarm among its neighbors. Anastasia Amoroso, iCapital Chief Investment Strategist, doesn't expect the market to move materially higher ...
08.15.2022 Surveillance: Yield Values with Hornby Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, says there is actually income in fixed income for the first time in a long time. Kit Juckes, Societe General Chief FX Strategist, says there is a disconnect between the markets ...
08.12.2022 Surveillance: Temple Sees Inflation Paradigm Shift (Podcast) Ron Temple, Lazard Asset Management Co-Head of Multi-Asset & Head of US Equity, says we're in the midst of inflation paradigm shift. Stephen Roach, Yale Law School Paul Tsai China Center Senior Fellow, discusses tension between the US and China. ...
08.11.2022 Surveillance: Inflation Elation with Tallbacken's Purves Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says market may be at an inflection point. Michael Purves, Tallbacken Founder & CEO, examines today's optimism in the market. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says stop worrying whether the Federal ...
08.10.2022 Surveillance: White House & Wall Street Reacts to CPI Data Brian Deese, White House Director of the National Economic Council, says inflation report is a positive signal and says labor market strength will continue. Michael Pond, Barclays Head of Global Inflation-Linked Research, says inflation report reinforces the Barclays view that ...
08.09.2022 SURV_podcast_08-09-22_1 Claudia Sahm, Jain Family Institute Senior Fellow & Bloomberg Opinion Columnist, sees a disrupted economy beginning to heal. Greg Peters, PGIM Fixed Income Co-CIO, says the bond market is reflecting a new reality. Greg Valliere, AGF Investments Chief US Policy ...
08.08.2022 Surveillance: JPMorgan Sees Choppy Market Ahead (Podcast) Joyce Chang, JPMorgan Chair of Global Research, warns of a choppy market ahead. Peter Tchir, Academy Securities Head of Macro Strategy, says a Fed pivot will be negative for equities. Dana Peterson, The Conference Board Chief Economist, says labor shortages ...
08.05.2022 Surveillance: US Payrolls Post Big Beat Marty Walsh, U.S. Secretary of Labor, says current job growth will be sustainable. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the Federal Reserve's next move. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, ...
08.04.2022 Chief Future Officer: Sachin Mehra, Mastercard Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This ...
08.04.2022 Surveillance: BOE Hikes, Forecasts Economic Misery Jordan Rochester, Nomura International G-10 FX Strategist, says he expects the Bank of England to transition to more dovish policy next year. David Blanchflower, Dartmouth College Professor of Economics & Former Bank of England Monetary Policy Committee, says the Bank ...
08.03.2022 Surveillance: Inflation Drivers with Stiglitz (Podcast) Joseph Stiglitz, Columbia University Professor & Nobel Laureate, says we will eventually go through a period of disinflation. Kathy Bostjancic, Oxford Economics Chief US Economist, thinks it's possible to cool the labor market and the economy without seeing a large ...
08.02.2022 Surveillance: Fed Cycle with Mike Wilson (Podcast) Mike Wilson, Morgan Stanley Chief US Equity Strategist, says any talk of a Fed pivot at this point is premature. Mandy Xu, Credit Suisse Head of Equity Derivatives Strategy, suggests going long gold as real yields peak. Mark McCormick, TD ...
08.01.2022 Surveillance: Pelosi's Taiwan Visit with Cohen (Podcast) William Cohen, Chairman & CEO of the Cohen Group, Former Secretary of Defense and Former US Senator, says China would view a visit to Taiwan by Nancy Pelosi as a finger in the eye of Xi Jinping. Lara Rhame, FS ...
07.29.2022 Surveillance: Inflation Concerns with Reinhart (Podcast) Vince Reinhart, Dreyfus and Mellon Chief Economist, expects inflation will halve over the next year, which will then allow the Fed to pivot. Barbara Ann Bernard, Wincrest Capital Founder, CEO & CIO, says this is a real stock picker's market. ...
07.28.2022 Surveillance: Weak US GDP with Pingle (Podcast) Jonathan Pingle, UBS Chief US Economist, says the guts of the US GDP report look weak. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, is more concerned about the next four quarters going further than today's GDP report. ...
07.27.2022 Surveillance: Slowing Economy with Hyman (Podcast) Ed Hyman, Evercore ISI Chairman & Founder & Head of Economic Research, says the economy is doing fine now, but it will slow with inflation. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, is seeing ...
07.26.2022 Surveillance: Inflation Downturn with Emanuel (Podcast) Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees signs of inflation turning down. Saira Malik, Nuveen Chief Investment Officer, says we are likely already in a recession. Representative French Hill, Republican from Arkansas, says the Fed has to ...
07.25.2022 Surveillance: Severe Recession with Roubini (Podcast) Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust.com Co-CEO, says the idea of a short, shallow recession is a delusion. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, thinks the Fed will begin pulling back on tightening ...
07.22.2022 Surveillance: Fed & Recession with Lacker (Podcast) Jeff Lacker, Former Richmond Fed President, says the Fed should be willing to tolerate a recession to get inflation down. Rich Greenfield, LightShed Partners Partner and Media and Technology Analyst, believes that Elon Musk will be forced to buy Twitter. ...
07.21.2022 Surveillance: ECB Surprise (Podcast) Vassili Serebriakov, UBS FX & Macro Strategist, says the key question for the ECB going forward is going to be the growth-inflation mix. Gilles Moec, AXA Investment Managers Chief Economist Officer, says wage growth data is going to be key ...
07.20.2022 Surveillance: Standing Markets with Slimmon (Podcast) Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says markets are in a standing mode right now. Blerina Uruci, T. Rowe Price US Economist, says the recession doom and gloom is exaggerated. Jim Bianco, Bianco Research President, says inflation ...

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