Bloomberg Surveillance

By Bloomberg

Business Investing Business News

What's Bloomberg Surveillance about?

Tom Keene, Jon Ferro, and Pimm Fox 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.

4.0

885 ratings

Download our free app to listen on your phone

LAST EPISODE

Surveillance: Omicron Uncer...

11.30.2021

Howard Ward, Gabelli Funds CIO of Growth Equities, says it is too early to say whether the omicron variant is a market gamechanger. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, expects inflation to fall to 3% despite the risk ...

Bloomberg Surveillance episodes:

11.30.2021 Surveillance: Omicron Uncertainty With Ward Howard Ward, Gabelli Funds CIO of Growth Equities, says it is too early to say whether the omicron variant is a market gamechanger. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, expects inflation to fall to 3% despite the risk ...
11.29.2021 Surveillance: Omicron Response With Hotez Peter Hotez, Baylor College Baylor College Dean of the National School Of Tropical Medicine, says travel bans from southern Africa is a policy failure. Elsa Lignos, RBC Global Head of FX Strategy, says currency market is in “wait-and-see mode” on ...
11.26.2021 Surveillance: New Covid Variant With Pekosz Dr. Andy Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says now is the time to be proactive to prevent again the new Covid variant and other virus risks. Amrita Sen, Energy Aspects Founder and Director ...
11.24.2021 Surveillance: U.S. Economic Data With Loh Marvin Loh, State Street Global Markets Global Macro Strategist, says today's data confirms that the U.S. Economy is moving in the right direction. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, there is a possibility that demand could curtain as ...
11.23.2021 Surveillance: Lira Weakness With Amoroso Anastasia Amoroso, iCapital Network Chief Investment Strategist, says the damage to the Turkish Lira has been self-inflicted. Mark McCormick, TD Securities Global Head of FX Strategy, says the market has completely lost confidence in Turkey. Michael Feroli, JPMorgan Chief U.S. ...
11.22.2021 Surveillance: The Future of the Fed President Joe Biden selects Jerome Powell for a second four-year term as U.S. Federal Reserve chair and elevates Governor Lael Brainard to vice chair. A special edition of Bloomberg Surveillance gets the reaction from Kathy Jones, Charles Schwab Chief Fixed ...
11.19.2021 Surveillance: Virus Woes Hit Markets Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist, predicts the S&P 500 Index will reach 5,000 by June of 2022. Jim O'Sullivan, TD Securities Chief US Macro Strategist, expects growth momentum to be down over the next year. ...
11.18.2021 Surveillance: Growth Trajectory With Rajappa Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, still expects a strong growth trajectory over the next several years. Megan Greene, Harvard Kennedy School Senior Fellow, says Turkey is the canary in the EM coalmine. Seth Carpenter, Morgan Stanley ...
11.17.2021 Surveillance: Gensler & Crypto With Rubenstein David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, discusses how he expects SEC Chair Gary Gensler to deal with crypto regulation. Jordan Rochester, Nomura G10 FX Strategist, don't see any reason why the dollar should weaken from here. Ben ...
11.16.2021 Surveillance: Hawkish Fed Policy With Bullard James Bullard, Federal Reserve Bank of St. Louis Fed President, says the central bank should speed up its reduction of monetary stimulus in response to a surge in U.S. inflation. Priya Misra, TD Securities Head of Global Rates Strategy, says ...
11.15.2021 Surveillance: Rising Rates With Dudley & Lacker Bill Dudley, Former New York Federal Reserve Bank President and Bloomberg Opinion Columnist, and Jeffrey Lacker, Former Richmond Federal Reserve President, both could see the Fed raising its target for the federal funds rate to 3% or above. Lori Calvasina, ...
11.12.2021 Surveillance: Cash Over Bonds, Goldman Says Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low ...
11.11.2021 Surveillance: Wealth Tax 'Baloney' With Cooperman Leon Cooperman, Omega Family Office Chairman & CEO, says we should focus on tax loopholes rather than new forms of taxation. Mandy Xu, Credit Suisse Equity Derivatives Strategy, says skew is askew right now. Chris Marangi, Gabelli Funds Co-Chief Investment ...
11.10.2021 Surveillance: Inflation Pressures With Dutta Neil Dutta, Renaissance Macro Research Head of Economics, reacts to the acceleration in consumer prices. Jean-Yves Fillion, BNP Paribas USA CEO, plans to have 60% of staff back in the company's midtown Manhattan office early next year. Scott Kirby, United ...
11.09.2021 Surveillance: Hertz EVs With Tom Brady Hertz Interim CEO Mark Fields, Certares Founder Greg O’Hara, Knighthead Co-Founder Tom Wagner & Superbowl Champion Tom Brady, discuss Hertz's upsized listing on the Nasdaq. Marriott International CEO Anthony Capuano, says they are optimistic about the future of tourism and ...
11.08.2021 Surveillance: China With Milken's Lee Willliam Lee, Milken Institute Chief Economist, says China is being hit by a confluence of domestic and global factors. George Saravelos, Deutsche Bank Global Head of FX Research, says crypto is a symptom of extra savings. John Stoltzfus, Oppenheimer Asset ...
11.05.2021 Surveillance: U.S. Jobs Report With Sec. Walsh Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs numbers. Jennifer Granholm, U.S. Energy Secretary, says President Biden is looking at a potential release from the Strategic Petroleum Reserve after OPEC+ rejected a request for a larger output increase. ...
11.04.2021 Surveillance: Inflation Target With Posen Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chiavarone, Federated Hermes Portfolio Manager, says its still risk-on for the time being. Ed Yardeni, Yardeni Research Founder, President ...
11.03.2021 Chief Future Officer: Harmit Singh, Levi's Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet challenges -- serving as "Chief Future Officers." Bloomberg's Emily Chang explores how Levi's CFO Harmit Singh is steering the iconic apparel brand through ...
11.03.2021 Surveillance: Carbon Bubble With Gore Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, explains why she is closely ...
11.02.2021 Surveillance: Taming Inflation With IMF's Georgieva Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesforce CEO, says CEOs need to get their companies to go net-zero. Anna Han, Wells Fargo Equity Strategist, discusses the Federal ...
11.01.2021 Surveillance: Net-Zero With UN's Carney Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Troy Gayeski, FS Investments Chief Market Strategist, says now is the time to diversify. Lisa ...
10.29.2021 Surveillance: Supply Constraints With Le Maire Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economist, is expecting an economic rebound in the fourth quarter. George Bory, Wells Fargo Asset Management Head Of ...
10.28.2021 Surveillance: Central Bank Policy With McCormick Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBusschere, 22V Research President & Chief Market Strategist, discusses his No. 1 ranking in the ...
10.27.2021 Surveillance: Gen. Milley Warns On China David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. Steven Mnuchin, Former U.S. Treasury Secretary, says he is opposed to the introduction of new taxes on ...
10.26.2021 Surveillance: Economic Cycle With Crescenzi Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos, JPMorgan Investment Mgmt. Global Market Strategist, expects deceleration in China to continue. Regina Mayor, KPMG Global Head of Energy, says ...
10.26.2021 Surveillance: Facebook Worries With Nathanson Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Securities Global Head of Rates Strategy, says the market is calling the Fed's bluff. Amy Wu Silverman, RBC Capital Markets Equity Derivatives ...
10.22.2021 Surveillance: Supply Chains Dominate Earnings Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how ...
10.21.2021 Surveillance: Inflation Persistence With Gray Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordvig, Exante Data Founder & CEO, explains why the next wave of the virus is expected to have less of an economic ...
10.20.2021 Surveillance: Stock Picking Is Back, Says Kirr Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects ...
10.19.2021 Surveillance: Exclusive With U.K.'s Johnson John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs CEO, says the company will continue to do business with fossil fuel companies as part of a balanced transition to green ...
10.18.2021 Surveillance: Inflation Fears Shake Markets Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference Board Chief Economist, says she's optimistic on consumption. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health ...
10.15.2021 Surveillance: Recession Risk With Blanchflower Danny Blanchflower, Dartmouth Professor of Economics and Former Bank of England policy maker, weighs U.S. recession risk. Jennifer Lee, BMO Senior Economist, discusses the surprise increase in September retail sales. Christian Bolu, Autonomous Research Senior Analyst, assesses this week's big ...
10.14.2021 Surveillance: El-Erian Sees EM 'Perfect Storm' Mohamed El-Erian, Bloomberg Opinion Columnist, describes the perfect storm facing emerging markets. Adam Posen, Peterson Institute for International Economics President, responds to Lawrence Summers's comment saying central bankers are too woke to tackle inflation. Vitor Gaspar, International Monetary Fund Fiscal ...
10.13.2021 Surveillance: Earnings Amid Inflation Worries Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomberg Intelligence Senior Global Banks and Asset Managers Analyst, examines JPMorgan's third-quarter results that saw stronger than expected investment ...
10.12.2021 Surveillance: Inflation Hits Investor Confidence Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where ...
10.11.2021 Surveillance: Goldman Cuts U.S. Growth View Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomberg Opinion Columnist, says the Covid-19 crisis has amplified the inequality in the economy. Guido Imbens, 2021 ...
10.08.2021 Surveillance: Jobs Day Miss With Rosenberg Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. Tiffany Wilding, PIMCO Chief U.S. Economist, expects a re-acceleration of hiring in October. Jack Ciattarelli, New Jersey Gubernatorial Candidate, ...
10.07.2021 Surveillance: Age of America First With Haass Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and Chairman, discusses the company's efforts to expand vaccinations to frontier economies. Amrita Sen, Energy Aspects Chief Oil Analyst, ...
10.06.2021 Surveillance: Fed's Inflation War With Dudley Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Senior Advisor to Bloomberg Economics, says the Fed is fighting the wrong war on inflation. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, expects better opportunities to ...
10.05.2021 Surveillance: Supply Shock Risks With Greene Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth and persist for at least next six months. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says the ...
10.04.2021 Surveillance: Near-Term Risks With Doll Bob Doll, Crossmark Global Investments CIO, says the near term is more treacherous, but that he sees no signs of recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says growth is rotating away from the U.S. ...
10.01.2021 Surveillance: Rolling Correction With Wilson Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Government Affairs, says the fissure in the Democratic party is a worry. James Sweeney, Credit Suisse Chief Economist, ...
09.30.2021 Surveillance: Peril With Woodward & Costa Bob Woodward and Robert Costa, "Peril" Co-Authors, discuss the perils that remain ahead for Washington. Katherine Clark, Assistant Speaker of the House of Representatives, says Democrats are committed to passing Biden’s agenda, even if the infrastructure vote doesn't happen today. ...
09.29.2021 Surveillance: Risks Report With AXA's Buberl Thomas Buberl, AXA CEO, discusses AXA's 2021 Future Risks Report. Ben Laidler, eToro Global Markets Strategist, says there will be a stock market rally by the end of the year. Elsa Lignos, RBC Global Head of FX Strategy, expects a ...
09.28.2021 Surveillance: Oil Under-Investment With Blanch Francisco Blanch, Bank of Americca Global Commodities & Derivatives Research Head, says energy prices could potentially be a multi-year problem. Diego Mesa Puyo, Colombian Energy & Mines Minister, says we are headed for a commodity supercycle. Frances Donald, Manulife Global ...
09.27.2021 Surveillance: Yield Correction With Caron Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the correction in lower yields is over. Jean Boivin, Blackrock Research & Investment Institute Global Head, expects the first interest rate hike from the Federal Reserve to come in 2023. ...
09.24.2021 Surveillance: China Regulation with Miller Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says ...
09.23.2021 Surveillance: Economic Recovery with Greek PM Greek Prime Minister Kyriakos Mitsotakis says the country could phase out coal-fired power plants by 2025. Ian Bremmer, Eurasia Group President, says the Europeans are taking the lead on climate regulations. David Blanchflower, Dartmouth Professor & Former BOE Policy Committee ...
09.22.2021 Surveillance: Global Vaccinations With Malpass David Malpass, The World Bank President, says we need higher vaccinations in poor and developing nations. Glenn Hubbard, Columbia Professor of Economics, Columbia Business Dean Emeritus and Former Council of Economic Advisers Chairman, says Chairman Powell deserves a second term. ...

Older episodes