Bloomberg Surveillance

Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, expects U.S. manufacturing weakness to start broadening out to the rest of the economy. Andrew Hollenhorst, Citi Chief U.S. Economist, says the stock market gains are not experienced widely across the economy. David Kotok, Cumberland Advisors Chairman & CIO, says ECB's Christine Lagarde has a difficult task right now. And Karen Ubelhart, Bloomberg Intelligence Senior Analyst for Machinery, provides an industrial outlook for 2020.

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Brian Levitt, Invesco Global Market Strategist, says we are returning to an environment of more stable growth. Stephen Sadove, Senior Adviser for Mastercard and former Saks CEO, thinks LVMH buying Tiffany & Co. is a win-win. Sarah House, Wells Fargo Securities Senior Economist, foresees one more rate cut in their forecast. Adm. James Stavridis, Former NATO Supreme Allied Commander & Bloomberg Opinion Columnist, discusses President Trump's recent decisions regarding the Navy SEALs. And Geetha Ranganathan, Bloomberg Intelligence U.S. Media Analyst, says Disney's performance this year has been phenomenal.

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Chris Marangi, Gabelli Funds Co-CIO, says the market is pivoting towards value from momentum. Jeff Currie, Goldman Sachs International Global Head of Commodities Research, recommends getting long commodities today. Geoffrey Yu, UBS Private Banking CIO, says the dollar has topped out but it doesn't mean we're starting a dollar bear trend. Deborah Aitken, Bloomberg Intelligence Senior Analyst of Luxury Goods, sees the LVMH Tiffany tie-up as mutually beneficial for both companies, particularly when it comes to expanded market share in the luxury jewelry sector. Sonali Basak, Bloomberg TV & Radio Finance Reporter, says Charles Schwab aims to diversify their business in buying TD Ameritrade.

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Luke Tilley, Wilmington Trust Chief Economist, is optimistic equities will see a positive impact from a looming Phase One deal. Robert Hormats, Kissinger Associates Vice-Chair, says after visiting China, he thinks the Chinese are committed to a tariff deal but adds Beijing will not yield to White House demands simply because its economy is slowing. Dan Ives, Wedbush Securities Managing Director of Equity Research, says Tesla's 'Cybertruck' may be dead on arrival when it hits the market in 2022. Margaret Brennan, Face the Nation Host, says many conversations surrounding President Trump's hearings don't seem to have been moved forward by this week's testimonies. Priya Misra, TD Securities Managing Director & Global Head of Rates Strategy, is worried that cracks in the consumer are beginning to appear.

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Laurence Boone, OECD Chief Economist, expects growth to remain stuck for the next two years due to trade uncertainty. Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, says Europe is looking "less bad" as global markets continue to bottom out. Lale Topcuoglu, JOHCM (USA) Inc. Senior Fund Manager, believes there is no such thing as cash on the sidelines. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says yields are not that attractive to take on duration risks. And Max Baucus, Former U.S. Ambassador to China, says President Xi is clearly nationalistic.

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Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is value in international stocks. Bill Dudley, Former New York Fed President, says contrary to the recent Fed report, he thinks there are two significant economic risks on the horizon. Todd Mariano, Eurasia Group U.S. Director, believes there is a veto-proof majority in support of the Hong Kong Human Rights and Democracy bill. Megan Greene, Harvard Kennedy School Senior Fellow, says global growth will look better next year because emerging markets will be less squeezed. Dan Alpert, Westwood Capital Founding Managing Partner, says jobs numbers have been dented by the lack of government spending on infrastructure.

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Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, explains why interest rates are just one piece of the dollar puzzle. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says she doesn't think the phase one trade deal will come. David Herro, Harris Associates CIO of International Equities, discusses his outlook on the U.S. economy, as well as his expectations for the S&P sectors. Gregory Zuckerman, author of "The Man Who Solved the Market: How Jim Simons Launched the Quant Revolution," outlines the advantages of quantitative thought. And Craig Moffett, Moffettnathanson Founding Partner & Senior Research Analyst, explains his early morning bear call on AT&T.

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Dan Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America and Former U.S. Department of State Chief Economist, expects another round of insurance cuts from the Fed. Ellen Wald, Atlantic Council Senior Fellow, says Saudi Aramco's $25 billion IPO is not just about capital for the company. Bloomberg's Anna Edwards sat down with Labour Party Leader Jeremy Corbyn and he says his party have a 'good relationship' with BOE Governor Mark Carney. Julia Coronado, Macropolicy Perspectives President & Founder, says the issues that divide the U.S. and China are not easily resolved. And Georgette Boele, ABN Amro Senior FX & Previous Metals Strategist, says right now, investors are very long gold.

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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 are not going away any time soon. Molly Smith, Bloomberg Corporate Finance Reporter, says this week's strong demand for Abbvie's bonds show there's a lot of confidence in the tie-up between Abbvie & Allergan. John Authers, Bloomberg Opinion Columnist, details the deep economic links between China and emerging markets. And Lord Adair Turner, House of Lords & G-30 Member, says in terms of pensions, Sweden has made some sensible policies.

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Steven Wieting, Citi Private Bank Global Chief Investment Strategist, expects a new all-time high in profits next year. Mary Lovely, Peterson Institute Non-Resident Senior Fellow, says it will be wise for President Trump to make a deal with China. Nicola Mai, PIMCO Sovereign Credit Analyst, says it's very difficult for the ECB to raise inflation without help from the fiscal authorities. Diane Swonk, Grant Thornton Chief Economist, says what we really need for U.S. eco growth is infrastructure investment. And Sarah Halzack, Bloomberg Opinion Columnist, says Walmart's grocery division, which accounts for 56% of its U.S. sales, has an advantage over Amazon due to its infrastructure nationwide.

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