Bloomberg Surveillance

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 Mark Carney, says it's "striking" Johnson was able to get the EU to back him. Jason Furman, Former White House Economic Adviser to Pres. Obama and current Harvard Kennedy School Professor, reflects on the accomplishments of the winners of the 2019 Nobel Prize in Economics. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says trade uncertainty has a negative impact on businesses. Jane Foley, Rabobank Head of FX Strategy & Senior Analyst, thinks there will be some rebels within the Labour party who will vote for a deal.

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Ian Bremmer Eurasia Group Founder & President and Thomas Buberl, AXA CEO, launch a co-authored report looking at the key emerging risks facing the world in the next 5-10 years. Alison Williams, Bloomberg Intelligence Senior Analyst, dissects Bank of America's third-quarter results. Admiral James Stavridis, Bloomberg Opinion Columnist and Former Supreme Allied Commander at NATO, sees bipartisan agreement that the current crisis in Syria is considered a failure of American foreign policy. Leo Tilman, "Agility" Author and Financier, explains why strategic and tactile agility should be practiced at any organization to thrive. Sonali Basak, Bloomberg TV & Radio Finance Reporter, says revenue at investment banks is not "winning."

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Tom Orlik, Bloomberg Economics Chief Economist, updates us on trade talks between the U.S. and China. Andrew Hollenhorst, Citi Chief U.S. Economist, says the slowdown in Chinese manufacturing began before we had an escalation of trade tensions. Jeremy Stretch, CIBC Head of G10 FX Strategy, discusses why scheduled tariffs will be pushed "further into the distance" if progress is made. Betsy Graseck, Morgan Stanley Head of Banks and Diversified Finance Research, discusses what to watch as U.S. banks report third-quarter earnings this week. And David Sowerby, Ancora Managing Director & Portfolio Manager, says what we know for certain is that CEOs don't like uncertainty. 

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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 election delivers. Mary Lovely, Peterson Institute Senior Fellow, explains why the Chinese are very wary of making a deal with President Trump right now. Brooke Sutherland, Bloomberg Opinion Columnist, says General Electric is trying to put a cap on viability spending in order to acclimate for new interest rates. Mike Mayo, Wells Fargo U.S. Large-Cap Bank Research Head, says as banks report earnings, investors should pay attention to how banks are using technology to stay efficient.

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Tom Orlik, Bloomberg Economics Chief Economist, says the fact that the Chinese delegation are in the U.S. suggests they want a trade deal. Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, foresees slower economic growth. Lara Rhame, FS Investments Chief U.S. Economist, discusses why it's critical to get the next rounds of tariff hikes suspended. Lionel Laurent, Bloomberg Opinion Columnist, thinks the worst-case scenario for Brexit just improved. And Gene Munster, Loup Ventures Co-Founder, says Apple's wearable products will likely drive the company's stock higher in the future. 

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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 the potential to affect politics in Europe and the U.S. David Pearl, Epoch Investment Partners Co-Chief Investment Officer and Portfolio Manager, says Saudi Aramco's upcoming IPO is less about growth and more about increasing ownership value. Robert Kaplan, Dallas Fed President, says any future rate adjustments should be restrained and modest. 

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Stephen Schwarzman, Blackstone CEO and Chairman, discusses his new book, "What it Takes: Lessons on the Pursuit of Excellence." He also weighs in on U.S.-China trade negotiations and notes their permanence after President Trump. 

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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 rates in the U.S. would potentially break the financial system. Lale Topcuoglu, JOHCM Fund Head of Credit & Senior Fund Manager, discusses why a top-down approach can be misleading for investors. And Elaine Kamarck, Brookings Senior Fellow, says the Kurds have been the U.S.A.'s best allies in the Middle East region. 

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Bill Lee, Milken Institute Chief Economist says, the trade dispute has spilled over into a capital market dispute. Tobias Adrian, IMF's Monetary and Capital Markets Department Director, says rising debt around the world is creating certain vulnerabilities. Jihad Azour, IMF Middle East and Central Asia Department, says only the private sector can help build the economic state of Middle Eastern countries, prioritizing"inclusive growth." Sarah House, Wells Fargo Senior Economist, explains why she expects to see a dip to a run rate economy below 2% over the next couple of quarters. Tom Petrie, Petrie Partners Chairman, says major oil companies in North America are behind the curve on the shale revolution. 

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