Bloomberg Surveillance

Joyce Chang, JPMorgan Securities Global Research Chair, says negative rates are here to stay. Alberto Gallo, Algebris Portfolio Manager, says European governments can now act on negative interest rates, for better or for worse. Marcus Ashworth, Bloomberg Opinion Columnist, says Mario Draghi is leaving a "smorgasbord" of policy options for Christine Lagarde. Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, and Chuck Gabriel, Capital Alpha President, tell Surveillance what to expect from tonight's U.S. Democratic debate in Houston. And we finish the show by remembering oil man T. Boone Pickens with Bloomberg Radio's Robert Moon. 

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Bloomberg Surveillance remembers Sept. 11, 2001. We hear from Bloomberg Government Homeland Security Reporter Michaela Ross, Bloomberg News Europe Deals Reporter Sarah Syed, Leuthold Group Chief Investment Officer Doug Ramsey, Passion Capital Partner Eileen Burbidge, and Bloomberg Opinion Columnist Chris Hughes. 

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David Kirkpatrick, Techonomy Media CEO & Founder, says the arrogance of Silicon Valley is being broken already, with the help of Facebook's errors. Derek Halpenny, MUFG Head of European Global Markets Research, says the central bank easing course is "done and dusted." George Saravelos, Deutsche Bank Global Head of FX Research, says Europe is at a point with the ECB right now where "less is more." Nancy Ognanovich, Bloomberg Government Congressional Leadership Reporter, says we're looking at a 35% chance of another government shutdown this year. And Scott Galloway, NYU Stern Professor, warns of a consolidation of players in the streaming wars. 

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Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, thinks negative rates are "crushing" and a massive policy mistake. Steven Englander, Standard Chartered Global Head of G10 FX Strategy, looks ahead to the ECB meeting on Thursday. Carl Weinberg, High Frequency Economics Chief Economist, says the U.S. economy is going to be okay despite the headwinds coming from trade. And Therese Raphael, Bloomberg Opinion Columnist, says there is a movement towards reviving labor unions in the U.K. 

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Ellen Zentner, Morgan Stanley Chief U.S. Economist says significant increases in optimism in the labor market can lead to higher participation rates. James Mayger, Bloomberg China Economy Editor & Beijing Deputy Bureau Chief, breaks down what the PBOC cutting its reserve requirement ratio means for the Chinese economy. Jeff Rosenberg, BlackRock Systematic Fixed Income Senior Portfolio Manager, explains why the August U.S. Job growth report is a"temporary" low. Tiffany Wilding, PIMCO U.S. Economist, says the jobs report confirms the trend that the labor market is slowing. Larry Kudlow, National Economic Council Director, reacts to the jobs report, says "tempers are calmer" as China and the U.S. prepare for talks and believes Former Fed President Dudley linking monetary policy to the election is a "new low."

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Jacob Kirkegaard, Peterson Institute for International Economics Senior Fellow, lays out the possible outcomes for another U.K. general election. Esther Reichelt, Commerzbank AG FX Strategist, forecasts that unconventional monetary policy measures will drive the euro-dollar. John Authers, Bloomberg Opinion Columnist, says Brexit is unsolvable without a solution between Ireland and the U.K. And Ted Alden, CFR Senior Fellow & Author, "Failure to Adjust: How Americans Got Left Behind in the Global Economy," says we're in a more dangerous phase of the trade war now. 

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Stephen Gallo, BMO Capital Markets Head of FX Strategy, says these are dramatic times and the entire global order is shifting. Steve Tsang, University of London SOAS China Institute Director, says Carrie Lam's announcement to withdraw the controversial extradition bill means mainland China is taking a softer approach to Hong Kong. David Sowerby, Ancora Managing Director & Portfolio Manager, brings us an update on the Mid-Cap investing space. And Anne Stevenson-Yang, J Capital Research Directory & Co-Founder, says China is working "mightily" to avoid a crash in the Hong Kong market. 

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Rob Carolan, Bloomberg Meteorologist, brings us an update on Hurricane Dorian. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says retail sentiment is quite bearish. Dan Ahn, Former U.S. Department of State Chief Economist, doesn't think that weakness appearing in both the U.S. & world economy is driven solely by trade tensions. Lindsey Piegza, Stifel Chief Economist, explores why global manufacturing has fallen into a slump and how it will impact global growth. And Krishna Memani, Invesco Vice Chairman of Investments, says valuations in EM are extraordinarily attractive. 

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For an episode of Bloomberg's podcast Behind the Scenes, Bloomberg Surveillance’s Tom Keene sits down with GAMCO Investors CEO Mario Gabelli to discuss value investing, philanthropy and Warren Buffett. 

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Lakshman Achuthan, Economic Cycle Research Co-Founder, thinks we would still be in a global slowdown without the U.S.-China trade war. Dan Fuss, Loomis Sayles Vice Chairman & Portfolio Manager, says the bid for dollar-based bonds is still very strong. Simon Usherwood, 'The UK in a Changing Europe' Deputy Director, says it's not clear what would happen if there is a general election in the U.K. Sarah House, Wells Fargo Securities Senior Economist, expects a consumption slowdown heading into the coming quarter. And Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, offers advice: "you've got to lead from the inside out."

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