Bloomberg Surveillance

Informações:

Sinopsis

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.

Episodios

  • Surveillance: Margin Pressure With Wilson

    10/08/2021 Duración: 34min

    Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Massachusetts Institute of Technology Professor, discusses her studies about poverty in the global economy. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says markets are already pricing in fiscal stimulus. Doug Kass, Seabreeze Partners President, details his outlook and explains why he thinks “we are at the fork in the investment road.” Greg Valliere, AGF Investments Chief U.S. Policy Strategist, expects a ferocious fight in the fall over the second infrastructure bill. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Peak Oil Demand Coming, Morse Says

    09/08/2021 Duración: 28min

    Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economist, Fed is concerned with maximum extent of employment. Brian Levitt, Invesco Global Market Strategist, says the U.S. wll stabilize to a more modest growth rate. Claudia Sahm, Jain Family Institute Senior Fellow, says we do not have the headwinds to keep wage gains going. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Walsh Says Economy Moving Forward

    06/08/2021 Duración: 31min

    Marty Walsh, U.S. Secretary of Labor, says the economy is moving forward. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the strong jobs report across all metrics will accelerate the Fed taper discussion. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses outlook for equities as investors assess the jobs data, positive earnings and delta variant risks. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, sees more growth ahead for the economy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Uber CEO Watching Delta Variant Closely

    05/08/2021 Duración: 37min

    Randy Kroszner, University of Chicago Booth School Professor of Economics and Former Fed Governor, says inflation pressures may last about six months. Seema Shah, Principal Global Investors Chief Strategist, says it's difficult to go long bonds at current levels. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, explains why the Fed's balance sheet should continue to grow. Dr. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, says don't fear the Covid-19 variants. Uber CEO Dara Khosrowshahi discusses the company’s second-quarter earnings report and outlook as Covid-19 cases rise across the U.S. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Fed Messaging With Porcelli

    04/08/2021 Duración: 36min

    Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks the September FOMC meeting could be a market-moving catalyst. Tobias Levkovich, Citi Chief U.S. Equity Strategist, says he is certain we will have a recession over the next ten years. Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, says realistically the only thing that matters is the outlook for Covid and the effect that's going to have on the economy. Mary Barra, General Motors Chair & CEO, discusses the automaker’s second-quarter earnings report and outlook. David Rubenstein, The Carlyle Group Co-Founder, discusses his interview with McDonald's CEO Chris Kempczinski. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Weakening Growth With LaVorgna

    03/08/2021 Duración: 34min

    Joe LaVorgna, Natixis CIB Chief Economist of the Americas, doesn't expect Fed tightening until the next election. Michael Holland, Holland & Co. Chairman, says it would be a fool's errand to ignore China. Anna Han, Wells Fargo Equity Strategist, says economic data continues to be in the eye of the beholder. Padhraic Garvey, ING Head of Global Debt & Rates Strategy, says Europe never really recovered from the global financial crisis as measured by monetary policy. David Ricks, Eli Lilly Chairman & CEO, says the company's forecast takes into account the reduced Covid-related drug sales as the pandemic wanes. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Earnings Optimism With Ward

    02/08/2021 Duración: 32min

    Howard Ward, Gabelli Funds CIO of Growth Equities, sees several years of good earnings ahead. Leland Miller, China Beige Book CEO, says we have to watch the mini virus spikes that appear in China. Stephen Stanley, Amherst Pierpont Chief Economist, expects the Fed's first rate hike to come in June 2022. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says yields belong higher. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Expect Deceleration, Hatzius Says

    30/07/2021 Duración: 29min

    Jan Hatzius, Goldman Sachs Chief Economist, is expecting a pretty significant deceleration as we go into 2021 and 2022. Lee Ferridge, State Street Head of Macro Strategy for North America, says it is too soon to be defensive in markets. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says the Delta variant's contagiousness is a cause for concern. Terry Haines, Pangaea Policy Founder, thinks the human infrastructure component of the deal in D.C. is only 30% likely to pass. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Treasury Market Needs Fixing, Dudley Says

    29/07/2021 Duración: 35min

    Bill Dudley, Bloomberg Opinion Columnist and Former Federal Reserve Bank of New York President, says the treasury market is not broken, but it needs some fixing. Mike Schumacher, Wells Fargo Head of Rates & Macro Strategy, says real yields at this level are remarkably unusual. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, says labor market data is most important for the Fed and markets right now. Geoffrey Yu, BNY Mellon Senior Strategist, says China is experiencing growing pains as it integrates itself into broader financial markets. Representative Dan Kildee, Democrat from Michigan, says the U.S. is due for a much bigger bill later on if we don't fix infrastructure now. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Debt Crisis Coming, Roubini Says

    28/07/2021 Duración: 38min

    Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says a stagflationary debt crisis is on the way. Joseph Stiglitz, Nobel Laureate & Columbia University Prof of Economics, says the fiscal stimulus is what is keeping our economy strong. Robert Doll, Crossmark Global Chief Investment Officer, expects earnings growth to decelerate. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says to get vaccinated, but to act unvaccinated. David Rubenstein, Host of Peer-To-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Shondaland CEO Shonda Rhimes. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: U.S. Vaccination Rate With Brady

    27/07/2021 Duración: 33min

    Representative Kevin Brady, Republican from Texas and House Ways & Means Committee Ranking Chair, thinks giving full approval to vaccines would help with vaccine acceptance in the U.S. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine mandates are justified. Julian Emanuel, BTIG Equity and Derivatives Strategist, says that price action tells all, but it has been contradictory. Will Power, Baird Senior Research Analyst, says China is always a big wild card for tech companies. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the Fed needs to remain accommodative. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Big Tech Backlash Brewing, Romer Says

    26/07/2021 Duración: 27min

    Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says big tech firms are "causing the problems we're seeing with vaccine hesitancy" and expects a regulatory response from the U.S. government. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says this week will be pivotal in determining tech's resiliency. Dr. Lloyd Minor, Stanford University School of Medicine Dean, says vaccine hesitancy is coming down. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says the Fed must commit to trying to raise inflation. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Pricing Power With Hyman

    23/07/2021 Duración: 35min

    Ed Hyman, Evercore ISI Chairman, says retail pricing power is at the most ever. Peter Hotez, National School of Tropical Medicine at Baylor College Dean of Medicine, says an anti-science mindset is killing Americans. John Vail, Nikko Asset Management Chief Global Strategist, says we might see a surprise out of the Fed. Mickey Levy, Berenberg Capital Markets Chief Economist US, Americas & Asia, says we don't need fiscal stimulus for more growth. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: ECB Stuck in Trap, Athey Says

    22/07/2021 Duración: 30min

    James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB is stuck in a trap of its own creation. Julia Coronado, MacroPolicy Perspectives President & Founder, expects Fed Chair Powell to lay the groundwork for markets to expect a withdrawal of some liquidity support. Dennis Kucinich, Former Ohio Congressman and Former Presidential Candidate, talks about his book, “The Division of Light and Power,” including the chapter he found hardest to write. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says children are at a low risk of serious illness and can safely return to school. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Vaccines & Variants With JHU

    21/07/2021 Duración: 34min

    Eric Freedman, U.S. Bank Asset Management Chief Investment Officer, says he is still sticking with a growth mentality. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says vaccines should not be a political issue. Michael Nathanson, MoffettNathanson Senior Research Analyst, says we need to see more consolidation in streaming. Sen. Bill Hagerty, (R) Tennessee, says we must lead by example on vaccines. Thomas Costerg, Pictet Wealth Management Senior U.S. Economist, expects the U.S. consumer to stay resilient. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Bezos Blasts Off Into Space

    20/07/2021 Duración: 21min

    Brad Stone, Bloomberg Global Technology Senior Executive Editor and Author of "Amazon Unbound: Jeff Bezos and the Invention of a Global Empire," discusses Jeff Bezos and what's driving his space ambitions. Janet Kavandi, Sierra Space Executive Vice President and Former Director of NASA's Glenn Research Center, discusses the new era of human space flight. Danielle Wood, MIT Media Lab Director of the Space Enabled Research Group, discusses how space technology can be used to help society. Chad Anderson, Space Capital Managing Partner, sees a massive market opportunity in space investing. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Investors Rethink Growth

    19/07/2021 Duración: 24min

    Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, warns of a global slowdown that could end up in recession. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the bond market is in limbo. Barry Ritholtz, Bloomberg Opinion Columnist, says the investors betting against bonds have been on the losing side for almost 40 years. Johns Hopkins Bloomberg School of Public Health Vice Dean Joshua Sharfstein discusses combating medical misinformation on social media and outreach efforts to the unvaccinated. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Tipp Says Yields Have Peaked

    16/07/2021 Duración: 25min

    Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, expects a potential pleasant surprise in second-quarter earnings. Robert Tipp, PGIM Chief Investment Strategist and Head of Global Bonds, says 2021 will be a transition year for rates. David Page, AXA Investment Managers Head of Macro Research, says the economy is sending mixed messages. Jonathan Miller, Miller Samuel President and CEO, discusses trends in U.S. real estate as cities reopen. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Fed’s Bullard Urges Start of Bond Taper

    15/07/2021 Duración: 42min

    Federal Reserve Bank of St. Louis President James Bullard says the central bank is in a situation where it can start to taper its bond-buying purchases. Michael Feroli, JPMorgan Chief U.S. Economist, says secular stagnation will come back in 3 to 5 years. PGIM CEO David Hunt discusses the labor market’s impact on the Federal Reserve and inflation, holding cash in the current market, and why risk assets are attractive. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, discusses key takeaways from bank earnings season. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

  • Surveillance: Marriott Sees Travel Rebound

    14/07/2021 Duración: 29min

    Marriott International CEO Anthony Capuano discusses lessons learned from the pandemic, the competition for workers, expansion plans in China, and global demand for travel. Ken Leon, CFRA Global Director of Equity Research, says a more conservative consumer is the big story to watch in the next quarter for banks. David George, Robert W. Baird Senior Research Analyst for U.S. Banks, says the banking industry is in good shape. Steven Major, HSBC Global Head of Fixed Income Research, explains why he believes markets have seen the peak in yields. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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