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Bloomberg Surveillance

Author: Bloomberg Radio

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Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney 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.

2013 Episodes
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William Dudley, Bloomberg Opinion Columnist & Former New York Federal Reserve President, says rates will climb much higher than expected once the Fed does begin to hike. Jared Bernstein, Council of Economic Advisers Member, says having childcare in the infrastructure package is a high priority. Francisco Blanch, BofA Securities Head of Global Commodities & Derivatives Research, says copper could go as high 20K per ton if the supply of scarp doesn't make it into the market. Arvind Krishna, IBM Chairman & CEO, says AI will be infused into every enterprise and every process this century. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says tech still has a lot of pricing power.
Amrita Sen, Energy Aspects Director of Research & Founder, says the warfare surrounding cyber attacks on companies has completely changed. Ian Bremmer, Eurasia Group President, says the gap between rich and poor countries is being felt very differently since the pandemic hit. Jared Woodard, BofA Securities Head of Research Investment Committee, says 6-9 months from now things will probably be a lot more normal than we expect. Steve Sadove, Mastercard Senior Adviser & Former Saks CEO, says the consumer is coming back with a vengeance.
Neel Kashkari, Federal Reserve Bank of Minneapolis President, says Friday's jobs number miss validates the Fed's outcome-based policy approach. Marty Walsh, U.S. Labor Secretary, says the U.S. economy still has a steep hill to climb. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the longer-run trajectory for the U.S. economy is still in place despite the jobs number miss. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, short-term benchmark rates will likely remain low well into 2023.
Joseph Stiglitz, Nobel Prize Winning Economist & Columbia University Professor, says pandemic has exposed economic inequality in the U.S. David Blanchflower, Dartmouth Professor & Former Bank of England Monetary Policy Committee Member, says there is plenty of labor out there. Ash Alankar Janus Global Head of Asset Allocation & Risk Management details his proprietary research into a barbell approach to investing and, over the past 30 years, whether bonds actually have been a reliable hedge against stocks. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the bond market will move well before the Fed does. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says there is an urgent need for vaccines globally.
Leon Cooperman, Omega Family Office Chairman & CEO, says inflation is going to surprise the Federal Reserve and they will be forced to raise rates in 2022. Mary Barra, General Motors CEO, says the company is working on ensuring a secure supply chain amid the global chip shortage. Doug Kass, Seabreeze Partners Founder & President, talks about "derisking" and the sign posts he looks for as he times his moves. David Rubenstein, The Carlyle Group Co-Founder, discusses his interview with U.S. Commerce Secretary Gina Raimondo. Michael Feroli, JPMorgan Securities Chief U.S. Economist, is expecting a big number for payrolls Friday.
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says Wall Street is not being optimistic enough. Seema Shah, Principal Global Investments Chief Strategist, says the market is divided on the path of inflation. Ethan Harris, BofA Securities Head of Global Economic Research, doesn't expect the U.S. employment to fully return to normal before the end of the year. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine hesitancy is the biggest issue in the U.S. right now by far.
Jonathan Golub, Credit Suisse Securities Chief U.S. Equity Strategist & Head of Quantitative Research, explains why his firm raised their target for the S&P 500 to 4,600. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the U.S. economy is in the midst of a boom and Europe is about to join it. Dana Peterson, Conference Board Chief Economist says most inflation will be transitory, but some is here to stay. Howard Forman, Yale University Professor of Radiology, Economics and Public Health, discusses the irrational fear around coronavirus in the U.S. despite high vaccination rate.
Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, says Biden's tax plan leans against investment. David Kelly, JPMorgan Asset Management Chief Global Strategist, says there is clearly inflation right now. Henrietta Treyz, Veda Partners Director of Economic Policy, expects Biden's tax bill to be slashed by half. Pierre Ferragu, New Street Research Head of Technology Infrastructure, says we are going to hear about chip supply issues for the next couple of years. Joe Feldman, Telsey Advisory Group Senior Managing Director and Assistant Director of Research, says Amazon is in a new phase of growth.
David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, discusses which types of companies will be able to keep up this boost of revenue post-pandemic. Torsten Slok, Apollo Global Management Chief Economist, says the economy is doing well and inflation is under control. Isaac Boltansky, Compass Point Research & Trading Director of Policy Research, says Biden's family aid and tax proposal is incredibly ambitious and expansive. Will Power, Baird Senior Research Analyst, is expecting over 20% growth across all of Apple's product lines.
Peter Hooper, Deutsche Bank Global Head of Economic Research and Chief Economist, says there's no way the U.S. will see less than 6 or 7% growth this year. James Bevan, CCLA Chief Investment Officer, expects the 10-year U.S. treasury yield at 2% by the end of 2021. Jonathan Lieber, Eurasia Group U.S. Managing Director, says Democrats likely have the votes for most of the things in Biden's infrastructure plan. Jennifer Lee, BMO Senior Economist, sees prices pressures starting to rise.
Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America, says recent GDP forecasts are catching up. Richard Haass, Council on Foreign Relations President & Author of The World: A Brief Introduction, says current international arrangements are coming up short. Gigi Kwik Gronvall, Johns Hopkins Center for Health Security Senior Scholar, says the virus situation in India is turning out to be a humanitarian crisis. Troy Gayeski, Skybridge Partner & Senior Portfolio Manager, says we are in the middle of a bitcoin bull market.
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the capital gains tax proposal expected from President Biden could cause choppiness in the markets. Sarah House, Wells Fargo Corporate Investment Bank Senior Economist, says the Biden tax plan could help stabilize the deficit. Priya Misra, TD Securities Global Head of Rates Strategy, says markets have finally heard the Fed. Dr. David Reich, Mount Sinai Hospital & Mount Sinai Queens President, says he has seen a slow decline in the number of hospital patients.
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says this cycle looks much shorter and faster than what we're used to. Tony Dwyer, Canaccord Genuity Equity Strategist, markets are so overbought, that they may be approaching stall speed. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB needs to fine-tune its messaging. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says relative fiscal policy is a key global market driver. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says India is on the brink of a humanitarian crisis.
Mark Carney, Former Bank of England Governor & UN Special Envoy for Climate Action and Finance, says that 2021 is a "critical year for action" on climate issues. David Rubenstein, Carlyle Group Co-Founder & Host of "Peer to Peer Conversations," discusses his interview with Federal Reserve Chair Jerome Powell. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the cyclical trade still has further to run. Alberto Gallo, Algebris Investments Portfolio Manager, says this is the time for markets and society to fight inequality.
Daniel Kurtz-Phelan, Foreign Affairs Magazine Editor, says the future of global trade is about the control of data and technology. Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says strong cash flow has been key for bond traders. Ben Laidler, eToro Global Markets Strategist, says the everything rally is sustainable. Lee Ferridge, State Street Global Markets Senior Managing Director & Head of Multi-Asset Strategy, says the dollar will continue to weaken as long as the Fed doesn't hike.
Michael Spence, General Atlantic Senior Advisor and GSB Stanford Dean Emeritus, says there is a very powerful economic recovery underway. Dr. Ofer Levy, Boston Children's Hospital Precision Vaccine Program Director and FDA Advisory Panel Member, says we can't assume that a vaccine that is safe and effective in one age group is safe and effective for another age group. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, sees yields higher in the long-term. Michael Shaoul, Marketfield Asset Management CEO, says plans for a European Super League would lead to soccer becoming a two-tier sport. Eswar Prasad, Cornell University Senior Professor of Trade Policy, says multilateralism is moving back to D.C.
Mark Cabana, Bank of America Securities Head of U.S. Rates Strategy, discusses the factors driving the surprise in treasury yields as solid economic data continue to push equities higher. Stephen Stanley, Amherst Pierpont Chief Economist, says there's no real need for borrowing at this point in time. Helane Becker, Cowen Senior Research Analyst, says domestic leaisure airline travel is 90-95% back to normal. Daniel Tannebaum, Oliver Wyman Partner and Head of Americas Anti-financial Crime, says the Biden Administration's sanctions against Russia are just a warning shot. Bloomberg's Renita Young on the issue of race and pay when it comes to social media.
Gerard Cassidy, RBC Head of U.S. Bank Equity Strategy, says Goldman Sachs came out on top for this quarter's bank earnings. Tom Michaud, KBW CEO, says trends in the banking industry have been accelerated by the pandemic and expects continued consolidations and focus on fintech. Michael J. Wolf, Activate Co-Founder & CEO, says Coinbase at its current market cap will allow small investors as well as individuals to take part in this entire move toward cryptocurrencies. Representative Andy Barr, Republican from Kentucky, says corporate tax increases will lead to jobs moving overseas and lower wages.
Ken Leon, CFRA Global Director of Equity Research, says it may be a challenge for banks to maintain their first quarter strength. Geoffrey Yu, BNY Mellon Senior Strategist, says banks will only start to lend when they believe there is sustainable inflation driven by demand. Stephen Biggar, Argus Research Director of Financial Institutions Research, expects another quarter or two of strong numbers coming out of investment banking and trading. Seth Carpenter, UBS U.S. Chief Economist, says a lot of trends that existed pre-covid are being accelerated.
Jared Bernstein, White House Council of Economic Advisers Member, says the White House can’t yet determine what sort of impact the recommended pause in the use of Johnson & Johnson’s Covid-19 vaccine would have on it’s vaccination target and economy. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says the U.S. pause of the Johnson & Johnson vaccine could lead to a negative impact on the global vaccination effort. Adam Posen, Peterson Institute President, says we shouldn't worry about inflation yet. Simona Mocuta, State Street Senior Economist, says we shouldn't dismiss food inflation.
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Comments (17)

j marrin

With savings rates up, the "aid" doesn't seem very targeted.

Feb 5th
Reply

j marrin

The Lt. Gov of NY is the lady who cried wolf after months and months of talking of imminent doom. Credibility lost.

Dec 3rd
Reply

Super Teacher

These people are not free to talk, so there's no real information in this podcast.

Jul 8th
Reply

ID17857495

Can’t you have better sound quality than this? I can hear people smacking and breathing while other talking . Phonecall sound quality is way too poor

Jun 13th
Reply

Joe Reed

Who edits this thing?

Aug 22nd
Reply (1)

Márcio Bertelli

Congratulations! Very good pod cast. Tks

Aug 6th
Reply (2)

CJ

That old dude that sounds like Dick Vitale, he really needs to stop cutting people off, really annoying, and he has no tact when doing it...

Feb 27th
Reply

Bill Slikkerveer

The exchange with Kudlow and the information proffered was by far the best from an economic advisor to the White House yet. Very informative. Attention WH ...put Kudlow out there more. He makes you look good.!!!

Jan 5th
Reply

Nabil Madbak

Aaa

Dec 17th
Reply

Nabil Madbak

Aaa

Dec 17th
Reply

Nabil Madbak

Aaa

Dec 17th
Reply

space_junk

Biggest load of bullshit I've ever heard

Apr 15th
Reply

Khaled Essghaier

what's with the cuts?

Jan 25th
Reply

iTunes User

I'll really miss this one. The content was great, but I'm not going to pay. Why couldn't they sprinkle 15-second ads through the podcast? It would be easier to listen to such an ad than to fast-forward 15 seconds. It's especially irrititating that I subscribe to XM, where I can hear this on Bloomberg Radio, but need to pay additional money for the podcast. Unsubscribe. Fail.

Aug 30th
Reply
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