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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.

1940 Episodes
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Deborah Fuller, University of Washington School of Medicine Microbiology Professor, discusses the efficacy of Covid-19 vaccines on new strains. George Magnus, Oxford University China Centre Research Associate, says the new U.S. administration will bring a change in tone towards China but not of substance. Republican Congressman Bryan Steil of Wisconsin calls for targeted relief measures. Democratic Congressman Dwight Evans of Pennsylvania says Congress can balance virus relief and the impeachment trial. Doug Kass, Seabreeze Partners President, says pandemic-era central banking has put earnings season on the back burner.
Patrick Foye, MTA Chairman & CEO, says he's optimistic about receiving additional federal aid. Kathy Hochul, New York Lieutenant Governor, urges the federal government to increase vaccine supply. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says the next step in the recession playbook is a consolidation. Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses his skepticism of Bitcoin and SPACs.
Alberto Gallo, Algebris Investments Portfolio Manager, discusses fiscal policy and the risks of secular stagnation. Michael Holland, Holland & Co. Chairman, says tech companies will have some comeuppance over the next year, but will overall be okay. Jane Foley, Rabobank Head of FX Strategy, warns of the risks facing policy in a period of low growth and inflation. Kenneth Rogoff, Harvard University Professor and Former IMF Chief Economist, discusses the fiscal state of the U.S. and his skepticism of Bitcoin.
Greg Valliere, AFG Investments Chief U.S. Policy Strategist, says Trump’s pending Senate impeachment trial will complicate any efforts for unity. Alicia Levine, BNY Mellon Chief Strategist, says a spending boom is coming in the U.S. Bloomberg Contributors Jeanne Sheehan Zaino and Rick Davis discuss Trump's farewell remarks and Biden's agenda. Henrietta Treyz, Veda Partners Director of Economic Policy Research, examines the biggest policy battles facing the Biden administration.
Christian Bolu, Autonomous Research Senior Analyst, discusses key growth drivers shaping the banking industry. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says investors should focus on real returns. Leland Miller, China Beige Book CEO, dissects China's GDP data. Dr. Grace Lee, Stanford University School of Medicine Professor of Pediatrics, discusses Covid-19 vaccine safety, efficacy and trials for children.
Ken Leon, CFRA Global Director of Equity Research, says there has been an acceleration in Main Street banking. Daniel Morris, BNP Paribas Asset Management Chief Market Strategist, discusses what could trigger a market pullback this year. Alison Williams, Bloomberg Intelligence Senior Banks Analyst, says higher spending is one key story developing in the banking sector. Barry Ritholtz, Bloomberg Opinion Columnist & Ritholtz Wealth Management Founder, examines the risk and reward of new asset classes such as SPACs.
Sam Stovall, CFRA Chief Investment Strategist, discusses investor optimism as attention turns to earnings season. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Joe Biden will probably go big and prevail with his initial stimulus bill. Frances Donald, Manulife Investment Management Global Chief Economist & Global Head of Macroeconomic Strategy, says this week's jobless claims data is a tipping point. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says commodities are showing signs of a structural bull market.
Bob Doll, Nuveen Chief Equity Strategist & Senior Portfolio Manager, says U.S. economic growth and corporate earnings will be off the charts this year. Lester Munson, BGR Group Principal, sees younger, more dynamic Republicans emerging in the post-Trump era. Michelle Meyer, BofA Securities Head of U.S. Economics, discusses President-elect Joe Biden’s stimulus plans and the inflation debate. Dan Ives, Wedbush Securities Analyst, says Apple is seeing a renaissance of growth.
Tom Wheeler, Brookings Institution Visiting Fellow & Former FCC Chairman, says technology companies are making their own rules because lawmakers have not. Steven Wieting, Citi Private Bank Chief Investment Strategist & Chief Economist, says the pandemic was an external exogenous shock for the U.S. and a lot of the economy can be fully restored. Julie Norman, University College London Political Science Professor, says President-elect Joe Biden faces an uphill battle on some priorities. Glenn Hubbard, Columbia Professor of Economics & Former Council of Economic Advisers Chairman, discusses the challenges facing Biden’s economic team.
Henrietta Treyz, Veda Partners Director of Economic Research, says to expect impeachment discussions of President Trump after his term concludes and well into 2021. Brian Weinstein, Morgan Stanley Head of Global Fixed Income, sees the best value in emerging markets and high yield. Ben Laidler, Tower Hudson CEO, says we are looking at historic growth this year despite low expectations for GDP. Dr. Katie Passaretti, Atrium Health Director of Infection Prevention, says confidence in coronavirus vaccines has increased as more people have gotten vaccinated.
Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the weak jobs report reiterates the need for more fiscal policy. Rep. French Hill, (R) Arkansas, all the leaders in Washington on both sides of the aisle now need to focus on the peaceful transfer of power on January 20. Mujtaba Rahman, Eurasia Group Managing Director for Europe, says Europe's medium-term stability depends more on what happens with the French election than the German one. Tiffany Wilding, PIMCO Chief U.S. Economist, is optimistic about a re-acceleration of the economy in the back half of the year.
Andrew Card, Former White House Chief of Staff for President George W. Bush, says America's democracy was reaffirmed yesterday by the leadership presented from congress after the dust settled on Capitol Hill. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor & Former Supreme Allied Commander at NATO, was a massive failure of security on multiple levels. Kathy Hochul, New York Lieutenant Governor, says a Schumer-led Senate will help provide what it takes for New York to come back from the pandemic. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, expects health care and financials to perform well in this environment.
David Malpass, WorldBank President, says the poor are feeling the brunt of the global recession. Mark Cabana, Bank of America Global Research Head of U.S. Rates Strategy, says we should see the price of bonds go down. Jon Lieber, Eurasia Group Managing Director, United States, says the Biden administration can use President Donald Trump's executive order against China as leverage when negotiating trade. Dr. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair & Research Professor, says it is vitally important to have one consistent message from health leaders on Covid-19 vaccinations.
David Solomon, Goldman Sachs Chairman & CEO, says small businesses are a vital part of the economy and they need more government help. James Athey, Aberdeen Standard Investments Senior Investment Manager, says diversification is difficult in the current market environment. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says he is profoundly disappointed in the lack of strategy for rolling out vaccines in the United States. Tina Fordham, Avonhurst Head of Global Political Strategy, says 40% of Republicans believe that Biden was not legally elected. Michael Hirson, Eurasia Group Practice Head for China and Northeast Asia, says the Biden administration's foreign policy strategy will be to work with allies on a united front against China.
Joseph Kennedy former Democratic Representative from Massachusetts, says President Trump will remain the largest GOP voice until the next Republican president. Daniel Yergin, IHS Markit Vice Chairman, says peak oil is a decade away. David Nabarro, WHO Director, says Covid vaccines will not be enough on their own. Sigmar Gabriel, Former German Foreign Affairs Minister, says the main challenge facing Europe is a lack of leadership. Ian Bremmer, Eurasia Group President, says Hong Kong banks aren't going anywhere.
Francisco Blanch, BofA Head of Global Commodities & Derivatives Research, says the flurry of liquidity is driving the divergence in asset values. Lara Rhame, FS Investments Chief U.S. Economist, explains why 2021 will be a balancing act of long-run optimism with near-term challenges. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, discusses the long-term effects of Covid-19. Karen Pierce, U.K. Ambassador to the U.S., says a trade deal with the U.S. can be done in 2021.
Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson's Bay CEO, says much of the shift to e-commerce accelerated by the global pandemic will stick. Jim Paulsen, The Leuthold Group Chief Investment Strategist, discusses the rotation into value stocks. Mercedes Carnethon, Northwestern University Professor and Department of Preventive Medicine Vice Chair, says she's hopeful the pace of vaccinations will pick up.
Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says consumer spending needs to be strong in order to keep the recovery going. Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, expects things to be more difficult for markets in the second half of 2021. James Bevan, CCLA Chief Investment Officer, says the pound still has serious challenges ahead. Mark Kaufman, Ford Motor Global Electrification Director, discusses the global race for leadership in the electric-vehicle market.
Kit Juckes, Societe Generale Chief FX Strategist, sees a V-shaped economic recovery. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, warns of a turbulent year ahead. Lindsey Piegza, Stifel Chief Economist, discusses the delicate balance facing policymakers in the Covid-19 era. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, says holiday retail sales show a healthy consumer environment.
Small businesses are credited with creating more than 60% of all U.S. jobs over the past decade. These companies came into the year with a head full of steam. Then came Covid-19, and the momentum just stopped. Since the start of the pandemic, we spoke to more than a hundred small business owners across the country. This is their story.
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Comments (17)

j marrin

They only appear ro have Democrat politicians' phone numbers.

Dec 8th
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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