Bloomberg Surveillance

Tom Keene, Jon Ferro, 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.

Episodes
May 29, 2020 Surveillance: Dollar Dominance With Rahbari
Jared Woodard, Bank of America Securities Head of the Research Investment Committee, says a bull rally needs to be much …
May 28, 2020 Surveillance: H.K.'s Special Status At Stake, Fenby Says
Christopher Patten, Former Governor of Hong Kong, says China must pay a price for Hong Kong and emphasizes the need …
May 27, 2020 Surveillance: Deflation A Bigger Concern, Says Jones
Julian Emanuel, BTIG Chief Equities and Derivatices Strategist, says I am not entirely sold on the idea that we have …
May 26, 2020 Surveillance: Jobless Aid With Scalia
Mona Mahajan, Allianz Global Investors, discusses the importance of being selective when investing in a risk/reward industry like the airline …
May 22, 2020 Surveillance: Market FOMO With Levkovich
Tobias Levkovich, Citi Chief U.S. Equity Strategist, says FOMU (Fear of Meaningfully Underperforming), not FOMO (Fear of Missing Out), has …
May 21, 2020 Surveillance: Digitization Of The Economy With Auth
Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says negative rates are possible in the U.S. and could have a …
May 20, 2020 Surveillance: Negative Rates In U.S. With Chang
Joyce Chang, JPMorgan Chair of Global Research, says she could see negative yields happening in the U.S., but doesn't see …
May 19, 2020 Surveillance: BOFA's Moynihan on Economic Recovery
Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there is far too much optimism in oil markets and …
May 18, 2020 Surveillance: Market Optimism with Shalett
Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says the fear trade has been holding the U.S. dollar up …
May 15, 2020 Surveillance: Accurate Virus Testing With Pekosz
Troy Gayeski, Skybridge Capital Partner Co-CIO & Senior Portfolio Manager, says the divergence between equity markets and credit is as …
May 14, 2020 Surveillance: Negative Rates With Kroszner
Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't expect the economy to come out of recession until 2022. George …
May 13, 2020 Surveillance: V-Shaped Recovery Is Not Fantasy, Keller Says
Jack Ablin, Cresset Wealth Advisors Chief Investment Officer & Founding Partner, says equity investors are currently looking at their portfolios …
May 12, 2020 Surveillance: We're Barreling Towards A Depression, Sahm Says
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, says the disturbance caused by the virus has ratcheted up …
May 11, 2020 Surveillance: Economic Shock With Shilling
Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says technology and health care will …
May 8, 2020 Surveillance: Expect Growth in 2nd Half, Kudlow Says
Catherine Mann, Citi Global Chief Economist, says the disconnect between wages and prices could get bigger when the economy opens …
May 7, 2020 Surveillance: Expect Two-Quarter Recession, Roubini Says
Nouriel Roubini, NYU Stern School of Business Professor & NourielToday.com Host, expects a two-quarter recession from the coronavirus crisis. Andrew …
May 6, 2020 Surveillance: The Value of Cash With Bevan
James Bevan, CCLA Chief Investment Officer, says he's holding cash because he's worried about the disconnect between fundamentals and the …
May 6, 2020 Surveillance: Equities are Overpriced, Normand Says
David Bailin, Citi Private Bank Chief Investment Officer, says reopening the U.S. economy focuses on rebuilding supply lines and consumer …
May 4, 2020 Surveillance: Fed's Balancing Act With Hornbach
Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a …
May 1, 2020 Surveillance: Apple's Disappointing Q2 With Munster
Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting …
April 30, 2020 Surveillance: Unprecedented GDP Drop With Blanchflower
Dan Katzive, BNP Paribas Head of FX Strategy for North America, says the euro is cheap against the dollar and …
April 29, 2020 Surveillance: The Fed's Toolbox With Kroszner
Eric Robertsen, Standard Chartered Bank Global Head of Research, says the Fed's balance sheet can go wider, but does not …
April 28, 2020 Surveillance: Value Investing With Herro
Amrita Sen, Energy Aspects Chief Oil Analyst, says supply recovery is likely to lag the rise in demand for oil. …
April 27, 2020 Surveillance: The Economy is Dead, Schork Says
Marvin Loh, State Street Senior Global Market Strategist, says big tech stocks can maintain their competitive advantage. Rep. French Hill, …
April 24, 2020 Surveillance: Economic Recovery With JPMorgan's Kelly
Alan Ruskin, Deutsche Bank Chief International Strategist, says that U.S. policy measures have inevitably expanded debt as far as the …
April 23, 2020 Surveillance: Expansionary Programs With Kocherlakota
Paul Sankey, Mizuho Americas Oil & Gas Analyst, says crude futures could trade negatively again in May, if commodity trade …
April 22, 2020 Surveillance: Oil Prices to Remain Low, Sen Says
Amrita Sen, Energy Aspects Chief Oil Analyst, says oil production has to fall quickly for prices to recover. Karen G. …
April 21, 2020 Surveillance: Oil Recovery Will Be Uneven, Rats Says
Greg Boutle, BNP Paribas US Head of Equity and Derivative Strategy, says equities are now more expensive than they were …
April 20, 2020 Surveillance: Recession Will Be Deep But Brief, Nielsen Says
Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says this is a bond picker's market and investors need …
April 17, 2020 Surveillance: Fed's Mester Says U.S. Reopening Will Take Time
Tony Dwyer, Canaccord Genuity Chief Market Strategist, says he would not bet against the market and that this is a …
April 16, 2020 Surveillance: 'Extreme' Jobless Numbers With Hooper
Savita Subramanian, Bank of America Head of U.S. Equity and Quantitative Strategy, says we're in a fast and furious market. …
April 15, 2020 Surveillance: U.S. Response Should Model Others, Stiglitz Says
Joseph Stiglitz, Columbia University Professor, says Trump's decision to withhold W.H.O. funding is like defunding a fire department in the …
April 14, 2020 Surveillance: Bank Earnings With Michaud
Tom Michaud, KBW CEO, says he has never seen a recession come this quickly and this hard. Lori Calvasina, RBC …
April 13, 2020 Surveillance: Fed's Clarida Says U.S. Can Escape Deflation
Federal Reserve Vice Chairman Richard Clarida says the central bank has the tools needed to keep the U.S. out of …
April 9, 2020 Surveillance: Virus Is Crisis Like No Other, Georgieva Says
James Sweeney, Credit Suisse Chief Economist & CIO Americas, says the Fed is using the most aggressive tools it has …
April 8, 2020 Surveillance: Broad Virus Testing Needed, Hochul Says
Troy Gayeski, Skybridge Capital Partner Co-Chief Investment Officer & Senior Portfolio Manager, says if the market does not bottom until …
April 7, 2020 Surveillance: Monetary Policy With William White
Meredith Sumpter, Eurasia Group Head of Research Strategy, says China's global influence will increase during the coronavirus crisis. Gabriela Santos, …
April 6, 2020 Surveillance: Coronavirus Treatments With Sharfstein
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, is very bullish on America's recovery, saying there is more …
April 3, 2020 Surveillance: Tariff Rollback Unlikely, Kudlow Says
Jeffrey Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, believes it will be a long time before consumer …
April 2, 2020 Surveillance: Historic Jobless Claims With Gapen
Lori Calvasina, RBC Capital Markets, says the end of March market rally was due to a positive reaction out of …
April 1, 2020 Surveillance: Post-Virus Recovery with Dudley
Olivier Blanchard, Peterson Institute Senior Fellow, says getting the infection rate down is an absolute priority. Bill Dudley, Former New …
March 31, 2020 Surveillance: Virus Impact on Americans With Gallup's Younis
Carmen Reinhart, Harvard Kennedy School Professor of the International Finance System, says the coronavirus, Saudi-Russia oil war, and risk of …
March 30, 2020 Surveillance: Fed's Balance Sheet With Bullard
Francisco Blanch, Bank of America Global Head of Commodities & Derivatives Research, expects to see the steepest decline in global …
March 27, 2020 Surveillance: Fed's Virus Response With Kaplan & Bostic
Catherine Mann, Citi Global Chief Economist, says there will be no second half rebound in 2020 if businesses that do …
March 26, 2020 Surveillance: Record Jobless Claims with Porcelli
David Kelly, JPMorgan Asset Management Chief Global Strategist, says the economy should be held in suspended animation until coronavirus is …
March 25, 2020 Surveillance: Coronavirus Response With Rajan
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, believes we are entering a steep recession with tremendous policy response to …
March 24, 2020 Surveillance: Expect More Virus Cases, Rasmussen Says
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says sellers are exhausted and a bottoming process is starting. Angela Rasmussen, …
March 23, 2020 Surveillance: Congress Must Act Now, Swonk Says
Peter Hooper, Deutsche Bank Global Head of Economic Research, says there is no question that the economy is going into …
March 20, 2020 Surveillance: U.S. GDP to Drop 12% in 2Q, BofA Says
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is a bad time to sell investments. Patrick Armstrong, …
March 20, 2020 Surveillance: Time for Governments to Try MMT?
Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, explains why Modern Monetary Theory could be part of the fiscal …
March 17, 2020 Surveillance: The Fed Needs Fiscal Help, Dudley Says
Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says signs are showing that a bottoming process has begun in stocks. …
March 16, 2020 Surveillance: We're Headed For a Recession, Wilson Says
Jane Foley, Rabobank Head of FX Strategy, says the Euro is currently giving misleading signs. Mike Wilson, Morgan Stanley Chief …
March 12, 2020 Surveillance: We Are Likely In A Recession, Shilling Says
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the single most important thing that we could see as a …
March 11, 2020 Surveillance: Central Bank Stimulus With Blanchflower
Rupert Harrison, BlackRock Multi-Asset Strategies Portfolio Manager, says the U.K. is going to do everything possible to avoid permanent economic …
March 10, 2020 Surveillance: Oil Price War With Yergin
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says the correction we're going through now is just a continuation of …
March 9, 2020 Surveillance: Market Plunge With El-Erian
Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, foresees a "whatever it takes" approach for central banks. Francisco …
March 6, 2020 Surveillance: Growth Is Likely To Slow, Kudlow Says
Tiffany Wilding, PIMCO US Economist, says growth shock can lead to market panic. Farley Cleghorn, Palladium Health Director, discusses the …
March 5, 2020 Surveillance: Markets Negative For A While, Ward Says
Howard Ward, Gabelli Funds CIO of Growth Equities, says we may reach new lows if earnings go negative. Jeffrey Currie, …
March 4, 2020 Surveillance: Get Used To Low U.S. Yields, Caron Says
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says we should start getting used to lower yields in the …
March 3, 2020 Surveillance: 2020 Is The Year Of Virus, Kelly Says
David Kelly, JPMorgan Asset Management Chief Global Strategist, says we are only in the early chapters of what the coronavirus …
March 2, 2020 Surveillance: Health of Financial System With Weinberg
Carl Weinberg, High Frequency Economics Chief Economist & Managing Director discusses the health of the financial system as the coronavirus …
Feb. 28, 2020 Surveillance: Fed Needs To Act Soon, Darda Says
Mike Darda, MKM Partners Chief Economist & Macro Strategist, says central banks, by doing nothing, are actually allowing financial conditions …
Feb. 27, 2020 Surveillance: Correction Has Room To Go, Rochester Says
Jordan Rochester, Nomura G-10 FX Strategist, says markets are not used to a supply shock of the magnitude caused by …
Feb. 26, 2020 Surveillance: V-Shaped Recovery Is Nonsense, Roubini Says
Greg Boutle BNP Paribas U.S. Head of Equity and Derivative Strategy, expects a lot more market volatility from here. Jean-Sébastien …
Feb. 25, 2020 Surveillance: U.S. Equities In Good Shape, Laidler Says
Ben Laidler, Tower Hudson Research CEO, thinks U.S. equities are in much better shape than many people think they are. …
Feb. 24, 2020 Surveillance: Market Sell-Off With Matus
Drew Matus, MetLife Investment Management Chief Market Strategist, says 2021 is when we really have to start thinking about there …
Feb. 21, 2020 Surveillance: Markets Not Pricing Risk, Coronado Says
Julia Coronado, Macropolicy Perspectives President & Founder, says there is a lot of complacency in market pricing right now. David …
Feb. 20, 2020 Surveillance: Democratic Debate with Howard Dean
Terry Haines, Pangaea Policy Advisory Founder, says the race for the Democratic presidential nomination is more muddled after the Nevada …
Feb. 19, 2020 Surveillance: Monetary Policy with Goolsbee
Chuck Gabriel, Capital Alpha President, thinks we could know whether Bernie Sanders will be the Democratic presidential nominee by the …
Feb. 18, 2020 Surveillance: Expect Others to Follow Apple, Campling Says
David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first …
Feb. 14, 2020 Surveillance: China's Economy in Jeopardy, Hotez Says
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is an unlikely time for U.S. outperformance to wane. …
Feb. 13, 2020 Surveillance: China Growth May Be Flat, Kasman Says
Bruce Kasman, JPMorgan Chief Economist & Head of Global Research, says Chinese growth may be flat in the first quarter …
Feb. 12, 2020 Surveillance: Disputed Convention Possible, Valliere Says
Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says it is a little too early to write Joe Biden off. …
Feb. 11, 2020 Surveillance: Fed Needs To Be Flexible, Laidler Says
Ben Laidler, Tower Hudson Research CEO, thinks valuations are very well supported for U.S. markets. Representative John Yarmuth, Democrat from …
Feb. 10, 2020 Surveillance: Global Economy is Resilient, Stoltzfus Says
John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says there is a remarkable resilience built into the global economy. Jared …
Feb. 7, 2020 Surveillance: Credit Suisse Chairman Should Resign, Herro Says
David Herro, Harris Associates Chief Investment Officer, calls for Credit Suisse chairman Urs Rohner to resign. Ellen Zentner, Morgan Stanley …
Feb. 6, 2020 Surveillance: Virus Causing Oil Shock, Says Goldman's Currie
David Folkerts-Landau, Deutsche Bank Chief Economist, says there is no question that the movement away from the political center is …
Feb. 5, 2020 Surveillance: Eisman Ends Bet Against Tesla
Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses the companies he is currently shorting. Doug Kass, Seabreeze Partners …
Feb. 4, 2020 Surveillance: Tesla Deserves Apple-Like Valuation, Munster Says
Jens Nordvig, Exante Data Founder & CEO, says the drop in Chinese tourism as a result of the coronavirus will …
Feb. 3, 2020 Surveillance: Citi's Morse on Oil Downgrade
John Ryding, Brean Capital Chief Economic Advisor, says the coronavirus is more of a supply shock than a demand shock …
Feb. 3, 2020 Surveillance: Coronavirus With Eurasia Group's Sumpter
Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine in Houston, says the …
Jan. 30, 2020 Surveillance: Central Banks With Blanchflower & Kroszner
David Blanchflower, Dartmouth College Economist and former BOE Monetary Policy Committee Member, says the Fed is now paying the consequences …
Jan. 29, 2020 Surveillance: Repo Response Not Fueling Market, Dudley Says
Vincent Reinhart, BNY Mellon Asset Management Chief Economist says central banks do not create extra demand; they borrow it. William …
Jan. 28, 2020 Surveillance: Can't Rely On Central Banks, El-Erian Says
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes. …
Jan. 27, 2020 Surveillance: Market Sell-Off with Weinberg
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says the the Coronavirus uncertainty hit may be smaller than …
Jan. 24, 2020 Surveillance: ECB Not On Autopilot, Lagarde Says
Christine Lagarde, European Central Bank President, warns markets not to assume that ECB policy is on autopilot. Sheila Patel, Goldman …
Jan. 23, 2020 Surveillance: Don't Expect Much From Fed, Solomon Says
Ken Moelis, Moelis & Company Chairman, CEO & Founder, says markets are pretty much priced for perfection right now. Soren …
Jan. 22, 2020 Surveillance: Davos Day 2
Bruno Le Maire, French Finance Minister, says postponing a digital tax on the U.S. until the year's end is a …
Jan. 21, 2020 Surveillance: We Have Reached Peak Globalization, Bremmer Says
Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing …
Jan. 17, 2020 Don't Underestimate The Fed, Hooper Says
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, believes this could be the year the public fully engages with the …
Jan. 16, 2020 Surveillance: Record High Stocks With BNP's Morris
David Pearl, Epoch Co-Chief Investment Officer & Portfolio Manager, says Morgan Stanley is now the king of wealth management. Mary …
Jan. 15, 2020 Surveillance: Banks Are Underpriced, Leon Says
Ken Leon, CFRA Director Equity Research, says banks are underpriced relative to the market. Henrietta Treyz, Veda Partners Managing Partner …
Jan. 14, 2020 Surveillance: Bank Earnings With Tom Michaud
Shahab Jalinoos, Credit Suisse Head of FX Macro Trading Strategy, says there are no macro risks affecting monetary policy. Tom …
Jan. 13, 2020 Surveillance: Stimulus in the market through repo , Misra says
Richard Haass, Council on Foreign Relations President, believes the U.S. and Iran must agree to a reasonable deal in order …
Jan. 10, 2020 Surveillance: Everything In Place On China Deal, Kudlow Says
Steven Cook, CFR Senior Fellow for Middle East And Africa Studies, says the U.S. is engaging in psychological warfare with …
Jan. 9, 2020 Surveillance: Slower Jobs Growth in 2020, Glassman Says
Jim Glassman, JPMorgan Senior Economist, says 2020 will be the year we see slower job growth. Jeffrey Rosenberg, Senior Portfolio …
Jan. 8, 2020 Surveillance: Iran Risk Has Gone Down, Eurasia's Rome Says
Henry Rome, Eurasia Group Global Macro Analyst, says the risk of a major military confrontation between the U.S. and Iran …
Jan. 7, 2020 Surveillance: Growth Composition Is Improving, Dutta Says
Adam Posen, Peterson Institute President, says there are very fundamental causes of low rates. Steven Cook, CFR Senior Fellow For …
Jan. 6, 2020 Surveillance: 2020 Is A Tipping Point, Eurasia's Bremmer Says
Ian Bremmer, Eurasia Group President & Founder, says 2020 is a tipping point for the big global trends out there. …
Jan. 3, 2020 Surveillance: Iran Has Capable Cruise Missiles, Stavridis Says
Nick Wadhams, Bloomberg State Department Reporter, brings us an update on President Trump's strategy in the Middle East. Amrita Sen, …
Jan. 2, 2020 Surveillance: 2020 To Be Year Of Reckoning, Albertson Says
Robert Albertson, Sandler O'Neill Chief Investment Strategist, says 2020 will be a year of reckoning. Chris Bryant, Bloomberg Opinion Columnist, …
Dec. 31, 2019 Surveillance: No Recession in 2020, Emanuel Says
John Ryding, Chief Economic Advisor to Brean Capital, says we are entering 2020 with no fear of a recession. Dana …
Dec. 30, 2019 Surveillance: China's PMIs Showing Resilience, Haque Says
Kona Haque, ED&F Man Head of Research, says China's government has to continue to apply stimulus to keep growth momentum …
Dec. 27, 2019 Surveillance: Citi's Hollenhorst Weighs 2020 Risks
Bloomberg's Paul Sweeney and Sonali Basak host today's show. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the transition to automation …
Dec. 24, 2019 Surveillance: Negative Rates with Mohamed El-Erian
Michael Holland, Holland & Co. Chairman and Founder, thinks the Fed is far more important for markets than a U.S.-China …
Dec. 23, 2019 Surveillance: Boeing's Rough Year
Catherine Mann, Citi Global Chief Economist, says the U.S.-China Phase 1 agreement looks similar to the deal proposed earlier this …
Dec. 20, 2019 Surveillance: The Future of Capitalism With Gideon Rose
Dr. Randall Kroszner, University of Chicago Booth School of Business Professor, says the Fed is going to gradually increase its …
Dec. 19, 2019 Surveillance: Trump Has United Republicans, Valliere Says
Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, observes rising interest rates across the Eurozone area. Greg …
Dec. 18, 2019 Surveillance: Secular Forces Keeping Inflation Low, Mai Says
Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, sees inflation remaining below 2% over the next year. Nicola …
Dec. 17, 2019 Surveillance: What Is China's Worst Nightmare With LSE's Jin
Jerome Schneider, PIMCO Head of Short-Term Portfolio Management and Manager of the $14 Billion Cash Management Fund, PIMCO Mint, says …
Dec. 16, 2019 Surveillance: Expect Easing Mid-2020, Misra Says
Jens Nordvig, Exante Data Founder & CEO, says global growth is the most important variable for the dollar. David Kelly, …
Dec. 13, 2019 Surveillance Special from Westminster Green
Tom Keene and Jon Ferro broadcast a Surveillance Special on TV and Radio from the Westminster Green. Alan Wager, U.K. …
Dec. 12, 2019 Surveillance: Lagarde's Optimistic Note For The Economy
Steven Major, HSBC Global Head of Fixed Income Research, is taking any increase in yield as a buying opportunity. Frederik …
Dec. 11, 2019 Surveillance: U.K.'s Tories Vs. Labour With Cavendish
Roger Bootle, Capital Economics Founder & Chairman, says the U.K.'s Conservative Party has been inching toward the center of the …
Dec. 10, 2019 Surveillance: Trichet On Negative Interest Rates
Seema Shah, Principal Global Investors Chief Strategist, expects equities to rise next year, giving "vertigo" discomfort to investors. Jonathan Fenby, …
Dec. 9, 2019 Surveillance: Phase One Chances Are Slim, Says NABE's Hunter
Alberto Gallo, Algebris Investments Head of Macro Strategies, says many global positive-yielding bonds could be zombies. Kathy Jones, Charles Schwab …
Dec. 9, 2019 Surveillance Special: Paul Volcker's Legacy
In this Surveillance Special, Tom Keene and Paul Sweeney remember the life and legacy of Paul Volcker, Former Chair of …
Dec. 6, 2019 Surveillance: America Is Working, NEC's Kudlow Says
Julia Coronado, MacroPolicy Perspectives President and Founder, says Europe does not have an engine of growth. Jim Glassman, JPMorgan Chase …
Dec. 5, 2019 Surveillance: The Unilateral Trade Road With CFR's Alden
Roger Diwan, IHS Markit Vice President of Financial Services, says it is not clear how much ability other OPEC countries …
Dec. 4, 2019 Surveillance: NATO Summit With Adm. Stavridis & Vinjamuri
Savita Subramanian, Bank of America Merrill Lynch Head of U.S. Equity & Quantitative Strategy, thinks cyclicals could see a strong …
Dec. 3, 2019 Surveillance: Anti-Tariff Pressure Strongest Ever, says Treyz
Troy Gayeski, SkyBridge Capital Co-Chief Investment Officer, thinks the U.S. dollar has finally topped out. Henrietta Treyz, Veda Partners Director …
Dec. 2, 2019 Surveillance: The Retail Transformation with Cowen's Chen
Carl Weinberg, High Frequency Economics Founder & Chief Economist, doesn't see an end to the industrial recession as long as …
Nov. 29, 2019 Surveillance: Macy's Needs To Amaze Again, Telsey Says
John Authers, Bloomberg Opinion Columnist, says populist politicians have played their hands poorly in 2019. Joseph Abboud, Clothing Designer & …
Nov. 27, 2019 Surveillance: Negative Interest Rates With Kotok
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, expects U.S. manufacturing weakness to start broadening out to …
Nov. 26, 2019 Surveillance: LVMH's Tiffany & Co. Buy Is Win-Win, Sadove Says
Brian Levitt, Invesco Global Market Strategist, says we are returning to an environment of more stable growth. Stephen Sadove, Senior …
Nov. 25, 2019 Surveillance: Goldman's Currie Says Get Long Commodities
Chris Marangi, Gabelli Funds Co-CIO, says the market is pivoting towards value from momentum. Jeff Currie, Goldman Sachs International Global …
Nov. 22, 2019 Surveillance: Beijing Will not Simply Yield to WH, says Hormats
Luke Tilley, Wilmington Trust Chief Economist, is optimistic equities will see a positive impact from a looming Phase One deal. …
Nov. 21, 2019 Surveillance: The Foothills Of A Cold War With Baucus
Laurence Boone, OECD Chief Economist, expects growth to remain stuck for the next two years due to trade uncertainty. Joe …
Nov. 20, 2019 Surveillance: Value In International Stocks, Santos Says
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is value in international stocks. Bill Dudley, Former New York …
Nov. 19, 2019 Surveillance: AT&T Downgraded To Sell With Moffett
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, explains why interest rates are just one piece of the dollar …
Nov. 18, 2019 Surveillance: Phase One Deal Will Be Cosmetic, Coronado Says
Dan Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America and Former U.S. Department of State …
Nov. 15, 2019 Surveillance: Global Growth Is Bottoming, Cantrill Says
Howard Ward, Gabelli Funds CIO of Growth Equities, thinks it's time for the White House to "stop manipulating the market" …
Nov. 14, 2019 Surveillance: Infrastructure Investment Needed, Swonk Says
Steven Wieting, Citi Private Bank Global Chief Investment Strategist, expects a new all-time high in profits next year. Mary Lovely, …
Nov. 13, 2019 Surveillance: Pessimism Of Summer Reversed, Shaoul Says
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, thinks the deep market pessimism of the summer is returning …
Nov. 12, 2019 Surveillance: Outlook For Manufacturing Isn't Great, Amoa Says
Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, says a lot of the concerns about global growth that were weighing …
Nov. 11, 2019 Surveillance: Forward-Looking Data Is Up, Achuthan Says
George Bory, Wells Fargo Securities Head of Fixed Income Research, says the current, positively-sloped U.S. yield curve is a good …
Nov. 8, 2019 Surveillance: Risks Still Out There, Atlanta Fed's Bostic Says
Stephen Stanley, Amherst Pierpont Securities Chief Economist, says that the bulk of the damage done to the U.S. economy is …
Nov. 7, 2019 Surveillance: Only So Much ECB Can Do, Rai Says
Guy Johnson, Bloomberg Markets European Close Anchor, recaps the Bank of England's decision to leave rates unchanged. Max Kettner, HSBC …
Nov. 6, 2019 Surveillance: Tech Disruption Wasn't All Bad, Kirkpatrick Says
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks it would take significant deterioration for the Fed to make additional …
Nov. 6, 2019 Surveillance Special: A Conversation With Chicago Fed's Evans
Charles Evans, Chicago Federal Reserve Bank President & CEO, sits down with Tom Keene at the Council on Foreign Relations …
Nov. 5, 2019 Surveillance: We're De-Risking, Topcuoglu Says
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that the promise of lower yields is driving …
Nov. 4, 2019 Surveillance: Surveillance: McDonald's In A Good Place, Says Senatore
Mike Darda, MKM Partners Chief Economist & Macro Strategist, thinks the U.S. economic outlook has reached a "soft landing" point, …
Nov. 1, 2019 Surveillance: We Are Not Late Cycle, Clarida Says
Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects to see business investment improve before the consumer cracks. Jeffrey Rosenberg, BlackRock …
Oct. 31, 2019 Surveillance: Both Parties See China As Rival, Eichengreen Says
Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, says we have not experienced a period of such heightened trade …
Oct. 30, 2019 Surveillance: Hawkish Cut a Mistake, says Crescenzi
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says a hawkish cut is a mistake in this environment. David Kirkpatrick, …
Oct. 29, 2019 Surveillance: Hawkish Cut From Fed, Luzzetti Expects
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says as long as the consumer continues to grow at its current …
Oct. 28, 2019 Surveillance: Tragic Irony To Brexit Debate, Kelly Says
Michael Purves, Tallbacken Capital Advisors CEO, thinks that earnings season so far has been an important affirmation of what the …
Oct. 25, 2019 Surveillance: Earnings Growth Not Significant, Levitt Says
Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, …
Oct. 24, 2019 Surveillance: Mario Draghi's ECB Legacy
Kate Moore, BlackRock Global Allocation Investment Team Head of Thematic Strategy, explains why we haven't seen the worst of it, …
Oct. 23, 2019 Surveillance: SoftBank's WeWork Rescue With Galloway
Gideon Rose, Foreign Affairs Editor, says Trump would like to unwind U.S. commitments in the Middle East. Catherine Barnard, The …
Oct. 22, 2019 Surveillance: Trade War Takes Toll on Manufacturing, Swonk Says
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says about 80% of companies are beating expectations this Q3. Daniel …
Oct. 21, 2019 Surveillance: Stay The Course, Kantor Says
Edward Evans, Bloomberg Opinion Managing Editor, thinks that we are in for intense Parliamentary warfare over the next few days. …
Oct. 18, 2019 Surveillance: Breakup Of Euro Is A Bad Bet, Citi's Mann Says
Catherine Mann, Citi Global Chief Economist, says anybody who is betting on the breakup of the euro is making a …
Oct. 17, 2019 Surveillance: Outcomes For Sterling With Rabobank's Foley
Rosalind Mathieson, Bloomberg Executive Editor for International Government, says U.K. PM Boris Johnson still needs to win the backing of …
Oct. 16, 2019 Surveillance: Global Risks Are Interconnected, Bremmer Says
Ian Bremmer Eurasia Group Founder & President and Thomas Buberl, AXA CEO, launch a co-authored report looking at the key …
Oct. 15, 2019 Surveillance: U.S. Consumer Banking Very Strong, Cassidy Says
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Oct. 14, 2019 Surveillance: Trade Friction Ahead, CIBC's Stretch Says
Tom Orlik, Bloomberg Economics Chief Economist, updates us on trade talks between the U.S. and China. Andrew Hollenhorst, Citi Chief …
Oct. 14, 2019 Surveillance: This Is the Decade of Banking and Tech, Mayo Says
Anthony Crescenzi, PIMCO Market Strategist, says uncertainty is driving the bond market. Rupert Harrison, Multi-Asset Strategies Portfolio Manager at BlackRock, …
Oct. 11, 2019 Surveillance: Economy is Slowing But Still Growing, Rhame Says terminal: Surveillance: Slowing But Still Growing, Rhame Says (Podcast)
Tom Orlik, Bloomberg Economics Chief Economist, says the fact that the Chinese delegation are in the U.S. suggests they want …
Oct. 10, 2019 Surveillance: Trade Dispute Creating Uncertainty, Kaplan Says
Ebrahim Rahbari, Citi Global Head of FX Analysis, explains why the currency issue between the U.S. and China will be …
Oct. 10, 2019 Surveillance Special: Schwarzman On "What It Takes"
Stephen Schwarzman, Blackstone CEO and Chairman, discusses his new book, "What it Takes: Lessons on the Pursuit of Excellence." He …
Oct. 9, 2019 Surveillance: Trump Has Abandoned Kurds, Kamarck Says
Drew Matus, Metlife Investment Management Chief Market Strategist, says that if the U.S.-China trade war ends with a partial truce …
Oct. 8, 2019 Surveillance: Debt is Creating Vulnerabilities, Adrian Says
Bill Lee, Milken Institute Chief Economist says, the trade dispute has spilled over into a capital market dispute. Tobias Adrian, …
Oct. 4, 2019 Surveillance: Trouble with U.S. Economy is Europe, Kudlow Says
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says average hourly earnings is the most important number to pay attention …
Oct. 3, 2019 Surveillance: Treasury Curve Immune to Equity Moves, Patel Says
Krishna Memani, Invesco Vice Chairman of Investments, says the U.S. economy will be able to grow at a reduced rate, …
Oct. 2, 2019 Surveillance: No End in Sight for Slowdown, Zingales Says
Luigi Zingales, University of Chicago Booth School Finance Professor, says the global slowdown is going to continue until Germany delivers …
Oct. 1, 2019 Surveillance: Clear Slow Down In Labor Market, Page Says
David Page, AXA Investment Managers Senior Economist U.S. & U.K., says that we are close to a tipping point in …
Sept. 30, 2019 Surveillance: Xi Jinping's Vision With CFR's Economy
Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says China has given up on President Trump. Elizabeth Economy, CFR Senior Fellow and …
Sept. 27, 2019 Surveillance: Impeachable Offenses With Newman
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says inflation is low. Sonali Basak, Bloomberg TV & Radio Finance Reporter, …
Sept. 27, 2019 Surveillance Special: Ken Burns on "Country Music" (Podcast)
Ken Burns, Documentary Filmmaker, joins Tom Keene and Paul Sweeney for a discussion on his latest film, "Country Music." Burns …
Sept. 26, 2019 Surveillance: A Preview of the U.S. House Hearing
Marty Schenker, Bloomberg Chief Content Officer, says President Donald Trump is his own counsel. Steven Wieting, Citi Private Bank Global …
Sept. 26, 2019 Behind the Scenes With Bill Dudley, Former New York Fed President
Bill Dudley, senior research scholar at Princeton University, and former New York Fed President, discusses the benefits of Federal Reserve …
Sept. 25, 2019 Surveillance: Bloomberg Global Business Forum
Surveillance comes to you from the Bloomberg Global Business Forum today. In conversation with International Monetary Fund Acting Managing Director …
Sept. 25, 2019 Surveillance: Bloomberg Global Business Forum
Surveillance comes to you from the Bloomberg Global Business Forum today. We speak with policy makers, CEOs and strategists.
Sept. 24, 2019 Surveillance: This Is The New Normal, Amoa Says
Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, argues that this low interest rate environment is the "new normal." Marilyn …
Sept. 23, 2019 Bill Dudley on Fed's Repo Facility, Negative Rates, Trade War
Bill Dudley, senior research scholar at Princeton University, and former New York Fed President, discusses the benefits of Federal Reserve …
Sept. 23, 2019 Surveillance: Fiscal Vs. Monetary Policy With Buiter
Willem Buiter, Citi Special Economic Adviser, says in Europe, there has not been a thorough "cleaning up" of the bank …
Sept. 20, 2019 Surveillance: The Fed's Options With Kroszner
Today we start with a segment from Bloomberg Surveillance TV. Alan Ruskin, Deutsche Bank Chief International Strategist, says excess reserves …
Sept. 19, 2019 Surveillance: It's Time to Move Into Fiscal Gear, Boone Says
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed is "absolutely" going to start purchasing assets again. Ira …
Sept. 18, 2019 Surveillance: Fed Day with Citi's Mann
Catherine Mann, Citi Global Chief Economist, doesn't think the Fed's march towards 100 basis point cuts is a done deal. …
Sept. 17, 2019 Surveillance: Aramco Has Built-In Resiliency, Wald Says
Michael Holland, Holland & Company Chairman, discusses the origin of WeWork's "budding fiasco." Robert Shiller, 2013 Nobel Prize Winner, says …
Sept. 16, 2019 Surveillance: Saudi Oil Supply With Tchilinguirian
Harry Tchilinguirian, BNP Head of Commodity Markets Strategy, breaks down the market risk surrounding the recent attack on Saudi oil …
Sept. 13, 2019 Surveillance: Optimistic On China's Eco Growth, Fisher Says
Kathy Fisher, Bernstein Head of Wealth and Investment Strategies, says the tolerance for deficit spending is greater than ever. Meredith …
Sept. 12, 2019 Surveillance: ECB Restarts Quantitative Easing
Joyce Chang, JPMorgan Securities Global Research Chair, says negative rates are here to stay. Alberto Gallo, Algebris Portfolio Manager, says …
Sept. 11, 2019 Surveillance: 18 Years On, Remembering 9/11
Bloomberg Surveillance remembers Sept. 11, 2001. We hear from Bloomberg Government Homeland Security Reporter Michaela Ross, Bloomberg News Europe Deals …
Sept. 10, 2019 Surveillance: Big Tech Break Up Has Begun, Galloway Says
David Kirkpatrick, Techonomy Media CEO & Founder, says the arrogance of Silicon Valley is being broken already, with the help …
Sept. 9, 2019 Surveillance: Negative Rates Are Crushing, Eisman Says
Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, thinks negative rates are "crushing" and a massive policy mistake. Steven …
Sept. 6, 2019 Surveillance: Labor Market Story Strong, Says Kudlow
Ellen Zentner, Morgan Stanley Chief U.S. Economist says significant increases in optimism in the labor market can lead to higher …
Sept. 5, 2019 Surveillance: Not Optimistic For Trade Deal, Alden Says
Jacob Kirkegaard, Peterson Institute for International Economics Senior Fellow, lays out the possible outcomes for another U.K. general election. Esther …
Sept. 4, 2019 Surveillance: Global Order Is Shifting, Gallo Says
Stephen Gallo, BMO Capital Markets Head of FX Strategy, says these are dramatic times and the entire global order is …
Sept. 3, 2019 Surveillance: Economy Could Use More Fed Support, Memani Says
Rob Carolan, Bloomberg Meteorologist, brings us an update on Hurricane Dorian. Lori Calvasina, RBC Capital Markets Head of U.S. Equity …
Aug. 30, 2019 Bonus: Behind the Scenes with GAMCO Investors CEO Mario Gabelli
For an episode of Bloomberg's podcast Behind the Scenes, Bloomberg Surveillance’s Tom Keene sits down with GAMCO Investors CEO Mario …
Aug. 30, 2019 Surveillance: Interest Rates Are Very Very Very Low, Fuss Says
Lakshman Achuthan, Economic Cycle Research Co-Founder, thinks we would still be in a global slowdown without the U.S.-China trade war. …
Aug. 29, 2019 Surveillance: Monetary Policy In A Bind, Romer Says
Andrew Hollenhorst, Citi Chief U.S. Economist, thinks that there is some recognition in the bond market that global growth may …
Aug. 28, 2019 Surveillance: Dudley Irresponsible, Posen Says
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says he is waiting for full acknowledgement of a U.S. recession. Adam …
Aug. 27, 2019 Surveillance: Markets Are Pressing The Fed, El-Erian Says
Mohamed El-Erian, Bloomberg Opinion Columnist & Allianz Chief Economic Adviser describes how he thinks central banks are being held hostage …
Aug. 26, 2019 Surveillance: Currency Intervention Risk With Nordvig
Jens Nordvig, Exante Data Founder & CEO, analyzes dollar strength, in relation to the G-7 and U.S.-China trade talks. Margie …
Aug. 23, 2019 Surveillance: Fed Rate Cut Divergence In Jackson Hole
Bloomberg's Michael McKee joins us with a series of interviews from the Jackson Hole Economic Policy Symposium. First, St. Louis …
Aug. 23, 2019 Surveillance: Easing Policy Is Not Free, Fed's George Says
Dana Peterson, Citi Global Economist, says in respect to the trade war between the U.S. and China, the damage to …
Aug. 21, 2019 Surveillance: How Low Can Rates Go, Foley Asks
Nick Bennenbroek, Wells Fargo Securities Head of Currency Strategy, predicts the U.S. dollar will remain stable or slightly stronger. Ralf …
Aug. 20, 2019 Surveillance: U.S. Economy To Slow, Daco Predicts
Greg Daco, Oxford Economics Chief U.S. Economist, says they're expecting the U.S. economy to slow this year. Ken Leon, CFRA …
Aug. 19, 2019 Surveillance: Monetary Policy Can't Do It All, Says Rissmiller
Don Rissmiller, Strategas Research Chief Economist, looks ahead to Jackson Hole and says monetary policy "can't do it all." Claus …
Aug. 16, 2019 Surveillance: Don't Press Panic Button, says Crescenzi
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, dismisses the idea of "pressing the panic button," given the economy's current …
Aug. 15, 2019 Surveillance: Job Market Still Resilient, Herrmann Says
Russ Koesterich, BlackRock's Global Allocation Team Portfolio Manager, says our economy is increasingly dependent on the consumer. Jeff Currie, Goldman …
Aug. 14, 2019 Surveillance: Recession Likely Within Year, Misra Says
Priya Misra, TD Securities Global Head of Rates Strategy, says a recession is very likely within the next 12 months. …
Aug. 13, 2019 Surveillance: Foreign Business in China To Decline, Rose Thinks
Yvonne Mann, Bloomberg Markets Asia Anchor, reports Hong Kong protesters plan for another march on Sunday. Gideon Rose, Foreign Affairs …
Aug. 12, 2019 Surveillance: We're Off The Grid Now For Yields, Weinberg Says
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, saysthe longer we go, the greater the risk of a …
Aug. 9, 2019 Surveillance: Ben Carson On Jobs, Housing, & The 2nd Amendment
Ben Carson, U.S. Housing & Urban Development Secretary, says opportunity zones will bring investment into areas that were previously economically-deprived. …
Aug. 8, 2019 Surveillance: Trade Issue Front & Center, Kostin Says
Steve Wieting, Citi Private Bank Chief Investment Strategist, doubts that the Fed has any insight of what's next on trade. …
Aug. 7, 2019 Surveillance: Trade War Is Unquantifiable Force, Normand Says
Conrad DeQuadros, RDQ Economics Senior Economist & Founding Partner, hopes the Fed realizes their role in driving the markets. David …
Aug. 6, 2019 Surveillance: Forecasting Year-End Bunds At -0.80%, Says Major
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, encourages diversification in this market environment. Robin Brooks, IIF MD & Chief …
Aug. 5, 2019 Surveillance: CNY Weakness with Ruskin
Marc Chandler, Bannockburn Global Forex Chief Market Strategist and Managing Partner, discusses the unintended consequences of U.S.-China tensions. Henrietta Treyz, …
Aug. 2, 2019 Surveillance: Tariff Impact Very Small, NEC's Kudlow Says
Michelle Meyer, Bank of America Merrill Lynch Head of U.S. Economics, says markets are encouraged by the dovish central bank …
Aug. 1, 2019 Surveillance: The BOE Is Trapped, PIIE's Posen Says
Adam Posen, Peterson Institute President, says the Bank of England can't do anything ahead of Brexit. Willem Buiter, Citi Special …
July 31, 2019 Surveillance: Focus On Fed's Forward Guidance, Stanley Says
Stephen Stanley, Amherst Pierpont Chief Economist, doesn't think the Fed is paying a lot of attention to growth. Meredith Sumpter, …
July 30, 2019 Surveillance: Grim Outlook for Sterling with Rochester
Lindsey Piegza, Stifel Chief Economist, says the Fed is optimistic in terms of growth and inflation. Jordan Rochester, Nomura G-10 …
July 29, 2019 Surveillance: Dollar Has Peaked In This Cycle, Jalinoos Says
Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, says the dollar has already peaked in this cycle. …
July 26, 2019 Surveillance: U.S. Economy's Canary in Coal Mine with Rosenberg
Peter Schaffrik, RBC Capital Markets Global Markets Strategist, says as long as the consumer stays strong, U.S. growth will keep …
July 25, 2019 Surveillance: Currencies Increasingly Politicized, Stretch Says
Seema Shah, Principal Global Investors Chief Strategist, says the ECB is "laying the groundwork" for action in September by holding …
July 24, 2019 Surveillance: Economic Data Is Decelerating, Golub Says
Michael McKee, Bloomberg International Economics & Policy Correspondent, discusses the impact of weakening German manufacturing data ahead of the ECB's …
July 23, 2019 Surveillance: The U.K. Is Split, Cambridge's Barnard Says
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, is bearish on European equities in the short term. Catherine Barnard, Cambridge …
July 22, 2019 Surveillance: Inflation Picture on Weak Side, Hooper Says
Robert Feldman, Morgan Stanley MUFG Securities Senior Advisor, discusses Japan's Prime Minster Abe's slim victory and his plan to hike …
July 19, 2019 Surveillance: The Fed's Dramatic Pivot with Citi's Mann
James Sweeney, Credit Suisse Chief Economist, forecasts the Fed will cut rates from 25-50 basis points. Catherine Mann, Citigroup Global …
July 18, 2019 Surveillance: Potential Rate Cuts with RBC's Porcelli
Bob Michele, JPMorgan Asset Management CIO, warns U.S. Treasury yields are heading "all the way down to zero" over the …
July 17, 2019 Surveillance: Bright Spot Is The Consumer, Marangi Says
Taylor Riggs, Bloomberg News Reporter, breaks down Bank of America's earnings. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, recaps commonalities …
July 16, 2019 Surveillance: The Sweet Spot of Banking with Michaud
Sonali Basak, Bloomberg News Investment Banking Reporter, notes JP Morgan's net interest is on the decline. Tom Michaud, KBW Chief …
July 15, 2019 Surveillance: Europe's New Leaders with Kirkegaard
Jacob Kirkegaard, Peterson Institute Senior Fellow, thinks Europe will have a pragmatic new leadership team if Ursula von der Leyen …
July 12, 2019 Surveillance: China Waiting on Huawei Details, Broderick Says
Willem Buiter, Citi Special Economic Adviser, says Europe is yet to clean up the banking system following the financial crisis. …
July 11, 2019 Surveillance: No Recession Anytime Soon, Doll Says
Bob Doll, Nuveen Asset Management Chief Equity Strategist, explains the real issues the U.S. faces today but "doesn't see a …
July 10, 2019 Surveillance: Deutsche Bank Will Survive, Albertson Says
Stephen Stanley, Amherst Pierpont Chief Economist, says that if the Fed is not planning on cutting in July, it needs …
July 9, 2019 Surveillance: Dollar's Power Here to Stay, Bloom Says
Lindsey Bell, CFRA Investment Strategist, says that while defensive stocks are performing well, the technology sector is "the best performing …
July 8, 2019 Surveillance: Deutsche Bank Cuts, Restructures
Filippo Alloatti, Hermes Senior Credit Analyst, says Deutsche Bank must now work with regulators on a new investment strategy to …
July 5, 2019 Surveillance: Fed Should Take Back Rate Hike, Kudlow Says
Julia Coronado, MacroPolicy Perspectives President and Founder, explains how the Fed must ideally move ahead of risks instead of waiting …
July 3, 2019 Surveillance: USTR-China Meeting to Happen Soon, Navarro Says
Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, identifies the need for adaptability in a disruptive global economy. Frederik …
July 2, 2019 Surveillance: Borrowers Simply not Borrowing, Caron Says
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, identifies one of the contributing factors to increased negative-yielding European debt: …
July 1, 2019 Surveillance: Growth Overall Is Coming Down, Weinberg Says
Carl Weinberg, High Frequency Economics Chief Economist & Founder, says the industrial recession in Europe is ongoing with "no clear …
June 28, 2019 Surveillance: The Best G-20 Outcome With Hormats
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she thinks small cap stocks deserve to be …
June 28, 2019 Bloomberg Special: The Americans Are Coming, MLB In London
In this special, the Surveillance team does a deep dive on Major League Baseball's debut in the U.K. Robert Manfred …
June 27, 2019 Surveillance: Energy Stocks Are Unloved, Emanuel Says
Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, explains why he thinks energy stocks are currently unloved. Shawn Donnan, Bloomberg …
June 26, 2019 Surveillance: We've Had Too Little Globalization, Mann Says
Joyce Chang, JPMorgan Chair of Global Research, says, "it's not all about the Fed," expecting fixed income yields to lower. …
June 25, 2019 Surveillance: China Could Wait Out Trump, Crebo-Rediker Says
Tobias Levkovich, Citi Investment Research Chief U.S. Equity Strategist, shares why he has been bullish on healthcare equipment services. Liz …
June 24, 2019 Surveillance: Tariffs Have Many Uses, Peter Navarro Says
Dan Tannebaum, PwC Global Sanctions Leader, discusses how the U.S. could continue to pressure Iran despite running low on additional …
June 21, 2019 Surveillance: Adm. Stavridis on Worsening Iran Conflict
William Lee, Milken Institute Chief Economist, parses the Fed message with conflicting economic signals resulting in new emphasis on next …
June 21, 2019 Surveillance Special: Fed Vice Chairman Richard Clarida
In an exclusive conversation with Tom Keene, Federal Reserve Vice Chairman Richard Clarida says the argument in favor of cutting …
June 20, 2019 Surveillance: U.S. Not In Liquidity Trap, Henry Says
Diana Amoa, JPMorgan Asset Management Fixed Income Portfolio Manager, discusses why the Fed needs to act into a deeper cutting …
June 19, 2019 Surveillance: Blackstone's Schwarzman On Lower Rates
We kick off with a segment from our TV broadcast with Blackstone CEO Stephen Schwarzman. He tells Francine Lacqua & …
June 18, 2019 Surveillance: ECB Policy Not Targeted At USD, Posen Says
We kick off with a segment from our Bloomberg TV show with Bloomberg's Joe Weisenthal and Nordea Asset Management's Sebastian …
June 17, 2019 Surveillance: The State of Employment with Blanchflower
David Blanchflower, Former BOE Monetary Policy Committee Member and Dartmouth Professor, answers the question he asks in his new book: …
June 14, 2019 Surveillance: U.S. Rates Near 0% in 5 Years, Crescenzi Says
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, sees U.S. rates collapsing toward 0% over the next five years. In …
June 13, 2019 Surveillance: Golden Age for Security Selection With Kantor
Anthony DiPaola, Bloomberg Middle East Energy Markets Reporter, updates us on the attacks on oil tankers in the Strait of …
June 12, 2019 Surveillance: Paul Tudor Jones on Making Money with 'Just Capital'
Karen Leigh, Bloomberg China Government Editor, explains what sets the current protests in Hong Kong apart from previous demonstrations. Gideon …
June 11, 2019 Surveillance: Goldman's Currie Calls for Cheaper Oil
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June 10, 2019 Surveillance: The UTX and Raytheon Deal With Heymann
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says the idea of one or two rate cuts by year end …
June 7, 2019 Surveillance: Moving Forward on Tariffs, Says CEA's Hassett
Jason Furman, Former Council of Economics Chair, says issues with Mexico might be more important than the tensions with China. …
June 6, 2019 Surveillance: Conservatives Are Without Party, Says George Will
Today's episode begins with a conversation from Bloomberg TV with Antony Phillipson, British Consul General to New York, on the …
June 5, 2019 Surveillance: Trade Talks Are Unpredictable, Hewson Says
David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut …
June 5, 2019 Surveillance Fed Special: Low Inflation Nerves with Evans
Michael McKee, Bloomberg News International Economics & Policy Correspondent, sits down with two Federal Reserve Presidents. First, Robert Kaplan of …
June 4, 2019 Surveillance: Johnson & Trump Dissimilar, Diamond Says
Jenny Leonard, Bloomberg Trade Reporter, and David Merritt, Bloomberg Senior Executive Editor, discuss what a trade deal could look like …
June 3, 2019 Surveillance: Yen Stands to Benefit from Trade War, Says Barth
Marvin Barth, Barclays Head of FX Strategy, believes that the dollar is ultimately the beneficiary of a volatile, global environment. …
May 31, 2019 Surveillance: U.S. Is Now A Service Economy, Treyz Says
Eric Farnsworth, Council of Americas Vice President, says the U.S. is going down a path that requires Mexico to react …
May 31, 2019 The Age of Disruption with PIMCO
In conversation with Bloomberg Surveillance and The Open's Jonathan Ferro, PIMCO CEO and CIO present their bearish view of corporate …
May 30, 2019 Surveillance: Fed Vs. The Markets With MUFG's Rupkey
Chris Rupkey, MUFG Union Bank Chief Financial Economist, previews Fed Vice Chair Clarida's speech, saying it's the Fed versus the …
May 29, 2019 Surveillance: Big Risks In Manufacturing Sector, Sweeney Says
James Sweeney, Credit Suisse Chief Economist & Americas CIO, sees big risks in the U.S. manufacturing sector. Jerome Schneider, PIMCO …
May 28, 2019 Surveillance: China Can Stand Tariffs' Shock, Weinberg Says
Carl Weinberg, High Frequency Economics Chief Economist, doesn't expect any agreement between the U.S. and China. Jacob Kirkegaard Peterson Institute …
May 24, 2019 Surveillance Special: Telecom in 2019
Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter …
May 24, 2019 Surveillance: Americans Are Underinvested In EM, Santos Says
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says he has no doubt the American economy will continue to …
May 23, 2019 Surveillance: Market Gives Trump Slack With China, Marangi Says
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia …
May 22, 2019 Bloomberg and Wondery Present: The Shrink Next Door
Marty Markowitz had his share of problems. His parents had recently died. He had troubles at work. A failing relationship. …
May 22, 2019 Surveillance: Europe Disappeared From Investors Map, Gallo Says
Daragh Maher, HSBC Securities US Head of FX Strategy, says outside of the U.S., there's no appetite for fiscal stimulus. …
May 21, 2019 Surveillance: China Is Not A Small Player Anymore, Kelly Says
Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, …
May 20, 2019 Surveillance: Fed's Bostic Doesn't Foresee Rate Hike
Jonathan Golub, Credit Suisse Chief US Equity Strategist, says the likelihood of a recession is very low. Sonali Basak, Bloomberg …
May 17, 2019 Surveillance: China Is Overconfident, Carr Says
Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, …
May 16, 2019 Surveillance: A Trade War Isn't Inflationary, Emanuel Says
Ann Cairns, Mastercard Vice Chair, says it's important to introduce girls to STEM careers. Julian Emanuel, BTIG Chief Equity & …
May 15, 2019 Surveillance: Possible Outcomes of Trade Talks With Spence
Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, thinks trade tensions were the cause of China's slowdown. …
May 14, 2019 Surveillance: Trade Should Be Enhanced, Mann Says
Catherine Mann, Citigroup Global Chief Economist, says closing the door to trade doesn't enhance an economy. Jens Nordvig, Exante Data …
May 13, 2019 Surveillance: Tariffs Are Attacks On Importers, Roach Says
Michael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan …
May 10, 2019 Surveillance: China Will Retaliate If No Deal Today, Woo Says
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the burden of tariffs will fall on U.S. consumers. David Kirkpatrick, …
May 9, 2019 Surveillance: Being Against China Is Popular, Treyz Says
Peter Hooper, Deutsche Bank Global Head of Economic Research, thinks it's unlikely that China or the U.S. will back off. …
May 8, 2019 Tariffs Are A Job Killer, PIIE's Lovely Says
Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says U.S. businesses are negatively impacted by the tariffs imposed …
May 7, 2019 Surveillance: Nobody Wins A Trade War, Adm. Stavridis Says
Willem Buiter, Citi Special Economic Adviser, says the full package of sanctions on China would be in nobody's interest. Meredith …
May 6, 2019 Surveillance: Equity Markets Still Pretty Good, Patel Says
Tony Dwyer, Canaccord Genuity Chief Market Strategist, thinks it's impossible to make an investment decision off of a tweet. Elaine …
May 3, 2019 Surveillance: Capitalism Works, Langone Says
Alan Ruskin, Deutsche Bank Chief International Strategist, offers insights on output gap measurements. Jeffrey Sachs, Columbia University Economics Professor, says …
May 2, 2019 Surveillance: A Long Way To Full Employment, Blanchflower Says
Steven Englander, Standard Chartered Bank Global Head of FX, says the Fed's inflation forecast record isn't brilliant. Jerome Schneider, PIMCO …
May 1, 2019 Surveillance: People Are No Longer With Maduro, O'Neil Says
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes we will avoid an earnings recession this year. Dan …
April 30, 2019 Surveillance: Venezuelans Want Regime Change, Jimenez Says
Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in …
April 29, 2019 Surveillance: The U.S. Is Still The Driest Towel, Chandler Says
Marc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel …
April 26, 2019 Surveillance: GDP, Not That Positive Under The Hood, Greene Says
Lisa Shalett, Morgan Stanley Wealth Management CIO, says the last decade has been "a magical time" for companies to raise …
April 25, 2019 Surveillance: Dollar Strength Is Unsustainable, Tirupattur Says
Matt Miller, Bloomberg TV & Radio Anchor, says most German politicians were against the Deutsche Bank-Commerzbank merger. Jonathan Tyce, Bloomberg …
April 24, 2019 Surveillance: Progressive Capitalism With Joseph Stiglitz
Marcus Ashworth, Bloomberg Opinion Columnist, says the Fed is absolutely on hold. Joseph Stiglitz, Nobel Laureate and Author of "People, …
April 23, 2019 Surveillance: I Don't Think Inflation Is Dead, Hatzius Says
Jose Rasco, HSBC Chief Investment Strategist at HSBC Private Bank Americas, expects the Fed to remain on hold this year. …
April 22, 2019 Surveillance: The U.S. Economy Is Strong, Rupkey Says
Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. economy is strong. Todd Mariano, Eurasia Group U.S. Director, …
April 18, 2019 Surveillance: Justice Dept Highly Politicized, Valliere Says
Taylor Riggs, Bloomberg News Reporter, discusses JPMorgan's succession plans. Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, doesn't …
April 17, 2019 Apple Settlement Validates Qualcomm's IP: Srinivasan
Anand Srinivasan, Senior Semiconductor and Hardware Analyst for Bloomberg Intelligence, on the Qualcomm-Apple settlement and what it means for chip …
April 17, 2019 Surveillance: Europe Is The Catch Up Trade, Fowler Says
Yalman Onaran, Bloomberg Senior Writer, analyzes Morgan Stanley's earnings report. Gerry Fowler, Aberdeen Standard Investments Multi-Asset Strategist, says Europe is …
April 16, 2019 Surveillance: Notre Dame's Past & Future
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says banks doesn't thrive in a flattening yield curve environment. Gerard Cassidy, …
April 16, 2019 Surveillance: Paying Tribute to Notre Dame
The mood in Paris today is somber after a fire ripped through the Notre Dame Cathedral. The iconic structure took …
April 15, 2019 Surveillance: Trump Doesn't Impact Powell, Bremmer Says
Ian Bremmer, Eurasia Group President, says Fed Chairman Powell is a "capable, qualified and independent" chief. Fred Cannon, KBW Global …
April 12, 2019 Surveillance: JPMorgan Is Fairly Valued, Whalen Says
Catherine Mann, Citi Global Chief Economist, and Lupin Rahman, PIMCO Head of EM Sovereign Credit, discuss China's latest economic data. …
April 11, 2019 Surveillance: I Want Openness & Sunlight On The Fed, Moore Says
Troy Gayeski, Skybridge Capital Partner & Senior Portfolio Management, sees a higher probability of a Fed cut than a hike. …
April 10, 2019 Surveillance: "Wait And See" Mode After Draghi, Coronado Says
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects two Fed rate cuts and stocks to go higher in 2019. …
April 9, 2019 Surveillance: Tech Is Keeping Inflation Muted, Rosner Says
Drew Matus, Metlife Investment Management Chief Market Strategist, says it's very difficult to drive the U.S. into a recession from …
April 9, 2019 Surveillance: NATO Is A Transatlantic Bridge With Stavridis
Vasileios Gkionakis, Banque Lombard Odier Global Head of FX Strategy, says the Fed has maintained its full independence. Jane Foley, …
April 8, 2019 Surveillance: Everyone Is Scrambling For Yield, Michele Says
Davide Serra, Algebris Investments CEO, says there are too many banks in Europe. Ebrahim Rahbari, Citi Global Head of FX …
April 5, 2019 Surveillance Special: Views From The Ambrosetti Spring Workshop
Tom Keene and Francine Lacqua host from the Ambrosetti Spring Workshop in Cernobbio, Italy. In this episode, we feature our …
April 5, 2019 Surveillance: U.S. Economy Really Coming Back, Kudlow Says
Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, does not think wage growth is translating into inflation. Mike Darda, MKM …
April 4, 2019 Surveillance: We Must Take The Yield Curve Seriously, Fels Says
Joachim Fels, PIMCO Global Economic Advisor, says the yield curve predicts and also causes recessions. Derek Halpenny, MUFG European Head …
April 2, 2019 Surveillance: U.S. Treasuries Look Cheap Globally, Major Says
Steven Major, HSBC Global Head of FI Research, thinks U.S. bonds look cheap globally. Emma Ross-Thomas, Bloomberg Brexit Editor, updates …
April 1, 2019 Surveillance: FX Market Has Become Very Political, Bloom Says
Lord Andrew Adonis, Former U.K. Secretary of State For Transport, speaks in favor of a second referendum. David Bloom, HSBC …
March 29, 2019 Surveillance: I'm Not A Buy And Hold Advocate, Shiller Says
Chris Verrone, Strategas Partner & Head of Technical Strategy, thinks sentiment is too extreme with the long bond call. Robert …
March 28, 2019 Surveillance: Monetary Policy Tools Are Ineffective, Kelly Says
David Kelly, JPMorgan Asset Management Chief Global Strategist, says monetary policy tools are ineffective. Frances Donald, Manulife Asset Management Head …
March 27, 2019 Surveillance: Investing in Lyft With NYU’s Segram (Correct)
Luigi Zingales, University of Chicago Booth School Finance Professor, talks bank mergers and the benefits of being "too big to …
March 27, 2019 Surveillance: Equality in Hollywood With Giese
Ellen Zentner, Morgan Stanley Chief U.S. Economist, says commodity prices are too volatile a measure to use to judge the …
March 26, 2019 Surveillance: Global Economic Data Will Hold Up, Hooper Says
David Folkerts-Landau, Deutsche Bank Head of Research and Group Chief Economist, says Europe needs a unified banking system. Bloomberg's Anna …
March 25, 2019 Surveillance: New Political Focus After Mueller, Hormats Says
Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, says it's not improbable that interest rates will stay low until 2030. …
March 22, 2019 Surveillance: Dynamic Ownership With RTR's Hyman
Greg Daco, Oxford Economics Chief U.S. Economist, doesn't see much momentum upward for yields going forward. Antony Phillipson, British Consul …
March 21, 2019 Surveillance: The Economy Is Shifting Gears, Piegza Says
Henrietta Treyz, Veda Partners Director of Economic Policy, says although the business community want tariffs to end, D.C. politicians are …
March 20, 2019 Surveillance: Defaults Are A Necessary Evil, Kong Says
Kate Moore, BlackRock Investment Institute Chief Equity Strategist, says the opportunity in equities is on quality. Carl Riccadonna, Bloomberg Economics …
March 19, 2019 Surveillance: Alan Krueger's Economic Legacy
Remembering Princeton University's Alan Krueger with Dartmouth Professor of Economics Danny Blanchflower, Bloomberg International Economics & Policy Correspondent Michael McKee, …
March 15, 2019 Surveillance: This AI Cycle Is Different, NYU's Dhar Says
Jerome Schneider, PIMCO Head of Short-Term Bond Portfolios, says investors must calibrate expectations taking into account higher volatility. Brian Wieser, …
March 14, 2019 Surveillance: U.K. Unprepared For No-Deal Brexit, Dimon Says
Steve Eisman, Neuberger Berman Senior Portfolio Manager, discusses his three U.K. bank shorts. Patricia Mosser, Columbia University Economic Policy Management …
March 13, 2019 Surveillance: EM Valuations Are Very Cheap, Memani Says
Raghuram Rajan, Former RBI Governor and University of Chicago Booth School of Business, says the college admissions scandal is a …
March 12, 2019 Surveillance: RBC Open To Tactical Acquisitions, McKay Says
Dave McKay, RBC President & CEO, says the company is open to "tactical" acquisitions. Howard Ward, Gabelli Funds CIO of …
March 11, 2019 Surveillance: Trade Spat Impact Is Overstated, Weinberger Says
Carl Weinberg, High Frequency Economics Chief Economist, doesn't think the trade spat is directly behind China's slow economic growth. Nick …
March 8, 2019 Surveillance: Household Survey Was Up, Kudlow Notes
Lawrence Kudlow, White House National Economic Council Director, joins Jonathan Ferro to discuss this month's surprising jobs report.
March 8, 2019 Surveillance: Labor Force Growth Is Slowing, Joseph Cohen Says
To celebrate International Women's Day, Bloomberg Surveillance brings you top voices in the worlds of finance, economics and international affairs. …
March 7, 2019 Surveillance: The EU Needs A Weaker Euro, Rosenberg Says
David Rosenberg, Gluskin Scheff Chief Economist & Strategist, says the EU needs a weaker euro to stimulate the manufacturing sector. …
March 6, 2019 Surveillance: Fed Tightening May Be Back In 2019, Dudley Says
Vince Cable, U.K. Liberal Democrat Party Leader, says India will overtake China. Alan Ruskin, Deutsche Bank Global Co-Head of FX …
March 5, 2019 Surveillance Special: China's Economic Slowdown
Elizabeth Economy, CFR Senior Fellow & Director for Asia Studies, says there's a sense of political malaise in China. David …
March 4, 2019 Surveillance: Europe Remains Our Weak Sister, Chandler Says
Russ Koesterich, BlackRock Global Allocation Team Portfolio Manager, is concerned about companies with business models dependent on a growing economy. …
March 1, 2019 Surveillance: The Fed Is Probably Not Done Hiking, Dudley Says
Willam Dudley, Former Federal Reserve Bank of New York President, thinks the Fed is probably not done yet with hiking. …
Feb. 28, 2019 Surveillance: Far From Denuclearization, Collins Says
Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, brings us an update from Hanoi. Chris Grisanti, Grisanti Capital Management …
Feb. 27, 2019 Surveillance: Solving The Nuclear Problem With Adm. Stavridis
Todd Mariano, Eurasia Group U.S. Director, and Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, discuss their …
Feb. 26, 2019 Surveillance: My View Of Capitalism Is Localism, Rajan Says
Raghuram Rajan, Author of "The Third Pillar" and Former Reserve Bank of India Governor, advocates for pushing decision making back …
Feb. 25, 2019 Surveillance: EM Could Outperform DM, Greg Boutle Says
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, explains the confluence of factors that could lead EM …
Feb. 22, 2019 Surveillance: Not Trade War But Tech Theft, Feldstein says
Marty Feldstein, Harvard University Professor of Economics, says China is focused on trade deficits to divert from trade theft. Tara …
Feb. 21, 2019 Surveillance: The Equity Market Can Rally, Calvasina Says
Carl Weinberg, High Frequency Economics Chief Economist, says Chinese numbers are more stable than ours [in the U.S.]. John Micklethwait, …
Feb. 20, 2019 Surveillance: We Will See More Volatility, Warne Says
Andreas Utermann, Allianz Global Investors CEO, and David Herro, Harris Associates CIO of International Equities, debate active and passive investment. …
Feb. 19, 2019 Surveillance: Nothing As Cheap As European Stocks, Kelly Says
Ruchir Sharma, Morgan Stanley Investment Management Chief Global Strategist & "Democracy on the Road" Author, discusses India's sociopolitical landscape. David …
Feb. 15, 2019 Surveillance: EM Story Isn't Overplayed, Santos Says
Gabriela Santos, JPM Asset Management Global Market Strategist, doesn't think the EM story is overplayed. Bipan Rai, CIBC Head of …
Feb. 14, 2019 Surveillance Special: David Herro On Patience & Investment
David Herro, Harris Associates CIO of International Equities, highlights the importance of patience in investing, especially in periods like last …
Feb. 14, 2019 Surveillance: Quite Muted Growth In 2019, Marangi Says
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says growth will be quite muted in 2019. Carolynn Look, Bloomberg Economy & …
Feb. 13, 2019 Surveillance: U.S.-China, A New Cold War, Buiter Says
Willem Buiter, Citi Special Economic Adviser, says the trade relationship between the U.S. and China is part of a wider …
Feb. 12, 2019 Surveillance: Risks of Silly Leftism & Silly Rightism With Rose
Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, and Edmund Shing, BNP Paribas Global Head of Equity & …
Feb. 11, 2019 Surveillance: The U.S. Cannot Escape Global Slowdown, Mann Says
Angel Gurria, OECD Secretary General, says he is not predicting a recession. Catherine Mann, Citi Research Global Chief Economist, says …
Feb. 8, 2019 Surveillance: Bond Guys Tend To Have It Right, Bailin Says
David Bailin, Citi Private Bank Global Head of Investments, says bond guys tend to have it right. Greg Valliere, Horizon …
Feb. 7, 2019 Surveillance: Nominee Malpass's Vision For The World Bank
Adam Posen, Peterson Institute for International Economics President, says the BOE's Monetary Policy Committee members have much more independence than …
Feb. 6, 2019 Surveillance Special: State Of The Union Address
Kevin Cirilli, Bloomberg News Chief Washington TV & Radio Correspondent, shares his takeaways from Pres. Trump's second State of the …
Feb. 5, 2019 Surveillance: Trump Has Remade The Republican Party, Haass Says
Gene Frieda, PIMCO Global Strategist, and Therese Raphael, Bloomberg Opinion Columnist, discuss why markets don't price in the scenario of …
Feb. 4, 2019 Surveillance Exclusive: Bill Gross On His Retirement
In an exclusive interview with Tom Keene, Bill Gross announces his retirement and reveals his plans for the future.
Feb. 1, 2019 Surveillance: Fed in Extended Pause, Kasman Says
Bruce Kasman, JPMorgan Chief Economist & Managing Director of Global, notes that the Fed seems to be in an extended …
Jan. 31, 2019 Surveillance: Not Much Inflation In The Fed Data, Kantor Says
Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says there's not a lot of inflation in the Fed …
Jan. 30, 2019 Surveillance: Fed Will Emphasize Patience, Kroszner Says
Anna Edwards, Bloomberg News Anchor, gives us an update on Brexit negotiations. Stephen Stanley, Amherst Pierpont Chief Economist, says markets …
Jan. 29, 2019 Surveillance: Brexit Is Bad News For NATO, Stavridis Says
Troy Gayeski, SkyBridge Capital Partner, says the U.S. economy is the most isolated from other markets. Jeff Currie, Goldman Sachs …
Jan. 28, 2019 Surveillance: Markets Aren't Telling Anything, Dwyer Says
Tony Dwyer, Canaccord Genuity Chief Market Strategist, is more focused on the Fed than on trade tensions. Stewart Patrick, Council …
Jan. 25, 2019 Surveillance: Oil Not A Story Anymore For Russia, Oreshkin Says
Marty Schenker, Bloomberg Chief Content Officer, says the indictment of Roger Stone is not related to the crime but the …
Jan. 24, 2019 Surveillance: VW CEO Diess Still Optimistic About Trade
Herbert Diess, Volkswagen CEO, is optimistic about trade. Jason Bordoff, Columbia University Professor and Former Special Assistant to President Obama, …
Jan. 23, 2019 Surveillance: Global Growth At Center Stage In Davos Day Two
Christine Lagarde, IMF Managing Director, ranks trade tensions as the top risk for the global economy. Brian Moynihan, Bank of …
Jan. 23, 2019 Surveillance: Europe Better Off Without the Euro, Bootle Says
John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, Morris Reid, Mercury LLC Partner, and Tony Gardner, Former U.S. Ambassador to …
Jan. 22, 2019 Surveillance: World Economic Forum in Davos Kicks Off
Laura Cha, Hong Kong Exchange Chair, says there's a lot the Chinese government can do in opening up the financial …
Jan. 17, 2019 Surveillance: The Phillips Curve Is Still In Play, Posen Says
Arthur Levitt, Former SEC Chairman, remembers John Bogle's legacy. Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, …
Jan. 16, 2019 Surveillance: Cameron Landed Us In This Mess, Skidelsky Says
Charles Peabody, Portales Partners LLC President, recaps U.S. bank earnings with us. Lord Robert Skidelsky, House of Lords Member, says …
Jan. 15, 2019 Surveillance: Shutdown Won't Impact Economy, Taylor Says
Sonali Basak, Bloomberg Investment Banking Reporter, joins us to break JPMorgan's earnings. Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says …
Jan. 14, 2019 Surveillance: Brexit Is A Stagflation Event, Weinberg Says
Carl Weinberg, High Frequency Economics Chief Economist, says Brexit is a stagflation event. Fred Cannon, KBW Global Director of Research, …
Jan. 11, 2019 Surveillance: Still More Work To Do, GM's Barra Says
John Ryding, RDQ Economics Chief Economist & Founding Partner, says the U.S. is in a stronger place than it was …
Jan. 10, 2019 Surveillance: Recession Likelihood with Bandholz & Kiesel
Mark Kiesel, PIMCO CIO of Credit, thinks markets have overestimated the likelihood of a recession while Harm Bandholz, Unicredit Bank …
Jan. 9, 2019 Surveillance: A Fed Minutes Preview With Vincent Reinhart
Vincent Reinhart, Mellon Chief Economist & Macro Strategist, discusses what's he's looking to in the Fed Minutes. Rep. Henry Cuellar …
Jan. 8, 2019 Surveillance: A New Era In The U.S.-China Relationship
Chris Verrone, Strategas Partner & Head of Technical Strategy, says there's a dichotomy between global and domestic tech. Michael Hirson, …
Jan. 7, 2019 Surveillance: Top Risks 2019 With Eurasia Group
Bloomberg Surveillance is on location at Eurasia Group today. Ian Bremmer, Eurasia Group President, defines "innovation winter." Priya Misra, TD …
Jan. 4, 2019 Surveillance: No Recession In Sight, Kudlow Says
Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, says growth for the working age population has slowed dramatically. Miranda Carr, …
Jan. 3, 2019 Surveillance: Fed's Kaplan Advocates For Taking No Action
Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, says the Chinese economy is much weaker than the official headlines show. Walter …
Jan. 2, 2019 Surveillance: Financial Conditions Do Matter, Crescenzi Says
Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, believes there is a strong case for the Fed to pause. Freya …
Dec. 31, 2018 Surveillance: Happy 2019 For CPTPP Countries, Sumpter Says
Brett Ryan, Deutsche Bank Senior Economist, expects 3 rate hikes and 2.4% economic growth next year. Bob Profusek, Jones Day …
Dec. 28, 2018 Surveillance: Market Volatility Not A Macro Story, Greene Says
Megan Greene, Manulife Asset Management Chief Economist, says the government shutdown isn't a huge story for the U.S. economy. John …
Dec. 27, 2018 Surveillance: Relative Dollar Strength in 2019, Barth Says
Don Rissmiller, Strategas Research Partners, thinks the Fed should increase clarity on housing and inflation expectations. Kona Haque, ED&F MAN …
Dec. 26, 2018 Surveillance: Trade Wars Are Scaring People, Stringham Says
Edward Stringham, President of the American Institute for Economic Research, doesn't buy that the Fed is responsible for all the …
Dec. 24, 2018 Surveillance: Markets Listen To The President, Spindel Says
Bob Hormats, Kissinger Associates Vice-Chair, describes the demographic challenges China is facing. Margaret Talev, Bloomberg's White House Correspondent, zooms in …
Dec. 21, 2018 Surveillance: Risk Tolerance Has Changed, Joseph Cohen Says
Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, thinks the risk tolerance of investors has changed. Bill …
Dec. 20, 2018 Surveillance: A Data Dependent Fed With Citi's Mann
Danny Blanchflower, Dartmouth University Professor, says either the market is wrong or the Fed is wrong. Howard Ward, Gabelli Funds …
Dec. 19, 2018 Surveillance: Fed Can't Be A Slave To The Market, Kroszner Says
Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says bond markets are adjusting to slower growth in developed economies next year. …
Dec. 18, 2018 Surveillance: Fed Is Probably Already At Neutral, Darda Says
Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, says the justification to continue rising rates has evaporated. Jim …
Dec. 17, 2018 Surveillance: Science Is The Key To Progress, Romer Says
Gideon Rose, Foreign Affairs Magazine Editor and Peter G. Peterson Chair, discusses the latest edition of Foreign Affairs. Andrea Felsted, …
Dec. 14, 2018 Surveillance: In The Long Term, Cash Is Trash, Sowerby Says
Kate Moore, BlackRock Investment Institute Chief Equity Strategist, discusses the implications of a slower growth rate next year. David Sowerby, …
Dec. 13, 2018 Surveillance: May Vote Was A Distraction, Mills Says
Chi Onwurah, Labour MP & Shadow Minister of the Department for Business, Energy and Industrial Strategy, thinks the fundamental fractures …
Dec. 12, 2018 Surveillance: Bad Timing For Confidence Vote, Huddleston Says
Nigel Huddleston, Conservative Member of Parliament for Mid Worcestershire, says Theresa May would be in a very strong position if …
Dec. 11, 2018 Surveillance: We Are Near The End Of The Cycle, Ruskin Says
Alan Ruskin, Deutsche Bank Securities Managing Director & Chief International Strategist, says market participants seem to expect volatility to be …
Dec. 10, 2018 Surveillance: We're In A Very Deflationary World, Shilling Says
Neil Shearing, Capital Economics Group Chief Economist, says the key question now is whether Theresa May can go back to …
Dec. 7, 2018 Surveillance: The Market Moves In Mysterious Ways, Krueger Says
Alan Krueger, Princeton University Professor of Economics, says markets are reacting to the end of the sugar high. James Glassman, …
Dec. 6, 2018 Surveillance: Chances of No-Deal Brexit Small, Tony Blair Says
Tony Blair, Former U.K. Prime Minister, joins Francine Lacqua and Tom Keene on Bloomberg Surveillance TV to discuss Brexit. Tim …
Dec. 5, 2018 Surveillance: Remembering President George H.W. Bush
Bloomberg Surveillance remember former President George H.W. Bush in today's episode. Diana Furchtgott-Roth, Former Office of Policy Planning Associate Director …
Dec. 4, 2018 Surveillance: 2020 Will Be Quite Weak, Shepherdson Says
Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says wage growth is much more likely to head North than South. Ira Jersey, …
Dec. 3, 2018 Surveillance: The U.S. Economy Is In Good Shape, Clarida Says
Richard Clarida, Federal Reserve Vice Chairman, says the U.S. Economy is in good shape right now. Michael McKee, Bloomberg International …
Nov. 30, 2018 Surveillance: China Was Caught Off Balance By Trump, Fenby Says
Jonathan Fenby, TSLombard Chairman, says the trade war has come at an inconvenient time for Xi Jinping. Michael McKee, Bloomberg …
Nov. 29, 2018 Surveillance: Normalization With Former ECB President Trichet
Thu Lan Nguyen, Commerzbank FX Strategist, and Daniel Morris, BNP Paribas Asset Management Senior Investment Strategist, discuss the market impact …
Nov. 28, 2018 Surveillance: Fiscal Cliff Coming In 2020, Crescenzi Says
Bloomberg Surveillance is live from the Bloomberg link for the Year Ahead Summit. Miranda Carr, Haitong International China Macro Strategist, …
Nov. 27, 2018 Surveillance: Auto Workers Losing For Decades Now, Alden Says
Arlene Foster, U.K. Democratic Unionist Party Leader, tells us why her party doesn't support May's Brexit deal. Kevin Tynan, Bloomberg …
Nov. 26, 2018 Surveillance: Unemployment Rate Is Going Nowhere, Sweeney Says
Nicky Morgan, U.K. Member of Parliament & Chair of Treasury Select Committee, and Rupert Harrison, BlackRock Multi-Asset Strategies Portfolio Manager, …
Nov. 23, 2018 Surveillance: Oil Prices Boost Consumer Spending, Swonk Says
Steve Wieting, Citigroup Global Chief Investment Strategist, doesn't think 2019 marks a down year for the U.S. or the rest …
Nov. 21, 2018 Surveillance: We Need To Fix The Trade Issue, OECD's Boone Says
Brian Levitt, Oppenheimer Funds Senior Investment Strategist, says the Phillips curve is as flat as the table he is sitting …
Nov. 20, 2018 Surveillance: U.S. Economy Weakening But Strong, Cantrill Says
George Bory, Wells Fargo Securities Head of Credit Strategy, says the march back towards cash is well underway. Libby Cantrill, …
Nov. 19, 2018 Surveillance: There's Potential For Some Inflation, Mann Says
Catherine Mann, Citi Global Chief Economist, says the Fed must balance the signals coming from the global and domestic economy. …
Nov. 16, 2018 Surveillance: It's The Brexit Deal That Works, Phillipson Says
Stephen Roach, Yale University Professor, says there might be some type of standstill agreement between China and the U.S. in …
Nov. 15, 2018 Surveillance: Hard Brexit Looks Very Tangible, Foley Says
Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the prospects of a hard Brexit look very …
Nov. 14, 2018 Surveillance: Confidence In Draghi Is Diminishing, Rahbari Says
Ebrahim Rahbari, Citi Global Head of Content & G10 FX Strategy, says confidence in Draghi is diminishing. David Herro, Harris …
Nov. 13, 2018 Surveillance: The Economy of Seattle Meets Arlington & Queens
Kim Wallace, Eurasia Group Managing Director of U.S., thinks people are growing comfortable with the notion of socializing health care …
Nov. 12, 2018 Surveillance: We Still Have Work To Do, Rep. Scalise Says
Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, says of all the things he worries about, the Fed is not …
Nov. 9, 2018 Surveillance: This Fed Is Data Dependent, Zentner Says
Chris Rupkey, MUFG Union Bank Chief Financial Economist & Managing Director, thinks the U.S. tariffs are already having an impact …
Nov. 8, 2018 Surveillance: One or Two Fed Hikes Next Year, Milken's Lee Says
Stephanie Baker, Bloomberg News Senior Writer, discusses the Russian investigation in the wake of Sessions' resignation. William Lee, Milken Institute …
Nov. 7, 2018 Surveillance Special: A Divided Congress
Bloomberg Surveillance brings you a Midterms Special. Emily Ekins, Cato Institute Research Fellow & Director of Polling, says millennials were …
Nov. 6, 2018 Surveillance: Voters Turnout When They're Pissed, Goolsbee Says
Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, says gridlock would be the best outcome for the markets. Doug …
Nov. 5, 2018 Surveillance: U.S. Midterms Eve With Jared Bernstein
Harm Bandholz, Unicredit Bank Chief U.S. Economist, discusses potential for American austerity as the global economy decelerates. Golnar Motevalli, Bloomberg …
Nov. 2, 2018 Surveillance: U.S. Seeing Real Wage Growth, CEA's Hassett Says
Jeff Currie, Goldman Sachs Global Head of Commodities Research, explains how big oil companies are adapting to a de-carbonized world. …
Nov. 1, 2018 Surveillance: Risk Parity Framework is Unraveling, Major Says
Seema Malhotra, Labour Party Member of Parliament, does not believe we will see a Brexit deal by November 21st. Steve …
Oct. 31, 2018 Surveillance: The U.S. Is Winning The Trade War, Foley Says
Gerry Fowler, Aberdeen Standard Investments Global Multi-Asset Strategist, says the Libor rate is the key driver of equity markets. Jane …
Oct. 30, 2018 Surveillance: Too Late To Sell, Too Early To Buy, Trennert Says
Karen Ubelhart, Bloomberg Intelligence Senior Machinery Analyst, sees opportunities in the tech gigs sector. Jason Trennert, Strategas Research Chairman & …
Oct. 29, 2018 Surveillance: Merkel Has Been A Monolith, Schick Says
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manger & CEO, says IBM hasn't managed to innovate. Shannon K. O'Neil, Council …
Oct. 26, 2018 Surveillance: This Is A Sustainable Cycle, Mulvaney Says
John Ryding, RDQ Economics Chief Economist & Founding Partner, does not think the Fed should stop hiking. Robert Kaplan, Dallas …
Oct. 25, 2018 Surveillance: Tesla 4Q Is A Big Question Mark, Johnson Says
Gordon Johnson, Vertical Group Managing Director & Analyst, thinks Tesla's positive numbers in 2Q and 3Q are not repeatable. Gary …
Oct. 24, 2018 Coming Soon: The New Economy
Bloomberg’s head of economics Stephanie Flanders calls on Bloomberg's worldwide network of reporters and expert commentators to cast a fresh …
Oct. 24, 2018 Surveillance: The Pessimism Is Overdone, Normand Says
John Normand, JP Morgan Head of Cross-Asset Fundamental Strategy, says there are pockets of opportunity in emerging markets. George Friedman, …
Oct. 23, 2018 Surveillance: No Exuberance In Equity Markets, Kantor Says
Charles Kantor, Neuberger Berman Senior Portfolio Manager, sees no exuberance or optimism in equity markets. Frank Newport, Gallup Poll Editor-In-Chief, …
Oct. 22, 2018 Surveillance: No Tax Legislation Before Midterms, Hudak Says
Kate Moore, BlackRock Investment Institute Chief Equity Strategist, defends her market optimism. John Hudak, Brookings Institution Senior Fellow in Governance …
Oct. 19, 2018 Surveillance: Neither Party is Focused On Debt, Hormats Says
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Oct. 18, 2018 Surveillance: Italy Likely To Be Downgraded A Notch, Hense Says
Chris Marangi, Gabelli Funds Co-CIO, talks the future of Fox, Disney, Google and Youtube. Florian Hense, Berenberg European Economist, says …
Oct. 17, 2018 Surveillance: No Reason To Stop Hiking, Zentner Says
Ellen Zentner, Morgan Stanley Chief U.S. Economist, sees no reason for the Fed to stop hiking right now. Martin Indyk, …
Oct. 16, 2018 Surveillance: The U.S. Is Abusing Its Privileges, Rose Says
Jack Lew, Former U.S. Treasury Secretary, thinks economic sanctions are a powerful tool to influence countries to change their policies. …
Oct. 15, 2018 Surveillance: BAC Is Growing Organically, Cassidy Says
Gerard Cassidy, RBC Capital Markets Equity Research Managing Director, says the universal bank model is outperforming the regional bank model. …
Oct. 12, 2018 Surveillance: No Election Impact From Celebrities, Haines Says
David Pearl, Epoch Investment Partners Co-Chief Investment Officer & Portfolio Manager, says JP Morgan has a clear strategy which includes …
Oct. 11, 2018 Surveillance: Correction Was Long In The Making, Memani Says
Geoffrey Yu, UBS Wealth Management Head of UK Investment Office, is not worried about tail risks. Krishna Memani, OppenheimerFunds CIO …
Oct. 10, 2018 Surveillance: Dollar Centrality Up Since 2008, Mallaby Says
Sebastian Mallaby, CFR Senior Fellow for International Economics, says the dollar's centrality in the global system has gone up since …
Oct. 9, 2018 Surveillance: Italy Unsustainable in Eurozone, Varoufakis Says
Harm Bandholz, Unicredit Bank Chief U.S. Economist, says there is a good chance that we will see a downturn in …
Oct. 8, 2018 Surveillance: Nordhaus Was A Great Teacher, Buiter Says
Willem Buiter, Citi Special Economic Adviser, says the Nobel Prize for Economics Winner William Nordhaus was a very inspiring teacher. …
Oct. 5, 2018 Surveillance: Unemployment Can Go Lower, Kudlow Says
Howard Ward, Gabelli Funds CIO of Growth Equities, focuses on defensive growth stocks while the Fed is tightening. Betsey Stevenson, …
Oct. 4, 2018 Surveillance: Businessweek Scoop On China's Microchip Hack
We lead today's podcast with a Bloomberg Businessweek scoop: China used a tiny chip to infiltrate almost 30 U.S. companies. …
Oct. 3, 2018 Surveillance: Lighthizer Is The Serious Negotiator, Alden Says
Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says people in the U.K. are sick of ten years of conservative austerity. Anna …
Oct. 2, 2018 Surveillance: The USMCA Is Encouraging, Lagarde Says
Marc Chandler, Bannockburn Global Forex Chief Market Strategist & Managing Partner, thinks Italy needs growth. Bob Doll, Nuveen Asset Management …
Oct. 1, 2018 Surveillance: USMCA Is A Rebranding Of The Old NAFTA, Lee Says
Bill Lee, Milken Chief Economist, says the USMCA is an example of the new bilateral approach to negotiations of the …
Sept. 28, 2018 Surveillance: Republicans Trying to Ramp Up Base, Kamarck Says
Barry Eichengreen, University of California Professor Berkeley, analyzes the IMF's future. Alberto Gallo, Algebris Macro Strategies Head, sees little contagion …
Sept. 27, 2018 Surveillance: A Road Map for Today's Kavanaugh Hearing From 1991
Thursday’s Senate hearing over sexual assault allegations against Supreme Court nominee Brett Kavanaugh stirs memories of similar testimony from 1991. …
Sept. 27, 2018 Surveillance: The Dollar Can Climb Higher, Foley Says
Jane Foley, Rabobank Head of FX Strategy, says the dollar can climb higher. Libby Cantrill, PIMCO Head of Public Policy, …
Sept. 26, 2018 Surveillance: Multilateralism Is A Better Way, Gurria Says
Jeff Currie, Goldman Sachs Global Head of Commodities Research & Partner, says they are bullish on owning oil. Werner Hoyer, …
Sept. 25, 2018 Surveillance: China's Engagement Positive For EM, Spence Says
Michael Spence, NYU Professor & Nobel Laureate, says China wants to be a positive influence in the developing world. Chris …
Sept. 24, 2018 Surveillance: Diversification in Botswana with Min. Kenewendo
Brian Levitt, OppenheimerFunds Senior Market Strategist, favors investment in technology. Rufus Xerxa, National Foreign Trade Council President, says breaking international …
Sept. 21, 2018 Surveillance: Slowdown in 2020 But Not Recession, Hooper Says
Peter Hooper, Deutsche Bank Securities Chief Economist, says there will be a slowdown in 2020 but it doesn't have to …
Sept. 20, 2018 Surveillance: A Strong Dollar Kills The EM Story, Maher Says
Daragh Maher, HSBC US Head of FX Strategy, says investors always ask if it's time to sell the dollar. Terry …
Sept. 19, 2018 Surveillance: Money Will Go Back To EM, Dennis Says
Geoff Dennis, UBS Head of Global Emerging Markets Equity Strategy, thinks money will go back to EM once the dollar …
Sept. 18, 2018 Surveillance: Tariffs Make U.S. Economy Worse Off, Roubini Says
Nouriel Roubini, Roubini Macro Associates Chairman & NYU Stern School of Business Professor, argues that a majority of the impact …
Sept. 17, 2018 Surveillance: Banks Are Relatively More Resilient, Mayo Says
Chris Flavelle, Bloomberg News Climate and Adaptation Reporter, reports on the historic rainfall in North Carolina brought on by Hurricane …
Sept. 14, 2018 Surveillance Special: 10 Years After the Crisis
It is September 15, 2008. Employees are pouring out of Lehman Brothers with boxes. The financial services firm has collapsed. …
Sept. 14, 2018 Surveillance: Lehman Like a Greek Tragedy, Hintz Says
Brad Hintz, Former Lehman CFO & NYU Professor, says that from the 2008 financial crisis, we've learned that repo is …
Sept. 12, 2018 Surveillance: Concerned About U.S. Trade Policy, Dudley Says
We start off on a segment from our TV show with Ken Rogoff, Harvard Professor & Former IMF Chief Economist, …
Sept. 11, 2018 Surveillance: I Think About The Families On 9/11, Kean Says
William Lee, Milken Institute Chief Economist, says firms are substituting capital for labor. Walter Piecyk, BTIG Research Analyst & Managing …
Sept. 10, 2018 Surveillance: Fed is Worried About Overheating, O'Sullivan Says
Chris Grisanti, Grisanti Capital Management CEO, predicts if Democrats take the house at midterms, it will not upset the markets. …
Sept. 7, 2018 Surveillance: Wage Growth Is Still A Mystery, Krueger Says
Mike Schumacher, Wells Fargo Head of Interest Strategy, says the potential of job reports to move the markets has decreased …
Sept. 6, 2018 Surveillance: Hill Hearings Eclipsed by Op-Ed, Cirilli Reports
Lisa Abramowicz fills in for Tom Keene today. We speak with Tim Ash, Bluebay Asset Management Senior EM Sovereign Strategist, …
Sept. 5, 2018 Surveillance: U.S. Is In Round 1 Of Trade Wars, Gallo Says
Alberto Gallo, Algebris Investments Head of Macro Strategies & Partner, says the Turkish lira has been hurt by outflows from …
Sept. 4, 2018 Surveillance: The Long Party is Over, Kotok Says
Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic …
Aug. 31, 2018 Surveillance: EU Auto Tariffs Offer Not Good Enough, Trump Says
Steve Hanke, Johns Hopkins University Professor of Applied Economics, says Argentina has been "a complete disaster" since President Macri called …
Aug. 30, 2018 Surveillance: U.S. Consumer Is In Very Good Shape, Gayeski Says
Harm Bandholz, Unicredit Bank Chief U.S. Economist, thinks Stanley Fischer will be hard to replace but Richard Clarida is a …
Aug. 30, 2018 Surveillance: Stocks Are A Little Overdone, Mann Says
Catherine Mann, Citi Global Chief Economist, says stocks are a little overdone. Stan Collender, Georgetown University Adjunct Professor of Public …
Aug. 28, 2018 Tariffs Creating 'Fortress America', Lovely Says
Lara Rhame, FS Investments Chief U.S. Economist, says the new U.S.-Mexico trade agreement is a re-branding of NAFTA. Mary Lovely, …
Aug. 27, 2018 Surveillance: McCain Was A Life-Long Learner, Stavridis Says
Admiral James Stavridis, Former NATO Supreme Allied Commander, says Senator John McCain was an intuitive, life-long learner. Jonathan Golub, Credit …
Aug. 24, 2018 Surveillance Special: Fed Speak in Jackson Hole
We bring you a Bloomberg Surveillance Special from the Grand Tetons in Jackson Hole, Wyoming. Michael McKee, Bloomberg News International …
Aug. 23, 2018 Surveillance: Fed's George Favors Two More Rate Hikes in 2018
Michael McKee and Kathleen Hays, Bloomberg News Correspondents, are in Jackson Hole for the 2018 Economic Symposium. Hays speaks with …
Aug. 23, 2018 Surveillance: Earnings Move Stocks, Not Washington, Doll Says
Kevin Cirilli, Bloomberg News Chief Washington Correspondent, and Kim Wallace, Eurasia Group Managing Director of the United States, join us …
Aug. 21, 2018 Surveillance: Powell Is A Consensus Builder, Ryding Says
John Ryding, RDQ Economics Chief Economist & Founding Partner, says Jerome Powell is a consensus builder. John Coffee Jr., Columbia …
Aug. 20, 2018 Surveillance: Dollar Is Overvalued About 10%, Vamvakidis Says
Thanos Vamvakidis, Bank of America Merrill Lynch International Head of G10 FX Strategy, thinks the dollar is overvalued by about …
Aug. 17, 2018 Still Vigor in the Global Economy, Crescenzi Says
Tony Crescenzi, PIMCO Market Strategist, says the U.S. economy is late cycle. Romaine Bostick, Bloomberg News Editor, discusses scaling back …
Aug. 16, 2018 The U.S. Is Immune To EM To A Point, Konstam Says
Dominic Konstam, DB Securities Managing Director & Global Head of Rates Research, says the U.S. is immune to emerging markets …
Aug. 15, 2018 Erdogan Responds to Pressure, Cook Says
James Sweeney, Credit Suisse Chief Economist, expects positive PMI surprises from the Eurozone. Steven Cook, Council on Foreign Relations Senior …
Aug. 14, 2018 Currency Crisis In Turkey Isn't Over, Rupkey Says
Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the currency crisis in Turkey is not over. Gordon Johnson, Vertical …
Aug. 13, 2018 Erdogan Wants His Power Entrenched, Rahman Says
Mij Rahman, Eurasia Group Europe Practice Head, says he expects Turkey's central bank to hike. Georgette Boele, ABN Amro Bank …
Aug. 10, 2018 All FX Forecasts Are Out The Window, Kalen Says
Marc Chandler, Brown Brothers Harriman Head of Currency, lays out different options Turkey has to save the lira. Teresa Goody, …
Aug. 9, 2018 Risk Is Localized To Turkey, Jalinoos Says
Shahab Jalinoos, Credit Suisse Global Head of FX Strategy, says at the moment, risk is localized to Turkey. Tuna Amobi, …
Aug. 8, 2018 Trade Is Now War, Kotok Says
David Kotok, Cumberland Advisors CIO & Co-Founder, says trade is now war, not even threatened rhetoric. Pablo Goldberg, BlackRock Head …
Aug. 7, 2018 We Have Seen a Doom Loop in EM, Santos Says
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says dynamics in Turkey are unlike other emerging markets. Steven Major, HSBC …
Aug. 6, 2018 The Market is Forward-Looking, Miletti Says
Geoffrey Yu, UBS Wealth Management Head of U.K. Investment Office, thinks external pressure will be an opportunity for reform in …
Aug. 3, 2018 Our Potential to Grow is Strong, Kudlow Says
James Glassman, JPMorgan Chase Commercial Banking Head Economist, says today's jobs numbers are a reminder of how much hidden unemployment …
Aug. 2, 2018 BOE's Decision Is Hard To Justify, Posen says
Nejra Cehic, Bloomberg TV Anchor, breaks the BOE's decision to raise interest rates to 0.75 percent. Adam Posen, Peterson Institute …
Aug. 1, 2018 Elon Musk ≠ Warren Buffett, Kass Says
Tom Porcelli, RBC Capital Chief Economist,thinks we are arriving at the tightest part of the labor cycle. Emma O'Brien, Bloomberg's …
Aug. 1, 2018 Central Banks Must Communicate, Schoenholtz Says
Diana Amoa, JP Morgan Asset Management Fixed Income Portfolio Manager, notes Japan is nowhere near their inflation target. Kim Schoenholtz, …
July 30, 2018 Populists Manipulate Fear, Vinjamuri Says
Bruce Kasman, JPMorgan Chief Economist & Managing Director of Global Research, shares his definition of full employment. Leslie Vinjamuri, Chatham …
July 27, 2018 Tesla Is Not Executing Well, Eisman Says
Paul Sweeney, Bloomberg Intelligence Director of North American Research, says a media platform that has less than a billion users …
July 26, 2018 Instagram is Facebook's Bellwether, Lehmann Says
Richard Haass, Council on Foreign Relations President, says the U.S. is voluntarily choosing to abdicate from its hegemonic role. Mark …
July 25, 2018 Global Trade Is A Growth Engine, Roach Says
Stephen Roach, Yale University Professor, says global trade has been an engine for growth for developing and developed countries alike. …
July 24, 2018 It's Time to Raise Cash Levels, Joseph Cohen Says
Today we feature Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist. She joins the usual suspects and …
July 23, 2018 Amazon is a Great Competitor, Langone Says
John Silvia, Wells Fargo Securities Chief Economist, forecasts a .2-.3% change in potential GDP. Golnar Motevalli, Bloomberg Reporter in Tehran, …
July 20, 2018 Fed Has Been A Political Piñata, Swonk Says
Jerome Schneider, PIMCO Head of Short Term Portfolio Manager, breaks down nominal and real interest rates. Diane Swonk, Grant Thornton …
July 19, 2018 Disney Had the Upper Hand All Along, Hartman Says
Joseph Quinlan, Head of Market Strategy for U.S. Trust, argues consumers are driving the Chinese economy. Justina Lee, Bloomberg News …
July 18, 2018 Inflation Expectations Are Too Low, Kroszner says
Priya Misra, TD Securities Head of Global Interest Rates Strategy, says that the Fed is entering a "neutral zone." Rep. …
July 17, 2018 Time for Kelly to Wrap It Up, Adm. Stavridis Says
Admiral Stavridis, The Fletcher School at Tufts University Dean, says President Trump threw U.S. intelligence under the bus in Helsinki. …
July 17, 2018 What Russia Does is Bluff, Says Friedman
Robert Hormats, Kissinger Associates Vice-Chairman, sees the Helsinki Summit as an opportunity for President Trump to take "a leadership role" …
July 13, 2018 Special: President Trump in Europe
Anthony Gardner, Former U.S. Ambassador to the EU, says it is unprecedented that a U.S. president interferes in U.K. Politics. …
July 12, 2018 China Will Eventually Give In, Levy Says
Tina Fordham, Citi Chief Global Political Analyst, says President Trump wants to change the international order. Mickey Levy, Berenberg Chief …
July 11, 2018 EU Leaders Used to Fire & Fury, Niblett Says
Steve Wieting, Citigroup Private Bank Global Chief Investment Strategist, observes how trade tariffs will impact equity markets. Robin Niblett, Chatham …
July 10, 2018 Brett Kavanaugh Is A Great Man, Starr Says
Jeffrey Sachs, Columbia University School of International and Public Affairs Professor & Special Advisor to the UN Secretary-General Ban Ki-Moon, …
July 9, 2018 Trade Talks Should Be Ongoing, Zentner Says
Ellen Zentner, Morgan Stanley Chief U.S. Economist, says she can't remember a time when politics mattered so much for the …
July 9, 2018 Conservative Court Would Strike Down Progressive Legislation
Noah Feldman, Harvard Law professor and Bloomberg Opinion columnist, on Justice Kennedy's legacy and what to expect from a newly …
July 6, 2018 Labor Market Is Strong, Kevin Hassett Says
Conrad DeQuadros, RDQ Economics Senior Economist & Founding Partner, has his eye on supply chains amid heightened trade tensions. Alan …
July 5, 2018 Putin to Come Prepared, Will Trump?, Kaplan Asks
Doug Kass, Seabreeze Partners President, explains why his forward looking concerns are plentiful. Robert D. Kaplan, Eurasia Group Senior Advisor …
July 3, 2018 Surveillance Special: Behind the American Revolution
In celebration of July 4th, Tom Keene and Pimm Fox speak to historians and authors Russell Shorto and Gordon Wood …
July 2, 2018 FTA First Decision for Obrador, says Petersen
Seth Masters, Former CIO of Bernstein, talks trade frictions between the U.S. and China. Amrita Sen, Energy Aspects Chief Oil …
June 29, 2018 WTO Withdrawal Story is Worrying, Buiter Says
Willem Buiter, Citi Special Economic Adviser, argues that Europe should take steps to respond to the trade provocations from the …
June 28, 2018 There will be a new conservatism, Lenkner says
Kate Moore, BlackRock Chief Equity Strategist, says she expects quite strong earnings across a huge variety of sectors in the …
June 27, 2018 China is Broadening Out, Roach Says
Elisa Martinuzzi, Bloomberg News EMEA Finance & Investing Managing Editor, says margins will remain very thin in Europe for the …
June 26, 2018 U.S. Facing Diplomacy Problem, Shiller Says
Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, says the economy is strong and they're advising their clients to …
June 25, 2018 Dollar is Fundamentally Overvalued, Dennis Says
Enda Curran, Bloomberg News Chief Asia Correspondent, says the U.S. is going to step up its scrutiny of Chinese investment …
June 22, 2018 100M Oil Barrels Needed a Day, Paul Sankey Says
Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says uncertainty about the tariff war is proving to be painful. Lisa Shalett, Morgan …
June 21, 2018 U.S. Is An Importer, Not Exporter, Sec. Ross Says
Danny Blanchflower, Dartmouth College Professor of Economics, says there are no data which support a BOE rate hike. Wilbur Ross, …
June 21, 2018 Xi is a Highly Nationalistic Leader, Economy Says
Brian Levitt, OppenheimerFunds Senior Investment Strategist, says a trade war could lead to a stronger dollar. Elizabeth Economy, CFR Senior …
June 19, 2018 U.S. is Now Openly Protectionist, Alden Says
Torsten Slok, Deutsche Bank Chief International Economist, asks what the Chinese retaliation may look like against U.S. tariffs. Vince Reinhart, …
June 18, 2018 Immigration is the American Dream, Gutierrez Says
Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says the Chinese economy has opened up quite dramatically. Doug …
June 15, 2018 Tariffs Only Address a Short Term Goal, Rose Says
William Lee, Milken Institute Chief Economist, says the U.S. is going to be the engine of growth for the global …
June 14, 2018 Big Media Deals on the Horizon, Rubenstein Says
Robert Sinche, Amherst Pierpont Securities Global Strategist, says the current U.S. administration has done a lot to stimulate the economy. …
June 13, 2018 To Upscale in Media, You Have to Acquire, Whittaker Says
Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, advises to be careful about the noise around headline CPI. Ian …
June 12, 2018 N. Korea Has Potential, OECD Sec.-General Says
Daniel Ten Kate, Bloomberg News Asia Government Managing Editor, and Lisa Collins, Center For Strategic & International Studies Korea Chair, …
June 11, 2018 N.K. Will Want Security Assurances, Hormats Says
Toluse Olorunnipa, Bloomberg Washington Correspondent, updates us on the Trump-Kim Summit in Singapore. Charles Kantor, Neuberger Berman Senior Portfolio Manager, …
June 8, 2018 Our Sentiment is Still Good on EM, Santos Says
Andrew Barden,Bloomberg's European Government Reporter, joins us from the G-7 in Quebec to preview the geopolitical tension ahead. Gabriela Santos, …
June 7, 2018 EMs Have Different Growth Issues, Bailin Says
David Bailin, Citi Private Bank Global Head of Investments, says Brazil is early in its economic recovery. Elsa Lignos, RBC …
June 6, 2018 U.S. Middle Class' Income is Frozen, Aulette Says
Tobias Levkovich, Citi Chief U.S. Equity Strategist, says investors don't have great conviction in their positions in Europe. John Taft, …
June 6, 2018 We are Pro-Global Trade, NASDAQ CEO Shares
John Ryding, RDQ Economics Chief Economist, says views on trade have regressed to the 17th century. Kimberly Robinson, Bloomberg Law …
June 4, 2018 A Story of Fading Tax Stimulus with Zentner
Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects growth to continue...with some caveats.Federico Santi, Eurasia Group Analyst, suspects things will …
June 1, 2018 Dysfunctions in Labor Markets with Jason Furman
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says we're not yet at full employment. Ted Alden, Council on Foreign …
May 31, 2018 Euro Isn't a Well-Designed System, Zingales Says
Luigi Zingales, Chicago Booth School Finance Professor, thinks people underestimate how devastated Italy is by its economic situation.Donald Straszheim, Evercore …
May 30, 2018 Italy is Falling Behind, Kapoor Says
Paul Donovan, UBS Chief Economist, says by and large, Europe has emerged from the recession but there are persisting problems. …
May 29, 2018 Euro Weakness vs. Dollar Strength with Rosenberg
Jeff Rosenberg, BlackRock Chief Fixed Income Strategist, says his EM view has changed quite a bit in the past few …
May 29, 2018 I'm Worried About GDP Growth, Fed's Kaplan Says
Christian Schulz, Citi Economics Team Director, says there's plenty of reasons to believe Spanish has become a semi-core Eurozone country. …
May 24, 2018 Both Sides Benefit from Trade, Jessop Says
Richard Bravo, Bloomberg News EU Government Editor, and Julian Jessop, Institute of Economic Affairs Chief Economist, talk Europe's confusion over …
May 23, 2018 We're Halfway Through this Cycle, Gimbel Predicts
Hans Redeker, Global Head of FX Strategy at Morgan Stanley, gives us an overview of dollar strength and the slump …
May 22, 2018 Interest Rates Are Going to Normalize, Blain Says
Bill Blain, Mint Partners Fixed Income Strategist & Head of Capital Markets, says he's positive about the U.S.-China trade riffs …
May 21, 2018 Populism is Resentment of Elites, Schneider Says
Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, thinks President Trump's mercantilist approach to trade is off. Bill …
May 18, 2018 Trade is About Win-Win, Sachs Says
Chad Bown, Peterson Institute for International Economics Senior Fellow, & Enda Curran, Bloomberg's Chief Asia Economics Correspondent, discuss the impact …
May 18, 2018 Less Volatility Ahead, Moore Says
Kate Moore, BlackRock Chief Equity Strategist, says she wants companies to make growth generative investments, not just investments to appease …
May 18, 2018 Italy Election was Unexpected, Eichengreen Says
Barry Eichengreen, Author & University of California Berkeley Professor, provides his definition of populism: anti-elite, anti-authoritarian, and anti-other. Coronado, President …
May 17, 2018 Surveillance: Oil Will Be Even Higher in 2 Years, Grisanti Says
Julian Lee, Bloomberg Oil Strategist, and Chris Grisanti, Grisanti Capital Management CEO, join us to discuss oil touching $80/barrel for …
May 16, 2018 Models Don't Work in Crisis, says Spence.
Michael Spence, Nobel Laureate & NYU Professor of Economics & Business, says models don't work in crisis, but experience does. …
May 15, 2018 Q2 Will Be the Comeback Kid, says Frances Donald
Guy Johnson, Bloomberg Television, recaps his exclusive interview with Turkey's Prime Minister Erdogan. *AND* Phoenix Kalen, Societe Generale Director of …
May 14, 2018 Trade Wars Not the Biggest 2018 Risk, Purves Says
Michael Purves, Weeden & Co. Chief Global Strategist & Head of Equity Derivatives, says you can't be dismissive of higher …
May 11, 2018 People Respond to Higher Wages, Goolsbee Says
Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, says 4% on the 10-year is a bit of a …
May 10, 2018 Tucker: Transparency Is Important, The Age of Mystique is Gone
Bloomberg's Nejra Cehic takes us through the BOE headlines live from Threadneedle Street. Paul Tucker, Former Deputy BOE Governor and …
May 9, 2018 China is Key for Iran, Petrie Says
Greg Valliere, Horizon Investments Chief Global Strategist, ponders whether or not the Democrats have a game plan. Marc Chandler, Brown …
May 8, 2018 This Correction Is Not a Surprise, Emanuel Says
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the Fed has always been a critical player in the evolution …
May 7, 2018 FinTech is the Wild West of Banking, Swonk Says
Jens Nordvig, Exante Data Founder & CEO, says there was a shocking shift in global trade flows in January. Patrick …
May 4, 2018 No Need for the Fed to Panic, Coronado Says
Marty Feldstein, Harvard University Professor of Economics, is not happy about a trillion dollar deficit. Alan Krueger, Princeton University Professor …
May 3, 2018 Xi Has Amassed So Much Power, CFR's Economy Says
Stephen Stanley, Amherst Pierpont Securities Chief Economist, says traditionally, people have viewed a 2% inflation target as being lopsided. Elizabeth …
May 2, 2018 The 10-Year at 4 or 5% is Rational, Gartman Says
Alan Ruskin, Deutsche Bank Global Co-Head of G-10 FX Strategy, says to not get too obsessed with the Fed funds …
May 1, 2018 iPhone X Concerns Are Too High, Piecyk Says
Brian Levitt, OppenheimerFunds Senior Investment Strategist, says over time, we are likely to be in a stable or weaker dollar …
April 30, 2018 Surveillance: Trade is Not Isolated, Kaplan Says
Peter Henry, Former NYU Stern School of Business Dean, predicts growth next year will taper off. Robert D. Kaplan, 'The …
April 27, 2018 Surveillance: Haass on Korea: I Wouldn't Chill the Champagne Quite Yet
Peter Pae, Bloomberg News Seoul Bureau Chief. Bill Rhodes, Former Citi Senior Vice Chairman & William R. Rhodes Global Advisors …
April 27, 2018 The Fed Will Remain the Fed, Bandholz Says
Harm Bandholz, Unicredit Chief U.S. Economist, says he has a hard time imagining a scenario where the Fed would do …
April 27, 2018 The IMF & the World Bank Spring Meetings
In an ode to our fantastic lineup from the IMF & World Bank Group Meetings last week, it's a Surveillance …
April 26, 2018 The Geopolitical Order Tipping Point with Bremmer
Ian Bremmer, Eurasia Group President & Founder, says a long term solution to trade disputes will require something New Deal-like. …
April 25, 2018 We Deployed All Our Fiscal Muscle, Zentner Says
Alex Webb, Bloomberg Gadfly Columnist, hops in the studio to break Twitter's earnings. Ellen Zentner, Morgan Stanley Chief U.S. Economist, …
April 24, 2018 Disappointing 1Q for European Data, Santos Says
Vince Reinhart, BNY Mellon Chief Economist & Chief Investment Strategist, says in the long run, we're anchored by the growth …
April 23, 2018 Trade Could Derail It All, Pearl Says
Carl Weinberg, High Frequency Economics Founder, says the market should be thinking about inflation risks but it's not currently. David …
April 20, 2018 Wild Cards on the Horizon, IMF's Lipton Says
Adam Posen, Peterson Institute of Economics, says he still doesn't think inflation risks are very high. Isabelle Mateos Y Lago, …
April 19, 2018 You Could Broaden the Tax Base, Furman Says
Jason Furman, Former Council of Economic Advisers Chairman, thinks we could have a more pro-growth tax system. Nathan Sheets, PGIM …
April 18, 2018 Economy is Doing Relatively Well, Zingales Says
Kate Moore, BlackRock Chief Equity Strategist, says she still strongly believes that equities are the place to be. Luigi Zingales, …
April 16, 2018 This Economy is a Healthy Tortoise, Kelly Says
Sonali Basak, Bloomberg Finance Reporter, and Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, wrap Bank of America's earnings. …
April 13, 2018 The Age of Austerity has Been Taken Over by the Age of Overwhelming Deficits, says Collender
Brian Belski, BMO Capital Markets Chief Investment Strategist, says commercial banks will see strong growth for next 10 years.Jon react …
April 12, 2018 Euro-Dollar Still Looks Favorable, Yu Says
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says we're missing growth in consumer loans. Geoffrey Yu, UBS Private …
April 11, 2018 Growth is Not Quite as Stable, Morse Says Description:
Ed Morse, Citi Research Global Head of Commodities, says there's been an acceleration of risk-on, risk-off. Gary Shilling, Gary Shilling …
April 10, 2018 DC Doesn't Have the Collective Will or IQ To Take on Big Tech, Galloway says
Dr. Keyu Jin, London School of Economics & Political Science Professor, says the confusion about trade deficits by both the …
April 9, 2018 China is in a Sweet Spot, Lord Turner Says
Adair Turner, Institute For New Economic Thinking Chairman, House of Lords Member, & "Between Debt And The Devil" author, says …
April 6, 2018 Blame China for Not Playing Ball, Kudlow Says
Alan Krueger, Princeton University Economics Professor, says the Federal Reserve's mission is never complete. Bill Gross, Janus Henderson Fund Manager, …
April 5, 2018 This Has Been a Shakespearean Market, Sinche Says
Bob Sinche, Amherst Pierpont Securities Global Strategist, advises to be disciplined when reacting to market volatility. Rich Greenfield, BTIG Media …
April 4, 2018 It's Still a Goldilocks Environment, Meyer Says
Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. and China are hitting each other pretty hard with …
April 3, 2018 Volatility Will Stay in a High Range, Gallo Says
Alberto Gallo, Algebris Head of Macro Strategies, says the growth momentum is fading. Seth Masters, Angel Investor and Former AB …
April 2, 2018 Surveillance: U.S. Expansion is Late Stage, Chandler Says
Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, says the market has been squeezed out of a lot …
March 29, 2018 Capital Spending is Soaring, Kevin Hassett Says
Dean Curnutt, Macro Risk Advisors Founder & CEO, says we're in a U.S.-centric risk environment. Kathleen Fisher, AllianceBernstein Wealth & …
March 28, 2018 Wage Growth is a Complicated Story, Shiller Says
Robert Shiller, Yale University Professor & Nobel Laureate, says we're losing sight of the function of the WTO. Eileen Burbidge, …
March 27, 2018 Trade Deficits Are Not Bad, Citi's Mann Says
Willem Buiter, Citi Special Economic Adviser, and Catherine Mann, Citi Global Chief Economist, discuss their new roles at Citi and …
March 26, 2018 This is a Calculated Strategy, Peter Navarro Says
James Glassman, JPMorgan Head Economist for Commercial Banking, says he does not like the sound of tariffs. Antony Phillipson, British …
March 26, 2018 The President Has Hurt His Credibility, Bell Says
Lisa Abramowicz is in for Tom Keene while he watches March Madness. Dan Tannebaum, PWC Global Sanctions Leader, says he …
March 22, 2018 Matt Damon & His Clean Water Venture
Lisa Abramowicz fills in for Tom Keene who is on Spring break.Ebrahim Rahbari, Citi Group Head of Global Macroeconomics, says …
March 21, 2018 Attention Will Be on Fed's Language, Lignos Says
Bloomberg's Lisa Abramowicz fills in for Tom Keene while he's off on Spring break. John Silvia, Wells Fargo Chief Economist, …
March 20, 2018 Facebook and Google Aren't Free, Windsor Says
Bloomberg's Lisa Abramowicz is in for Tom Keene while he's off shopping for bow ties. Richard Windsor, Radio Free Mobile …
March 19, 2018 Incentive to Trade Has Been Limited, Michele Says
Bloomberg's Lisa Abramowicz is in for Tom Keene while he's off on a tropical vacation. On today's show, Isaac Boltansky, …
March 16, 2018 Kudlow Favors Free Trade, Irwin Says
Dan Tannebaum, PwC Global Sanctions Leader, says there needs to be a unilateral approach to dealing with Russia. Tony Dwyer, …
March 15, 2018 China is Changing Its Economy, Roach Says
Stephen Roach, Yale University Professor, says the U.S. and China need to restart their economic dialogue. Doug Kass, Seabreeze Partners …
March 14, 2018 U.S. Should Align with the U.K., Stavridis Says
Enda Curran, Bloomberg's Chief Asia Economics Correspondent, and Ron Temple, Lazard Asset Management Co-Head & Head of U.S. Equity, discuss …
March 13, 2018 A More Hawkish Foreign Policy Ahead, Bremmer Says
Nick Wadhams, Bloomberg State Department & Foreign Policy Reporter, and Marty Schenker, Bloomberg Chief Content Officer, examine Trump's firing of …
March 12, 2018 Steady as She [the Fed] Goes, Peters Says
Jens Nordvig, Exante Data Founder & CEO, thinks the housing sector will be resilient to Fed rate hikes. Greg Peters, …
March 12, 2018 Jobs Number is an Excellent Number, Goolsbee Says
Robin Niblett, Chatham House Director, is concerned that President Trump is stepping forward to meet with Kim Jong-un too early. …
March 8, 2018 Intl. Women's Day with Abby Joseph Cohen
Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, is our featured guest on this International Women's Day. …
March 8, 2018 Tariffs May Crowd Out Investment, Coronado Says
Julia Coronado, Macropolicy Perspectives President & Founder, does not think we can sustain 3% GDP growth. Peter Chatwell, Mizuho International …
March 7, 2018 Mnuchin a Moderating Force But Lacks Cohn's Gravitas, says Valliere
Greg Valliere, Horizon Investments Chief Global Strategist, believes that Secretary Mnuchin will now act as a moderating force in the …
March 6, 2018 The Headlines Matter on the Margin, Kantor Says
Peter Pae, Bloomberg's Seoul Bureau Chief, recaps the headlines that North Korea is open to denuclearize. Charles Kantor, Neuberger Berman …
March 5, 2018 We Are in a Reactive Phase, Alden Says
Luigi Zingales, University of Chicago Booth School of Business Professor, says the results of the Italian election indicates a heavy …
March 2, 2018 Surveillance Special: Trump's Trade Tariffs
The news flow beckoned a bonus episode! Today, Ed Hyman, Evercore ISI Vice Chairman, says once you go down the …
March 1, 2018 The World is Awash with Capital, Ailman Says
Katie Stockton, Fairlead Strategies Founder & Managing Partner, says in the corrective phase, they saw sentiment go from extremely bullish …
Feb. 28, 2018 No Signs of Late Cycle Behavior, Eisman Says
Steve Eisman, Eisman Group Neuberger Bergman Senior Portfolio Manager, says the student loan problem is a U.S. government problem. Jerome …
Feb. 27, 2018 China is Not Monolithic, Tsang Says
Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes …
Feb. 27, 2018 Coming Soon: Decrypted Season 2
Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be …
Feb. 26, 2018 Surveillance: Powell is Not Massive Regime Change, Wieting Says
Steve Wieting, Citi Private Bank Global Chief Strategist, says there is an underlying sense of optimism from companies. Carsten Brzeski, …
Feb. 23, 2018 We Need to Invest in Human Capital, Manyika Says
Carl Weinberg, High Frequency Economics Founder & Chief Economist, says in order to create jobs, we need a project like …
Feb. 21, 2018 The Key is Productivity, Rajan Says
Bill Lee, Milken Institute Chief Economist, says his conviction is that inflation is not around the corner. Bob Miller, BlackRock …
Feb. 20, 2018 We Are Starting to Use Up Capacity, Ablin Says
Jack Ablin, Cresset Founding Partner and Chief Investment Officer, says companies have seen a remarkable amount of pricing power; it …
Feb. 16, 2018 Globalization in the Trump Era with Dr. Posen
Adam Posen, Peterson Institute for International Economics President, says 3% growth is not sustainable. Jane Foley, Rabobank Head of FX …
Feb. 15, 2018 Good & Bad News: The Economy is Strong, Ward Says
Howard Ward, Gabelli Funds CIO of Growth Equities, says he's not sure if this is a market rally that can …
Feb. 14, 2018 Understand What You're Investing In, Rhodes Says
John Ryding, Founder of RDQ Economics, thinks the stimulus we're getting is pretty unprecedented. Gideon Rose, Foreign Affairs Magazine Editor, …
Feb. 13, 2018 We're Concerned About Fixed Income, Cohen Says
Harm Bandholz, Unicredit Chief U.S. Economist, says we've just hit a new record high in terms of deficit. Stan Collender, …
Feb. 12, 2018 Coming Soon: What'd You Miss This Week
This month, Bloomberg is excited to bring you a brand new show. Every Friday on What'd You Miss This Week, …
Feb. 12, 2018 10-Yr to Hit 3% if Inflation Surprises, says Bory
George Bory, Wells Fargo Securities Head of Credit Strategy, sees the 10-year hitting 3% if we get an inflation surprise …
Feb. 9, 2018 Things Fall Apart (in the Markets), Gartman Says
James Sweeney, Credit Suisse Chief Economist and International Wealth Management Division Americas CIO, thinks the market has been pricing in …
Feb. 8, 2018 We're in Price Discovery Mode, Wilson Says
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we haven't had portfolio disruption yet but he think it's to …
Feb. 7, 2018 Regulatory System is Absurdly Complex, King Says
Kit Juckes, Societe Generale Chief FX Strategist, and Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, discuss the …
Feb. 6, 2018 Yesterday's Event is a VIX Event, Curnutt Says
Dean Curnutt, Macro Risk Advisors CEO, and Bruce Kasman, J.P. Morgan Chief Economist, discuss the stock market plunge from a …
Feb. 5, 2018 Fed Sent a Powerful Signal on Friday, Wessel Says
Chris Verrone, Strategas Research Partners Head of Technical Analysis, and Marcus Ashworth, Bloomberg Gadfly Columnist, take a close look at …
Feb. 2, 2018 Surveillance Special: The Fed Decides, Jan. 31, 2018
Description: Tom Keene and Scarlet Fu are joined by Fmr. Federal Reserve Chair Alan Greenspan, Janus Henderson Portfolio Manager Bill …
Feb. 2, 2018 Full Employment is Not Perfection, Krueger Says
Nouriel Roubini, Roubini Macro Associates Chairman and NYU Stern School of Business Professor, says bitcoin is the mother of all …
Feb. 1, 2018 Surveillance: Too Much Data, Too Little Analysis, Shilling Says
Gary Shilling, A. Gary Shilling President, says complacency in the markets is extreme. David Kirkpatrick, Techonomy Media CEO, says he's …
Feb. 1, 2018 Where's the Infrastructure Money, Goolsbee Asks
Martin Feldstein, George F. Baker Professor of Economics at Harvard University, says it's going to be hard to convince Congress …
Jan. 30, 2018 NAFTA Decision will be Market Moving, Haines Says
Chris Rupkey, MUFG Union Bank Chief Financial Economist, asks how Washington will pay for new infrastructure and healthcare programs following …
Jan. 29, 2018 Weak Dollar is Great for EM, Santos Says
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks President Trump's speech in Davos at the World Economic Forum was …
Jan. 26, 2018 Inflation is a Major Risk, Rahbari Says
Gene Sperling, Former National Economic Council Director, says President Trump has proven to be a very divisive figure and it …
Jan. 25, 2018 Trump Has Stolen the Show at Davos, Yergin Says
Carsten Brzeski, ING-Diba Chief Economist, reacts to the European Central Bank Governor Mario Draghi's press conference. Angus Deaton, Nobel Laureate …
Jan. 24, 2018 Leaving NAFTA Makes No Sense, Frenkel Says
Kenneth Rogoff, Harvard University Professor, and Laura Tyson, Berkeley Haas School School of Business Distinguished Professor, discuss tax cuts, the …
Jan. 24, 2018 Special: The Next Financial Crisis
Tom Keene moderates a discussion with Barclays CEO Jes Staley, Citigroup CEO Michael Corbat, Carlyle Group Co-Founder David Rubenstein, Vice …
Jan. 23, 2018 Trust in Government Has Imploded, Edelman Says
Uber CEO Dara Khosrowshahi joins Bloomberg Editor-in-Chief John Micklethwait for a conversation at the World Economic Forum in Davos. Paul …
Jan. 22, 2018 Markets Haven't Reacted to the Shutdown, Lee Says
Bill Lee, Milken Institute Chief Economist, predicts the World Economic Forum is going to see a new phase of globalism …
Jan. 19, 2018 Commodity Currencies are Special, Ruskin Says
Themos Fiotakis, UBS Co-Head of FX & Rates, says European bond yields are too low and the market is trying …
Jan. 18, 2018 Coal is Going to Zero, Straszheim Says
Jennifer Surane, Bloomberg Regional Bank Reporter, and Bill Blain, Mint Partners Head of Capital Markets, wrap Morgan Stanley's earnings. Brian …
Jan. 17, 2018 The U.S. Is and Should Trade at a Premium, Herro Says
Yalman Onaran, Bloomberg Senior Writer, and Janet Henry, HSBC Global Chief Economist, wrap bank earnings and provide an outlook for …
Jan. 16, 2018 Davos Ultimately Loves Power, Ferguson Says
Robin Niblett, Chatham House Director, says we're moving to a stage where America's traditional allies cannot count on America to …
Jan. 12, 2018 We Expect 3 Rate Hikes, Zentner Says
Brad Hintz, New York University Professor, and Dakin Campbell, Bloomberg Wall Street Reporter, start off earnings season with a review …
Jan. 11, 2018 Bond Bear Market Began 15 Months Ago, Gartman Says
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says less than 20% of the global bond market yields 4%. Komal …
Jan. 10, 2018 Moniz Says "Mistake" to Underestimate N. Korea
Carl Weinberg, High Frequency Economics Founder, says he likes to think that President Trump's handlers are sending him to Davos …
Jan. 9, 2018 Euro at $1.30 Isn't An Extreme, Saravelos Says
George Saravelos, Deutsche Bank Global Co-Head of FX Research, says asset valuations will be the biggest problem for the dollar …
Jan. 8, 2018 There are no 100% Embargoes, Tannebaum Says
Neil Shearing, Capital Economics Chief Emerging Markets Economist, predicts we won't see any meaningful liberalization in China anytime soon. Daniel …
Jan. 5, 2018 Tax Cut Impacts are Starting, Cohn Says
James Bullard, Federal Reserve Bank of St. Louis President, says the Fed should debate the meaning of a flattening yield …
Jan. 4, 2018 Global Growth Isn't Sustainable, Silvia Says
John Silvia, Wells Fargo Chief Economist, says the European economic strength has been surprising but it will simmer down. James …
Jan. 3, 2018 Fed Should Remain Accommodative, Kocherlakota Says
Ron Temple, Lazard Asset Management Managing Director & Co-Head of Multi Asset, said 2018 will see higher interest rates on …
Jan. 2, 2018 2018 is Ripe for a Big Unexpected Crisis, Eurasia's Ian Bremmer Says
Jack Lew, Former U.S. Treasury Secretary, said the U.S. economy needs a targeted investment. Ian Bremmer, Eurasia Group Founder and …
Dec. 29, 2017 Ireland Has Been a Success Story, Zingales Says
Luigi Zingales, Chicago Booth Professor of Finance, says Ireland's success story is a result of its low tax rates attracting …
Dec. 28, 2017 Surveillance: I Finally Sold GE, Holland Says
Michael Holland, Holland & Company Chairman, says the intrinsic value of a company can erode. Chris Edwards, CATO Institute Director …
Dec. 27, 2017 Surveillance: Richard Clarida Is Ideal for Fed, Crescenzi Says
Tony Crescenzi, PIMCO Portfolio Manager, says anyone appointed to the Fed should be great at communication. David Burton, Heritage Foundation’s …
Dec. 27, 2017 Bitcoin's Usage Has Collapsed, Schoenholtz Says
Kim Schoenholtz, Stern School of Business Professor, says Bitcoin's bubble won't be worrisome for the economy if it bursts. Sharyn …
Dec. 22, 2017 We Don't Need a Fiscal Stimulus, Furman Says
Jason Furman, Former Council of Economic Advisers Chairman, offers a Surveillance correction for Tom Keene. Craig Moffett, MoffettNathanson Founder and …
Dec. 21, 2017 Taxes are By Definition Complicated, Kantor Says
Charles Kantor, Neuberger Berman Group Managing Director/Portfolio Manager, says we've lived in an environment of unusually low volatility because of …
Dec. 20, 2017 Most Americans Will Get Tax Cuts, Lieber Says
Chris Rupkey, MUFG Union Bank Chief Financial Economist, likes the upward movement in yields but he doesn't trust it. Jon …
Dec. 19, 2017 There's Slack in the Labor Market, Kashkari Says
Robert Kaplan, Dallas Fed President, says the U.S. is lagging in educational attainment and it's hurting productivity. Neel Kashkari, Federal …
Dec. 19, 2017 The Dollar Should Be Strengthening, Weinberg Says
Carl Weinberg, High Frequency Economics Founder, says we're all just speculating about where bitcoin is going. Antony Phillipson, U.K. Consul …
Dec. 15, 2017 Facts and Logic are Now Partisan, Gideon Says
Bob Sinche, Amherst Pierpont Global Strategist, predicts U.S. bond yields will go higher next year. Gideon Rose, Foreign Affairs Editor, …
Dec. 14, 2017 Sky is a Real Crown Jewel, Disney's Iger Says
Julia Coronado, MacroPolicy Perspectives President & Founder, says one of the biggest disappoints of the year is that wage growth …
Dec. 13, 2017 Bannon Has to Own This Loss, Scaramucci Says
Peter Hooper, Deutsche Bank Chief Economist, predicts unemployment is going into the mid-3s by the end of next year. Anthony …
Dec. 12, 2017 Turbulence Ahead in the Markets, Ward Says
Howard Ward, Gabelli Funds CIO of Growth Equities, says it's time to be prepared for turbulence in the equity markets. …
Dec. 12, 2017 Dr. Shiller Talks Bitcoin
Robert Shiller, Nobel Laureate & Yale Professor, is not sure it was a good idea to launch bitcoin futures because …
Dec. 8, 2017 Surveillance: White House Would Love to Get Rid of the AMT Rate, Cohn Says
Willem Buiter, Citigroup Global Chief Economist, says he would not give the GOP tax package particularly high marks. Alan Krueger, …
Dec. 7, 2017 Surveillance: Volatility is a Part of the Game, Lane says
Peter Oppenheimer, Goldman Sachs Chief Global Strategist, says there is still deep value in Europe. Omair Sharif, Societe Generale Chief …
Dec. 6, 2017 Surveillance: Feldstein Foresees Capital Inflows if Tax Bill Passes
Martin Feldstein, Harvard University George F. Baker Professor of Economics, says now is the time for tax reform because the …
Dec. 5, 2017 Surveillance: Disney is Looking to Fox for Growth , Wieser Says
Brian Wieser, Pivotal Research Group Senior Research Analyst, says Europe won't continue to let tech companies not pay taxes. Christopher …
Dec. 4, 2017 Surveillance: Book of the Year, Galloway's "The Four"
Scott Galloway, NYU Stern Professor and author of "The Four," told Jon Ferro and Tom Keene that we're about to …
Dec. 1, 2017 Surveillance Special: The Bitcoin Debate
Highlights from the roller coaster week for Bitcoin as it hit record highs and gets the green light from regulators …
Nov. 30, 2017 Blockchain is the Game Changer, Dr. Alankar Says
Geoff Dennis, UBS Investment Bank Head of EM Strategy, says they have told their investors to be careful being long …
Nov. 29, 2017 We Have to Restructure Globalization, Stiglitz Says
Joseph Stiglitz, Columbia University Professor, says the tax 'trigger' in the proposed tax bill is the worst kind of economic …
Nov. 28, 2017 Coming Soon: Trillions, a New Podcast
Money goes where it's treated best. That simple truth is a big reason why more and more money—trillions, in fact—flows …
Nov. 28, 2017 Trade is Complex These Days, No Longer Just Guns for Butter, Says OECD's Mann
Richard Clarida, PIMCO Global Strategic Advisor, says Jerome Powell is an excellent appointment for Fed Chair. Catherine Mann, OECD Chief …
Nov. 27, 2017 We Still Need Brick & Mortar Says Former Hudson's Bay CEO
Julia Coronado, Macropolicy Perspectives President & Founder, says a 3% productivity growth is unrealistic under any economic investment boom. Guy …
Nov. 24, 2017 The Most New Yorker New Yorker Tom Knows
Howard Davidowitz, Davidowitz & Associates, says he has a lot of doubts about Walmart being able to pull off the …
Nov. 22, 2017 Knowledge is Power in Thanksgiving Travel, Kheel says
Brian Levitt, OppenheimerFunds Senior Investment Strategist, says they're seeing a very nice investing backdrop in emerging markets. Philip Verleger, PK …
Nov. 21, 2017 M&A Volumes Peaked in 2015 Says Bory
George Bory, Wells Fargo Securities Head of Credit Strategy, says this year's M&A activity showed a notable slowdown because of …
Nov. 20, 2017 U.S. Politics Have Been Thoroughly Corrupted by Money, Sachs Says
Harm Bandholz, UniCredit Chief U.S. Economist, says the time for tax reform is right but we don't need a tax …
Nov. 17, 2017 Rep. Jim Renacci Says He's a Big Believer in the 401(k)
Representative Jim Renacci, a Republican from Ohio, says he's a big believer in the 401(k) and that the Republicans risk …
Nov. 16, 2017 Radical Technological Transformation is Embedded in This Cycle, Fisher Says
Kathy Fisher, the head of wealth and investment strategies at AB Bernstein Private Wealth Management, predicts we're going to be …
Nov. 15, 2017 The U.S. has Isolated Itself from its Principle Trading Allies, Haass Says
Richard Haass, president of the Council on Foreign Relations, says the U.S. has isolated itself from trading allies and that …
Nov. 14, 2017 Collender Calls the GOP Tax Bill 'The Trump Family and Friends Tax Cut'
Stan Collender, MSL Group's executive vice president, says the GOP tax bill isn't economic in origin, but totally political. Prior …
Nov. 13, 2017 Jeff Sprague Says He Hasn't Had a Positive Rating on GE Since 2008
Jeff Sprague, founder of Vertical Research Partners, predicts upwards of ten percent of General Electric staff will be out the …
Nov. 10, 2017 It Will Take a Generation Before the Renminbi Plays a Global Role, Eichengreen Says
Barry Eichengreen, a professor of economics at University of California Berkeley, discusses global currencies and comments on China's move to …
Nov. 9, 2017 Edmund Phelps Says It's Be Good to Try Out Higher Interest Rates
Nobel Laureate Edmund Phelps says it would be good to try out higher interest rates and that reopening coal mines …
Nov. 8, 2017 GOP Is Struggling to Sew Up Divides From Within, O'Brien Says
Timothy O'Brien, executive editor at Bloomberg View and Bloomberg Gadfly, discusses last night's election results and says collusion isn't a …
Nov. 7, 2017 Trump Isn't Draining the Swamp, He's Filling it With His Own Alligators, Perez Says
Thomas Edward Perez, chairman of the Democratic National Committee, discusses today's elections and says President Trump is filling the swamp …
Nov. 6, 2017 Ross Says He 'Will Probably Sell Stake' in Putin-Linked Company
Francine Lacqua sits down for a conversation with U.S. Commerce Secretary Wilbur Ross following reports of Russia linked investments. Then, …
Nov. 3, 2017 Alpha Generation Is Getting Much Harder, Gross Says
Bill Gross, a fund manager at Janus Henderson, says it's getting much harder to generate alpha and the Fed can't …
Nov. 2, 2017 U.S. Economy Is at a Point of Structural Change, Joseph Cohen Says
Abby Joseph Cohen, Goldman Sachs' senior investment portfolio strategist, says the economy is at a point of structural change and …
Nov. 1, 2017 When Big Tech Tells You 'It's Impossible', That's Latin for 'It's Less Profitable', Galloway Says
Scott Galloway, a professor at NYU's Stern School of Business, says it's not a question of can Big Tech become …
Oct. 31, 2017 Manafort's Financial Crimes Were Well Known. Papadopoulos's Indictment Was a Surprise, Former Watergate Special Prosecutor Says
Richard Ben-Veniste, a partner at Mayer Brown and a former Watergate special prosecutor, says George Papadopoulos's indictment was a surprise …
Oct. 30, 2017 Adoption of 'Market Economy' Model Has Led to China Growth, Mobius Says
Mark Mobius, Templeton Emerging Markets Group's executive chairman, says China is a "planned" economy and the Communist party will step …
Oct. 27, 2017 Democrats Need to Get a Program and They Don't Have One, Fiorina Says
Former Republican Presidential candidate Carly Fiorina says Democrats need to get a program and criticizing Donald Trump isn't enough. Prior …
Oct. 26, 2017 Labor Is Moving Towards Obsolescence, Henry Kaufman Says
Henry Kaufman, president of Kaufman & Co., says robots will replace human labor. George Friedman, chairman of Geopolitical Futures, says …
Oct. 26, 2017 Surveillance Special: A Conversation With Bridgewater's Ray Dalio
Ray Dalio, Bridgewater Associates Co-Chairman and Founder discusses his latest book, 'Principles', the future of the Fed and why the …
Oct. 25, 2017 Surveillance Bonus: Reflections on the Assassination of JFK
With the final trove of records on John F. Kennedy's assassination due to be released after more than half a …
Oct. 25, 2017 'The Swamp' is Washington's Government Spending, Rep. Brat Says
Representative Dave Brat, a Republican from Virginia, says more Americans should raise a ruckus about government spending. Greg Valliere, Horizon …
Oct. 24, 2017 Trump Is Taking the Fed Chair Decision 'Very, Very Seriously,' Ross Says
U.S. Commerce Secretary Wilbur Ross says the Fed Chair is an important decision that President Trump is taking very, very …
Oct. 23, 2017 Japan Markets Could Be in a Period of 'Fresh New Start,' Vail Says
John Vail, Nikko Asset Management's chief global strategist, says Japan is pessimistic about their own economy, but the markets could …
Oct. 20, 2017 More Portfolio Pruning to Come at GE, Heymann Says
Nicholas Heymann, an analyst at William Blair, says GE's John Flannery is moving at lightspeed in changing the company. Prior …
Oct. 19, 2017 Markets Have Been Ridiculously Overpriced for Weeks, Gartman Says
Dennis Gartman, the editor and publisher of the Gartman Letter, reacts to the recent highs in the stock market and …
Oct. 18, 2017 A Central Bank Inflation Issue Is Looming, Kasman Says
Bruce Kasman, JPMorgan's chief economist, says we don't have a Central Bank inflation issue at this stage, but that is …
Oct. 17, 2017 The Bull Market Feels Best Near the End, Kass Says
Doug Kass, president of Seabreeze Partners Management Inc., tells Tom Keene and David Gura how a short seller survives during …
Oct. 16, 2017 Credit Default Market Is Smaller Today, Eisman Says
Steve Eisman, a portfolio manager at Neuberger Berman, talks about the smaller credit default market and says banks will increase …
Oct. 13, 2017 U.S. Jobless Rate Could Go Under 4 Percent, Rosengren Says
Federal Reserve Bank of Boston President Eric Rosengren talks about the jobless rate and changing inflation dynamics. David Lipton, the …
Oct. 12, 2017 World Bank/IMF Meetings Special: 25 Percent of World Not Enjoying a Strong Recovery, Lagarde Says
Live from the World Bank/IMF Meetings in Washington DC. Christine Lagarde, IMF's managing director, says the IMF has repeatedly said …
Oct. 12, 2017 We See 2 Percent Growth This Year, Colombia's Finance Minister Says
Mauricio Cardenas, Colombia's finance minister, says oil prices are the reason for lower GDP growth levels. Prior to that, Jason …
Oct. 11, 2017 We Shouldn't Fear 2.5 Percent Inflation, Charles Evans Says
Charles Evans, the president of the Federal Reserve Bank of Chicago, discusses inflation expectations and says we should be spending …
Oct. 10, 2017 Minuscule Volatility in Stocks Is Puzzling, Thaler Says
Richard Thaler, the winner of the Nobel Prize in Economics, discusses volatility in stocks and says stocks can't be based …
Oct. 9, 2017 Thaler's Nobel Win is Great, Hubbard Says
Glenn Hubbard, the dean of Columbia University Business School, discusses Richard Thaler's "great" Nobel Prize win. Andreas Dombret, a board …
Oct. 6, 2017 Neel Kashkari Would Be Bill Gross's Choice for Fed Chair
Janus Henderson's Bill Gross says Neel Kashkari would be his choice for chair of the Federal Reserve, but doesn't see …
Oct. 5, 2017 Macron, Merkel, and May Are Polling Lower Than Trump, Chandler Says
We are in an era of weak leadership, says Marc Chandler, Brown Brothers Harriman's global head of currency strategy, and …
Oct. 4, 2017 Tillerson Should Resign, Haass Says
Richard Haass, president of the Council on Foreign Relations, says Rex Tillerson can't succeed in his role as Secretary of …
Oct. 4, 2017 A One-On-One with Fed's Stanley Fischer
Tom Keene sits down with Fed Vice Chairman, Stanley Fischer in an interview on Fed policy and the future of …
Oct. 3, 2017 Many Failed to Grasp the Magnitude of Shift in Society, Ferguson Says
Lawmakers and executives are struggling to keep up with the influence of social networks and modern communication, Niall Ferguson, a …
Oct. 2, 2017 Ken Burns Says We've Grown Numb to Violence
Filmmaker Ken Burns discusses the state of American gun legislation and his latest documentary, "The Vietnam War." Bob Profusek, a …
Sept. 29, 2017 Gary Cohn Says The U.S. Must Invest in Itself
Gary Cohn, the director of the National Economic Council, says the Trump administration is creating a tax plan that encourages …
Sept. 28, 2017 We Need to Bring Back Up to $3 Trillion in Overseas Corporate Capital, Moore Says
Stephen Moore, a former economic adviser for the Trump campaign, says corporations are holding up to $3 trillion abroad that …
Sept. 27, 2017 U.S. Faces Disconnect Between Urban and Industrial Economies, Dionne Says
E.J. Dionne, the author of "One Nation After Trump" and a columnist at The Washington Post, says one of the …
Sept. 26, 2017 We'll See a Split in Market Research, Ailman Says
Chris Ailman, CIO of CalSTRS, says we'll see a split in market research and when it's valuable, people should be …
Sept. 25, 2017 Germany's An Election Cycle Away From Generational Change, Kornblum Says
John Kornblum, the former U.S. Ambassador to Germany, questions if Germany's next generation will jump into the digital world or …
Sept. 22, 2017 U.S. Is the Least Protectionist Major Economy in the World, Ross Says
U.S. Commerce Secretary Wilbur Ross says that NAFTA is killing jobs and that the U.S. is the least protectionist major …
Sept. 21, 2017 Bipartisan Health-Care Bill Basics Were 'Torpedoed,' Kaine Says
President Trump, Paul Ryan and Mitch McConnell torpedoed the bipartisan effort to pass healthcare, Senator Tim Kaine says. Prior to …
Sept. 20, 2017 Market Economy Can't Succeed With Near-Zero Rates, King Says
The former governor of the Bank of England, Mervyn King, talks about how the financial crisis changed the banking culture …
Sept. 19, 2017 Fed Doesn't Have the Adequate Tools, Koesterich Says
Ahead of Wednesday's Fed meeting, Russ Koesterich, a global allocation fund manager at BlackRock, discusses criticisms of the U.S. central …
Sept. 18, 2017 Congress Has to Change Its 19th-Century Structure, Harman Says
Congress needs to disrupt its 19th-century structure, while still respecting the institution, Jane Harman, the president and CEO of the …
Sept. 15, 2017 No Complexity in Closing Eclectica Fund, Hendry Says
Hugh Hendry, the founder of Eclectica Asset Management, discusses the motivations behind the decision to close the Eclectica Fund and …
Sept. 14, 2017 Crazy There's More Choice of Mayonnaise Than Schools, Kennedy Says
It's embarrassing that parents have more choices of mayonnaise at the supermarket than they do schools to send their children …
Sept. 13, 2017 There's a Surplus of Unskilled Workers and an Urgent Need to Get Them Trained, Herro Says
We need to focus on getting workers the skills they need for the jobs that need filling, David Herro, Harris …
Sept. 12, 2017 You Need Capital to Believe in Capitalism, Bremmer Says
Most Americans no longer believe the American dream applies to them, Ian Bremmer, president of the Eurasia Group, says. Peter …
Sept. 11, 2017 If Trump Asked Me to Chair the Fed, I’d Do It, Stiglitz Says
Nobel winner Joseph Stiglitz, currently an economics professor at Columbia University, says if President Trump asked, he would agree to …
Sept. 8, 2017 The Fed Is in The Midst of a 'Beautiful Normalization,' El-Erian Says
Mohamed El-Erian, a columnist at Bloomberg View, says the Fed is in the midst of a "beautiful normalization" and needs …
Sept. 7, 2017 Two Percent Inflation Target Is Achievable, Plosser Says
Former Philadelphia Fed President Charles Plosser says two percent inflation target is achievable and vacancies at the Fed are the …
Sept. 6, 2017 America Changes Immigrants, Not the Opposite, Gutierrez Says
Former U.S. Secretary of Commerce Carlos Gutierrez discusses the need for more comprehensive immigration reform. Prior to that, Peter Hayes, …
Sept. 5, 2017 Kim Jong-Un Threats Amount to 'Get Off My Lawn,' Kimmitt Says
North Korea's Kim Jong-Un wants the U.S. to "get off his lawn" and Americans shouldn't worry about nuclear war any …
Sept. 1, 2017 Jobs Report Is Weak, Gross Says
Bill Gross, a fund manager at Janus Henderson, says this is a weak jobs report and that he sees the …
Aug. 31, 2017 Gasoline May Jump as Much as 40 Cents a Gallon, Gartman Says
Dennis Gartman, editor and publisher of the Gartman Letter, says there won't be any gasoline from the Colonial pipelines for …
Aug. 30, 2017 Why Morgan Stanley Is Revising Its GDP Outlook
Ellen Zentner, Morgan Stanley's chief U.S. economist, tells Tom Keene and Francine Lacqua why Morgan Stanley is revising its GDP …
Aug. 29, 2017 Next Fed Chair Doesn't Have to be Seasoned Economist, Schlosstein Says
Ralph Schlosstein, president and CEO of Evercore Partners, says the next chair of the Federal Reserve doesn't have to be …
Aug. 28, 2017 Ex-FEMA Head Says Trump's Done Everything Right on Harvey So Far
Former FEMA Director James Lee Witt says Trump's done everything right so far on Hurricane Harvey. Prior to that, Representative …
Aug. 25, 2017 Fed Should Be Moving on Balance Sheet, Dallas Bank's Kaplan Says
Robert Kaplan, president of the Dallas Federal Reserve Bank, says the economy is closer to the neutral rate than some …
Aug. 24, 2017 Fed Can Start Shrinking Its Balance Sheet, Esther George Says
Esther George, president of the Kansas City Federal Reserve Bank, says the Fed can start shrinking its balance sheet and …
Aug. 23, 2017 Trump Doesn't Have to Play Hero Role, Just a Less Destructive One, Gabriel Says
Chuck Gabriel, president of Capital Alpha Partners, says Trump doesn't have to play a heroic role, just a less destructive …
Aug. 22, 2017 Trump Is Over-Relying on Military Advice, Former U.S. Army Secretary Says
Former U.S. Army Secretary Eric Fanning says President Trump is over-relying on military advice and that his views on Afghanistan …
Aug. 21, 2017 Trump Should Apologize for Charlottesville Comments, Former GM CEO Says
Former GM CEO Dan Akerson says President Trump can win back peoples' good will with good deeds. Prior to that, …
Aug. 18, 2017 Authorities Knew Barcelona Attack Site Was Vulnerable, Klausen Says
Jytte Klausen, a professor at Brandeis University, says terror attacks in Europe reflect failures by local officials. Jim Glassman, JPMorgan …
Aug. 17, 2017 America Suffers From 'History Deficit Disorder,' Brinkley Says
Douglas Brinkley, a historian and professor at Rice University, says there's a fierce hatred between Americans. Prior to that, Senator …
Aug. 16, 2017 Wal-Mart Is Killing Small-Town America More Than Amazon, DeLong Says
Brad DeLong, an economics professor at Berkeley, says Wal-Mart, not Amazon, is killing small-town America. Prior to that, New Jersey …
Aug. 15, 2017 It's Been Difficult to Get Inflation to Move, Soss Says
Neal Soss, Credit Suisse's vice chairman of global fixed income, says it's been difficult to get inflation to move and …
Aug. 14, 2017 White Supremacy Granted a Place at American Political Table, Ricks Says
Thomas Ricks, a Pulitzer-prize winning author, says U.S. political turmoil is reminiscent of the 1930s. Prior to that, Douglass Kass, …
Aug. 11, 2017 'The Heat Is On' Goldman Sachs, Mayo Says
Mike Mayo, Wells Fargo's head of U.S. large-cap bank research, says the heat is on Goldman Sachs and that he …
Aug. 10, 2017 Fed Will Face Questions if Inflation Stays Low, Konstam Says
Dominic Konstam, Deutsche Bank Securities' global rates research head, says the Fed will face questions if inflation stays low and …
Aug. 9, 2017 Democratic Party Needs to Focus on Economic Growth, General Clark Says
General Wesley Clark, the former NATO Allied Supreme Commander, says the Democratic party needs to focus on economic growth. Prior …
Aug. 8, 2017 Ackman's ADP Fight Is Diverting the Business, Cooperman Says
Leon Cooperman, chairman and CEO of Omega Advisors, talks about Bill Ackman's plans for Automatic Data Processing Inc. Prior to …
Aug. 7, 2017 No Risk of Inflation Taking Off, Posen Says
Adam Posen, president of the Peterson Institute for International Economics, says the Fed is in a period of "normal" difficulties. …
Aug. 4, 2017 Gary Cohn Says to Expect More Deregulation
White House economic adviser Gary Cohn says there's more deregulation to come. Prior to that, Jim Glassman, a senior economist …
Aug. 3, 2017 Amazon/Whole Foods Deal Is a 'Net-Net Win,' Kantor Says
Neuberger Berman's Charles Kantor discusses the Amazon/Whole Foods deal and also says GE's Jeff Immelt performed well for his company. …
Aug. 2, 2017 Volcker Rule Is Cumbersome, Goldman Sachs CEO Blankfein Says
Lloyd Blankfein, Goldman Sachs' chairman and CEO, and Michael Bloomberg, founder and majority owner of Bloomberg LP, discuss banking regulation …
Aug. 1, 2017 Intesa Sanpaolo Is a Solid and Undervalued Bank, Herro Says
David Herro, Harris Associate's CIO of international equity, says the European economy is finally seeing a spark. Prior to that, …
July 31, 2017 GOP Has Been Compromised by Protectionism, Sen. Jeff Flake Says
Arizona Senator Jeff Flake says many people are concerned about President Trump's chaotic White House atmosphere. Prior to that, Michael …
July 28, 2017 Americans Deserve Thorough Consideration of Tax Reform, Doggett Says
Tim Adams, President and CEO of the Institute of International Finance, said we can still get a deal on tax …
July 27, 2017 Randy Quarles is Ideal Choice for Fed Job, Clarida Says
Bob Nardelli, Former Chrysler & Home Depot CEO & Chairman, said rolling back restrictions and lowering corporate tax rates will …
July 26, 2017 Republicans Campaigned to Repeal ACA and Need to Keep Promise, DeMint Says
Former Senator Jim DeMint says Republicans need to keep their promise to repeal the Affordable Care Act and that President …
July 25, 2017 GDP Growth at 3 Percent Isn't Going to Happen, Mortimer-Lee Says
Paul Mortimer-Lee, BNP Paribas' chief market economist, says 3 percent GDP growth isn't going to happen. Prior to that, Tony …
July 24, 2017 GOP Has 'Keys to the Car' But Not Control, Haines Says
Terry Haines, Evercore ISI's senior political strategist, says the GOP has the "keys to the car" but not complete control …
July 21, 2017 We Will Get a Different Fed During Next Seven Years, El-Erian Says
Mohamed El-Erian, chief economic adviser at Allianz and a columnist at Bloomberg View, talks about the future of the Federal …
July 20, 2017 Central Bankers Should've Been More Aggressive, Rogoff Says
Kenneth Rogoff, a professor at Harvard University, says central bankers should've been more aggressive during the financial crisis and that …
July 19, 2017 International Community Isn't Confident in U.S. Policy, Sinche Says
Robert Sinche, a global strategist at Amherst Peirpont, says there's a lot of political and monetary uncertainty in the U.S. …
July 18, 2017 Obamacare Marketplace Is Failing, Eurasia's Lieber Says
Jon Lieber, Eurasia Group's director of U.S. practice, says the federal government will have to step in as the Obamacare …
July 17, 2017 Health-Care Bill Must Be Defeated, Penn's Emanuel Says
Ezekiel Emanuel, chairman of medical ethics and health policy at the University of Pennsylvania, says the health-care bill must be …
July 14, 2017 Businesses Have Less Pricing Power Right Now, Dallas Fed President Says
Dallas Fed President Robert Kaplan says businesses have far less pricing power right now and to expect wage pressures to …
July 13, 2017 There's 'Desired Chaos' in the White House, Rattner Says
Steve Rattner, Willett Advisors' chairman, says Trump isn't interested in advice or suggestions in running his White House. Prior to …
July 12, 2017 Fed Must Raise Rates and Shrink Balance Sheet Thoughtfully, Hill Says
Arkansas Congressman French Hill says Fed governors need banking, business and a mixture of experience. Prior to that, Bruce Kasman, …
July 11, 2017 Central Banks Around the World Have Overreached, Plosser Says
Charles Plosser, the former Philadelphia Fed president, says central banks around the world have overreached and Randal Quarles's nomination would …
July 10, 2017 Trump 'Wounds' Are Self-Inflicted, Valliere Says
Greg Valliere, Horizon Investments' chief global strategist, says Trump's "wounds" are self-inflicted by his sensitivity to criticism and inability to …
July 7, 2017 We're Not In a Bond Rout Yet, Gross Says
Bill Gross, a fund manager at Janus Henderson, says the bond market isn't in a rout yet and to expect …
July 6, 2017 Russians Are Interfering in Western European Politics, Hormats Says
Robert Hormats, Kissinger Associates' vice chairman, says Russia is clearly trying to undermine stability among European countries within the NATO …
July 5, 2017 The Great Posen/Ryding Debate
Adam Posen, the president of the Peterson Institute for International Economics, and John Ryding, RDQ Economics' chief economist, agree to …
July 3, 2017 Abe Has a Chance to Get His Party Back on Track, Feldman Says
Robert Feldman, a senior advisor at Morgan Stanley MUFG, says Shinzo Abe has an opportunity to get his party back …
June 30, 2017 Three Percent Unemployment: The Optimism of Unicredit
Harm Bandholz, Unicredit's chief U.S. economist, talks about his optimistic view of the unemployment rate and says it would be …
June 29, 2017 Banks Are Facing a 'Toxic Cocktail,' Kass Says
Doug Kass, president of Seabreeze Partners, says headwinds in the banking industry could be a "toxic cocktail." Prior to that, …
June 28, 2017 McConnell Will Get His Health Care Votes, Former HHS Secretary Says
Former Secretary of Health and Human Services Michael Leavitt says Mitch McConnell will ultimately get his 50 votes for health …
June 27, 2017 Google Denied Europeans the Benefits of Competition, Vestager Says
Margrethe Vestager, the European commissioner for competition, says Google demoted rivals in favor of Google Shopping. Prior to that, Neal …
June 26, 2017 Trump Needs to Be President and Stop Tweeting, Mayor Walsh Says
Boston Mayor Martin Walsh says Trump needs to stop tweeting and focus on issues like infrastructure and the opioid epidemic. …
June 23, 2017 US Jobless Rate Will Drop to 3.5% Next Year, Hyman Says
Evercore ISI Chairman Ed Hyman explains why he's so optimistic about the U.S. jobless rate. Mark Haefele, UBS Wealth Management's …
June 22, 2017 Rising Home Prices Aren't 'Bubble Mentality,' Shiller Says
Robert Shiller, a professor at Yale University, and Peter Wallison, a former Reagan White House counsel, discuss the state of …
June 21, 2017 Senate's 'Secret' Health-Care Bill Is a Worry, Magaziner Says
Seth Magaziner, Rhode Island's general treasurer, says Rhode Islanders are most concerned about the Senate's "secret" health-care bill. Prior to …
June 21, 2017 Dollar’s Strength Shows Trust in Trump, Mnuchin Says (Correct)
U.S. Treasury Secretary Steven Mnuchin talks about the dollar’s strength and tells David Gura that the Trump administration hasn’t yet …
June 19, 2017 Amazon Got Whole Foods for Free, Kantor Says
Neuberger Berman's Charles Kantor says Amazon effectively got Whole Foods for free as its shares spiked. Prior to that, Hans …
June 16, 2017 Amazon-Whole Foods Deal Could Be Tech or Grocery, Profusek Says
Robert Profusek, partner and chair of global M&A at law firm Jones Day, says he doesn't know whether Amazon's decision …
June 15, 2017 Clarida Sums Up Yellen's News Conference: 'Trust Me'
Richard Clarida, a professor at Columbia University, discusses Janet Yellen's news conference and says there's evidence of the Phillips Curve …
June 13, 2017 Leaks and Backstabbing Pushed Loyalty to Forefront, Carson Says
Ben Carson, U.S. Housing and Urban Development Secretary, says leaks and backstabbing have pushed Trump's arguments about loyalty to the …
June 12, 2017 Why GE Is The Number One Large Cap Pick, According to Heymann
William Blair's Nick Heymann tells Tom Keene and David Gura why GE is "hands down" the number one large cap …
June 9, 2017 Brexit Future is Uncertain After Election, Says Rosenberg
Jeffrey Rosenberg, BlockRock's chief fixed income strategist, says the U.K. election results raise uncertainty of a hard or soft Brexit. …
June 8, 2017 Comey Not Obligated to Say All in Open Session, Haines Says
Terry Haines, Evercore ISI's senior political strategist, says James Comey is under obligation to say everything he knows, but could …
June 7, 2017 Washington Turmoil May Slow Economic Growth, Bill Gross Says
Janus Henderson fund manager Bill Gross says risk from turmoil in Washington is a consideration for investors and could slow …
June 6, 2017 California Governor Says U.S. Needs to Step Up Its Game
Jerry Brown, governor of California, says China's rising power and U.S. division has reduced America's global merit. Prior to that, …
June 5, 2017 Summers Says Trump Rejects Modern Science
Lawrence Summers, the former U.S. Treasury Secretary, says he's troubled by the Trump administration. Prior to that, Stephen King, HSBC's …
June 2, 2017 Gross Says Weak Jobs Data Won't Stay Fed on Rates
Bill Gross, a fund manager at Janus Henderson, says the job data was weaker than expected, but the Fed will …
June 1, 2017 Trump Would Undercut U.S. by Ditching Paris, Whitman Says
Former EPA administrator Christine Todd Whitman says dropping out of the accord could undercut America's position in the world. Prior …
May 31, 2017 Dallas Fed's Kaplan Says Fed Should Tighten Policy Patiently
From the Council on Foreign Relations in New York City, Dallas Fed President Robert Kaplan tells Tom Keene that the …
May 30, 2017 Ryanair CEO Calls British Airways' Recovery Plan 'Incompetent'
Ryanair CEO Michael O'Leary says British Airways' problems lie in its disaster recovery program, not outsourcing. Prior to that, Tobias …
May 26, 2017 A More Populist Trade Policy Would Shock Markets, Jalinoos Says
Shahab Jalinoos, Credit Suisse's global head of FX strategy, says financial markets have scaled back interest in foreign trade and …
May 25, 2017 GOP's Brooks Defends Proposed U.S. Budget as 'Responsible'
Alabama Rep. Mo Brooks says Trump's proposed budget aims to prevent the U.S. from sliding into insolvency. Prior to that, …
May 24, 2017 Vilifying Wall Street Is a Big Mistake, Mary Jo White Says
Mary Jo White, the former SEC Chair, says class warfare against Wall Street isn't healthy. Prior to that, Michael Wilson, …
May 23, 2017 Ex-CIA Head Discusses Terrorism, Russia, & Intelligence Sharing
Former CIA Director James Woolsey says we must recognize that we're at war with terrorists and that reorganization of the …
May 22, 2017 The President Speaks in Jerusalem
President Trump delivers a speech in Jerusalem and says that Iran must immediately stop backing terrorism. Prior to that, Jerome …
May 19, 2017 President Trump Is Strongly Committed to NATO, Stoltenberg Says
NATO Secretary General Jens Stoltenberg says President Trump has told him that he is strongly committed to NATO. Prior to …
May 19, 2017 A Closer Look With Arthur Levitt: Jeffrey Sachs (Audio)
Apr.29 (Bloomberg) -- Arthur Levitt, former chairman of the U.S. Securities and Exchange Commission, interviews Jeffrey Sachs, Columbia University professor …
May 18, 2017 There Is Resistance to Debt Relief, Papaconstantinou Says
George Papaconstantinou, the former Finance Minister of Greece, says there's deep-seated resistance to debt relief. Chris Grisanti, the founder of …
May 17, 2017 FBI Does a Good Job of Upholding Rule of Law, Hosko Says
Ron Hosko, the former assistant director of the FBI, says it's standard practice of every FBI agent to take notes …
May 16, 2017 The Future of Smart Cities Special: Spotlight on Infrastructure
As part of Infrastructure Week 2017, Bloomberg gathered federal and local leaders in Washington DC for a conversation on the …
May 16, 2017 McConnell Explains His Pick of Merrick Garland for FBI
Mitch McConnell, the Senate majority leader, tells Bloomberg's Kevin Cirilli why Garland should head the FBI. Prior to that, Peter …
May 15, 2017 OPEC's Influence Is No More, Weinberg Says
Carl Weinberg, the chief economist at High Frequency Economics, says OPEC's influence on oil prices is "increasingly decreasing." Michael Cannon, …
May 12, 2017 China Isn't Manipulating Currency, Commerce Secretary Ross Says
China isn't manipulating its currency, says U.S. Secretary of Commerce Wilbur Ross, adding that some things about the Volcker Rule …
May 11, 2017 The Optics of This Administration Are Hideous, Stavridis Says
James Stavridis, dean of the Fletcher School at Tufts University, says it's remarkable to see the National Security Advisor and …
May 10, 2017 Blood Is in the Water in Trump's Administration, Valliere Says
Greg Valliere, Horizon Investments' chief global strategist, discusses James Comey's dismissal and says Trump's agenda is stalled and tax reform …
May 9, 2017 Macron Is a Modern Monarch, Fenby Says
Jonathan Fenby, TS Lombard's director of European political research, and RBS Chairman Howard Davies discuss Emmanuel Macron's speech at the …
May 8, 2017 France's Macron Will Disrupt Everything, Publicis CEO Says
Maurice Levy, the outgoing CEO of Publicis, says Emmanuel Macron will disrupt everything because he's young and has the will …
May 5, 2017 Real Economic Growth Is a 2% Number Going Forward, Gross Says
Bill Gross, a fund manager at Janus Capital, says real economic growth in the U.S. is a 2 percent number …
May 4, 2017 It's a Do-or-Die Moment for Oil Bulls, Schork Says
Stephen Schork, editor of the Schork Report, says it's a do-or-die moment for oil bulls and that it's clear that …
May 3, 2017 Surveillance Special: Tom Keene Speaks With Ben Bernanke
In a special edition of Bloomberg Surveillance, Tom Keene speaks with former Federal Reserve Chairman Ben Bernanke ahead of the …
May 3, 2017 Freedom Caucus Founder Hopes for a Health-Care Vote This Week
Jim Jordan, House Freedom Caucus founder, says he hopes Congress will vote on health care this week and that President …
May 2, 2017 Bloomberg's Talev Talks About Trump Oval Office Interview
Bloomberg's Margaret Talev speaks about the Oval Office interview she and colleague Jennifer Jacobs conducted with President Trump, in which …
May 1, 2017 Trump Listens to Jamie Dimon, William Rhodes Says
William Rhodes, CEO of William Rhodes Global Advisors, says Trump has been inviting to corporate chiefs and that he listens …
May 1, 2017 Bloomberg Surveillance: Can Malls Claw Their Way Out?
Byron Carlock of PWC joins Tom Keene and David Gura on Bloomberg Surveillance to discuss the precarious future of America’s …
April 28, 2017 Trump Is Getting a Civics Lesson in First 100 Days, Haass Says
Richard Haass, president of the Council on Foreign Relations, says Trump is getting a lesson in Civics 101 and is …
April 27, 2017 The World Is Trading Between Companies, Not Nations, Lee Says
William Lee, chief economist at the Milken Institute, says the regulatory environment doesn't inspire the use of capital to create …
April 26, 2017 E.U. Banks Haven't Embraced Cross-Services Reform, O'Neill Says
Jim O'Neill, the former U.K. commercial secretary to the Treasury, says E.U. banks have never embraced true cross-services reform and …
April 25, 2017 European Financial Stocks Will Do Well, Herro Says
David Herro, CIO at Harris Associates, says European financial stocks will do well and BNP Paribas is still a good …
April 24, 2017 French Are Fed Up With Traditional Political Elite, Attias Says
Richard Attias, chairman of Richard Attias & Associates, says French voters are fed up with the traditional political elite and …
April 21, 2017 French Election Isn't a Big Short-Term Risk, Blanchard Says
Olivier Blanchard, former chief economist at the IMF, says the French election isn't a big short-term risk and the lack …
April 20, 2017 Three Rate Hikes Is Still a Good Baseline, Kaplan Says
Robert Kaplan, president of the Dallas Fed, says three Fed rate hikes is still a good baseline and that the …
April 19, 2017 U.S. Market Is the Most Expensive, Fink Says
BlackRock CEO Larry Fink says the U.S. market is the most expensive relative to others and that the market today …
April 18, 2017 French Election More Important Than U.K. Election, Konstam Says
Dominic Konstam, Deutsche Bank Securities Global Rates Research Head, said a weak sterling reflects the U.K. may struggle to get …
April 17, 2017 U.S. Startups Need Immigrants, AOL Co-Founder Says
Steve Case, co-founder of AOL, discusses the outlook for technology and innovation and says U.S. startups need immigrants. Julian Emanuel, …
April 13, 2017 Fed Doesn't Need to Reduce Balance Sheet, Kocherlakota Says
Narayana Kocherlakota, a Bloomberg View columnist and former president of the Federal Reserve Bank of Minneapolis, says it would be …
April 12, 2017 IMF's Lagarde Says Protectionism Is a Global Threat
IMF Managing Director Christine Lagarde says protectionism's a threat and we should assess currency moves on a global basis. Marc …
April 11, 2017 Smaller U.S. Companies Are Fine, JPMorgan's Michele Says
Bob Michele, JPMorgan's chief investment officer, says small and mid-cap companies in the U.S. are fine and that's being reflected …
April 10, 2017 Manufacturing Is Moving at a Good Pace, Toyota's James Says
Toyota Motor President Wil James and Kentucky Governor Matt Bevin discuss Toyota's $1.33 billion investment in a Kentucky plant. Prior …
April 7, 2017 We Want New, Modern Glass-Steagall, Cohn Says
Gary Cohn, the former Goldman Sachs president who is now director of the National Economic Council, says the U.S. needs …
April 6, 2017 China May Retaliate by Taxing U.S. Goods, Locke Says
Gary Locke, a former U.S. ambassador to China, says a border tax would affect China and raise the price of …
April 5, 2017 Yen May Move to 150 Per Dollar, Shilling Says
Gary Shilling, president of A. Gary Shilling and a Bloomberg View columnist, discusses the Japanese Yen and says China's growth …
April 4, 2017 Rice's Actions in Trump Intelligence May Be Improper, Lake Says
Bloomberg View columnist Eli Lake says Susan Rice's actions may not be illegal but improper is another question. Prior to …
April 3, 2017 Democrats Need Message for Working Class, E. J. Dionne Says
E.J. Dionne, the Washington Post columnist and senior fellow at the Brookings Institution, says Democrats need to craft a compact …
March 31, 2017 Sen. Warren Would Defend Dodd-Frank to the Death, Eisman Says
Steve Eisman, a money manager at Neuberger Berman Group, discusses bank regulation and says too little leverage in the banking …
March 30, 2017 Corporate Tax Reform Will Help Markets, Holland Says
Michael Holland, chairman of Holland & Co., says getting some kind of corporate tax reform in the next six months …
March 29, 2017 Faster Economic Growth Requires Structural Reform, Buiter Says
Willem Buiter, Citigroup's chief economist, says faster economic growth requires structural reforms, more capital expenditure and an elimination of trade …
March 28, 2017 German Banking Market Needs to Be Restructured, Herro Says
David Herro, CIO of Harris Associates, says Germany is one of the worst markets for banking because it has a …
March 27, 2017 Aspects of Financial Crisis Still Linger, Crescenzi Says
Anthony Crescenzi, a Pimco money manager, says inaction in Washington has hurt the U.S. economy. Greg Valliere, Horizon Investments' chief …
March 24, 2017 U.S. Equities Aren't the Only Game in Town, Levitt Says
Brian Levitt, a senior strategist at OppenheimerFunds, says there's going to be a pause in markets as we deal with …
March 23, 2017 The Russians Hacked Our Election, Slaughter Says
Anne-Marie Slaughter, the president of New America Foundation, says the Russians hacked the presidential election and the U.S. needs to …
March 22, 2017 GOP Handling Health Care Worse Than Democrats, Emanuel Says
Zeke Emanuel, a senior fellow at the Center for American Progress, says there should be a bipartisan approach to health …
March 21, 2017 Tillerson Is Making a Mistake by Skipping NATO, Stavridis Says
Admiral James Stavridis, the dean of Tufts University's Fletcher School, says Secretary of State Rex Tillerson's decision to skip April's …
March 20, 2017 2% Inflation is a Ceiling Not a Target, Kashkari Says
Jeffrey Sachs, Columbia University Professor of International and Public Affairs, said President Trump has turned the world against the U.S. …
March 17, 2017 Elmendorf: Mistake for Trump Not to Fill Positions Quickly
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, said equities will escape the sideways market. Doug Elmendorf, Former CBO Director, …
March 16, 2017 Trump's Budget Is Borderline Incompetent, Furman Says
Jason Furman, a senior fellow at the Peterson Institute, discusses Donald Trump's budget proposal. Peter Hooper, chief economist at Deutsche …
March 15, 2017 Trump Fuels Higher Real Yields, Ruskin Says
Alan Ruskin, global co-head of head of currency research at Deutsche Bank Securities, warns that U.S. investors risk losing their …
March 14, 2017 Health Care Cost Is the Biggest Concern, Slavitt Says
Andy Slavitt, the former administrator of the Centers for Medicare and Medicaid, says politicians must make progress on the health-care …
March 13, 2017 Trump Must Offset Higher Spending, MacGuineas Says
Maya MacGuineas, the president of the Committee for a Responsible Federal Budget, says there's room for debate on where to …
March 10, 2017 Current Job Growth Unlikely to Continue, Gross Says
Janus Capital's Bill Gross says it's a stretch to think that job growth will continue. Prior to that, Michael Cannon, …
March 9, 2017 Trump Has Woken Up Animal Spirits, Dimon Says
JPMorgan CEO Jamie Dimon says consumer and small-business confidence have skyrocketed under Trump's growth agenda. Prior to that, former ECB …
March 8, 2017 Wilbur Ross Says He Hasn't Taken a Position on Border Tax
U.S. Commerce Secretary Wilbur Ross says he's still studying a border adjustment tax and hasn't yet taken a position on …
March 7, 2017 House of Lords Shouldn't Set Brexit Conditions Now, King Says
Mervyn King, former governor of the Bank of England, discusses the role that the House of Lords plays in the …
March 6, 2017 Forecasts for Productivity Growth Are Uncertain, Blanchard Says
Olivier Blanchard, the former IMF chief economist, says forecasts for productivity growth are uncertain. Prior to that, Edward Alden, a …
March 3, 2017 Fed Isn't Committed Enough to Price Stability, Goodfriend Says
Marvin Goodfriend, an economics professor at Carnegie Mellon University, says that if the Federal Reserve were really committed to price …
March 2, 2017 Blinder Expects Up to Four Fed Rate Hikes This Year
Alan Blinder, former vice-chairman of the board of governors of the Federal Reserve, expects three to four rate hikes this …
March 1, 2017 Democrats Are in the Wilderness, Valliere Says
Greg Valliere, Horizon Investments' chief global strategist, says Democrats are in the wilderness when it comes to responding to President …
Feb. 28, 2017 U.S. Economy Is Pretty Solid at 2.5% Growth, Hyman Says
Ed Hyman, chairman of Evercore ISI, says the U.S. economy will expand by 2.5 percent this year and we'll know …
Feb. 27, 2017 Valuations Are Just About Average, Herro Says
David Herro, Harris Associates' deputy chairman and CIO, says valuations aren't overpriced. Prior to that, Jonathan Golub, RBC Capital Markets' …
Feb. 24, 2017 Virginia's McAuliffe Criticizes Trump's First Month
Terry McAuliffe, Virginia's Democratic governor, says President Trump has made many mistakes in his first 30 days. Prior to that, …
Feb. 23, 2017 Banks Will Close 10,000 Branches in Coming Years, Mayo Says
Michael Mayo, a banking analyst at CLSA, says banks will close 10,000 branches in the next several years as customers …
Feb. 22, 2017 U.S. Markets Are Ignoring Risks, Yale's Roach Says
Stephen Roach, a professor at Yale University, says U.S. markets are largely ignoring risks because it's human behavior to believe …
Feb. 21, 2017 Europeans Worried Trump Isn't Leading, Harvard's Burns Says
Nicholas Burns, a professor at Harvard University, says many Europeans are concerned that the U.S. is no longer leading the …
Feb. 17, 2017 The Economic Pain of Brexit Is Becoming Clear, Blair Says
Former UK Prime Minister Tony Blair discusses Brexit and the importance of Theresa May's relationship with Donald Trump. Howard Ward, …
Feb. 16, 2017 U.S. Economy Heading to Fed's 2% Inflation Goal, Fischer Says
Stanley Fischer, vice-chairman of the U.S. Federal Reserve, says the Fed seems to be headed towards its expected rate hike …
Feb. 15, 2017 Bloomberg's Eli Lake Responds to Trump's Tweet on Flynn
Bloomberg View's Eli Lake responds to Donald Trump's tweet about his column, "The Political Assassination of Michael Flynn." Prior to …
Feb. 14, 2017 Compliance With OPEC Quotas is Striking, Yergin Says
Daniel Yergin, vice chairman of IHS, says Saudi Arabia is taking the lead when it comes to compliance with OPEC's …
Feb. 13, 2017 Fed Had a Role in Causing Financial Crisis, Cato's Allison Says
John Allison, former president and CEO of the Cato Institute, says the Federal Reserve made mistakes in monetary policy that …
Feb. 10, 2017 Fed Independence Is Crucial, Abby Joseph Cohen Says
Goldman Sachs' Abby Joseph Cohen says the Federal Reserve's independence is crucial to its success and she's concerned by moves …
Feb. 9, 2017 Michael Darda Expects Three Fed Rate Hikes This Year
Michael Darda, MKM's chief economist, says he expects three Fed rate hikes this year and three to four percent sustainable …
Feb. 8, 2017 The U.S. Is Killing Itself, Columbia's Sachs Says
Jeffrey Sachs, a professor at Columbia University's School of International and Public Affairs, says the U.S. must invest in the …
Feb. 7, 2017 China-U.S. Relations Out of Balance, Schell Says
Orville Schell, director of U.S. relations at the Asia Society, says the relations between China and the U.S. are out …
Feb. 6, 2017 Trump Isn't in a Position to Undermine Judges, Nye Says
Joseph Nye, a professor at Harvard's Kennedy School of Government, says Donald Trump could make life difficult for judges, but …
Feb. 3, 2017 Bill Gross Says We're Stuck in a 2% Real GDP Environment
Janus Capital Management's Bill Gross says he's skeptical that real GDP growth can rise to 3 to 4 percent. Prior …
Feb. 2, 2017 Pressure on Fed Independence Is Ramping Up, Broaddus Says
Former Richmond Fed President Al Broaddus says there are several pieces of legislation in Congress that would impinge on the …
Feb. 1, 2017 Apple Services to Be a $45 Billion Business, Munster Says
Gene Munster, Loup Ventures' managing partner, says Apple's growth during the next five years will come from its services. Prior …
Jan. 31, 2017 HSBC's Maher Shorts Sterling
Daragh Maher, HSBC's U.S. head of FX strategy, says he sees the pound at $1.20 in the short term and …
Jan. 30, 2017 Trump Opposition Crosses Political Lines, George Mitchell Says
George Mitchell, the former U.S. Senate majority leader, says opposition to Donald Trump's executive orders isn't only along political lines. …
Jan. 27, 2017 Morgan Stanley's Parker Says Earnings May Rise 18 Percent
Adam Parker, Morgan Stanley's chief U.S. equity strategist, says corporate earnings may increase 18 percent this year and next. Micah …
Jan. 26, 2017 DeLong Says Trump's Tax Cuts Will Raise Demand for U.S. Dollars
Berkeley professor Brad DeLong says Donald Trump's big tax cuts will raise demand for U.S. dollars worldwide. Kevin Roberts, the …
Jan. 25, 2017 Alan Blinder Says the Fed Isn't Dysfunctional
Alan Blinder, a professor at Princeton and former Federal Reserve official, says the Fed isn't dysfunctional, despite the Republicans' success …
Jan. 24, 2017 Sallie Krawcheck Says We're 100 Years From Gender Pay Parity
Sallie Krawcheck, CEO of Ellevest, says we are 100 to 180 years away from gender pay parity, or longer if …
Jan. 23, 2017 Surveillance: Trade Wars Would Be a Disaster, Goolsbee Says
Austan Goolsbee, former chairman of the White House Council of Economic Advisers, says the TPP was a renegotiation of NAFTA …
Jan. 20, 2017 Politicians Must Take More Notice of Inclusion, Deaton Says
From the World Economic Forum in Davos, Angus Deaton, a professor at Princeton and a Nobel Laureate, says African American …
Jan. 19, 2017 Davos Special: Trump Has Picked Smart People, Dalio Says
Ray Dalio, Bridgewater Associates' founder, says populism is a global phenomenon. Harvard Professor Michael Porter says he rejects the idea …
Jan. 18, 2017 Davos Special: Trump Is Against Capitalism, Roubini Says
Nouriel Roubini, a professor at NYU's Stern School of Business, discusses Donald Trump and says France's Le Pen would be …
Jan. 17, 2017 Davos Special: Rubenstein Says Nationalism Affects Big Banks
JPM International Chairman Jacob Frenkel said we are close to being out of the financial crisis. Richard Edelman, Edelman President …
Jan. 13, 2017 Surveillance: Revenue Isn't Bank of America Story, Leon Says
Ken Leon, Center for Financial Research and Analysis' head of equity research for banks, says millennials are more comfortable with …
Jan. 12, 2017 Surveillance: U.S. Bank Stocks May Rise Another 50%, Mayo Says
Mike Mayo, an analyst at CLSA Ltd., says the stocks will surge as he expects at least 4 percent revenue …
Jan. 11, 2017 Surveillance: Trump's Tweet Policy Is Dangerous, Gartman Says
Dennis Gartman, editor of the Gartman Letter, says central bank powers are being diminished by the modern world. Prior to …
Jan. 10, 2017 Surveillance: Pound Must Have Upside From Lows, Barth Says
Marvin Barth, Barclays' head of FX strategy, says currency intervention just doesn't work. Paul Mortimer-Lee, BNP Paribas' chief economist, says …
Jan. 9, 2017 Surveillance: Short UK and French Government Bonds, Gallo Says
Algebris Investments' Alberto Gallo says the FX market may panic again once Britain triggers Article 50. Prior to that, Baroness …
Jan. 6, 2017 Surveillance: Trump Resembles Mussolini's Policies, Gross Says
Janus Capital's Bill Gross says Donald Trump's targeting of companies reminds him of policies associated with Benito Mussolini. Prior to …
Jan. 5, 2017 Surveillance: Risk That Fed Could Go Faster, Kiesel Says
PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, …
Jan. 4, 2017 Surveillance: Bremmer, Summers, and The Fate of Pax Americana
Eurasia Group President Ian Bremmer and Former Treasury Secretary Lawrence Summers join Tom Keene and David Gura on Bloomberg Surveillance …
Jan. 4, 2017 Surveillance: Q4 Productivity to be Disappointing, Feroli Says
Michael Feroli, JPMorgan's chief U.S. economist, says trade wars remain the biggest downside risk in the next year or two. …
Jan. 3, 2017 Surveillance: Eurasia Group's Top Risks of 2017
Ian Bremmer, Eurasia Group's president and founder, discusses his top risks for 2017 and says traditional alliances are crumbling. Lawrence …
Jan. 2, 2017 Surveillance: The Year Ahead Special with Abby Joseph Cohen
Abby Joseph Cohen of Goldman Sachs joins Tom Keene for a special hour of Bloomberg Surveillance. Their conversation touches on …
Dec. 30, 2016 Surveillance: Shocks Will Be Political, Not Economic
Luigi Zingales, a professor at the University of Chicago's Booth School of Businesss, discusses what to expect in Donald Trump's …
Dec. 29, 2016 Surveillance: Companies Must Focus on Growth, Not Tax Inversion
John Silvia, Wells Fargo Securities' chief economist, says fiscal policy structure should the No. 1 priority for Donald Trump. Neil …
Dec. 28, 2016 Surveillance: Fed Is on Hold for First Quarter of 2017
Marc Chandler, Brown Brothers Harriman's head of currency strategy, discusses the Fed and how he expects to see the British …
Dec. 27, 2016 Surveillance: Small-Caps and Financials to Outperform in 2017
Michael Holland, chairman and founder of Holland & Co., says markets are pricing in stronger growth and discusses why financials …
Dec. 23, 2016 Surveillance: Lipsky on the Oddity of Lagarde's Conviction
John Lipsky, former IMF first deputy managing director, discusses managing director Christine Lagarde's negligence conviction. Howard Davidowitz, Davidowitz & Associates' …
Dec. 22, 2016 Surveillance: Forecasts Have to Be Nimble With Trump's Unknowns
Ellen Zentner, Morgan Stanley's chief U.S. economist, says many politicians are focusing on the positives of Donald Trump's tax policies …
Dec. 21, 2016 Surveillance: Change in China Strategy Is Worrisome, Roach Says
Stephen Roach, a senior fellow at Yale University, talks to Tom Keene and David Gura about the shift in the …
Dec. 20, 2016 Surveillance: We Can't Deal With China on Twitter, Hormats Says
Bob Hormats, Kissinger Associates' vice-chairman, discusses Donald Trump's foreign policy with China. Prior to that, Tom Keene and David Gura …
Dec. 19, 2016 Surveillance: Quinlan Discusses The Economics of Global Obesity
Joe Quinlan, the chief market strategist for U.S. Trust, gives an outlook for 2017 and discusses rising global obesity. Then, …
Dec. 16, 2016 Surveillance: Too Much Talk Can Lower Transparency, Taylor Says
John Taylor, an economics professor at Stanford University, says the advantage of a monetary strategy or rule is that you …
Dec. 15, 2016 Surveillance: BOE May Need to Ease Again in 2017, Maher Says
Daragh Maher, HSBC's head of FX strategy, says the euro decline will push markets to think about parity. Then, Admiral …
Dec. 14, 2016 Surveillance: Rate Rise Is a Golden Moment for Banks, Mayo Says
Mike Mayo, a banking analyst at CLSA Americas, says U.S. banks are very strong. Prior to that, Jean-Claude Trichet, former …
Dec. 13, 2016 Surveillance: Eichengreen on Globalization's New Normal
Barry Eichengreen, a professor at UC Berkeley, says faster growth heals a lot of wounds economically and politically. Prior to …
Dec. 12, 2016 Surveillance: Euro Bank Accounting Doesn't Provide Confidence
Gary Shilling, president and founder of A. Gary Shilling, and Kroll Bond Rating Agency's Chris Whalen, discuss their outlook for …
Dec. 9, 2016 Surveillance: We're Entering Deglobalization Era, Sharma Says
Ruchir Sharma, Morgan Stanley's chief global strategist, says we're seeing a different deglobalization with Donald Trump than we saw in …
Dec. 8, 2016 Surveillance: Fed Dot Plot Is Not a Good Idea, Orphanides Says
Athanasios Orphanides, a professor at MIT and a former ECB official, discusses the merits of the Federal Reserve's dot plot …
Dec. 7, 2016 Surveillance: Trump Could Boost Europe, Haass Says
Richard Haass, president of the Council on Foreign Relations, and Michael Spence, a professor at NYU, weigh in on European …
Dec. 6, 2016 Surveillance: OPEC Is Doomed, Gartman Says
Dennis Gartman, editor of the Gartman Letter, says the price of crude oil will fall to zero in 30 years. …
Dec. 5, 2016 Surveillance: Europe, as a Construct, Is Failing, Bremmer Says
BMO's Brian Belski and Eurasia Group's Ian Bremmer discuss the future of Europe after the Italian referendum. Then, former IMF …
Dec. 2, 2016 Surveillance: Gross Says He Can't Live With the Taylor Rule
Tom Keene and David Gura talk to Janus Capital's Bill Gross about the job report and the Fed. Prior to …
Dec. 1, 2016 Surveillance: Modi's Cash Move Is Radical, Rogoff Says
Former IMF Chief Economist Kenneth Rogoff says India's currency crisis is exacerbated by policy implementation issues. Then, Daniel Yergin, the …
Nov. 30, 2016 Surveillance: Italy's Possible Eurozone Exit
Ian Shepherdson, Pantheon Macroeconomics' chief economist, says Italy leaving the Eurozone would be an "end of the world event," while …
Nov. 29, 2016 Surveillance: Trumponomics Not Unlike Mussolini, Posen Says
Tom Keene and David Gura talk to Adam Posen, the president of the Peterson Institute for International Economics, about what …
Nov. 28, 2016 Surveillance: Fidel Castro's Death Doesn't Mean Radical Change
David Gura and Francine Lacqua, filling in for Tom Keene, discuss Fidel Castro's legacy and what his death means for …
Nov. 25, 2016 Surveillance: Black Friday's Massive Move to Online
Howard Davidowitz, Davidowitz & Associates' chairman, says we will see more brick and mortar stores close as online sales grow. …
Nov. 23, 2016 Surveillance: Anti-Trade Seems Unlikely For Trump, Hubbard Says
Glenn Hubbard, the dean of Columbia Business School, says he is optimistic about the policy agenda that President-elect Donald Trump …
Nov. 22, 2016 Surveillance: The Pros and Cons of A "Rules-Based" Fed
Komal Sri-Kumar, the president of Sri-Kumar Global Strategies, and Kim Schoenholtz, a professor at NYU's Stern School of Business, discuss …
Nov. 21, 2016 Surveillance: America's Debt Will Get Larger, Diane Swonk Says
Diane Swonk, founder of DS Economics, says not being able to have a grown up conversation about long-term fiscal sustainability …
Nov. 18, 2016 Surveillance: Trump Could Restore Productivity, Bullard Says
St. Louis Fed President James Bullard says Donald Trump's policies may improve U.S. productivity. Prior to that, UBS' Geoffrey Yu …
Nov. 17, 2016 Surveillance: Too-Big-To-Fail May Be Reviewed, Kashkari Says
Neel Kashkari, the president of the Federal Reserve Bank of Minneapolis, says that politics never comes up in Fed meetings. …
Nov. 16, 2016 Surveillance: Protectionism Will Make Us Poor, Salmond Says
Alex Salmond, the former First Minister of Scotland, and Holger Schmieding, Berenberg's chief economist, discuss the election of Donald Trump, …
Nov. 15, 2016 Surveillance: Don't Reject Trumponomics, Skidelsky Says
Tom Keene and David Gura talk to Robert Skidelsky, a historian & House of Lords member, about Donald Trump's economic …
Nov. 14, 2016 Surveillance: Italy Needs IMF Assistance, DB Economist Says
David Folkerts-Landau, Deutsche Bank's chief economist, says Italy is better outside the Eurozone if the country refuses to reform. Then, …
Nov. 11, 2016 Surveillance: Trump Is a Populist, Not Fascist, Ferguson Says
Tom Keene and David Gura talk to Niall Ferguson, a senior fellow at Stanford's Hoover Institution, about the role of …
Nov. 10, 2016 Surveillance: Trump to Be Reaganomics on Steroids, Rattner Says
Steve Rattner, Willett Advisors' chairman, says Donald Trump's policies can transform the U.S. economy. Prior to that, John Burns of …
Nov. 9, 2016 Surveillance: The Improbable Becomes Reality
On an extended episode of Bloomberg Surveillance, Tom Keene and David Gura discuss the election of Donald Trump. Mohamed El-Erian, …
Nov. 8, 2016 Surveillance: Election Day Special
On election day 2016, Tom Keene and David Gura talk to Yale professor Stephen Roach, who says the decency of …
Nov. 7, 2016 Surveillance: The Fed Heeds Markets 105%, Greenspan Says
Tom Keene and David Gura talk to former the Federal Reserve Chairman Alan Greenspan, who says that Fed forecasts are …
Nov. 4, 2016 Surveillance: Gross Counsels Caution Despite Good Jobs Report
Bill Gross, a fund manager at Janus Capital Management, says people should be cautious despite a good jobs report because …
Nov. 3, 2016 Surveillance: U.K. Court Ruling Suggests Brexit Will Help Pound
Stephanie Flanders, chief market strategist at JPMorgan Asset Management, says pound strength after the UK vote was significant, but whether …
Nov. 2, 2016 Surveillance: Local Media Is Wasting Away, Ken Doctor Says
Willem Buiter, chief economist at Citigroup, says the Fed is excessively sensitive to what it thinks the markets might do …
Nov. 1, 2016 Surveillance: The Election Isn't Going to Be Stolen, Winik Says
Michael Darda, chief economist at MKM Holdings, says the Fed desperately wants to move short rates up and is likely …
Oct. 31, 2016 Surveillance: Americans Should Be Depressed, Rattner Says
Steve Rattner, Willett Advisors chairman, says that a divided government, an ongoing email investigation and a low approval rating should …
Oct. 28, 2016 Surveillance: Investors Are Still Skittish, Nuveen's Doll Says
Bob Doll, chief equity strategist at Nuveen Asset Management, says rates are in a long-term bottoming process. Gene Munster, an …
Oct. 27, 2016 Surveillance: Twitter Is Improving, Sena Says
Bloomberg Intelligence's Paul Sweeney weighs in on Twitter cutting nine percent of its workforce. Seth Masters, chief investment officer at …
Oct. 26, 2016 Surveillance: U.S. to Consider Negative Rates Within 10 Years
Dominic Konstam, global head of rates research at Deutsche Bank, says the U.S. will have to consider negative rates on …
Oct. 25, 2016 Surveillance: Politics is Driving the Economy, El-Erian Says
Kate Moore, chief equity strategist at BlackRock, says nimble and different companies are capturing growth. Mohamed El-Erian, chief economic adviser …
Oct. 24, 2016 Surveillance: Merger Monday Special on AT&T and Time Warner
Three experts on media and telecom weigh in on the AT&T and Time Warner merger. Scott Galloway, a professor of …
Oct. 21, 2016 Surveillance: Many Potential Buyers for Time Warner, BTIG Says
Richard Greenfield, an analyst of media and technology at BTIG, says HBO and Warner Bros. are the crown jewels of …
Oct. 20, 2016 Surveillance: U.S. Earnings to Rise 5% in 2017, Adams Says
Gina Martin Adams, an equity strategist at Wells Fargo says stock valuations for consumer staples are the most dangerous. Carsten …
Oct. 19, 2016 Surveillance: Economic Decisions Pulling us Apart, Krueger Says
Alan Ruskin, co-head of FX research at Deutsche Bank, says the pound could go into free fall. Sebastian Mallaby, senior …
Oct. 18, 2016 Surveillance: Apple's Future Should Be in Content, Ward Says
John Strickland, JLS director and analyst, says Ryanair is healthy despite pressure from the pound. Howard Ward, chief investment officer …
Oct. 17, 2016 Surveillance: Foreign Investors Willing to Take Duration Risk
Brad Hintz, professor of finance at New York University, said London will remain the financial center post-Brexit. Lindsey Piegza, chief …
Oct. 14, 2016 Surveillance: Beginning to See Slowdown in Banking, Hintz Says
Brad Hintz, adjunct professor of finance at New York University, says this was a good summer for fixed income for …
Oct. 13, 2016 Surveillance: Slowing Innovation Hit Productivity, Phelps Says
Edmund Phelps, winner of the 2006 Nobel Memorial Prize in Economic Sciences, says innovation is making workers more effective, but …
Oct. 12, 2016 Surveillance: Stephen Stanley on the Part Time-ization of US
Stephen Stanley, chief economist of Amherst Pierpont Securities, says 2016 inflation is very close to 2 percent. Craig Moffett, partner …
Oct. 11, 2016 Surveillance: Workplace Is Changing Dramatically, Nobelist Says
Dennis Gartman, editor of the Gartman Letter, says he's not yet confident of a gold rebound. Steve Rattner, chairman of …
Oct. 10, 2016 Surveillance: Fed Moving Closer to Normalization, Sinche Says
Robert Sinche, global strategist at Amherst Pierpont Securities, says the long-term yield downturn is a global phenomenon. Greg Valliere, chief …
Oct. 7, 2016 Admati: Deutsche Bank Has Made Itself More Systemic
Anat Admati, professor of finance and economics at Stanford Graduate School of Business, says capital levels for European banks are …
Oct. 7, 2016 Surveillance: Gross Says Job Report Won't Bar Fed Rate Increase
Alan Krueger, a professor of economics at Princeton University, says the U.S. economy is seeing encouraging signs of wage growth. …
Oct. 6, 2016 Surveillance: Settlement on Deutsche Bank is Best, Lagarde Said
John Lipsky, a visiting scholar of the Paul H. Nitze School of Advanced International Studies and a former special adviser …
Oct. 5, 2016 Surveillance: U.S. Economy Stagnating, Alan Greenspan Says
Jeff Currie, global head of commodities research at Goldman Sachs, says gold is trading in lock-step against real interest rates. …
Oct. 4, 2016 Surveillance: Major Sees Five More Years of Low Bond Yields
HSBC's Steven Major says we should expect lower yields to last longer. Eurasia Group's Callum Henderson says the weaker sterling …
Oct. 3, 2016 Surveillance: U.K.'s Idea of Brexit Sovereignty an Illusion
Marc Chandler, head of currencies at Brown Brothers Harriman, weighs in on the pound's drop and analyzes the Obama dollar …
Sept. 30, 2016 Surveillance: Citi's Buiter Says Global Economy is Stagnating
Willem Buiter, chief economist at Citigroup, says a hard Brexit is the most likely outcome for the U.K. BlackRock's Jeffrey …
Sept. 29, 2016 Surveillance: Harker Wants a Hike ‘Sooner, Rather Than Later'
In a Bloomberg exclusive, Philadelphia Fed President Patrick Harker says the Fed should normalize sooner rather than later. Former IMF …
Sept. 28, 2016 Surveillance: Fed Lacks Strategy, Former Philly Fed Pres. Says
NYU professor of economics Michael Spence says sole reliance on monetary policy won't work. Former President of the Federal Reserve …
Sept. 27, 2016 Surveillance: David Rosenberg Says He's Bearish on Yen
Gluskin Sheff & Associates' David Rosenberg says the U.S. dollar will appreciate over the next several months. University of California …
Sept. 26, 2016 Surveillance: Gallo Says German Government Must Intervene in DB
Algebris Investments' Alberto Gallo says Deutsche Bank will take 10 years to fix. Gary Shilling, president of A. Gary Shilling …
Sept. 23, 2016 Surveillance: Competitive Devaluation Is 'Intellectually Vapid'
Charles Calomiris, an economics professor at Columbia Business School, says central banks' negative rates policy is idiotic. Edward Conard, author …
Sept. 22, 2016 Surveillance: A 'Rudderless' Fed
Citigroup's William Lee says we have a rudderless, event-driven Fed. Wells Fargo's John Manley says American consumers are starting to …
Sept. 22, 2016 Surveillance: Goncalves Says It’s BOJ’s Turn to Move (Correct)
George Goncalves, head of U.S. rates strategy at Nomura Securities, discusses the changes to the Bank of Japan’s monetary stimulus …
Sept. 20, 2016 Surveillance: Harvard's Porter Says Economy Peaked 20 Years Ago
Council of Foreign Relations' Richard Haass says TPP passage is a no-brainer for an open economy. Harvard Business School's Michael …
Sept. 19, 2016 Surveillance: Capital Alpha Partners' Gabriel on the Election
Luigi Zingales, professor at The University of Chicago Booth School of Business, says the German election shows a risk of …
Sept. 16, 2016 Surveillance: Achuthan Says Growth Cycle is Agonizing for Fed
Lakshman Achuthan, ECRI co-founder, explains his cautious view on economic growth. Also, Kennan Institute's William Pomeranz on Trump's admiration for …
Sept. 15, 2016 Surveillance: Sri-Kumar Says Give Monetary Policy A Rest
U.S. Council of Economic Advisers Chairman Jason Furman says U.S. productivity growth is too slow. Grisanti Capital Management CEO Christopher …
Sept. 14, 2016 Surveillance: Fed on the Edge of Effectiveness
Carl Tannenbaum, Northern Trust Company's chief economist, on the dangerous path of Japanese demographics. PK Verleger President Phil Verleger defends …
Sept. 13, 2016 Surveillance: Rogoff On the Curse of Cash
Harvard University Professor Kenneth Rogoff makes the case for eliminating most paper money. Evercore Partners founder Roger Altman dismisses concern …
Sept. 12, 2016 Surveillance: Desai Says the Days of Globalization Are Over
The London School of Economics' Lord Meghnad Desai says we need helicopter money. Also, American Action Forum President Douglas Holtz-Eakin …
Sept. 9, 2016 Surveillance: Stern Says Fed Committed to Data-Dependency
Morgan Stanley's Ellen Zentner says the Fed is itching to move rates. Also, PIMCO Executive Vice President, Libby Cantrill, believes …
Sept. 8, 2016 Surveillance: Draghi Will Run Out of Assets to Buy
Piper Jaffray's Gene Munster says Apple's AirPods aren't likely to backfire. Also, Manulife's Megan Greene says ECB is following in …
Sept. 7, 2016 Surveillance: El-Erian Says Fed Rate Hike Likely in 2016
CLSA's Mike Mayo calls JPMorgan the LeBron James of banking; Allianz's Mohamed El-Erian says central banks are becoming less effective; …
Sept. 6, 2016 Surveillance: Putin is an Unreformed NATO Hater
Kissinger Associates' Bob Hormats says the U.S. political environment is almost fact-free. Also, the Fletcher School's James Stavridis says that …
Sept. 2, 2016 Surveillance: Gross: September Rate Hike is On
JPMorgan International Chairman Jacob Frenkel says negative rates are not healthy for the financial system; Harvard Kennedy School's Nicholas Burns …
Sept. 1, 2016 Surveillance: Warther: VIX Needs a Catalyst
Stewart Warther, BNP Paribas Equity Strategist, and David Kotok, Cumberland Advisors Chairman, on what will drive volatility higher; Admiral James …
Aug. 31, 2016 Surveillance: Once Again, Doubt About the Fed
Atlantic Equities Bank Analyst Chris Wheeler says he doesn't expect a merger of big banks in Germany. Also, Ed Morse, …
Aug. 30, 2016 Surveillance: Fed's Fischer Says Negative Rates Seem to Work
Federal Reserve Vice Chairman Stanley Fischer says negative interest rates seem to be working in other countries, while reinforcing that …
Aug. 29, 2016 Surveillance: Taylor Rule Author: Fed Should Already Have Moved
Did the Fed blow it? Stanford University economist John Taylor says Federal Reserve policymakers erred by failing raise interest rates …
Aug. 26, 2016 Surveillance: The Fed Presidents Speak at Jackson Hole
St. Louis Fed President James Bullard says the central bank is close to its goals; Dallas Fed President Robert Kaplan …
Aug. 25, 2016 Surveillance: Jackson Hole Host Says Raise Rates
Kansas City Fed President Esther George: "Time is right" for a near-term rate hike; Howard Ward, GAMCO chief investment officer, …
Aug. 24, 2016 Surveillance: Trump Will Cut Taxes for Everyone
David Malpass, Donald Trump Economic Advisor, says Trump will cut taxes for everyone; Dominic Konstam, Deutsche Bank Global Head of …
Aug. 23, 2016 Surveillance: America's Millions of Uncountable Unemployed
Jim Glassman, senior economist at JPMorgan Securities, says the U.S. unemployment rate may be 6.47 percent; Michael Pond, head of …
Aug. 22, 2016 Surveillance: Davies, Herro, El-Erian
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international …
Aug. 19, 2016 Surveillance: Levitt, Meyer, Newport, Darda
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they …
Aug. 18, 2016 Surveillance: Stiglitz, Valliere, Zentner, Ross
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they …
Aug. 17, 2016 Surveillance: Trennert, Maher, Peters
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they …
Aug. 16, 2016 Surveillance: Curnutt, Foley, Duncan, Hegarty
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they …
Aug. 15, 2016 Surveillance: Weinberg, Crescenzi, Dickerson
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they …
Aug. 12, 2016 Surveillance: Rose, Wieseman, Telsey, Burke, Yergin
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international …
Aug. 11, 2016 Surveillance: Schmieding & Fiotakis, Kass, Ritholtz, Rattner
Tom Keene and Barry Ritholtz, filling in for Michael McKee, bring you the best in economics, finance, investment and international …
Aug. 10, 2016 Surveillance: Adams, Greenfield, Bernstein, Smith
Tom Keene and Barry Ritholtz, filling in for Michael McKee, bring you the best in economics, finance, investment and international …
Aug. 9, 2016 Surveillance: Parker, Ritholtz, Gartman
Tom Keene and Barry Ritholtz, filling in for Michael McKee, bring you the best in economics, finance, investment and international …
Aug. 8, 2016 Surveillance: Woo, Zingales, Sinche
Tom Keene and Francine Lacqua, filling in for Michael McKee, bring you the best in economics, finance, investment and international …
Aug. 5, 2016 Surveillance: Krueger, Cohen, Glassman, Gross
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they …
Aug. 4, 2016 Surveillance: Coulton
Tom Keene and Michael McKee bring you the best in economics, finance, investment and international relations. Today in Surveillance, they …
Aug. 4, 2016