Bloomberg Surveillance

Bloomberg
undefined
Apr 29, 2022 • 33min

Surveillance: ECB’s Path Forward with Lane (Podcast)

 Philip Lane, European Central Bank Chief Economist, says the key question facing the ECB isn’t whether it should raise interest rates from record lows, but how quickly it should do so. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, weighs in on the debate about how much scope the Federal Reserve has to tighten policy before the economy cracks. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest developments in the global energy markets. Brent Thill, Jefferies Equity Research Analyst, says no one wants to buy anything in tech. See omnystudio.com/listener for privacy information.
undefined
Apr 28, 2022 • 25min

Surveillance: Yen Drop Shakes Up Currencies (Podcast)

 Win Thin, Brown Brothers Harriman Global Head of Currency Strategy, says it's impossible to control the yen.Wei Li, BlackRock Investment Institute Global Chief Investment Strategist, says U.S. markets will outperform their European counterparts due to the local economic drag of the conflict in Ukraine. Vitali Klitschko, Mayor of Kyiv, says Ukraine's economy is destroyed and the safety of those returning to the city cannot be guaranteed. John Lawler, Ford CFO, sees car prices rising further on higher commodity costs.  See omnystudio.com/listener for privacy information.
undefined
Apr 27, 2022 • 29min

Surveillance: GM Sees 'Green Shoots' in China (Podcast)

 Mary Barra, General Motors Chair & CEO, sees "green shoots" in China. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says 2022 is a battleground between the Fed's pivot and good corporate fundamentals. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the conflict is tipping towards Ukraine. Ed Yardeni, Yardeni Research President, sees a 30% chance of U.S. recession. See omnystudio.com/listener for privacy information.
undefined
Apr 26, 2022 • 27min

Surveillance: Musk Seals $44B Twitter Deal (Podcast)

Scott Kessler of Third Bridge and Brian Wieser of Group M, discuss what analysts and investors are looking for from Elon Musk at Twitter. Mike Mayo, Wells Fargo Senior Equity Analyst, says Citigroup has not been looking after the interests of shareholders. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says playing field leveled for active vs. passive investing. U.K. Ambassador to the U.S. Karen Pierce discusses her nation's efforts to aid Ukraine, the transition from Russian energy sources, and the need to ensure freedom of navigation. See omnystudio.com/listener for privacy information.
undefined
Apr 26, 2022 • 28min

Surveillance: Twitter, Musk Said to Near Deal (Podcast)

Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Elon Musk's $43 billion purchase offer is a "gift" to Twitter, and suggests the social-media giant "take the money and run." Jens Nordvig, Exante Data Founder & CEO, says the move in the Chinese yuan is the "most dramatic" since 2015. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says best trade may be to move into cash. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the outlook for the economy and Federal Reserve policy. See omnystudio.com/listener for privacy information.
undefined
Apr 22, 2022 • 29min

Surveillance: Russia Sanctions with Singh (Podcast)

Daleep Singh, Deputy National Security Advisor, says the U.S. sanctions against Russia are having the expected debilitating effect. Jean Boivin, Head of the BlackRock Investment Institute, doesn't expect the Fed to go beyond neutral. Glenn Hubbard, Columbia Professor & Former Council of Economic Advisers Chairman, says the Fed still has credibility with the public. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, says oversold markets can stay oversold. Geoffrey Yu, Bank of New York Mellon Senior EMEA Markets Strategist, expects to see a lot of chop and change in emerging markets. See omnystudio.com/listener for privacy information.
undefined
Apr 21, 2022 • 28min

Bloomberg Surveillance: Ukraine War with EU's Dombrovskis

Valdis Dombrovskis, European Commission Executive Vice President, says Putin will continue his aggression beyond Ukraine if he is not stopped there. Claudia Sahm, Jain Family Institute Director of Macroeconomic Research and Former Federal Reserve Economist, says the Fed doesn't have the power to control food and gas prices. Jon Gray, Blackstone COO, says the market selloff is creating opportunities. Dan Ives, Wedbush Managing Director of Research, expects to see strong tech earnings next month. See omnystudio.com/listener for privacy information.
undefined
Apr 20, 2022 • 28min

Bloomberg Surveillance: Global Debt with Malpass

David Malpass, World Bank President, calls for a more robust world debt resolution process. Brian Wieser, GroupM Global President for Business Intelligence, says investor expectations for Netflix were "way out of whack." Stephen Roach, Yale University Jackson Institute of Global Affairs Senior Fellow, says the Fed has miles to go on normalization. Jim Bianco, Bianco Research President, says investors should pay more attention to the effect of Japanese monetary policy on the U.S. treasury market. Margie Patel, Allspring Global Investments Senior Portfolio Manager, says the Fed may be nearing a pause on hikes. See omnystudio.com/listener for privacy information.
undefined
Apr 19, 2022 • 29min

Bloomberg Surveillance: Fed Moves with Mahajan

Mona Mahajan, Edward Jones Senior Investment Strategist, says investors are bracing for a big Fed move. Robert Blackwill, CFR Senior Fellow, says Russia is unlikely to use a nuclear device, but it is no longer impossible. Mark McCormick, TD Securities Global Head of FX Strategy, thinks the U.S. dollar can still strengthen from here. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says it may take a while for the medical community to gain back the trust of the American public. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his interview with Apollo Global Management CEO Marc Rowan. See omnystudio.com/listener for privacy information.
undefined
Apr 18, 2022 • 31min

Surveillance: Hard Landing with Dudley

 Bill Dudley, Bloomberg Opinion & Former New York Fed President, argues that the slower the Fed moves, the harder the landing will be. John Lipsky, Johns Hopkins University School of Advanced International Studies Distinguished Scholar and former IMF First Deputy Managing Director, says the war in Ukraine has the potential for very serious and long-lasting disruptions in grain markets. Daniel Skelly, Morgan Stanley Wealth Management Head of Market Research & Strategy, says he's seeing mixed messages from the stock and bond markets. Michelle Meyer, MasterCard Chief U.S. Economist, says consumer spending is still strong in the U.S. Alina Polyakova, Center for European Policy Analysis President & CEO, says Mariupol is the only thing standing in the way of Russia connecting its land and naval forces in Ukraine. See omnystudio.com/listener for privacy information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app