Bloomberg Surveillance

Bloomberg
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Jan 5, 2021 • 40min

Surveillance: Small Business With Goldman's Solomon

David Solomon, Goldman Sachs Chairman & CEO, says small businesses are a vital part of the economy and they need more government help. James Athey, Aberdeen Standard Investments Senior Investment Manager, says diversification is difficult in the current market environment. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says he is profoundly disappointed in the lack of strategy for rolling out vaccines in the United States. Tina Fordham, Avonhurst Head of Global Political Strategy, says 40% of Republicans believe that Biden was not legally elected. Michael Hirson, Eurasia Group Practice Head for China and Northeast Asia, says the Biden administration's foreign policy strategy will be to work with allies on a united front against China.See omnystudio.com/listener for privacy information.
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Jan 4, 2021 • 49min

Surveillance: Eurasia Group Top Risks 2021

Joseph Kennedy former Democratic Representative from Massachusetts, says President Trump will remain the largest GOP voice until the next Republican president. Daniel Yergin, IHS Markit Vice Chairman, says peak oil is a decade away. David Nabarro, WHO Director, says Covid vaccines will not be enough on their own. Sigmar Gabriel, Former German Foreign Affairs Minister, says the main challenge facing Europe is a lack of leadership. Ian Bremmer, Eurasia Group President, says Hong Kong banks aren't going anywhere.See omnystudio.com/listener for privacy information.
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Dec 31, 2020 • 30min

Surveillance: 2021 Outlook With BofA's Blanch

Francisco Blanch, BofA Head of Global Commodities & Derivatives Research, says the flurry of liquidity is driving the divergence in asset values. Lara Rhame, FS Investments Chief U.S. Economist, explains why 2021 will be a balancing act of long-run optimism with near-term challenges. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, discusses the long-term effects of Covid-19. Karen Pierce, U.K. Ambassador to the U.S., says a trade deal with the U.S. can be done in 2021.See omnystudio.com/listener for privacy information.
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Dec 30, 2020 • 23min

Surveillance: The Shift To E-Commerce

Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson's Bay CEO, says much of the shift to e-commerce accelerated by the global pandemic will stick. Jim Paulsen, The Leuthold Group Chief Investment Strategist, discusses the rotation into value stocks. Mercedes Carnethon, Northwestern University Professor and Department of Preventive Medicine Vice Chair, says she's hopeful the pace of vaccinations will pick up.See omnystudio.com/listener for privacy information.
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Dec 29, 2020 • 28min

Surveillance: Ford's Electric Future

Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says consumer spending needs to be strong in order to keep the recovery going. Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, expects things to be more difficult for markets in the second half of 2021. James Bevan, CCLA Chief Investment Officer, says the pound still has serious challenges ahead. Mark Kaufman, Ford Motor Global Electrification Director, discusses the global race for leadership in the electric-vehicle market.See omnystudio.com/listener for privacy information.
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Dec 28, 2020 • 26min

Surveillance: Schwab’s Jones Sees Turbulent 2021

Kit Juckes, Societe Generale Chief FX Strategist, sees a V-shaped economic recovery. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, warns of a turbulent year ahead. Lindsey Piegza, Stifel Chief Economist, discusses the delicate balance facing policymakers in the Covid-19 era. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, says holiday retail sales show a healthy consumer environment.See omnystudio.com/listener for privacy information.
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Dec 26, 2020 • 31min

Surveillance Special: Saving America’s Growth Engine

Small businesses are credited with creating more than 60% of all U.S. jobs over the past decade. These companies came into the year with a head full of steam. Then came Covid-19, and the momentum just stopped.Since the start of the pandemic, we spoke to more than a hundred small business owners across the country. This is their story.See omnystudio.com/listener for privacy information.
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Dec 24, 2020 • 28min

Surveillance: Brexit Hope Tempers Virus Concern

Josh Hardie, Confederation of British Industry Deputy Director-General, urges negotiators to reach a post-Brexit trade deal. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, sees a difficult winter ahead. Geoffrey Yu, BNY Mellon Senior Strategist for EMEA Markets, discusses how animal spirits will affect the markets next year. John Ryding, Brean Capital Chief Economic Advisor, says 2021 will be a year of two halves.See omnystudio.com/listener for privacy information.
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Dec 23, 2020 • 30min

Surveillance: FDA Confident in Vaccine Safety

Dr. Stephen Hahn, FDA Commissioner, says he's confident in the safety and efficacy of the Covid-19 vaccines. Patrick Foye, MTA Chairman & CEO, says latest relief package would prevent service cuts and layoffs in 2021. Diane Swonk, Grant Thornton Chief Economist, says the economy is losing momentum at a critical time. Julie Norman, University College London Political Science Professor, discusses the significance of Trump's surprise attack on Congress’s bipartisan relief bill.See omnystudio.com/listener for privacy information.
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Dec 22, 2020 • 30min

Surveillance: Lasry Optimistic About 2021

Marc Lasry, Avenue Capital Group, Chairman, CEO & Co-Founder and Milwaukee Bucks Co-Owner, discusses the outlook for markets and the NBA season. Nathan Sheets, PGIM Fixed Income Chief Economist & Head of Global Macroeconomic Research, says inflation in the medium-term is going to stay as muted as it was pre-pandemic. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says the new variant of Covid-19 discovered in the U.K. appears to be overtaking the dominate strain. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says frothy sentiment remains a risk.See omnystudio.com/listener for privacy information.

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