Bloomberg Surveillance

Thomas Barkin, Federal Reserve Bank of Richmond President, expects strong U.S. growth in the third quarter. Lisa Shalett, Morgan Stanley Wealth Management CIO, says she’s "shocked” markets haven’t been more tumultuous amid the uncertainty over another fiscal stimulus package. Daniel Boulud, Chef and Restaurateur, discusses the return of indoor dining in New York City. Nouriel Roubini, NYU Stern School of Business Professor and NourielToday.com Host, discusses the “severe” market risks he sees from the U.S. presidential election.See omnystudio.com/listener for privacy information.

Bob Woodward, Washington Post Associate Editor and Author of "Rage," says he did not intend to release tapes of his interviews with President Trump at first. Jeanne Zaino, Iona College Professor of Political Science and Bloomberg Contributor, discusses what to watch for in the Trump and Biden debate. Mike Pyle, BlackRock Global Chief Investment Strategist, says the risks around a contested election scenario are material. Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says markets have already priced in a Democratic sweep.See omnystudio.com/listener for privacy information.

Mark Howard, BNP Paribas Senior Multi-Asset Specialist, sees investors pulling back amid the uncertain political environment. Lale Topcuoglu, JOHCM Senior Fund Manager, says Fed put is baked into markets. Representative French Hill, a Republican from Arkansas, expects a peaceful transfer of power. Timothy L. O'Brien, Bloomberg Opinion Senior Columnist, discusses President Trump's tax revelations.See omnystudio.com/listener for privacy information.

President Donald Trump says he will nominate Judge Amy Coney Barrett for the Supreme Court. If confirmed by the Senate, Barrett could cement the court’s rightward shift for a generation.Bloomberg's David Westin examines the implications in this special podcast.See omnystudio.com/listener for privacy information.

Jan Hatzius, Goldman Sachs Chief Economist, explains why the firm halved its forecast for U.S. growth in the fourth quarter. Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, discusses fears that a delayed U.S. election result could upend markets. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says this correction could have further to go. Julie Norman, University College London Political Science Professor, sees Republicans and Democrats moving towards more convergence on fiscal support.See omnystudio.com/listener for privacy information.

David Kostin, Goldman Sachs Chief U.S. Equity Strategist, makes the case for value stocks..Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says U.S. economy could see double-dip recession in the next 6 months without fiscal stimulus. Chris Krueger, Cowen Washington Research Group Policy Managing Director, says we may not get results on election night with the unprecedented amount of mail-in votes. Ethan Harris, BofA Securities Head of Global Economic Research, says the market has too many uncertainties on its plate and will continue to be under pressure for a while.See omnystudio.com/listener for privacy information.

Federal Reserve Vice Chairman Richard Clarida says the central bank won’t consider raising interest rates from near zero until it actually achieves 2% inflation as well as full employment. Mike Schumacher, Wells Fargo Securities Head of Rate Strategy, says yields could drop dramatically if the U.S. election results are delayed. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, says free cash flow and management are important evaluations to see if a company can withstand the volatility anticipated in the coming quarter. Andrew Hollenhorst, Citigroup Global Markets Chief U.S. Economist, says political gridlock has delayed more fiscal stimulus action despite the Fed and both political parties believing it to be necessary.See omnystudio.com/listener for privacy information.

Tony Dwyer, Canaccord Genuity Chief Market Strategist, cautions investors on playing politics with their portfolio. James Athey, Aberdeen Standard Investments Senior Investment Manager, says finding diversification is difficult in the world of one trade. Isaac Boltansky, Compass Point Research & Trading Director of Policy Research, says the next government fiscal package is effectively dead at the moment. Diane Swonk, Grant Thornton Chief Economist, says colder temperatures could exacerbate unemployment.See omnystudio.com/listener for privacy information.

Robert Kaplan, Federal Reserve Bank of Dallas President, sees Fed rates near zero for at least two or three years. Lisa Beattie Frelinghuysen, BanyanGlobal Principal and Former Clerk to late Supreme Court Justice Ruth Bader Ginsburg, says there is a tremendous amount to learn from Ginsburg's friendship with Justice Antonin Scalia. Russell Wheeler, Brookings Institution Visiting Fellow and Former Deputy Director of the Federal Judicial Center, says there will be a lot of pressure to counteract a Supreme Court appointment this late in the election season. Timothy O'Brien, Bloomberg Opinion Senior Columnist, discusses the high-stakes battle over whether to fill the vacancy on the Supreme Court ahead of the election.See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Atlanta President, discusses the Fed's new policy framework, the outlook for the U.S. economy and the state of U.S.-China trade relations. Techonomy CEO & Bloomberg Contributor David Kirkpatrick and Council on Foreign Relations Senior Fellow for International Economics Brad Setser weigh in on the game of chicken between China and the U.S. over TikTok. Rebecca Patterson, Bridgewater Director of Investment Research, examines the paradigm shift in central banking.See omnystudio.com/listener for privacy information.