Bloomberg Surveillance

Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says people in the U.K. are sick of ten years of conservative austerity. Anna Edwards, Bloomberg Markets European Open Anchor, reports on PM May's speech at the Tory Party Conference. Craig Trudell, Bloomberg Autos Americas Team Leader, gives us a much needed autos update from Michigan. Edward Alden, Council on Foreign Relations Senior Fellow, analyzes the USMCA trade agreement. And David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, previews his upcoming show with Barry Diller.See omnystudio.com/listener for privacy information.

Marc Chandler, Bannockburn Global Forex Chief Market Strategist & Managing Partner, thinks Italy needs growth. Bob Doll, Nuveen Asset Management Senior Portfolio Manager & Chief Equity Strategist, says Fed conversations are getting harder as we approach neutral. Christine Lagarde, IMF Managing Director, is pleased the USMCA exists. Alan Krueger, Princeton Professor of Economics, thinks Amazon is saying, "we are going to be a responsible employer," by raising their minimum wage.See omnystudio.com/listener for privacy information.

Bill Lee, Milken Chief Economist, says the USMCA is an example of the new bilateral approach to negotiations of the U.S. Mary Lovely, Peterson Institute Senior Fellow, says 70% to 100% of the tariffs in autos will fall on consumers. Kimberly Robinson, Bloomberg Law Legal Editor, comments on the political nature of Kavanaugh's speech. Abe Selassie, IMF Director of the African Department, highlights that by 2030 half of the annual increase of the global workforce will come from Sub-Saharan Africa. See omnystudio.com/listener for privacy information.

Barry Eichengreen, University of California Professor Berkeley, analyzes the IMF's future. Alberto Gallo, Algebris Macro Strategies Head, sees little contagion in Europe after the approval of the Italian budget. John Coffee, Columbia Law Professor, says the Tesla board is not strong. Elaine Kamarck, Brookings Institution Senior Fellow, notes the Republicans have no women on the Senate Judiciary Committee. And Shannon Pettypiece, Bloomberg News White House Reporter, updates us on Sen. Flake's decision to confirm Judge Kavanaugh. See omnystudio.com/listener for privacy information.

Thursday’s Senate hearing over sexual assault allegations against Supreme Court nominee Brett Kavanaugh stirs memories of similar testimony from 1991. That’s when Supreme Court nominee Clarence Thomas was called back in his confirmation process to face the sexual misconduct allegations of Anita Hill. Bloomberg’s Bob Moon reports on how this scenario played out 27 years ago.See omnystudio.com/listener for privacy information.

Jane Foley, Rabobank Head of FX Strategy, says the dollar can climb higher. Libby Cantrill, PIMCO Head of Public Policy, is skeptical about Congress ratifying a bilateral trade agreement with Mexico. Peter Chatwell, Mizuho International Head of European Rates Strategy, thinks the ECB could go negative again in the future. And Michelle Meyer, Bank of America Merrill Lynch Head of US Economics, tells us whether to rent or buy property. And Bob Moon, Bloomberg Radio Daybreak Host, joins us to discuss Judge Kavanaugh and 1991. See omnystudio.com/listener for privacy information.

Jeff Currie, Goldman Sachs Global Head of Commodities Research & Partner, says they are bullish on owning oil. Werner Hoyer, European Investment Bank President, says Europe is behind in investment. Michael R. Bloomberg, Former Mayor of New York City & Bloomberg LP Founder, says the U.S. needs to have access to China's markets. Angel Gurria, OECD Secretary General, says it is crucial that trade continuous to drive growth. And Roger Ferguson, TIAA CEO & Former Federal Reserve Vice Chair, discusses the Fed rate decision due this afternoon. See omnystudio.com/listener for privacy information.

Michael Spence, NYU Professor & Nobel Laureate, says China wants to be a positive influence in the developing world. Chris Verrone, Strategas Partner & Head of Technical Strategy, sees discipline in the credit markets. Sarah Ponczek, Bloomberg News Cross Asset Reporter, is watching Facebook shares following the departure of Instagram's founders. Patrick Gregory, Bloomberg Supreme Court Reporter, discusses the latest in the contentious confirmation of Brett Kavanaugh. Erik Schatzker, Bloomberg Editor-at-Large, hops in the booth to discuss the resignation of Argentina's Central Bank Governor Luis Caputo.See omnystudio.com/listener for privacy information.

Brian Levitt, OppenheimerFunds Senior Market Strategist, favors investment in technology. Rufus Xerxa, National Foreign Trade Council President, says breaking international trade rules undermines the competitiveness and cost structure of companies. Bogolo Kenewendo, Republic of Botswana Minister of Investment, Trade, and Industry, plans for Botswana to go from a middle-income to a high-income country by 2036. Greg Stohr, Bloomberg News Supreme Court Reporter, discusses where the confirmation for Brett Kavanaugh stands.  See omnystudio.com/listener for privacy information.

Peter Hooper, Deutsche Bank Securities Chief Economist, says there will be a slowdown in 2020 but it doesn't have to be a recession. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, says there would have been monetary easing in China even without the trade war. Pennsylvania Representative Ryan Costello says voters want Congressmen who keep their independence. Betsy Graseck, Morgan Stanley Global Head of Banks & Diversified Financials Research and U.S. Large Cap Banks Analyst, says banks are putting the customer at the heart of their IT platforms. See omnystudio.com/listener for privacy information.