Bloomberg Surveillance

Daragh Maher, HSBC US Head of FX Strategy, says investors always ask if it's time to sell the dollar. Terry Haines, Evercore ISI Senior Political Strategist and Head of Political Analysis, predicts markets will understand that policy rollback in the U.S. is very unlikely. Sonali Basak, Bloomberg News Investment Banking Reporter, discusses her recent piece on Howard Lutnick, Cantor Fitzgerald CEO. And Doug Kass, Seabreeze Partners President, says his approach has always been to average into positions, both long and short. See omnystudio.com/listener for privacy information.

Geoff Dennis, UBS Head of Global Emerging Markets Equity Strategy, thinks money will go back to EM once the dollar goes down. Beth Comstock, Former GE Vice-Chair, says that MBA students are not encouraged to be entrepreneurial. Rep. Mike Turner, U.S. Representative for Ohio's 10th congressional district (R), says the president is making headway for Republicans by focusing his message on the economy. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his interview with Jeff Bezos, Amazon CEO & Founder, which will air tonight on Bloomberg Radio at 5 p.m. and Bloomberg TV at 9 p.m. ET. See omnystudio.com/listener for privacy information.

Nouriel Roubini, Roubini Macro Associates Chairman & NYU Stern School of Business Professor, argues that a majority of the impact of tariffs on Chinese goods will be paid by U.S. consumers. Stephanie Segal, CSIS Deputy Director & Senior Fellow, asks whether, with dollar strength and increasing financial need, the U.S. is pulling financing away from the rest of the world. Jane Foley, Rabobank Senior Currency Analyst, sees sterling as vulnerable until the U.K. government arrives to consensus on a Brexit deal.  Kimberley Robinson, Bloomberg Law Supreme Court Reporter, says that those arguing a case against Kavanaugh have become more focused on whether a denial can disqualify him from the Supreme Court.See omnystudio.com/listener for privacy information.

Chris Flavelle, Bloomberg News Climate and Adaptation Reporter, reports on the historic rainfall in North Carolina brought on by Hurricane Florence. Shahab Jalinoos, Credit Suisse Global Head of FX Trading Strategy, says dispersion is "the name of the game" in currency performance. Mike Mayo, Wells Fargo Securities Senior Analyst, thinks banks are less susceptible to cycles than in the past. Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, is concerned about 2020 based on fiscal numbers. Michael Phelps, Olympic Gold Medalist & Colgate Global Ambassador, tells Tom and Pimm how they can reduce their water waste. See omnystudio.com/listener for privacy information.

It is September 15, 2008. Employees are pouring out of Lehman Brothers with boxes. The financial services firm has collapsed. In the 10 years since the largest bankruptcy filing in U.S. history, what have we learned? What has changed and what hasn't? This week, we reflect on the financial crisis with experts from Wall Street, central banks, and academia. This Surveillance Special is a compilation of those interviews. Guests include: Former Bank of England Deputy Governor Paul Tucker, BlackRock's Rupert Harrison, McKinsey Global Institute's Susan Lund, Bloomberg's Yalman Onaran, Grisanti Capital Management's Chris Gristanti, Former ECB President Jean-Claude Trichet, Unicredit's Erik Nielsen, University College London's Mariana Mazzucato, Former IMF Chief Economist Kenneth Rogoff, RBS Chairman Howard Davies, Former Lehman CFO Brad Hintz, and BNP Paribas USA CEO Jean-Yves Fillion. See omnystudio.com/listener for privacy information.

Brad Hintz, Former Lehman CFO & NYU Professor, says that from the 2008 financial crisis, we've learned that repo is not stable. Yousef Gamal el-Din, Bloomberg TV Daybreak Middle East Anchor, brings us an update from Turkey. Adam Posen, Peterson Institute for International Economics President, says the ECB is not grappling with outrageous inflation. Megan Greene, Manulife Asset Management Chief Economist, says for the most part, the Fed is focused on the U.S. and not EM. And Mark Lehman, JMP Securities President, thinks Apple will continue to garner attention.See omnystudio.com/listener for privacy information.

We start off on a segment from our TV show with Ken Rogoff, Harvard Professor & Former IMF Chief Economist, and Mariana Mazzucato, University College London Professor & Author of "The Value of Everything." Following, Jim Roemer, Best Weather Inc. President, predicts Hurricane Florence will impact stocks more than commodities. Next, Steve Auth, Federated Investors Equities CIO, says tech companies are the new monopolies. And William Dudley, Former New York Fed Chairman, tells Bloomberg's Michael McKee that he's concerned about the fiscal sustainability of the U.S.See omnystudio.com/listener for privacy information.

William Lee, Milken Institute Chief Economist, says firms are substituting capital for labor. Walter Piecyk, BTIG Research Analyst & Managing Director, says electronic companies have high profit margins and they can use these to avoid price increases from tariffs. Margie Patel, Wells Fargo Asset Management, says the Fed is very transparent in what they are doing. And Thomas Kean, 9/11 Commission Chairman & Former New Jersey Governor, reflects on September 11, 2001See omnystudio.com/listener for privacy information.

Chris Grisanti, Grisanti Capital Management CEO, predicts if Democrats take the house at midterms, it will not upset the markets. Jim O'Sullivan, High Frequency Chief U.S. Economist, recaps Friday's jobs numbers. Mary Lovely, Peterson Institute for International Economics Senior Fellow & Syracuse University Professor, has her eye on market growth in Asia. And Nomi Prins, Author of "Collusion: How Central Bankers Rigged the World", says the dollar tends to be the recipient in the Great Unwind.See omnystudio.com/listener for privacy information.

Mike Schumacher, Wells Fargo Head of Interest Strategy, says the potential of job reports to move the markets has decreased dramatically. Alan Krueger, Princeton University Professor & Former Assistant Secretary of the U.S. Treasury, remembers he told President Obama this wouldn't be the strongest recovery but it could be the longest. James Glassman, JP Morgan Chase Commercial Banking Head Economist, and Betsey Stevenson, University of Michigan Professor & Former Chief Economist of the U.S. Department of Labor, react to the jobs number in real time. And Damian Sassower, Bloomberg Intelligence Chief EM Credit Strategist, says what initially drew foreign investors to EM is the scope in which central banks could ease rates.See omnystudio.com/listener for privacy information.