Bloomberg Surveillance-logo

Bloomberg Surveillance

iHeart Podcast Network

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

Location:

New York, NY

Description:

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

Language:

English


Episodes

Surveillance: Soft Landing with Oppenheimer

1/27/2023
Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for bonds. Ray Farris, Credit Suisse Chief Economist, says inflation could return if oil gets above $100 per barrel. Richard Haass, Council on Foreign Relations President, says he is worried about an American version of the Irish troubles. See omnystudio.com/listener for privacy information.

Duration:00:28:39

Surveillance: US GDP Exceeds Forecast

1/26/2023
Lindsey Piegza, Stifel Chief Economist, says we are teetering towards a recession following US 4Q GDP. Philip Camporeale, JPMorgan Asset Management Portfolio Manager, says we're behind the pandemic highs with inflation. Vasileios Gkionakis, Citi Head of European FX Strategy, says the currency market has not fully priced in a 'relatively smooth' China reopening. Helane Becker, Cowen Senior Research Analyst, discusses airline earnings. See omnystudio.com/listener for privacy information.

Duration:00:23:48

Surveillance: Weighing Equities with Kettner

1/25/2023
Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Japan when Kuroda steps down as governor. Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, sees the market going sideways in 2Q. William McDonough, Elements Funds Founder, CEO & Lead Portfolio Manager, discusses Tesla ahead of its earnings. See...

Duration:00:27:22

Surveillance: Stock Picking with Emanuel

1/24/2023
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's all about picking stocks in this market. Kallum Pickering, Berenberg Senior Economist, doesn't think we are headed into a severe recession. Steven Wieting, Citi Global Wealth Management Chief Investment Strategist & Chief Economist, thinks that corporate profits are about to take a hit. Kona Haque, ED&F Man Head of Research, says the copper rally is running ahead of itself. See omnystudio.com/listener for privacy...

Duration:00:29:14

Surveillance: Debt Ceiling Concerns with Stealey

1/23/2023
Iain Stealey, JPMorgan Asset Management Global Fixed Income CIO, says the market shouldn't be concerned about the US debt ceiling yet. Alifia Doriwala, RockCreek Group Managing Director, says China is still the biggest determinant in an EM portfolio. Ralph Acampora, Chartered Market Technicians Co-Founder, thinks we're making a long-term bottom in this bull market. Jeremy Stretch, CIBC Head of G-10 FX Strategy, explains why he thinks Europe might avoid a negative GDP print. See...

Duration:00:24:15

Surveillance: Growth Snap Back with Golub

1/20/2023
Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, Citibank Global Markets Chief US Economist, fears the Fed has not yet done enough. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, thinks "higher for longer" could be the Fed's new "transitory." Anwiti Bahuguna, Columbia Threadneedle Head of Multi-Asset Strategy & Senior Portfolio Manager, explains why she is nervous...

Duration:00:41:13

Surveillance: Succession Plan with Gorman

1/19/2023
James Gorman, Morgan Stanley CEO, says his three potential successors are already in place. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he thinks the US should do away with the debt ceiling. Greg Boutle, BNP Paribas US Head of Equity and Derivative Strategy, is not looking for a v-shaped recovery. Alicia Levine, Bank of NY Mellon Head of Equities & Capital Markets Advisor, says the market hasn't priced in a soft landing. Jessica Reif Ehrlich, BofA...

Duration:00:44:15

Surveillance: Recession Reset with JPM's Michele

1/18/2023
Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Economist, expects stubborn and sticky inflation. Veronica Clark, Citi Economist, says the market is misinterpreting the Fed's commitment to getting rates above 5%. Fatih Birol, IEA Executive Director, says China is the oil market's biggest uncertainty. See omnystudio.com/listener for privacy...

Duration:00:33:41

Surveillance: Growth Outlook with Dutta

1/17/2023
Neil Dutta, Renaissance Macro Research Head of US Economic Research, says we could see US GDP at 2% in 2023. Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says the S&P 500 can reach 4,200 this year. Elsa Lignos, RBC Global Head of FX Strategy, expects the dollar to end the year 'a little bit stronger." Mike Wirth, Chevron CEO, says China's re-opening could provide a boost to oil prices. See omnystudio.com/listener for privacy information.

Duration:00:38:22

Surveillance: Big Bank Earnings Kick Off

1/13/2023
Ken Leon, CFRA Equity Research Director, discusses major US banks reporting earnings. Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says we had a 'black swan' style year with two major geopolitical events. Jordan Rochester, Nomura G-10 FX Strategist, discusses USD-JPY and the impact of Japan potentially reversing YCC. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says we're seeing all the signs of a very mild recession. See omnystudio.com/listener for privacy information.

Duration:00:26:07

Surveillance: US Inflation Cools Again

1/12/2023
Vincent Reinhart, Dreyfus and Mellon Chief Economist, discusses the Fed's path following US inflation cooling. Leland Miller, China Beige Book CEO, says we could see extremely high GDP growth in China next year. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says the Fed will keep hiking rates even though we will see inflation metrics coming down this year. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, talks retail in the wake of CPI. See...

Duration:00:31:31

Surveillance: Bull Market with Yardeni

1/11/2023
Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of the House. David Rubenstein, "Peer to Peer with David Rubenstein" Host & Carlyle Group Co-Chairman...

Duration:00:44:36

Surveillance: China Growth with Emanuel

1/10/2023
Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the team expects 6.2% GDP growth in China this year. Max Kettner, HSBC Chief Multi-Asset Strategist, says that the drop in recession calls for Europe could continue over the next couple weeks. Lindsey Piegza, Stifel Chief Economist, says the Fed will raise rates higher. Olivier Blanchard, Peterson Institute for International Economics Senior Fellow & Author, "Fiscal Policy Under Low Interest Rates", says inflation is...

Duration:00:41:03

Surveillance: Labor Market with Richardson

1/9/2023
Nela Richardson, ADP Chief Economist, says the US still has a strong and robust labor market, but it is at risk of higher wage pressure.Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she favors small caps right now. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's not yet time to signal an "all clear" for bonds. Jane Foley, Rabobank Head of FX Strategy, says it's a new world for euro-dollar. See omnystudio.com/listener for privacy...

Duration:00:28:28

Surveillance: US Hiring Tops Forecasts

1/6/2023
Marty Walsh, US Labor Secretary, discusses the December jobs data. Randy Kroszner, Former Fed Governor & University of Chicago Booth School Economics Professor, says this is the immaculate disinflation report. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says we still have a strong labor market. Dan Ives, Wedbush Senior Equity Analyst, discusses tech's downturn. See omnystudio.com/listener for privacy information.

Duration:00:27:09

Surveillance: Soft Landings with Carpenter

1/5/2023
Seth Carpenter, Morgan Stanley Global Chief Economist, says he's looking for a soft-ish landing from the Fed. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says big tech is ridiculously profitable despite headwinds. Tom Forte, DA Davidson Senior Research Analyst, discusses Amazon's plan to cut more than 18,000 jobs. Wendy Schiller, Brown University Taubman Center for American Politics Policy Director, says the GOP appears to be in disarray after 20 Republicans voted...

Duration:00:27:18

Surveillance: Earnings Recession with Wilson

1/4/2023
Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will need all energy products when it reopens. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the House of Representatives failing to elect a speaker. See omnystudio.com/listener for privacy information.

Duration:00:28:10

Surveillance: Eurasia's Top 2023 Risks

1/3/2023
Ian Bremmer, Eurasia Group Founder & President, outlines Eurasia Group's top risks for 2023. Bill Dudley, Former New York Fed President, says if we have a recession, it will be a Fed-induced recession. Kevin Rudd, Former Australia Prime Minister, says China's covid u-turn raises questions. Carl Bildt, Former Prime Minster of Sweden, says Vladimir Putin is increasingly alone. Marietje Schaake, Former European Parliament Member, says control over technology is a political choice. See...

Duration:00:34:27

Surveillance: 2023 Expectations with Knutzen

12/30/2022
Erik Knutzen, Neuberger Berman Multi-Asset Class Chief Investment Officer, doesn't expect central banks to pivot in 2023. Matt Winkler, Editor-In-Chief Emeritus, debt investors are growing more confident in the Fed's ability to contain inflation. Lauren Sauer, University of Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says our chance of going through another pandemic is quite high. Dana Telsey, Telsey Advisory Group Founder, CEO & Chief...

Duration:00:33:55

Surveillance: Supply Shocks with Singh

12/29/2022
Daleep Singh, PGIM Chief Global Economist, says we are probably in the most intense global power competition backdrop since World War II. Marc Chandler, Bannockburn Chief Market Strategist, thinks a strong yen and lower inflation will take pressure off the Bank of Japan. Stephanie Aaronson, Brookings Institution Director of Economic Studies, discusses what the right tools are to measure the economy.Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says if there's...

Duration:00:36:55