Bloomberg Surveillance-logo

Bloomberg Surveillance

Bloomberg News

Tom Keene, Jon Ferro, 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, 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, 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

Contact:

212-318-2000


Episodes

Surveillance: Conservatives Are Without Party, Says George Will

6/6/2019
Today's episode begins with a conversation from Bloomberg TV with Antony Phillipson, British Consul General to New York, on the 75th Anniversary of D-Day. Following, Neil Shearing, Capital Economics Group Chief Economist, says that Mexico may fold to the U.S. in trade negotiations. George Will, "The Conservative Sensibility" Author, says conservatives are an orphan without a political party. Sonali Basak, Bloomberg Investment Banking Reporter, characterizes Wall Street's mood for the...

Duration:00:38:27

The Age of Disruption with PIMCO

5/31/2019
In conversation with Bloomberg Surveillance and The Open's Jonathan Ferro, PIMCO CEO and CIO present their bearish view of corporate credit and what they expect when it comes to volatility and long term returns.

Duration:00:23:27

Surveillance: Americans Are Underinvested In EM, Santos Says

5/24/2019
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says he has no doubt the American economy will continue to grow throughout the year. Anna Edwards, Bloomberg TV & Radio Anchor, says bringing together the Conservative will be the first challenge for their next leader. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks that structurally, 10% of portfolios should be EM.

Duration:00:23:14

Surveillance: Market Gives Trump Slack With China, Marangi Says

5/23/2019
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia Meskin, Standard Chartered U.S. Economist, says this Fed understands the interconnectedness of the U.S. and global economy. Gene Munster, Loup Ventures Co-Founder, says Tesla's demand is unknown in the near term. Don Gimbel, Sr. VP and Investment Professional for CIBC Private Wealth Management, says the U.S. will survive the trade war.

Duration:00:28:07

Bloomberg and Wondery Present: The Shrink Next Door

5/22/2019
Marty Markowitz had his share of problems. His parents had recently died. He had troubles at work. A failing relationship. He needed someone to help him through this rough patch in his life. So he decided to get some professional help from a psychiatrist. What he did not count on, was what happened in his life over the next twenty-nine years. This is a story about power, control, and turning to the wrong person for help. Listen now at bloomberg.com/shrinknextdoor

Duration:00:11:15

Surveillance: Europe Disappeared From Investors Map, Gallo Says

5/22/2019
Daragh Maher, HSBC Securities US Head of FX Strategy, says outside of the U.S., there's no appetite for fiscal stimulus. Kathy Jones, Schwab Center For Financial Research Chief Fixed Income Strategist, expects inflation to stay “pretty stable even with tariffs.” Alberto Gallo, Algebris Investments Portfolio Manager, says Europe has disappeared from the map of many investors. Therese Raphael, Bloomberg Opinion Columnist, says governing a minority government has been the main reason she...

Duration:00:34:00

Surveillance: China Is Not A Small Player Anymore, Kelly Says

5/21/2019
Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Management Global Market Strategist, says we are almost at a bipolar world in terms of economic spheres of influence. Bob Diamond, Atlas Merchant Capital CEO, says Deutsche Bank lacks a strong domestic retail business. Seema Shah, Bloomberg Intelligence Senior Consumer Analyst, says its an unknown for Home Depot if they will be impacted by tariffs.

Duration:00:34:16

Surveillance: Possible Outcomes of Trade Talks With Spence

5/15/2019
Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, thinks trade tensions were the cause of China's slowdown. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, expects modest earnings growth in 2019. Emma Ross-Thomas, Bloomberg Brexit Editor, brings us a Brexit update. Mike Spence, NYU Professor, says it's confusing what the U.S. and China really want.

Duration:00:29:56

Surveillance: Trade Should Be Enhanced, Mann Says

5/14/2019
Catherine Mann, Citigroup Global Chief Economist, says closing the door to trade doesn't enhance an economy. Jens Nordvig, Exante Data Founder & CEO, analyzes the trade dispute's impact on the renminbi. Mark Lehmann, JMP Securities President, says China has more to lose than the U.S. and Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, discusses actions taken by retailers to alleviate the impact of tariffs.

Duration:00:29:04

Surveillance: Tariffs Are Attacks On Importers, Roach Says

5/13/2019
Michael Purves, Weeden Chief Global Strategist, says credit spreads have yet to back up. Stephen Roach, Yale Professor, Former Morgan Stanley Asia Chairman and Author of "Unbalanced: The Codependency of America and China", says tariffs are attacks on importers and the U.S. is the importer. Keyu Jin, London School of Economics & Political Science Professor, thinks U.S. tariffs have caused a surge of nationalism in China. Ted Alden, CFR Senior Fellow, Author of "Failure to Adjust: How...

Duration:00:28:00

Surveillance: China Will Retaliate If No Deal Today, Woo Says

5/10/2019
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the burden of tariffs will fall on U.S. consumers. David Kirkpatrick, Techonomy Media CEO & Founder, says Uber will have to rise prices soon. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed is keeping a close eye on inflation. Devin McDermott, Morgan Stanley Executive Director and Head of North American Exploration & Production and Integrated Oil Research, sees nice opportunities for synergies at Anadarko....

Duration:00:30:13

Surveillance: Being Against China Is Popular, Treyz Says

5/9/2019
Peter Hooper, Deutsche Bank Global Head of Economic Research, thinks it's unlikely that China or the U.S. will back off. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Policy Research, says being against China is "extraordinarily popular" in the U.S. Steve Ricchiuto, Mizuho Securities Chief Economist & Managing Director, says trade deals never solve trade deficit problems. Haran Segram, NYU Stern Professor, says it's not advisable to compare Uber with Amazon or...

Duration:00:27:17

Tariffs Are A Job Killer, PIIE's Lovely Says

5/8/2019
Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says U.S. businesses are negatively impacted by the tariffs imposed on China. David Rosenberg, Gluskin Sheff Chief Economist & Strategist, says there's way too much risk in the market. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, doesn't foresee a recession in the data. Golnar Motevalli, Bloomberg Iran Reporter, says the U.S. and Europe are on different sides when negotiating with Iran.

Duration:00:30:06

Surveillance: Nobody Wins A Trade War, Adm. Stavridis Says

5/7/2019
Willem Buiter, Citi Special Economic Adviser, says the full package of sanctions on China would be in nobody's interest. Meredith Sumpter, Eurasia Group Head of Research Strategy and Operations, expects onward tariffs and confrontation after a U.S.-China deal. Diane Swonk, Grant Thornton Chief Economist, sees chances of a recession in 2020. Admiral James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor & Former Supreme Allied Commander at NATO, says when studying European...

Duration:00:30:37

Surveillance: Equity Markets Still Pretty Good, Patel Says

5/6/2019
Tony Dwyer, Canaccord Genuity Chief Market Strategist, thinks it's impossible to make an investment decision off of a tweet. Elaine Kamarck, Brookings Center For Effective Public Management Director, discusses Trump's negotiating tactics with China. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, says the outlook for equity markets is still pretty positive. And Doug Kass, Seabreeze Partners President, analyzes Amazon's challenges.

Duration:00:26:37

Surveillance: Capitalism Works, Langone Says

5/3/2019
Alan Ruskin, Deutsche Bank Chief International Strategist, offers insights on output gap measurements. Jeffrey Sachs, Columbia University Economics Professor, says professionalism is key in the Fed. Ellen Zentner, Morgan Stanley Chief U.S. Economist, thinks it's a relief that Stephen Moore's nomination was pulled. Jeff Rosenberg, BlackRock’s Systematic Fixed Income Team Senior Portfolio Manager, says today's jobs data continues a sequence of strong reports. Ken Langone, Author of "I Love...

Duration:00:47:57

Surveillance: A Long Way To Full Employment, Blanchflower Says

5/2/2019
Steven Englander, Standard Chartered Bank Global Head of FX, says the Fed's inflation forecast record isn't brilliant. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, expects the next Fed move to be higher in rates. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, says there's still quite a long way to full employment. Sarah House, Wells Fargo Securities Senior Economist, expects a slowdown in the labor market.

Duration:00:27:38

Surveillance: People Are No Longer With Maduro, O'Neil Says

5/1/2019
Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes we will avoid an earnings recession this year. Dan Ives, Wedbush Securities Managing Director, says Apple will make new highs over the coming months. Shannon O'Neil, CFR Senior Fellow for Latin American Studies, highlights that the military is not fully under Maduro's control. Randy Kroszner, Univ. of Chicago Professor & Former Fed Governor, says the Fed being under political pressure is nothing new.

Duration:00:33:00

Surveillance: Venezuelans Want Regime Change, Jimenez Says

4/30/2019
Joe Quinlan, Head of CIO Market Strategy for Merrill and Bank of America Private Bank, sees signs of hope in European eco. Maryhen Jimenez Morales, Oxford University Politics Lecturer, says 90% of Venezuelans want a peaceful regime change. Alex Conant, Former Marco Rubio Presidential Campaign Communications Director, says the political unrest in Venezuela is destabilizing for the region. Brooke Sutherland, Bloomberg Opinion Columnist, brings us an update on GE. Michael Purves, Weeden &...

Duration:00:30:47

Surveillance: The U.S. Is Still The Driest Towel, Chandler Says

4/29/2019
Marc Chandler, Bannockburn Global Foreign Exchange Chief Market Strategist & Managing Partner, says the U.S. is still the driest towel in the global economy. Catherine Yeung, Fidelity Investment Director, says the Belt and Road Initiative aims at increasing China's soft power. Alastair Newton, Alavan Business Advisory Director, says the Spanish populist party is eurosceptic but not anti-European. Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine,...

Duration:00:35:58