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Bloomberg Surveillance

Updated 12 days ago

Rank #26 in Investing category

Business
Investing
Daily News
News
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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.

Read more

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.

iTunes Ratings

729 Ratings
Average Ratings
450
86
48
40
105

More balance please, less NYC Bloomberg liberalism

By BGreig3 - May 14 2020
Read more
More balance please, less NYC Bloomberg liberalism Wake up. There is a big world out there that doesn’t think like NYC. Stick to business insights and keep your NYC rants and confusion to yourselves.

The Best Show for Wall St Professionals

By andyterra - Feb 07 2020
Read more
Keene, Ferro, their guests and everyone else on the show make it a real gem. Don't miss!

iTunes Ratings

729 Ratings
Average Ratings
450
86
48
40
105

More balance please, less NYC Bloomberg liberalism

By BGreig3 - May 14 2020
Read more
More balance please, less NYC Bloomberg liberalism Wake up. There is a big world out there that doesn’t think like NYC. Stick to business insights and keep your NYC rants and confusion to yourselves.

The Best Show for Wall St Professionals

By andyterra - Feb 07 2020
Read more
Keene, Ferro, their guests and everyone else on the show make it a real gem. Don't miss!
Cover image of Bloomberg Surveillance

Bloomberg Surveillance

Latest release on May 29, 2020

Read more

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.

Rank #1: Surveillance: Fed's Balancing Act With Hornbach

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Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabobank Head of FX Strategy, says she sees the risk of another dip towards EUR/USD 1.08 in the coming weeks. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says we are looking at several weeks of uncertainty in regards to when the economy will re-open. Bill Smead, CIO of Smead capital Management recaps Airline stocks in sharp decline as Warren Buffett Exits Positions. Josh Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement discusses the the coronavirus curve in the U.S.

May 04 2020

37mins

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Rank #2: Globalization in the Trump Era with Dr. Posen

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Adam Posen, Peterson Institute for International Economics President, says 3% growth is not sustainable. Jane Foley, Rabobank Head of FX Strategy, says a lack of budget discipline is considered to be negative for a currency. Michael Holland, Holland & Co. Chairman and Founder, says the best time to sell is when the markets are enthusiastic. Vanessa Friedman, New York Times Fashion Director & Chief Fashion Critic, and Robert Burke, Robert Burke Associates Chairman & CEO, review New York Fashion Week and the state of luxury retail.

Feb 16 2018

43mins

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Rank #3: Surveillance: We Are Near The End Of The Cycle, Ruskin Says

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Alan Ruskin, Deutsche Bank Securities Managing Director & Chief International Strategist, says market participants seem to expect volatility to be sticky for a while. Luke Kawa, Bloomberg Cross-Asset Reporter, says markets are pricing in some kind of inflection point for the Fed over the next two years. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, defines the current situation of the U.K. as one of "chaos" and "rage". Julia Coronado, Macropolicy Perspectives Founder, explains that technology is a deflationary force. Baroness Helena Kennedy, House of Lords Member, remarks that the Irish border question was not in the mind of the voters when the Brexit referendum took place. 

Dec 11 2018

38mins

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Rank #4: Most Americans Will Get Tax Cuts, Lieber Says

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Chris Rupkey, MUFG Union Bank Chief Financial Economist, likes the upward movement in yields but he doesn't trust it. Jon Lieber, PwC Washington National Tax Services Principal, doesn't think the Democrats will score points going after the deficit. David Miliband, International Rescue Committee President & CEO, says one of the phenomenons of globalization is people urbanizing, including refugees. Jim Bianco, Bianco Research LLC President & Founder, says the benefit of bitcoin right now is that it only has buyers. 

Dec 20 2017

35mins

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Rank #5: Surveillance: No End in Sight for Slowdown, Zingales Says

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Luigi Zingales, University of Chicago Booth School Finance Professor, says the global slowdown is going to continue until Germany delivers a major fiscal package, which is unlikely to happen any time soon. Rosalind Mathieson, Bloomberg International Government Executive Editor, says Prime Minister Johnson will crash out if he gets a no-deal Brexit. John Stoltzfus, Oppenheimer & Co. Chief Investment Strategist, thinks that the demand for equities is likely to increase. Andrew Hollenhorst, Citi Global Markets Chief U.S. Economist, details the current growth scare saying, “it’s harder to attribute this growth scare to something transitory.” David Rubenstein, Carlyle Group Co-Founder & Host of Bloomberg's Peer to Peer Conversations, reflects on his conversation with Justice Ruth Bader Ginsberg who reiterated her belief in incremental justice. 

Oct 02 2019

34mins

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Rank #6: Fed Sent a Powerful Signal on Friday, Wessel Says

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Chris Verrone, Strategas Research Partners Head of Technical Analysis, and Marcus Ashworth, Bloomberg Gadfly Columnist, take a close look at the market selloff. David Wessel, Brookings Institution's Hutchins Center on Fiscal and Monetary Policy Director, imagines that Fmr. Fed Chair Janet Yellen will continue to focus on labor markets in her work at Brookings. Michael Zezas, Morgan Stanley Chief U.S. Public Policy Strategist, says it's unclear what both sides are willing to accept in NAFTA negotiations to keep the trade deficit down. Margie Patel, Wells Capital Management Senior Portfolio Manager, says earnings look pretty good for the rest of the year. 

Feb 05 2018

29mins

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Rank #7: Understand What You're Investing In, Rhodes Says

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John Ryding, Founder of RDQ Economics, thinks the stimulus we're getting is pretty unprecedented. Gideon Rose, Foreign Affairs Magazine Editor, says we're getting a global lesson in comparative politics right now. Frances Donald, Manulife Asset Management Senior Economist, says to pay attention to the retail sales number. Bill Rhodes, Citigroup Former Vice Chairman, thinks some investors have gone overboard because they didn't want to be left out.

Feb 14 2018

31mins

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Rank #8: Things Fall Apart (in the Markets), Gartman Says

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James Sweeney, Credit Suisse Chief Economist and International Wealth Management Division Americas CIO, thinks the market has been pricing in more policy than usual. Jeff Currie, Goldman Sachs Global Head of Commodities and Research, says the reflation story really began in April 2016. John Hudak, Brookings Senior Fellow of Governance Studies, says a lot of government agencies have had hiring troubles. Dennis Gartman, Gartman Letter Economist, Editor & Publisher, says he's dismayed that the U.S. government can't get spending under control. 

Feb 09 2018

27mins

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Rank #9: Surveillance: New Political Focus After Mueller, Hormats Says

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Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, says it's not improbable that interest rates will stay low until 2030. Robert Hormats, Kissinger Associates Vice-Chair, thinks U.S. political focus will shift following the release of the Mueller's report. Mary Lovely, Peterson Institute for International Economics Senior Fellow & Syracuse University Professor, discusses the pressures that Xi Jinping confronts domestically. Doug Thornell, Former DNC Senior Adviser, says Democrats should keep the focus on kitchen table issues. 

Mar 25 2019

30mins

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Rank #10: Surveillance: Nominee Malpass's Vision For The World Bank

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Adam Posen, Peterson Institute for International Economics President, says the BOE's Monetary Policy Committee members have much more independence than the members of the FOMC. Danny Blanchflower, Dartmouth College Professor of Economics, says it is tough days to be a forecaster at the BOE's MPC. David Malpass, World Bank President Nominee, is optimistic that more progress can be made on extreme poverty. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says fair value for the S&P is still a big higher than current levels. 

Feb 07 2019

34mins

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Rank #11: Surveillance: Stimulus in the market through repo , Misra says

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Richard Haass, Council on Foreign Relations President, believes the U.S. and Iran must agree to a reasonable deal in order to ease protester tensions. Priya Misra, TD Securities Head of Global Rates Strategy, says the Fed has put a lot of stimulus in the system through the repo market. Betsy Graseck, Morgan Stanley Global Head of Banks & Diversified Finance Research says as banks report earnings we expect to see net interest margin under pressure in 4Q. Doug Holtz-Eakin, American Action Forum President & Former Director of the Congressional Budget Office says raising taxes and dodging the spending budget is bad news.

Jan 13 2020

32mins

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Rank #12: Surveillance Special: Trump's Trade Tariffs

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The news flow beckoned a bonus episode! Today, Ed Hyman, Evercore ISI Vice Chairman, says once you go down the tariffs road, it gets complicated. Jeffrey Sachs, Columbia University Professor says trade is not about winners and losers, it's win-win. Marc Chandler, Brown Brothers Harriman Senior Vice President of New York & Head of Currency, says a trade war is not easy to win and it is not desirable. Kerry Brown, Chatham House Associate Fellow in the Asia-Pacific Programme & Professor of Chinese Studies, thinks China was expecting this. 

Mar 02 2018

34mins

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Rank #13: 10-Yr to Hit 3% if Inflation Surprises, says Bory

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George Bory, Wells Fargo Securities Head of Credit Strategy, sees the 10-year hitting 3% if we get an inflation surprise on Wednesday. Jared Bernstein, Senior Fellow at the Center Budget and Policy Administration, says that politicians just haven't been able to resist spending. Robert Shiller, Yale Professor of Economics, believes efficient markets are a half-truth. Joachim Fels, PIMCO Global Economic Adviser, doesn't think the correction is enough to derail the economy.

Feb 12 2018

30mins

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Rank #14: Surveillance: The Economy is Dead, Schork Says

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Marvin Loh, State Street Senior Global Market Strategist, says big tech stocks can maintain their competitive advantage. Rep. French Hill, Republican U.S. Representative for Arkansas's 2nd congressional district, says that not having a functioning supply chain will affect every state in the U.S. Stephen Schork, The Schork Report Founder & Editor, says the economy is dead and that we are in a great depression. Joshua Sharfstein Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement, explains the best way to interpret coronavirus studies as more start coming out. Austan Goolsbee, University of Chicago Booth School of Business Professor, says historically, societies affected by plagues have taken on nationalistic behaviors.

Apr 27 2020

35mins

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Rank #15: Surveillance: Growth Composition Is Improving, Dutta Says

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Adam Posen, Peterson Institute President, says there are very fundamental causes of low rates. Steven Cook, CFR Senior Fellow For Middle East And Africa Studies, says the U.S. can continue to fight terrorism without as large of a footprint in the Middle East. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says volatility stays low as prices advance. Neil Dutta, Renaissance Macro Head of Economic Research, says the composition of growth is improving.

Jan 07 2020

34mins

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Rank #16: Surveillance: Dollar Is Overvalued About 10%, Vamvakidis Says

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Thanos Vamvakidis, Bank of America Merrill Lynch International Head of G10 FX Strategy, thinks the dollar is overvalued by about 10%. Tim Quinlan, Wells Fargo Securities Senior Economist, says conversations at Jackson Hole may be more about the balance sheet than the Fed funds rate. Ken Simonson, NABE Survey Analyst & Associated General Contractors Chief Economist, reviews the NABE survey and notes that 91% of the respondents said tariffs are harmful to the economy. And Meenal Patel, JPMorgan Private Bank EMEA Head of FX, Commodities, and Rates, foresees a continuation of global growth. 

Aug 20 2018

24mins

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Rank #17: Surveillance: Apple's Disappointing Q2 With Munster

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Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting a disappointing quarter due to the company’s hardware businesses and exposure to China. Mohamed Younis, Gallup Editor-in Chief, says most Americans are putting their trust in local officials to get them out of the economic hole caused by the coronavirus pandemic. Henrietta Treyz, Veda Partners Director of Economic Policy, explains how the nature of the U.S.-China trade dispute will change because of the coronavirus outbreak. Michael Gapen, Barclays Chief U.S. Economist, says the U.S. unemployment rate may rise as high as 19% in April and remain elevated for several years. Dr. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health, says he has a lot of hope for antibody testing.

May 01 2020

33mins

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Rank #18: No Signs of Late Cycle Behavior, Eisman Says

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Steve Eisman, Eisman Group Neuberger Bergman Senior Portfolio Manager, says the student loan problem is a U.S. government problem. Jerome Schneider, PIMCO Head Of Short-Term Portfolio Management and Funding, says they are no longer of the opinion that front-end rates are undervalued. Richard Haass, Council on Foreign Relations President, says on one level, Xi Jinping's decision to end presidential term limits was not surprising. Mike Mayo, Senior Analyst, Wells Fargo Securities Head of U.S. Large-Cap Bank Research, says J.P. Morgan's Investor Day yesterday was the most confident he's ever seen the bank. 

Feb 28 2018

31mins

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Rank #19: Surveillance: The U.S. Cannot Escape Global Slowdown, Mann Says

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Angel Gurria, OECD Secretary General, says he is not predicting a recession. Catherine Mann, Citi Research Global Chief Economist, says even the U.S. cannot escape the global slowdown. Gary Shilling, A. Gary Shilling President, says strong economic growth brings income polarization. Miranda Carr, Haitong International China Macro Strategist, says nobody is expecting a final deal between the U.S. and China by March 1. 

Feb 11 2019

32mins

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Rank #20: Surveillance: Recession Likely Within Year, Misra Says

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Priya Misra, TD Securities Global Head of Rates Strategy, says a recession is very likely within the next 12 months. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes the core issue with the trade war is actually how it's affecting business confidence, capex and hiring. George Friedman, Geopolitical Futures Founder and Chairman, explains why Beijing is deeply worried about Hong Kong protests. Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, analyzes global yield curves. And Brian Kelly, The Points Guy Founder, says it's unstable times for tourism in Hong Kong. ------

Aug 14 2019

30mins

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Surveillance: Dollar Dominance With Rahbari

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Jared Woodard, Bank of America Securities Head of the Research Investment Committee, says a bull rally needs to be much broader in markets. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the dollar bull market can still continue. Myron Brilliant, Head of International Affairs at the U.S. Chamber of Commerce, says the U.S.-China relationship has never been more complex. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of Leadership Live, speaks with Youtube CEO Susan Wojcicki about the platform's system for monitoring content. Loretta Mester, Federal Reserve Bank of Cleveland President, says the Yield Curve is the support for forward guidance.

May 29 2020

41mins

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Surveillance: H.K.'s Special Status At Stake, Fenby Says

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Christopher Patten, Former Governor of Hong Kong, says China must pay a price for Hong Kong and emphasizes the need for a unified global response against Xi Jinping. Evan Brown, UBS Asset Management Head of Multi-Asset, says Europe is crucially relying on a bridge being built by the ECB. Jonathan Fenby, TS Lombard China Research Chairman, says the loss of Hong Kong's special trading status with the U.S. would hurt Hong Kong more than China. Geoffrey Okamoto, IMF's First Deputy Managing Director, says the IMF entered this crisis better resourced than any prior crisis. Thierry Wizman, Macquarie Director of Global Currencies & Interest Rate Strategist, sees dollar weakening against the euro and the pound going into the second half of 2020.

May 28 2020

48mins

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Surveillance: Deflation A Bigger Concern, Says Jones

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Julian Emanuel, BTIG Chief Equities and Derivatices Strategist, says I am not entirely sold on the idea that we have entered a bull market. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says we have to get through deflation before we worry about inflation. Marty Walsh, Mayor of Boston, says the reopening process should be done state-by state, not federally. Leland Miller, China Beige Book CEO, says sanctions are looming over Hong Kong.

May 27 2020

32mins

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Surveillance: Jobless Aid With Scalia

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Mona Mahajan, Allianz Global Investors, discusses the importance of being selective when investing in a risk/reward industry like the airline sector. Labor Secretary Eugene Scalia discusses whether the $600 unemployment supplement should be extended when the program expires in July. Dan Tarullo, Former Federal Reserve Governor, says income support for the nation's unemployed needs to be the highest priority right now. Nelson Griggs, Nasdaq Stock Exchange President and Nasdaq's Corporate Services Business EVP, says there is a chance of a healthy IPO sector as markets look to recovery. Neysa Ernst, Johns Hopkins Hospital Department of Medicine Nurse Manager, says Covid-19 was a big wake up call about how limited ICU nursing resources are.

May 26 2020

39mins

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Surveillance: Market FOMO With Levkovich

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Tobias Levkovich, Citi Chief U.S. Equity Strategist, says FOMU (Fear of Meaningfully Underperforming), not FOMO (Fear of Missing Out), has played a role in the recent rally. Yvonne Man, Bloomberg Markets Asia Anchor, says the stage is set for another repeat of protests in Hong Kong. Priya Misra TD Securities Head of Global Rates Strategy, says the Fed has no option but to go into yield curve control. Diane Swonk, Grant Thornton Chief Economist, says American consumers will remain hesitant because of the fear of contagion, regardless of whether the economy is open or not. Andrew Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, discusses the challenges countries in the southern hemisphere are facing in controlling the coronavirus outbreak.

May 22 2020

35mins

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Surveillance: Digitization Of The Economy With Auth

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Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says negative rates are possible in the U.S. and could have a powerful impact on the dollar. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says the ability to get the labor market back to where it was will take several years. Steve Auth, Federated Hermes CIO of Equities, believes there will be a manufacturing renaissance once COVID-19 has successfully been combated. Jason Farley, Johns Hopkins University Professor of Nursing, says there are "glimmers of hope" in the effort to stabilize the spread of Covid-19.

May 21 2020

34mins

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Surveillance: Negative Rates In U.S. With Chang

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Joyce Chang, JPMorgan Chair of Global Research, says she could see negative yields happening in the U.S., but doesn't see Fed policy going below zero. Matthew Harrison, Morgan Stanley Head of Biotechnology Research, says the level of antibodies that are protective for people with Covid-19 is still unknown. Megan Greene, Harvard Kennedy Senior Fellow, says the coronavirus pandemic has exposed a lot of broken aspects of the United States. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, says we have to continue to support the W.H.O. and their role in pandemic preparedness and response. Ron Temple, Lazard Asset Management Co-Head of Multi-Asset and Head of U.S. Equity, says there needs to be more focus on the looming retirement crisis.

May 20 2020

37mins

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Surveillance: BOFA's Moynihan on Economic Recovery

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Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there is far too much optimism in oil markets and sees gold heading towards $1,800/oz near term. Jim O'Sullivan, TD Securities Chief U.S. Macro Strategist, expects most of the major job losses to be behind us once we get through May. Brian Moynihan, Bank of America Chairman and CEO, says the economy is unlikely to experience a recovery until the end of next year. Neysa Ernst, Johns Hopkins Hospital Department of Medicine Nurse Manager, stresses why it is important to continue the use of masks and social distancing in order to keep ahead of the curve. Campbell Harvey, Duke Finance Professor, says the policy response to COVID-19 pandemic has been a black swan.

May 19 2020

36mins

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Surveillance: Market Optimism with Shalett

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Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says the fear trade has been holding the U.S. dollar up in the near term. Ian Sheperdson, Pantheon Macroeconomics Founder & Chief Economist, says markets are expecting further aid from the U.S. government. Peter Hayes, Head of BlackRock's Municipal Bonds Group, says states and cities are facing a liquidity issue rather than a solvency issue. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, says the recovery in China is likely to underperform in the second half of the year. Joshua Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement, says there are a lot of positive signs that there is evidence of immunity, but a case hasn't been proven yet.

May 18 2020

37mins

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Surveillance: Accurate Virus Testing With Pekosz

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Troy Gayeski, Skybridge Capital Partner Co-CIO & Senior Portfolio Manager, says the divergence between equity markets and credit is as large as it has been since the financial crisis. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed will try to employ yield curve control once it has exhausted other options. Andrew Hollenhorst, Citi Chief U.S. Economist, says consumer demand will vary from sector to sector during an uncertain recovery phase for the economy. Andrew Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says we need to start getting ahead of the virus through accurate testing.

May 15 2020

32mins

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Surveillance: Negative Rates With Kroszner

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Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't expect the economy to come out of recession until 2022. George Magnus, University of Oxford Research Associate at the China Centre, says the frosty relationship between the United States and China is chipping away their economic interdependence. Julia Coronado, Macroeconomic Policy President and Founder, says the current U.S. economic shutdown will be longer than anticipated. Randy Kroszner, University of Chicago Professor & Former Fed Governor, says it would take extreme circumstances such as significant deflation for the Fed to consider negative rates.

Jason Farley, Johns Hopkins University Professor of Nursing, discusses what we know about the likelihood of becoming reinfected with Covid-19.

May 14 2020

37mins

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Surveillance: V-Shaped Recovery Is Not Fantasy, Keller Says

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Jack Ablin, Cresset Wealth Advisors Chief Investment Officer & Founding Partner, says equity investors are currently looking at their portfolios like bond investors. Christian Keller, Barclays Head of Economics Research, explains why the prospect of a V-shaped recovery is not a fantasy. Priya Misra TD Securities Head of Global Rates Strategy, says the market is not pricing in rate hikes until 2024. Admiral James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor & Former Supreme Allied Commander at NATO, discusses the essential steps to prevent history from repeating itself post-pandemic. David Rubenstein, Carlyle Group Co-Founder & Co-Executive Chairman and Host of Leadership Live, discusses his interview with Nasdaq CEO Adena Friedman. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, says Dr. Fauci’s path to reopening is the one to follow.

May 13 2020

38mins

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Surveillance: We're Barreling Towards A Depression, Sahm Says

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Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, says the disturbance caused by the virus has ratcheted up the need to use and invest in technology. Marvin Loh, State Street Senior Global Market Strategist, says Northern Asia appears more favorable than U.S. stocks for investors right now. Claudia Sahm, Washington Center for Equitable Growth Director of Macroeconomic Policy and Former Fed Economist, says we're falling into a deflationary spiral and barreling towards a depression. Richard Haass, Council on Foreign Relations President, talks about his new book, "The World: A Brief Introduction," and navigating the biggest challenges coming in the 21st century. Michelle Patch, Johns Hopkins University School of Nursing Assistant Professor, says there has been an improvement in availability of ventilators for COVID-19 patients.

May 12 2020

33mins

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Surveillance: Economic Shock With Shilling

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Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says technology and health care will lead the recovery from the pandemic. Dean Curnutt, Macro Risk Advisors CEO, explains why he thinks gold deserves increased allocation in portfolios. Rep. Trey Hollingsworth, U.S. Representative for Indiana's 9th congressional district, says there is not enough money in Washington, D.C. to save businesses in the long term., Michelle Meyer, Bank of America Securities Head of U.S. Economics, says the unemployment rate will rise, but the month of April was the worst in terms of job destruction. Gary Shilling, A. Gary Shilling & Co. President and Bloomberg Opinion Columnist, thinks this will be the greatest shock to the world's economy since World War II. Joshua Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement, says opening retail requires more than masks and gloves.

May 11 2020

42mins

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Surveillance: Expect Growth in 2nd Half, Kudlow Says

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Catherine Mann, Citi Global Chief Economist, says the disconnect between wages and prices could get bigger when the economy opens back up. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says that out of the 30 million jobless claims filed, it is reasonable to expect about 10-12 million jobs to return by the end of the year. Jeff Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, says the path of the recovery will be informed by how many temporary layoffs become permanent. Lawrence Kudlow, National Economic Council Director, expects a significant bounce back in growth in the second half of the year. Dr. Andrew Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says things have been moving forward at light speed when it comes to vaccine testing.

May 08 2020

46mins

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Surveillance: Expect Two-Quarter Recession, Roubini Says

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Nouriel Roubini, NYU Stern School of Business Professor & NourielToday.com Host, expects a two-quarter recession from the coronavirus crisis. Andrew Bailey, Bank of England Governor, says the BOE is not ruling out any further measures, after rates remained unchanged. Marcus Ashworth, Bloomberg Opinion Columnist, breaks down the BOE decision. Ben Laidler, Tower Hudson Research CEO, says the growth of the labor market after reopening will be reasonably slow. David Page, AXA Investment Managers Head of Macro Research, expects U.S. unemployment to peak in May. Jason Farley, Johns Hopkins University Professor of Nursing, explains how genetics could affect a person's response to COVID-19.

May 07 2020

40mins

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Surveillance: The Value of Cash With Bevan

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James Bevan, CCLA Chief Investment Officer, says he's holding cash because he's worried about the disconnect between fundamentals and the markets. Joyce Chang, JPMorgan Chair of Global Research, says the Fed has taken on the role of the central banker to the world to avert a systemic shock to the global financial markets. Michael Feroli, JPMorgan Chief US Economist, explains why he thinks unemployment is closer to 20% and might be underrepresented because of the way the data is collected. Gene Sperling, Former Director of the National Economic Council talks about his new book "Economic Dignity." Michelle Patch, Johns Hopkins School of Nursing Assistant Professor speaks to the complications of Covid-19.

May 06 2020

31mins

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Surveillance: Equities are Overpriced, Normand Says

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David Bailin, Citi Private Bank Chief Investment Officer, says reopening the U.S. economy focuses on rebuilding supply lines and consumer demand. Kathy Hochul, New York Lieutenant Governor, says the post-pandemic recovery will include re-imagining the workplace and the education system. John Normand, JPMorgan Head of Cross Asset Fundamental Strategy, says equities are overpriced. Howard Davies, RBS Chairman, says the coronavirus crisis will accelerate the trend towards remote banking and alter the competitive environment. Lauren Sauer, Johns Hopkins University Assistant Professor of Emergency Medicine, discusses concerns related to the re-opening of the U.S. economy.

May 06 2020

35mins

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Surveillance: Fed's Balancing Act With Hornbach

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Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabobank Head of FX Strategy, says she sees the risk of another dip towards EUR/USD 1.08 in the coming weeks. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says we are looking at several weeks of uncertainty in regards to when the economy will re-open. Bill Smead, CIO of Smead capital Management recaps Airline stocks in sharp decline as Warren Buffett Exits Positions. Josh Sharfstein, Johns Hopkins University Bloomberg School of Public Health Vice Dean for Public Health Practice and Community Engagement discusses the the coronavirus curve in the U.S.

May 04 2020

37mins

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Surveillance: Apple's Disappointing Q2 With Munster

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Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting a disappointing quarter due to the company’s hardware businesses and exposure to China. Mohamed Younis, Gallup Editor-in Chief, says most Americans are putting their trust in local officials to get them out of the economic hole caused by the coronavirus pandemic. Henrietta Treyz, Veda Partners Director of Economic Policy, explains how the nature of the U.S.-China trade dispute will change because of the coronavirus outbreak. Michael Gapen, Barclays Chief U.S. Economist, says the U.S. unemployment rate may rise as high as 19% in April and remain elevated for several years. Dr. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health, says he has a lot of hope for antibody testing.

May 01 2020

33mins

Play

iTunes Ratings

729 Ratings
Average Ratings
450
86
48
40
105

More balance please, less NYC Bloomberg liberalism

By BGreig3 - May 14 2020
Read more
More balance please, less NYC Bloomberg liberalism Wake up. There is a big world out there that doesn’t think like NYC. Stick to business insights and keep your NYC rants and confusion to yourselves.

The Best Show for Wall St Professionals

By andyterra - Feb 07 2020
Read more
Keene, Ferro, their guests and everyone else on the show make it a real gem. Don't miss!