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Bloomberg Surveillance

Updated 2 months ago

Rank #22 in Investing category

Business
Investing
Daily 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

739 Ratings
Average Ratings
456
88
50
40
105

Well rounded & balanced: a graduate seminar

By From the United States - May 30 2020
Read more
I learn more from listening to this show, than any other news source. A beautiful mix of business, politics, history and the arts.

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

739 Ratings
Average Ratings
456
88
50
40
105

Well rounded & balanced: a graduate seminar

By From the United States - May 30 2020
Read more
I learn more from listening to this show, than any other news source. A beautiful mix of business, politics, history and the arts.

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 Aug 12, 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: 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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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: 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 #6: 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 #7: 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 #8: Surveillance: It's Time to Move Into Fiscal Gear, Boone Says

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Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed is "absolutely" going to start purchasing assets again. Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, explains the Repo market. Laurence Boone, OECD Chief Economist, says if governments continue to rely solely on monetary policy, it will be difficult to put a break on the global growth slide. Greg Peters, PGIM Senior Portfolio Manager, says we have lots of room to run before we get a negative yield. And it's that time of year again -- Harvard University Football Coach Tim Murphy tells us what to watch this college football season. 

Sep 19 2019

36mins

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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 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 #12: 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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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: 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 #15: 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 #16: 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 #17: We Deployed All Our Fiscal Muscle, Zentner Says

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Alex Webb, Bloomberg Gadfly Columnist, hops in the studio to break Twitter's earnings. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says we've guaranteed hampered longer-term potential growth. Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, says potential GDP is much lower than it's been in the past. And Victor Anthony, Aegis Capital Corporation Analyst, says Twitter is returning back to growth. 

Apr 25 2018

31mins

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Rank #18: Surveillance: Earnings Growth Not Significant, Levitt Says

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Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the Brexit "purgatory" is suiting no one. Brett Bruen, Global Situation Room Director and Former Global Engagement Director in the Obama White House, says President Trump's decision to pull out of the Iran Nuclear Deal makes a deal with North Korea much less likely. Nela Richardson, Edward Jones Investment Strategist, says earnings growth will continue to slow but still sees "bright lights" when it comes to the consumer.

Oct 25 2019

28mins

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Rank #19: Surveillance: Blackstone's Schwarzman On Lower Rates

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We kick off with a segment from our TV broadcast with Blackstone CEO Stephen Schwarzman. He tells Francine Lacqua & Tom Keene that lower rates would be great "symbolically" but it wouldn't change business decisions. Julia Coronado, Macropolicy Perspectives President and Founder, outlines the Fed's difficult communication challenge. Krishna Memani, Invesco OFI CIO, says growth is moderating but not to a catastrophic level. And Vincent Reinhart, Mellon Chief Economist & Macro Strategist, echoes Coronado's take that central banks have "a hard time anchoring" communications. 

Jun 19 2019

36mins

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Rank #20: 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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Surveillance: Risk-On Rotation With Bevan

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Jared Woodard, BofA Securities Research Investment Committee Head, expects continued volatility in markets until there is compromise on stimulus measures in Washington. Harry Tchilinguirian, BNP Paribas Head of Commodity-Markets Strategy, believes there will be another gold rally in 2021. James Bevan, CCLA Chief Investment Officer, says equities will grind higher from here. Jeffrey Wright, Eurasia Group U.S. Analyst, says Kamala Harris was the safe pick for Joe Biden’s running mate. Anna Han, Wells Fargo Securities Equity Strategist, says cyclicality will be the winning play over the longer term.

Aug 12 2020

32mins

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Surveillance: Closer To W-Shaped Recovery, Swonk Says

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Tony Crescenzi, PIMCO Generalist Portfolio Manager, says it is best to look toward the U.S. and Asia in terms of investing in equity markets over the next five years. Diane Swonk, Grant Thornton Chief Economist, says the need for another fiscal stimulus package is now a matter of "life and death." Henrietta Treyz, Veda Partners Director of Economic Policy Research, believes the odds of Republicans and Democrats compromising on an economic stimulus package have decreased. Admiral James Stavridis, Bloomberg Opinion Columnist and Former Supreme Allied Commander at NATO, discusses the life and legacy of Brent Scowcroft.

Aug 11 2020

33mins

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Surveillance: Systemic Risk With Alpert

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Daniel Alpert, Westwood Capital Managing Partner, says the fourth quarter could reveal a financial crisis trickled from a systemic one due to households not being able to pay their rent and mortgages. Mark Zandi, Moody’s Chief Economist, says the unemployment rate will be around fourteen percent rather than ten once individuals who have stepped out of the workforce return. Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, says broad dollar dynamics matter for emerging market currencies across Asia and Europe.

Dr. Jonathan Quick, The Rockefeller Foundation Managing Director of Pandemic Response, Preparedness, and Prevention, says we don't have herd immunity yet.

Aug 10 2020

32mins

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Surveillance: U.S. Jobs Report With Kudlow

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Larry Kudlow, National Economic Council Director, says virus relief talks are stalemated. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's payrolls report gives ammunition for another round of fiscal support. Danny Blanchflower, Dartmouth College Professor of Economics, says although nonfarm payroll numbers are positive, we need to watch underemployment figures. Tiffany Wilding, PIMCO Chief U.S. Economist, says this stronger-than-expected jobs report heightens the focus on the negotiations over another stimulus bill.

Aug 07 2020

42mins

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Surveillance: Jobless Claims with Dutta

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Kit Juckes, Societe Generale Chief Market Strategist, says the dollar cannot weaken further unless emerging market economies are stabilized. Andrew Bailey, Bank of England Governor, says negative rates remain in their toolbox. Neil Dutta, Renaissance Macro Research Head of Economics, says we should expect labor market activity to accelerate in August. Marilyn Watson, BlackRock Head of Fundamental Fixed Income Strategy, says technology and communications are overweight right now because investors are looking for places to put their money. Piotr Matys, Rabobank Emerging Markets Strategist, says a weaker Lira is going to have significant inflationary consequences for Turkey.

Aug 06 2020

29mins

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Surveillance: Stimulus Bets With Lew

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Ian Bremmer, Eurasia Group President, says the United States is much less interested in the Middle East than before because it is now the world's largest energy producer. Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says you can expect to see a sustainable economic recovery in the next six to twelve months. Senator Bill Cassidy, Republican from Louisiana, says Dr. Fauci's positions on lockdown measures are evolving as we understand the scope of the pandemic. Sarah Hindlian, Macquarie Analyst, says there are legitimate concerns of consumer data collection regarding TikTok given the tensions between the U.S. and China. Jacob J. Lew, Former U.S. Treasury Secretary, discusses the politics behind negotiations on the next round of U.S. stimulus.

Aug 05 2020

43mins

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Surveillance: TikTok Talks with Nathanson

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Frances Donald, Manulife Investment Management Global Chief Economist, says inflation may be coming more from deglobalization and large fiscal spending rather than monetary policy.Geoffrey Yu, BNY Mellon Senior Strategist, says markets are pricing in yield curve control. John Ryding, Brean Capital Chief Economic Advisor, says we may still have an unemployment rate above 9% by the end of this year. Michael Nathanson, MoffettNathanson Founding Partner and Senior Research Analyst, explains how TikTok could become Microsoft's deal of the decade.

Aug 04 2020

36mins

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Surveillance: Virus Impact With Fed's Kaplan

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Robert Kaplan, Federal Reserve Bank of Dallas President, says the U.S. unemployment rate will likely be above 9% if we don't do a better of managing the virus. Catherine Mann, Citi Global Chief Economist, says there will be a higher rise to inflation than markets are currently expecting. Ethan Harris, BofA Securities Head of Global Economic Research, says the size, speed and targeted nature of the next U.S. fiscal stimulus package are all of paramount importance. Leslie Vinjamuri, Chatham House Director of the U.S. and Americas Programme, says Democrats have a strong incentive to hold out on stimulus measures during the negotiating process with Republicans.

Aug 03 2020

40mins

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Bloomberg Markets: Diversity

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Bloomberg Markets magazine is out with a special issue focused on diversity, where black men and women share their experience on Wall Street. There's no universal experience, but their stories reflect what it's like, and what it means, to be just one of a handful of black faces in finance. Bloomberg Radio and Television Correspondent Sonali Basak contributed to the issue and brings us more in this special report. 

Aug 03 2020

8mins

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Surveillance: Tech Dominance With Golub

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Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the gap between the technology companies dominating the market and everything else will continue to widen. Troy Gayeski, Skybridge Capital Co-CIO, says asset reflation is here. Seema Shah, Principal Global Investors Chief Strategist, says a second virus wave is the main reason to buy bonds. Dan Ives, Wedbush Securities Managing Director of Equity Research, says Apple will reach a two trillion dollar market cap by the end of the year.

Jul 31 2020

32mins

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Surveillance: Fed Won't Go Negative, Rajan Says

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Raghuram Rajan, University of Chicago Booth School Professor and Former Reserve Bank of India Governor, says the Fed will be as supportive as possible but will resist negative interest rates. Michelle Meyer, BofA Securities Head of U.S. Economics, says the leisure and hospitality sector has been one of the hardest hit industries as a result of the pandemic. David Kelly, JPMorgan Asset Management Chief Global Strategist, says the U.S. unemployment rate will be greater than 10% heading into 2021. Arun Sundararajan, NYU Stern School of Business Professor, says the real solution in regards to the tech industry will be self-regulation.

Jul 30 2020

24mins

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Surveillance: Tech Testimony With Square's McKelvey

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Jim McKelvey, Square Co-Founder, Author of "The Innovation Stack," and St. Louis Federal Reserve Deputy Chair, discusses how much regulation Congress should wield over large tech companies. Jill Carey Hall, BofA Securities U.S. Equity Strategist, says she is cautious on the upside of U.S. markets because there could be payback risk from stimulus measures. Priya Misra, TD Securities Global Head of Rates Strategy, says the recent dollar weakness has been a result of the market listening to the Fed. Dennis Gartman, Retired Editor of The Gartman Letter, says gold has become a little too crowded. Al Broaddus, Former Richmond Fed President, weighs in on Fed policy as Congress works on fiscal aid.

Jul 29 2020

36mins

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Surveillance: Fed Policy With Plosser

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Charles Plosser, Former Philadelphia Fed President, says the Fed needs to declare its independence and regain control of monetary policy. Tobias Levkovich, Citi Chief U.S. Equity Strategist, says investors are chasing momentum. Chris Krueger, Cowen Washington Research Group Managing Director, says the crux of the phase four fiscal stimulus bill is the split between lawmakers over unemployment benefits. Kathy Hochul, New York Lieutenant Governor, stresses the urgent need for greater federal stimulus in New York. Matt Winkler, Bloomberg Editor-in-Chief Emeritus, discusses the rise of socially conscious investing amid the coronavirus pandemic.

Jul 28 2020

40mins

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Surveillance: MTA In Desperate Need, CEO Says

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Pat Foye, MTA Chairman and CEO, says not funding the MTA will stunt and thwart economic recovery and job creation all over New York. James Sweeney, Credit Suisse Chief Economist, says the incremental slowdown in the U.S. was caused by a surge in virus cases, but forecasts a strong double digit increase in third-quarter GDP. Alicia Levine, BNY Mellon Investment Management Chief Strategist, says it is wise to be cautiously bullish in this current market. Doug Kass, Seabreeze Partners President, discusses the factors that could send us into a bear market this year.

Jul 27 2020

38mins

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Surveillance: U.S.-China Trade Risks With Haass

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Richard Haass, Council on Foreign Relations President, says there is a possibility of broad sanctions between the U.S. and China amid rising tensions. Valdis Dombrovskis, European Commission Executive Vice President, says the EU is willing to cooperate with the U.S. in a multi-lateral strategy to deal with China. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says the rebound in the third quarter is going to look very V-shaped. Betsey Stevenson, Bloomberg View Columnist and Former U.S. Department of Labor Chief Economist, says studies show that investing in early childcare development reaps huge returns for taxpayers. Sam Kennedy, Boston Red Sox President and CEO, looks ahead to the team's first game back in Fenway Park since before the start of the pandemic.

Jul 24 2020

42mins

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Surveillance: Vital Monetary Response With Dudley

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William Dudley, Bloomberg Opinion Columnist and Former New York Federal Reserve President, says if there is no extension of unemployment benefits there will be consequences in consumer spending. Ralph Schlosstein, Evercore Co-Chairman and Co-CEO, says the most important thing for every company to look at is liquidity. Meredith Sumpter, Eurasia Group Head of Research Strategy & Operations, expects the U.S. to continue escalation with China after the closure of the Chinese consulate in Houston. Admiral James Stavridis, Bloomberg Opinion Columnist and Former Supreme Allied Commander at NATO, says the greatest challenge facing the U.S. in this century is China.

Jul 23 2020

32mins

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Surveillance: Frictionless Trading With Friedman

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Adena Friedman, Nasdaq President & CEO, says the SEC has done an excellent job at managing the responsibility of disclosure obligations. Francisco Blanch, Bank of America Head of Global Commodities & Derivatives Research, says gold has been the biggest beneficiary from the reflation story. Michael Zezas, Morgan Stanley Head of U.S. Public Policy Research & Municipal Credit Strategy, expects an agreement in Washington over the next wave of U.S. stimulus within three weeks. Sir Howard Davies, NatWest Group Chairman, discusses the implications of rising U.S.-China tensions against the backdrop of a fragile economic environment.

Jul 23 2020

27mins

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Surveillance: Virus Response With Mayor Gimenez

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Carlos Gimenez, Miami-Dade County Mayor, says a new stimulus package will prevent the closure of many businesses and restaurants. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says a number of coronavirus vaccines are indicating positive results, but there are still several more steps before one will be widely available to the public. Chris Van Hollen, Democratic Senator from Maryland, says the nominee for the Federal Reserve should not be a political rubber stamp for the president. Paolo Gentiloni, EU Commissioner for Economic and Financial Affairs, discusses the details of the landmark European stimulus package worth 750 billion euros.

Jul 21 2020

33mins

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Surveillance: The Need For Transparency With Malpass

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David Malpass, World Bank President, says developing countries are under immense debt pressure in the midst of a global pandemic. Jason Furman, Harvard Kennedy School Professor of the Practice of Economic Policy, says the current recession is unlike the last financial crisis because there has been a V-shape recovery in consumer spending. Carsten Nickel, Teneo Intelligence Managing Director for Europe, says EU leaders joining together to create a recovery fund is politically transformative. Dan Ives, Wedbush Securities Analyst, says Amazon and Google seem to be the technology companies most susceptible to regulatory risk in the next year.

Jul 20 2020

30mins

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Surveillance: Further Fiscal Stimulus With Wozniak

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Abigail Wozniak, Federal Reserve Bank of Minneapolis Opportunity & Inclusive Growth Institute Director & Senior Research Economist, says it is imperative for small and medium-sized businesses to receive continual support. Brian Levitt, Invesco Global Market Strategist, says a protracted U-shaped recovery could be sufficient for the equity market. Wolfgang Munchau, Eurointelligence Director, says it would be reckless to think that the proposed EU virus stimulus is the beginning of the end of the European debt crisis. Mike Mayo, Wells Fargo Securities Senior Bank Analyst, gives the banks a B+ for the second quarter.

Jul 17 2020

30mins

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iTunes Ratings

739 Ratings
Average Ratings
456
88
50
40
105

Well rounded & balanced: a graduate seminar

By From the United States - May 30 2020
Read more
I learn more from listening to this show, than any other news source. A beautiful mix of business, politics, history and the arts.

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!