Bloomberg Surveillance

Bloomberg
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5 snips
Oct 13, 2023 • 43min

ECB's Lagarde, IMF's Gopinath, WTO's Okonjo-Iweala at Marrakech

ECB President Lagarde, IMF First Deputy Managing Director Gopinath, and WTO Director General Okonjo-Iweala discuss the global economic outlook, trade policy, the green transition, opportunities and challenges for economic growth in Africa, harnessing the potential of young people, and global economy discussions including local currency markets.
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12 snips
Oct 13, 2023 • 36min

Surveillance: Bank Earnings Kick Off

Discussion on bank earnings with focus on Citi, JPMorgan, and Wells Fargo. The importance of deposit costs and the Federal Reserve's impact on net interest income growth. Speculation on the Fed's future actions. Insight into the current state of Washington. Conversation about the Israel-Hamas war and Scalise's withdrawal from House speaker bid.
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Oct 12, 2023 • 23min

Chief Future Officer, S3 EP5: Martin Hoffmann, On

CFO and Co-CEO of On, Martin Hoffmann, discusses the growth of the company with a focus on apparel, raising its profile in tennis, expanding flagship stores, and their presence in China. They also touch on strategic partnerships, product innovations for the Paris Olympics, and the importance of credibility and athlete endorsements.
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16 snips
Oct 12, 2023 • 31min

Surveillance: US CPI with Bryson

Jay Bryson discusses the challenge of getting back to 2% inflation. David Kelly sees inflation coming down. Elliot Ackerman talks about the Israel-Hamas war. Michael Shaoul predicts yield curve control in the US. Sheila Kahyaoglu discusses Delta earnings.
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9 snips
Oct 11, 2023 • 37min

Surveillance: Flight to Quality with Singh

Daleep Singh discusses the flight to quality in uncertain markets. Julie Norman talks about the challenges Israel faces in responding to attacks by Hamas. Torsten Slok comments on the Fed's tightening and a slowing economy. Savita Subramanian predicts a rip in markets with a projected 4,600 S&P by year-end.
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Oct 10, 2023 • 39min

Surveillance: John Kirby on Israel-Hamas

John Kirby discusses the lack of policy decision on re-freezing Iranian money. Tzipi Hotovely anticipates a unity government for Israel. Stuart Kaiser talks about the challenges in the banking sector. Steven Cook highlights Iran's role as an agent of chaos. Rep. French Hill warns of potential threats to Israel's aid and support due to speaker chaos in Washington.
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Oct 9, 2023 • 43min

Surveillance: Dermer on Israel-Hamas War

Israel Minister of Strategic Affairs discusses Israel's goal to cripple Hamas. Oil surges after Hamas' attack. Concerns over terrorist activity outside the Middle East. Iran's enabling of proxies. Long-standing relationship between Iran and Hamas. Challenges in taking over Gaza. Biden administration's approach to the conflict.
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Oct 6, 2023 • 30min

Surveillance: Julie Su on US Hiring Surge

Julie Su, United States Acting Secretary of Labor, discusses US payrolls growth. Randy Kroszner talks about a possible Goldilocks scenario in the labor market. The podcast also covers Amrita Sen's call for $100 oil by Halloween and the challenges faced by the bond market.
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5 snips
Oct 5, 2023 • 37min

Surveillance: Rate Impact with Berro

Guests Kelsey Berro, Sarah Hunt, Peter Tchir, and Kevin Tynan discuss the impact of rising interest rates on bond prices, concerns about the trajectory of treasuries, options for the future of automakers, the current state of the Republican Party, and obstacles and bipartisanship in policy making.
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7 snips
Oct 4, 2023 • 35min

Surveillance: Rep. Hill on McCarthy Ousting

Rep. French Hill discusses GOP losing their way tactically. Gene Tannuzzo warns of a steepening that should concern investors. Andrew Hollenhorst explains the Fed's intentions with higher 10-year yields. Chris Marinac doesn't expect big bank failures. Jennifer Flitton suggests a government shutdown is possible on Nov 17th.

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