Bloomberg Surveillance
Bloomberg
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
Episodes
Mentioned books
Oct 3, 2023 • 34min
Surveillance: Wells Fargo's S&P 500 Call
Chris Harvey reveals Wells Fargo's S&P 500 year-end call; Robert Tipp discusses the potential for a 5% or 6% rise in the 10-year; Sheila Kahyaoglu highlights United airlines' potential $80M savings from reduced passenger weight; Dana Peterson talks about consumer hurdles; Gov. Lamont addresses Connecticut's economic competitiveness and border control.
Oct 2, 2023 • 32min
Surveillance: Concern, Not Fear with Calvasina
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, discusses concern in markets during the potential government shutdown. Jordan Rochester, Nomura G-10 FX Strategist, explores the possibility of EUR-USD parity. Mike Darda, Roth MKM Chief Economist & Macro Strategist, discusses unwinding yield trades. Rep. French Hill (R) Arkansas, talks about congress averting a shutdown.
Sep 29, 2023 • 29min
Surveillance: Time to Buy with Emanuel
Julian Emanuel suggests it's time to buy equities. Veronica Clark discusses US economic data. Alan Ruskin talks about the BOJ's fine line. Patrick Anderson discusses UAW strikes and electric vehicle transition.
Sep 28, 2023 • 29min
Surveillance: Fed Cuts with Luzzetti
Matthew Luzzetti predicts Fed rate cuts next year, Dan Ives says bears got it wrong on Apple. Amanda Lynam expects a higher-for-longer environment. Rep. Bryan Steil points out the broken DC system they are working on. Also discussed: consumer weakening, labor market, return of bonds, iPhone demand, time management with Watson X, workers' fight for higher wages, ideological shift in the GOP.
Sep 28, 2023 • 37min
Surveillance: JPM's Michele on the Fed
Bob Michele, JP Morgan Asset Management Global Head of Fixed Income says the Fed won't go to 5.75% - 6% rates. Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist says the earnings recession is over. Ed Mills, Raymond James Washington Policy Analyst weighs in on a looming government shutdown. Amrita Sen, Energy Aspects Co-Founder and Head of Research shares her outlook for oil prices.
5 snips
Sep 26, 2023 • 40min
Surveillance: Stock Breakdown with Wilson
Stock breakdown discussed with Mike Wilson, Mohamed El-Erian, Gordon Brown, and Michael Spence. They also talk about their book 'Permacrisis: A Plan to Fix a Fractured World' and the future of AI. Kathy Jones discusses higher rates impacting the economy. Debate on alternative options in the election and lack of representation for younger generations. Sheila Johnson talks about her memoir and challenges. Importance of balanced programming in black media.
Sep 25, 2023 • 27min
BONUS EPISODE: 'Permacrisis' with El-Erian, Brown and Spence
Global economist Mohamad El-Erian, former UK Prime Minister Gordon Brown, and renowned scholar Michael Spence discuss their new book 'Permacrisis'. They explore the decline of global cooperation, the importance of hope in politics and building trust, lessons from the Federal Reserve's mistakes, the challenges of the climate transition, and the significance of long-term goals for democracies.
9 snips
Sep 25, 2023 • 27min
Surveillance: Equity & Fixed Income Disjointment
Katy Kaminski discusses the disconnect between equity and fixed income markets. Sheila Bair warns of the dangers of speculation and bubbles. The podcast explores the impact of higher yields and low interest rates on productivity.
Sep 22, 2023 • 34min
Surveillance: $100 Oil with JP Morgan's Malek
Christyan Malek, JP Morgan Securities Global Head of Energy Strategy, sees oil normalizing towards $100. Jordan Rochester, Nomura G-10 FX Strategist, says the dollar strength is already near disruptive levels. Saira Malik, Nuveen CIO, challenges the soft landing narrative. Janet Henry, HSBC Global Chief Economist, discusses China's economic stability and recovery, as well as the evolving narrative of Hong Kong in the financial sector.
Sep 21, 2023 • 23min
Bonus Surveillance: The Bloomberg Global Credit Forum
James Zelter, co-president of Apollo Global Management, discusses the volatility in the credit market, the impact of increasing costs on assets and investments, the evolution of risk management, opportunities in credit lending, and sustainable business in a special edition of Bloomberg Surveillance live from the Bloomberg Global Credit Forum in London.
