Bloomberg Surveillance

Bloomberg
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4 snips
Sep 21, 2023 • 37min

Surveillance: Bullard on a Soft Landing

Former St. Louis Fed President Bullard discusses the prospects for a soft landing. Kochugovindan reacts to BOE rate decision. Morse says there is no longer an oversupply of oil. Juckes discusses the FX market amid central bank decisions. Levy talks about the recent sale of star striker Harry Kane.
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Sep 20, 2023 • 19min

Instant Reaction: Jay Powell on Fed Policy

Jay Powell, Chair of the Federal Reserve, discusses the key points of the FOMC decision, including maintaining a higher for longer posture, combating inflation, and upcoming focal points for the Fed. Analysis of Jay Powell's stance on cutting interest rates, potential recession, and market fluctuations. Insights into the impact of Powell's remarks on the financial markets and a preview of upcoming economic indicators and Fed actions.
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Sep 20, 2023 • 29min

Instant Reaction: The Fed Decides

A special edition analyzes the Federal Reserve's latest policy decision on interest rates and projections. They discuss the uncertainty in the economy due to the pandemic and the contradictions in the Fed's forecast. The hosts explore the implications of yields on the economy and business society, and discuss the impact of a government shutdown on the payroll report. Market analysis, reinvestment risk, and longer-term investments are also emphasized.
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Sep 20, 2023 • 31min

Surveillance: Cathie Wood on Investing

Cathie Wood, ARK Invest CEO & CIO, discusses Ark acquiring Rize ETF. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, doesn't see inflation falling to the Fed's 2% mandate. Elsa Lignos, RBC Global Head of FX Strategy, says we can get to EUR-USD parity. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says China is exporting deflation and goods prices to the rest of the world.
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Sep 19, 2023 • 32min

Surveillance: Kettner: Bullish tech

Max Kettner, Analyst at HSBS, discusses the bullish outlook for tech. Ed Yardeni predicts a US recession. Jane Foley anticipates the euro's vulnerability. Simon French shares insights on the BOE rate decision.
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Sep 18, 2023 • 36min

Surveillance: Big Week for Central Banks

A PIMCO executive considers the US 10-year bond attractive. The European economy is compared to the US. A market strategist warns of a wage-price spiral. The Democratic party lacks a logical successor to President Biden. An energy director predicts oil will hit $100 a barrel by Halloween.
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Sep 15, 2023 • 34min

Surveillance: UAW begins strike

Guests discuss the UAW strike's impact on automakers' share prices and the possibility of another bailout. They also analyze fixed income investors extending duration, Disney falling short of Disney+ subscriber target, and rising global oil prices.
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Sep 14, 2023 • 23min

Chief Future Officer: Ursula Hurley, JetBlue

JetBlue CFO, Ursula Hurley, discusses the challenges faced by the aviation industry, including pilot shortages and rising labor costs. She also talks about JetBlue's growth plans, competition in the airline industry, and the importance of improving the airport experience, diversity, and sustainability.
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Sep 13, 2023 • 37min

Surveillance: US CPI with Porcelli

Tom Porcelli reacts to US CPI report, Tom Forte discusses Apple stock and share buybacks. Regina Mayor talks about demand destruction in oil. French Hill discusses impeachment probe into President Biden. Doug Kass talks about challenges faced by Apple stock. Exploration of wages, revenue, and inflation challenges. Analysis of Apple's position in US-China tensions and upcoming iPhone release. Discussion on global demand for petroleum and supply challenges. Impeachment inquiry, cost of living, and financial markets concerns.
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Sep 12, 2023 • 44min

Surveillance: JPM's Michele on the Fed

Bob Michele from JPMorgan Asset Management suggests Fed may need to push the economy into recession before cutting rates. Bill Dudley criticizes the Fed's proposal to increase capital requirements for major banks. Greg Boutle explains why he abandoned his 11% drop prediction for the S&P. Francisco Blanch sees Brent Crude at $90 next year. Bhakti Hansoti compares Covid to the flu.

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