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 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.
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.
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.
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.
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.
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.
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.
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.
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.
