

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

May 4, 2022 • 39min
Surveillance: Inflation with Jamie Dimon (Podcast)
Jamie Dimon, JPMorgan Chase CEO, says the Fed should have raised rates sooner. Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says a stable 4% inflation rate should be a good target for the Fed. Ben Laidler, eToro Global Markets Strategist, says equities are in a correction. Elaine Kamarck, Brookings Senior Fellow, Harvard Professor & Former Clinton Administration Official, says the debate over abortion is causing a tsunami of fury ahead of mid-term elections. Barbara Corcoran, The Corcoran Group Founder & "Shark Tank" Executive Producer, says the under-footings of the real estate market are solid. See omnystudio.com/listener for privacy information.

May 3, 2022 • 30min
Surveillance: Fed & Inflation with Rogoff (Podcast)
Ken Rogoff, Harvard Professor of Economics and Public Policy and Former IMF Chief Economist, says the Fed will have to raise rates to 4-5% to curb inflation. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says it will be hard for the Fed to out-hawk the market. Kathy Jennings, Delaware Attorney General and Democratic Attorneys General Association Co-Chair, says the report that the Supreme Court may overturn Roe v. Wade should be a wake-up call for voters everywhere. Alina Polyakova, Center for European Policy Analysis President & CEO, says Putin's survival in Russia depends on a win in Ukraine. David Rubenstein, Bloomberg Wealth Host and Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Marc Lasry, Avenue Capital Group Co-Founder & CEO and Milwaukee Bucks Co-Owner. See omnystudio.com/listener for privacy information.

May 2, 2022 • 27min
Surveillance: China Challenges With Citi’s Morse (Podcast)
Ed Morse, Citigroup Global Head of Commodity Research, says China oil demand growth will be negative this year and won't come back quickly.Leland Miller, China Beige Book International CEO, sees widespread weakness in China. Julian Emanuel, Evercore Chief Equity & Quantitative Strategist, says picking stocks wins the day. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, says the Federal Reserve will go less aggressive than the markets believe. See omnystudio.com/listener for privacy information.

Apr 29, 2022 • 33min
Surveillance: ECB’s Path Forward with Lane (Podcast)
Philip Lane, European Central Bank Chief Economist, says the key question facing the ECB isn’t whether it should raise interest rates from record lows, but how quickly it should do so. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, weighs in on the debate about how much scope the Federal Reserve has to tighten policy before the economy cracks. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest developments in the global energy markets. Brent Thill, Jefferies Equity Research Analyst, says no one wants to buy anything in tech. See omnystudio.com/listener for privacy information.

Apr 28, 2022 • 25min
Surveillance: Yen Drop Shakes Up Currencies (Podcast)
Win Thin, Brown Brothers Harriman Global Head of Currency Strategy, says it's impossible to control the yen.Wei Li, BlackRock Investment Institute Global Chief Investment Strategist, says U.S. markets will outperform their European counterparts due to the local economic drag of the conflict in Ukraine. Vitali Klitschko, Mayor of Kyiv, says Ukraine's economy is destroyed and the safety of those returning to the city cannot be guaranteed. John Lawler, Ford CFO, sees car prices rising further on higher commodity costs. See omnystudio.com/listener for privacy information.

Apr 27, 2022 • 29min
Surveillance: GM Sees 'Green Shoots' in China (Podcast)
Mary Barra, General Motors Chair & CEO, sees "green shoots" in China. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says 2022 is a battleground between the Fed's pivot and good corporate fundamentals. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the conflict is tipping towards Ukraine. Ed Yardeni, Yardeni Research President, sees a 30% chance of U.S. recession. See omnystudio.com/listener for privacy information.

Apr 26, 2022 • 27min
Surveillance: Musk Seals $44B Twitter Deal (Podcast)
Scott Kessler of Third Bridge and Brian Wieser of Group M, discuss what analysts and investors are looking for from Elon Musk at Twitter. Mike Mayo, Wells Fargo Senior Equity Analyst, says Citigroup has not been looking after the interests of shareholders. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says playing field leveled for active vs. passive investing. U.K. Ambassador to the U.S. Karen Pierce discusses her nation's efforts to aid Ukraine, the transition from Russian energy sources, and the need to ensure freedom of navigation. See omnystudio.com/listener for privacy information.

Apr 26, 2022 • 28min
Surveillance: Twitter, Musk Said to Near Deal (Podcast)
Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Elon Musk's $43 billion purchase offer is a "gift" to Twitter, and suggests the social-media giant "take the money and run." Jens Nordvig, Exante Data Founder & CEO, says the move in the Chinese yuan is the "most dramatic" since 2015. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says best trade may be to move into cash. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the outlook for the economy and Federal Reserve policy. See omnystudio.com/listener for privacy information.

Apr 22, 2022 • 29min
Surveillance: Russia Sanctions with Singh (Podcast)
Daleep Singh, Deputy National Security Advisor, says the U.S. sanctions against Russia are having the expected debilitating effect. Jean Boivin, Head of the BlackRock Investment Institute, doesn't expect the Fed to go beyond neutral. Glenn Hubbard, Columbia Professor & Former Council of Economic Advisers Chairman, says the Fed still has credibility with the public. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, says oversold markets can stay oversold. Geoffrey Yu, Bank of New York Mellon Senior EMEA Markets Strategist, expects to see a lot of chop and change in emerging markets. See omnystudio.com/listener for privacy information.

Apr 21, 2022 • 28min
Bloomberg Surveillance: Ukraine War with EU's Dombrovskis
Valdis Dombrovskis, European Commission Executive Vice President, says Putin will continue his aggression beyond Ukraine if he is not stopped there. Claudia Sahm, Jain Family Institute Director of Macroeconomic Research and Former Federal Reserve Economist, says the Fed doesn't have the power to control food and gas prices. Jon Gray, Blackstone COO, says the market selloff is creating opportunities. Dan Ives, Wedbush Managing Director of Research, expects to see strong tech earnings next month. See omnystudio.com/listener for privacy information.


