Bloomberg Surveillance

Bloomberg
undefined
Mar 11, 2019 • 25min

Surveillance: Trade Spat Impact Is Overstated, Weinberger Says

Carl Weinberg, High Frequency Economics Chief Economist, doesn't think the trade spat is directly behind China's slow economic growth. Nick Lardy, Peterson Institute for International Economics Senior Fellow, highlights that consumption is now the major source of growth in China. Chris Bryant, Bloomberg Opinion Columnist, says it's unclear if the cause of the Ethiopian crash was a Boeing design flaw. Henrietta Treyz, Veda Partners Director of Economic Policy, doubts that fair trade will be negotiated between the U.S. and China.  See omnystudio.com/listener for privacy information.
undefined
Mar 8, 2019 • 13min

Surveillance: Household Survey Was Up, Kudlow Notes

Lawrence Kudlow, White House National Economic Council Director, joins Jonathan Ferro to discuss this month's surprising jobs report. See omnystudio.com/listener for privacy information.
undefined
Mar 8, 2019 • 44min

Surveillance: Labor Force Growth Is Slowing, Joseph Cohen Says

To celebrate International Women's Day, Bloomberg Surveillance brings you top voices in the worlds of finance, economics and international affairs. Mona Mahajan, Allianz Global Investors Director & U.S. Investment Strategist, says at some point, Europe could become interesting from a dividend perspective. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, expects 10-year Treasury yields to go below 2.5%. Julia Coronado, MacroPolicy Perspectives President & Founder, says service sector dynamics can be resilient in the next global slowdown. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, says women remain "dramatically underrepresented" in universities. And Elaine Kamarck, Brookings Senior Fellow, discusses candidates in the presidential race. See omnystudio.com/listener for privacy information.
undefined
Mar 7, 2019 • 27min

Surveillance: The EU Needs A Weaker Euro, Rosenberg Says

David Rosenberg, Gluskin Scheff Chief Economist & Strategist, says the EU needs a weaker euro to stimulate the manufacturing sector. Bill Lee, Milken Chief Economist, says global equity markets would crash if President Trump walked away from a deal with China. David Owen, Jefferies International Chief European Financial Economist, talks the challenges of the "large and fragmented" EU banking sector. Louise Yamada, Louise Yamada Technical Research Advisors, feels more constructive about gold.See omnystudio.com/listener for privacy information.
undefined
Mar 6, 2019 • 37min

Surveillance: Fed Tightening May Be Back In 2019, Dudley Says

Vince Cable, U.K. Liberal Democrat Party Leader, says India will overtake China. Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, says the ECB has its hands tied.  William Dudley, Princeton Senior Research Scholar & Former Federal Reserve Bank Of New York President, thinks Fed tightening might be on the table in the second half of 2019. Sarah House, Wells Fargo Securities Senior Economist, notes financial conditions are the easiest since last October. Saleha Mohsin, Bloomberg U.S. Treasury Department Reporter, says markets and China want a deescalation of tariffs. See omnystudio.com/listener for privacy information.
undefined
Mar 5, 2019 • 32min

Surveillance Special: China's Economic Slowdown

Elizabeth Economy, CFR Senior Fellow & Director for Asia Studies, says there's a sense of political malaise in China. David Ingles, Bloomberg Markets Reporter, joins us from Beijing to report on China's lowering of its growth target. Marianne Petsing-Schneider, Chatham House U.S. Geo-Economics Fellow for U.S. and the Americas Programme, says the U.S. is now in a stronger negotiating position for trade talks with China. Daniel Katzive, BNP Head of FX Strategy North America, says the renminbi is increasingly more market determined. Steve Wieting, Global Chief Investment Strategist, discusses China's moves to reinvigorate its economy. See omnystudio.com/listener for privacy information.
undefined
Mar 4, 2019 • 35min

Surveillance: Europe Remains Our Weak Sister, Chandler Says

Russ Koesterich, BlackRock Global Allocation Team Portfolio Manager, is concerned about companies with business models dependent on a growing economy. Liz Young, BNY Mellon Investment Management Director of Market Strategy, thinks we have overdone this rally "a little bit." Liz McCormick, Bloomberg News FX & Bonds Reporter, discusses modern monetary theory. Marc Chandler, Bannockburn Global Forex Chief Market Strategist & Managing Partner, says Europe remains the weak sister. Haran Segram, NYU Leonard N. Stern School of Business Professor, breaks down how he valuates a tech company. See omnystudio.com/listener for privacy information.
undefined
Mar 1, 2019 • 32min

Surveillance: The Fed Is Probably Not Done Hiking, Dudley Says

Willam Dudley, Former Federal Reserve Bank of New York President, thinks the Fed is probably not done yet with hiking. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, recommends to keep duration risk light. Shira Ovide, Bloomberg Opinion Columnist, doesn't think there is a do-over in Amazon coming to New York City. Bill Gross, Janus Capital Management Fund Manager, tells Bloomberg's Erik Schatzker how having Asperger's syndrome has helped him in his career. See omnystudio.com/listener for privacy information.
undefined
Feb 28, 2019 • 31min

Surveillance: Far From Denuclearization, Collins Says

Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, brings us an update from Hanoi. Chris Grisanti, Grisanti Capital Management CEO, says for growth, China needs stimulus and a trade deal. Lisa Collins, Center for Strategic & International Studies Fellow, highlights the challenges ahead for Kim Jong Un as he aims to open up his country. Katherine Moon, Wellesley College Professor of Political Science & Brookings Institution Nonresident Senior Fellow, thinks the Hanoi summit was not a failure but it was constructive. And Alejandro Werner, IMF Monetary Fund Director of the Western Hemisphere Department, updates us on the economic situation in Venezuela. ------See omnystudio.com/listener for privacy information.
undefined
Feb 27, 2019 • 41min

Surveillance: Solving The Nuclear Problem With Adm. Stavridis

Todd Mariano, Eurasia Group U.S. Director, and Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, discuss their expectations for the Trump and Kim summit. Iain Marlow, Bloomberg South Asia Government Reporter, says India is unlikely to engage in talks with Pakistan. Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, and Jeanna Smialek, Bloomberg Fed Reporter, update us on what to look for in Powell's second day of testimony. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor & Former Supreme Allied Commander at NATO, says the chances of Kim Jong Un giving up his nuclear weapons are equal to [as slim as] Mexico paying for the wall. And June Grasso, Bloomberg Radio Host, says "fasten your seat belts" for Michael Cohen's hearing today. See omnystudio.com/listener for privacy information.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app