Bloomberg Surveillance

Bloomberg
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Aug 10, 2018 • 33min

All FX Forecasts Are Out The Window, Kalen Says

Marc Chandler, Brown Brothers Harriman Head of Currency, lays out different options Turkey has to save the lira. Teresa Goody, Former SEC Attorney and The Goody Group Founder & CEO, suggests Elon Musk goes forward with transparency. Megan Greene, Manulife Asset Management Managing Director & Chief Economist, says Turkey's new Finance Minister is a key candidate for change. Phoenix Kalen, Societe Generale Emerging Markets Strategy Director, says that on a day like this, all forecasts are out the window. And Kit Juckes, Societe Generale Global Strategist, notes this is a biggest single day move in a single currency since 2008. See omnystudio.com/listener for privacy information.
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Aug 9, 2018 • 31min

Risk Is Localized To Turkey, Jalinoos Says

Shahab Jalinoos, Credit Suisse Global Head of FX Strategy, says at the moment, risk is localized to Turkey. Tuna Amobi, CFRA Media and Entertainment Analyst, sees some hesitation in M&A due to regulatory uncertainties. George Friedman, Geopolitical Futures Founder & Chairman, says Americans are vastly overestimating China's capability. And Frances Donald, Manulife Asset Management Head of Macro Strategy, says the U.S. economy is running above potential. See omnystudio.com/listener for privacy information.
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Aug 8, 2018 • 37min

Trade Is Now War, Kotok Says

David Kotok, Cumberland Advisors CIO & Co-Founder, says trade is now war, not even threatened rhetoric. Pablo Goldberg, BlackRock Head of Emerging Markets Debt, says Turkey has a problem with corporate debt, not with sovereign debt. Carl Weinberg, High Frequency Chief Economist & Founder, says global economic growth has pivoted towards Asia. Jeanna Smialek, Bloomberg News Economy Reporter, discusses diversity and representation, or lack thereof, among economists. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, joins to preview his interview with Boeing CEO Dennis Muilenburg. See omnystudio.com/listener for privacy information.
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Aug 7, 2018 • 33min

We Have Seen a Doom Loop in EM, Santos Says

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says dynamics in Turkey are unlike other emerging markets. Steven Major, HSBC Global Head of Fixed Income Research, says the Fed is exporting tightening to the rest of the world. Tom Singlehurst, Citi Media Analyst, foresees more vertical integration in the music business. And Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, questions what Zillow insiders did and did not know as they sold a few weeks back. See omnystudio.com/listener for privacy information.
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Aug 6, 2018 • 32min

The Market is Forward-Looking, Miletti Says

Geoffrey Yu, UBS Wealth Management Head of U.K. Investment Office, thinks external pressure will be an opportunity for reform in China. Daniel Tannebaum, PWC Principal and Global Sanctions Leader, says from an enforcement standpoint, Iran sanctions remain unclear. Ann Miletti, Wells Fargo Asset Management Lead Portfolio Manager, thinks market strength will continue but not without volatility. Kenneth Shea, Bloomberg Intelligence Senior Food & Beverage Analyst, and Jordyn Holman, Bloomberg News Managing Diversity Reporter,  join us to break down what PepsiCo's CEO change may mean for the company.See omnystudio.com/listener for privacy information.
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Aug 3, 2018 • 34min

Our Potential to Grow is Strong, Kudlow Says

James Glassman, JPMorgan Chase Commercial Banking Head Economist, says today's jobs numbers are a reminder of how much hidden unemployment there was during the recession. Mike Darda, MKM Holdings Chief Economist & Chief Market Strategist, says U.S. payrolls are in line with expectations. Larry Kudlow, U.S. National Economic Council Director, says it looks to him like China is declining in growth. Margaret Brennan, CBS "Face the Nation" Host, discusses Thursday's White House briefing on interference in the U.S. political system. And Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, responds to BOE Governor Mark Carney.See omnystudio.com/listener for privacy information.
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Aug 2, 2018 • 33min

BOE's Decision Is Hard To Justify, Posen says

Nejra Cehic, Bloomberg TV Anchor, breaks the BOE's decision to raise interest rates to 0.75 percent. Adam Posen, Peterson Institute for International Economics President, finds the BOE's decision hard to justify. Danny Blanchflower, Dartmouth Professor & Former BOE Monetary Policy Committee Member, argues that what matters the most in the U.S. and the U.K. is underemployment, not unemployment. Brian Johnson, Barclays Capital Senior Autos Analyst, sees some light at the end of the tunnel in NAFTA negotiations. And Shira Ovide, Bloomberg Opinion Columnist, explains the connection between Google and Apple See omnystudio.com/listener for privacy information.
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Aug 1, 2018 • 36min

Elon Musk ≠ Warren Buffett, Kass Says

Tom Porcelli, RBC Capital Chief Economist,thinks we are arriving at the tightest part of the labor cycle. Emma O'Brien, Bloomberg's Asia Newsdesk Editor, joins us on TV to talk Tesla. Jean-Sebastian Jacques, Rio Tinto CEO, says they're focused on high quality growth. Andrea Orcel, UBS Investment Bank President, tells Francine what global risks he has his eye on. And Douglas Kass, Seabreeze Partners President, offers his opinion on Elon Musk. See omnystudio.com/listener for privacy information.
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Aug 1, 2018 • 30min

Central Banks Must Communicate, Schoenholtz Says

Diana Amoa, JP Morgan Asset Management Fixed Income Portfolio Manager, notes Japan is nowhere near their inflation target. Kim Schoenholtz, NYU Economics Professor, says that by being transparent, central banks condition us to anticipate their behavior. Will Power, Baird Senior Research Analyst, says that Apple is heading in the right direction to fulfill its target. And Paul Donovan, UBS Wealth Management Global Chief Economist, takes a close look at eco data from Japan.See omnystudio.com/listener for privacy information.
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Jul 30, 2018 • 31min

Populists Manipulate Fear, Vinjamuri Says

Bruce Kasman, JPMorgan Chief Economist & Managing Director of Global Research, shares his definition of full employment. Leslie Vinjamuri, Chatham House Head of U.S. and the Americas Programme, has her eye on the U.S. midterm elections. Chris Marangi, Gabelli Funds Co-CIO, thinks we're overly focused on the shape of the yield curve. Stephanie Flanders, Bloomberg News Senior Executive Editor for Economics, joins to discuss her recent interview with the Bank of England Governor Mark Carney.See omnystudio.com/listener for privacy information.

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