Bloomberg Surveillance

Bloomberg
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May 7, 2018 • 34min

FinTech is the Wild West of Banking, Swonk Says

Jens Nordvig, Exante Data Founder & CEO, says there was a shocking shift in global trade flows in January. Patrick Morrisey, West Virginia Senate Candidate (R) & WV Attorney General, says West Virginians are very supportive of the president. Diane Swonk, Grant Thornton Chief Economist, predicts wages will pick up. Jamie Metzl, Atlantic Council Senior Fellow, questions if North Korea has any real intentions of giving up their nuclear weapons.See omnystudio.com/listener for privacy information.
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May 4, 2018 • 39min

No Need for the Fed to Panic, Coronado Says

Marty Feldstein, Harvard University Professor of Economics, is not happy about a trillion dollar deficit. Alan Krueger, Princeton University Professor & Fmr. Chairman of President Barack Obama’s Council of Economic Advisers, says the White House hasn't followed through on addressing the opioid crisis. Coronado, President & Founder of MacroPolicy Perspectives, says we still want to see wage growth climb higher. Betsey Stevenson, University of Michigan Professor & Fmr. Chief Economist of the U.S. Department of Labor, briefs us on how tax policy affects families. Kevin Hassett, Council of Economic Advisers Chairman, says over time, U.S. exports should skyrocket due to the administration's trade policies.See omnystudio.com/listener for privacy information.
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May 3, 2018 • 32min

Xi Has Amassed So Much Power, CFR's Economy Says

Stephen Stanley, Amherst Pierpont Securities Chief Economist, says traditionally, people have viewed a 2% inflation target as being lopsided. Elizabeth Economy, CFR Director for Asia Studies & Author of "The Third Revolution: Xi Jinping and the New Chinese State", is surprised by how transformative Xi Jinping has been in the past 5 years. Kate Warne, Edward Jones Investments Chief Market Strategist, predicts inflation will stay contained. Shannon Cross, Cross Research Managing Director & Co-Founder, thinks Apple's best product is the AirPods. See omnystudio.com/listener for privacy information.
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May 2, 2018 • 29min

The 10-Year at 4 or 5% is Rational, Gartman Says

Alan Ruskin, Deutsche Bank Global Co-Head of G-10 FX Strategy, says to not get too obsessed with the Fed funds rate. Angelo Zino, CFRA Analyst, says iPhones are no longer the only story for Apple.Lindsey Piegza, Stifel Financial Chief Economist, says inflation has not shown strong, upward momentum. Dennis Gartman, The Gartman Letter Publisher, says the Fed has already won its battle with 2% inflation. See omnystudio.com/listener for privacy information.
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May 1, 2018 • 28min

iPhone X Concerns Are Too High, Piecyk Says

Brian Levitt, OppenheimerFunds Senior Investment Strategist, says over time, we are likely to be in a stable or weaker dollar environment. Priya Misra, TD Securities Head of Global Rates Strategy, says the strategist in her is worried about how financial conditions will tighten. Walter Piecyk, BTIG Analyst, says consumers are very loyal to Apple's brand. Christyan Malek, JPMorgan Head of the EMEA Oil & Gas Equity Research, sees a new BP in their 1Q earnings. See omnystudio.com/listener for privacy information.
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Apr 30, 2018 • 27min

Surveillance: Trade is Not Isolated, Kaplan Says

Peter Henry, Former NYU Stern School of Business Dean, predicts growth next year will taper off.  Robert D. Kaplan, 'The Return of Marco Polo's World' Author, says Trump signifies a return to a more traditional form of world history. James Stavridis, Dean of the Fletcher School at Tufts University, says China is not reaching for global hegemony but regional control. Sara Sanatore, Sanford Bernstein Senior Research analyst, says the more premium products at McDonald's is working for business. See omnystudio.com/listener for privacy information.
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Apr 27, 2018 • 28min

Surveillance: Haass on Korea: I Wouldn't Chill the Champagne Quite Yet

Peter Pae, Bloomberg News Seoul Bureau Chief. Bill Rhodes, Former Citi Senior Vice Chairman & William R. Rhodes Global Advisors President & CEO. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist. Krishna Memani, Oppenheimer Funds Chief Investment Officer & Head of Fixed Income. Richard Haass, Council on Foreign Relations President,See omnystudio.com/listener for privacy information.
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Apr 27, 2018 • 32min

The Fed Will Remain the Fed, Bandholz Says

Harm Bandholz, Unicredit Chief U.S. Economist, says he has a hard time imagining a scenario where the Fed would do 5 rate hikes. Gideon Rose, Foreign Affairs Magazine Editor, is worried about what's happening in Eastern Europe. Neil Shearing, Capital Economics Chief Emerging Markets Economist, says the European economy seems to have lost some steam. Timothy L. O'Brien, Bloomberg Gadfly & Bloomberg View Executive Editor, says on a day to day basis, we need to adhere to the facts when it comes to Mueller's investigation and Michael Cohen. See omnystudio.com/listener for privacy information.
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Apr 27, 2018 • 46min

The IMF & the World Bank Spring Meetings

In an ode to our fantastic lineup from the IMF & World Bank Group Meetings last week, it's a Surveillance Special! Tom Keene and Francine Lacqua talk trade, global growth, and geopolitical risks with world leaders, including: the Economy Minister of Spain Roman Escolano, the first IMF Deputy Managing Director David Lipton, the European Commission Commissioner for Economic & Financial Affairs Pierre Moscovici, the Economy & Finance Minister of France Bruno Le Maire, and the Deputy Prime Minister of Turkey Mehmet Simsek. All interviews were broadcast on site at the IMF & World Bank Group Meetings in Washington, D.C. this past Friday, April 20.See omnystudio.com/listener for privacy information.
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Apr 26, 2018 • 32min

The Geopolitical Order Tipping Point with Bremmer

Ian Bremmer, Eurasia Group President & Founder, says a long term solution to trade disputes will require something New Deal-like. Brian Wieser, Pivotal Research Senior Research Analyst, says advertising is in a constant state of evolution. Alberto Gallo, Algebris Investments Head of Macro Strategies, says the ECB is also not sure why we're seeing weak European data. Cheryl Bolen, Bloomberg Government White House Reporter, breaks down the stark contrast in shipping costs from the U.S. versus China. And James Albertine, Consumer Edge Research Auto Analyst, recaps Ford and GM earnings with us. See omnystudio.com/listener for privacy information.

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