Bloomberg Surveillance

  • Autor: Vários
  • Narrador: Vários
  • Editora: Podcast
  • Duração: 1016:53:25
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Informações:

Sinopse

Tom Keene, Jon Ferro, and Pimm Fox have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

Episódios

  • Surveillance: Expect Others to Follow Apple, Campling Says

    18/02/2020 Duração: 26min

    David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first quarter. Neil Campling, Mirabaud Securities Global Thematic Strategy Group Head of TMT Research, expects other companies to follow Apple in cutting their outlook. Elaine Kamarck, Brookings Senior Fellow in the Governance Studies, discusses which candidates she expects to have the momentum going into the Nevada Democratic debate. Michael Holland, Holland & Co. Chairman, says although he's mindful of the valuations in the big-cap names, he's not so concerned that he's a seller.

  • Surveillance: China's Economy in Jeopardy, Hotez Says

    14/02/2020 Duração: 37min

    Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is an unlikely time for U.S. outperformance to wane. Dr. Peter Hotez, Baylor College of Medicine Dean, calls for international cooperation in combating the coronavirus. Henrietta Treyz, Veda Partners Director of Economic Policy, discusses the tension between the U.S. and China over the coronavirus and trade. Torsten Slok, Deutsche Bank Chief Economist, says the labor market, including wages and job growth, is slowing down greatly. Jason Bordoff, Columbia Professor and former U.S. National Security Council and Director of Energy & Climate Change, says in his opinion, it’s an encouraging shift to see republicans recognizing climate change as a serious reality.

  • Surveillance: China Growth May Be Flat, Kasman Says

    13/02/2020 Duração: 31min

    Bruce Kasman, JPMorgan Chief Economist & Head of Global Research, says Chinese growth may be flat in the first quarter of 2020. Dr. Jennifer Rohn, University College London Micro Biologist, says the coronavirus is looking just as contagious as flu and just as lethal. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says we still have a global market recovery that is being delayed rather than derailed. Tavis McCourt, Raymond James Institutional Equity Strategist, says the coronavirus has upset market expectations in a way that is similar to the U.S.-China trade war.

  • Surveillance: Disputed Convention Possible, Valliere Says

    12/02/2020 Duração: 37min

    Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says it is a little too early to write Joe Biden off. Kate Moore, Head of Thematic Strategy for BlackRock's Global Allocation Investment Team, says the majority of returns from the equity market has to come from earnings. James Bevan, CCLA Investment Management Chief Investment Officer, says equity valuations are too low. Neil Shearing, Capital Economics Chief Economist, says we are still in a Goldilocks period of low but positive growth. Tony Dwyer, Canaccord Genuity Chief Market Strategist, says the valuation of the market is fair and earnings are unclear.

  • Surveillance: Fed Needs To Be Flexible, Laidler Says

    11/02/2020 Duração: 39min

    Ben Laidler, Tower Hudson Research CEO, thinks valuations are very well supported for U.S. markets. Representative John Yarmuth, Democrat from Kentucky and Chairman of the Budget Committee, says Donald Trump is the biggest motivating factor for Democrats right now. Gideon Rose, Foreign Affairs Magazine Editor, says the Chinese threat to U.S. hegemony is a long term challenge rather than an immediate crisis. Stephen Stanley, Amherst Pierpont Chief Economist, doesn't see the Fed moving on rates anytime before the U.S. election. John Butler, Bloomberg Intelligence Senior Telecoms Analyst, says the T-Mobile-Sprint deal will allow T-Mobile to move more aggressively on 5G.

  • Surveillance: Global Economy is Resilient, Stoltzfus Says

    10/02/2020 Duração: 30min

    John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says there is a remarkable resilience built into the global economy. Jared Bernstein, Senior Fellow at the Center on Budget and Policy Priorities and Former Chief Economist and Economic Adviser to Vice President Joseph Biden, argues that Republicans want to get rid of safety net programs that bridge the gap between what people earn and what they actually need. Kit Juckes, Societe Generale Chief FX Strategist, does not see much that can prevent U.S. growth from slowing further. Sarah House, Wells Fargo Securities Senior Economist, says as the economy slowed over the past year, demand for labor has shifted downward.

  • Surveillance: Credit Suisse Chairman Should Resign, Herro Says

    07/02/2020 Duração: 35min

    David Herro, Harris Associates Chief Investment Officer, calls for Credit Suisse chairman Urs Rohner to resign. Ellen Zentner, Morgan Stanley Chief U.S. Economist, talks about jobs and salaries, and the recent income trend for people moving into prime of life. Elisa Martinuzzi, Bloomberg Opinion Columnist, says Credit Suisse's strategy will not take a turn under the new leadership of incoming CEO Thomas Gottstein. Lawrence Kudlow, National Economic Council Director, says the U.S. is engaged with China over export purchases.

  • Surveillance: Virus Causing Oil Shock, Says Goldman's Currie

    06/02/2020 Duração: 35min

    David Folkerts-Landau, Deutsche Bank Chief Economist, says there is no question that the movement away from the political center is infecting monetary and fiscal policy. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, says the biggest impact from the coronavirus is coming from the quarantine. Henrietta Treyz, Veda Partners Director of Economic Policy, says Senator Romney will receive significant backlash for his conviction vote against President Trump. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we are in a liquidity driven bull market and the market is being traded very defensively. Lanhee Chen, Hoover Institution Research Fellow and Policy Director for Mitt Romney's 2012 Presidential Campaign, reacts to Senator Mitt Romney's decision to vote to convict President Trump of abusing his power.

  • Surveillance: Eisman Ends Bet Against Tesla

    05/02/2020 Duração: 41min

    Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses the companies he is currently shorting. Doug Kass, Seabreeze Partners President, talks about parabolic moves, like the one in Tesla, reminding they almost always return to the point of breakout; also Kass explains why he thinks shares of Amazon will trade $5000 a share by 2023. John Hudak, Brookings Senior Fellow Governance Studies, hopes this is the end of the Iowa caucuses. Francisco Blanch, Bank of America Head of Global Commodities & Derivatives Research, says that the Fed cutting rates has created a huge tailwind for risk assets and commodities. Lindsey Piegza, Stifel Chief Economist, says moderate growth is the new normal for 2020.

  • Surveillance: Tesla Deserves Apple-Like Valuation, Munster Says

    04/02/2020 Duração: 35min

    Jens Nordvig, Exante Data Founder & CEO, says the drop in Chinese tourism as a result of the coronavirus will be a major hit to other countries' economies. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, says the delay in the Iowa Caucus could cast a shadow over the results. Michael Nathanson, Moffettnathanson Senior Research Analyst, says the cost inflection point may have come come for cord-cutting. Dr. Anthony Fauci Director of National Institute of Allergy and Infectious Diseases, says the coronavirus looks increasingly like a pandemic. Gene Munster, Co-Founder and Managing Partner of Loup Ventures, says Tesla deserves a valuation like Apple because it is a combination of hardware, software, and services.

  • Surveillance: Citi's Morse on Oil Downgrade

    03/02/2020 Duração: 40min

    John Ryding, Brean Capital Chief Economic Advisor, says the coronavirus is more of a supply shock than a demand shock outside of China. Miranda Carr, Haitong Securities Senior Analyst, says consumption might see a bigger hit from the coronavirus than manufacturing. Dr. Amesh Adalja, Johns Hopkins Bloomberg School of Public Health Senior Scholar, expects the 2% fatality rate from the coronavirus to come down as we gain more patient data. Mickey Levy, Berenberg Capital Markets Chief Economist U.S., Americas & Asia, says China’s coronavirus is dampening effects on global trade and could postpone a widely anticipated pickup. Edward Morse, Citi Global Head of Commodities, discusses their latest cut in oil prices forecast.

  • Surveillance: Coronavirus With Eurasia Group's Sumpter

    03/02/2020 Duração: 31min

    Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine in Houston, says the coronavirus is just as capable of being transmitted as SARS, but it is not as lethal. Meredith Sumpter, Eurasia Group Head of Research Strategy, details how China's political system is affecting its response to the coronavirus. Antony Phillipson, British Consul General to New York and Her Majesty's Trade Commissioner for North America, discusses next steps after the U.K. leaves the EU today. Margaret Patel, Wells Fargo Senior Portfolio Manager, says low inflation will be with us for the foreseeable future. Eileen Burbidge, Passion Capital Partner, says Amazon "absolutely" has more room to run from here.

  • Surveillance: Central Banks With Blanchflower & Kroszner

    30/01/2020 Duração: 32min

    David Blanchflower, Dartmouth College Economist and former BOE Monetary Policy Committee Member, says the Fed is now paying the consequences of its rate rises. Randall Kroszner, Former Fed Board Governor and University of Chicago Booth School Professor, says central banks not reaching their inflation goals is potentially raising questions about their credibility. Daniel Morris, BNP Paribas Senior Investment Strategist, says U.S. GDP Growth looks quite solid. Mark Mahaney, RBC Analyst, thinks that we have reached peak regulation in big tech.

  • Surveillance: Repo Response Not Fueling Market, Dudley Says

    29/01/2020 Duração: 43min

    Vincent Reinhart, BNY Mellon Asset Management Chief Economist says central banks do not create extra demand; they borrow it. William Dudley, Bloomberg Opinion Columnist and Former Fed President, discusses his latest column on the repo market. Austan Goolsbee, University of Chicago Booth School Professor and Former White House Economic Adviser to President Obama, says there are parts of the economy that are quite weak despite the unemployment rate being low. Dr. Jennifer Rohn, University College London Principal Research Associate, says there may be a delay of developing information surrounding the coronavirus coming from China. Dan Ives, Wedbush Managing Director and Equity Research Analyst, says the IPhone 11 product cycle is much stronger than anyone could have anticipated, especially in China.

  • Surveillance: Can't Rely On Central Banks, El-Erian Says

    28/01/2020 Duração: 35min

    Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes. Walter Piecyk, Lightshed Technology, Media & Telecom Analyst and Partner, says the valuation of Apple is at a new realm and premium. Stephen Pagliuca, Bain Capital Co-Chairman & Boston Celtics Co-Owner, reflects on the life and legacy of Kobe Bryant. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says we cannot rely on central banks to keep the whole game going. Andrew Hollenhorst, Citigroup Global Markets Chief U.S. Economist, says there is so much uncertainty in the economy because of the coronavirus.

  • Surveillance: Market Sell-Off with Weinberg

    27/01/2020 Duração: 35min

    Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says the the Coronavirus uncertainty hit may be smaller than markets are currently pricing in. Thomas Mulier, Bloomberg Healthcare Editor, says China is trying to 'catch-up' to the Coronavirus outbreak, as new medical facilities are being built in Wuhan. Kit Juckes, Societe Generale Chief FX Strategist, says emerging markets are going to have a rough time if the U.S. economy is growing slowly. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says investors are using the Coronavirus as an opportunity to cash in on profits. Jared Bernstein, Center on Budget & Policy Senior Fellow and former Chief Economist & Economic Adviser to Vice President Joe Biden, says the political middle in the U.S. has shifted from 10 years ago.

  • Surveillance: ECB Not On Autopilot, Lagarde Says

    24/01/2020 Duração: 32min

    Christine Lagarde, European Central Bank President, warns markets not to assume that ECB policy is on autopilot. Sheila Patel, Goldman Sachs Asset Management Chairman, says we are in a better place with liquidity compared to a year ago. Jacob Frenkel, JPMorgan Chase International Chairman, says the greatest danger to the economy's growth is fragmentation. Angel Gurria, OECD Secretary General, says we must now defend multilateralism. Stephen Pagliuca, Bain Capital Co-Chairman, says the returns in private equity are still world-class.

  • Surveillance: Don't Expect Much From Fed, Solomon Says

    23/01/2020 Duração: 55min

    Ken Moelis, Moelis & Company Chairman, CEO & Founder, says markets are pretty much priced for perfection right now. Soren Skou, Maersk CEO, doesn't expect trade growth to pick up in 2020. Mark Rutte, Dutch Prime Minister, is optimistic about a trade deal between the U.S. and the EU. Bill Winters, Standard Chartered CEO, says peace is prevailing in Hong Kong. Stacey Cunningham, NYSE President, talks about 'trading in the dark' as well as finding the best price in the market. David Solomon, Goldman Sachs Chairman & CEO, doesn't see any booms or busts happening anytime soon.

  • Surveillance: Davos Day 2

    22/01/2020 Duração: 52min

    Bruno Le Maire, French Finance Minister, says postponing a digital tax on the U.S. until the year's end is a fair compromise. Elaine Chao, U.S. Secretary of Transportation, says there is no timetable for returning the grounded Boeing 737 Max. David Rubenstein, Carlyle Co-Chairman, discusses changes in private equity. James Gorman, Morgan Stanley CEO, says we are in a very benign period with relative global stability. Scott Minerd, Guggenheim Global CIO, says the U.S. Federal Reserve is encouraging investor behavior that fuels a bubble in U.S. corporate credit markets. Bloomberg's Sonali Basak discusses major themes at the World Economic Forum in Davos.

  • Surveillance: We Have Reached Peak Globalization, Bremmer Says

    21/01/2020 Duração: 54min

    Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing in technology has enormous benefits. Michael Corbat, Citigroup CEO, says the consumer remains the backbone of the U.S. Economy. Martin Flanagan, Invesco CEO, expects clients to return once the firm has fully absorbed OppenheimerFunds. Roberto Azevedo, World Trade Organization Director General says it is good to see U.S.-China tensions contained by the Phase-One trade deal.

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