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September 20, 2019
Today we start with a segment from Bloomberg Surveillance TV. Alan Ruskin, Deutsche Bank Chief International Strategist, says excess reserves in repo systems are ultimately not doing their job. Randall S. Kroszner, University of Chicago Professor and Former Federal Reserve Board Member, explains why the Fed should allow the balance sheet to continue to grow. Seema Shah, Principal Global Investors Chief Strategist, says people still have some optimism about Brexit. Ian Shepherdson, Pantheon Macro's Chief Economist & Founder, says that the trade war might actually be helping consumer spending right now. And Rett Wallace, Triton Research CEO, reviews WeWork's IPO.
September 19, 2019
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed is "absolutely" going to start purchasing assets again. Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, explains the Repo market. Laurence Boone, OECD Chief Economist, says if governments continue to rely solely on monetary policy, it will be difficult to put a break on the global growth slide. Greg Peters, PGIM Senior Portfolio Manager, says we have lots of room to run before we get a negative yield. And it's that time of year again -- Harvard University Football Coach Tim Murphy tells us what to watch this college football season.
September 18, 2019
Catherine Mann, Citi Global Chief Economist, doesn't think the Fed's march towards 100 basis point cuts is a done deal. Jack Ablin, Cresset Wealth Advisors Founding Partner and CIO, says recession is the new expansion. Stephen King, HSBC Senior Economic Advisor, says low unemployment appears positive but can often be a sign of wage pressures beginning to build. And Austan Goolsbee, University of Chicago Booth School of Business Professor of Economics & Former Council of Economic Advisers Chair, thinks people are putting too much weight in that the "Fed can save us."
September 17, 2019
Michael Holland, Holland & Company Chairman, discusses the origin of WeWork's "budding fiasco." Robert Shiller, 2013 Nobel Prize Winner, says President Trump's narrative has had immense power. Ellen Wald, Atlantic Council Global Energy Center Non-Resident Senior Fellow & Transversal Consulting President, says due to their built-in resiliency, Aramco may be back online sooner than expected. Paul Sankey, Mizuho Securities Oil Analyst, says the attacks on Aramco are a challenge for China, given their dependence on Middle Eastern oil. And Anat Admati, Stanford Professor of Finance & Economics, says the size of big tech companies become a symptom of the problems they are facing.
September 16, 2019
Harry Tchilinguirian, BNP Head of Commodity Markets Strategy, breaks down the market risk surrounding the recent attack on Saudi oil supply. Michael Darda, MKM Partners Chief Economist & Macro Strategist, says based on the data released today, there are structural reasons why China is slowing down. Ted Alden, CFR Senior Fellow, says the global economy needs leadership. Henrietta Treyz, Veda Partners Director of Economic Policy Research, has her eye on how China and Iran will interact following the oil turbulence in Saudi Arabia. And Marc Chandler, Bannockburn Global Forex Chief Market Strategist, explains what it means when countries "borrow dollars."
September 13, 2019
Kathy Fisher, Bernstein Head of Wealth and Investment Strategies, says the tolerance for deficit spending is greater than ever. Meredith Sumpter, Eurasia Group Head of Research Strategy, says neither China nor the U.S. are desperate enough to reach a trade agreement. Simon French, Panmure Gordon Chief Economist, says the Federal Reserve is under political pressure to follow the actions of the ECB. Giles Turner, Bloomberg News EMEA Tech Reporter, says WeWork needs to IPO to maintain its growth momentum. And Brian Rehling, Wells Fargo Investment Institute Co-Head of Fixed Income Strategy, discusses the predictive power of yield curve inversions.
September 12, 2019
Joyce Chang, JPMorgan Securities Global Research Chair, says negative rates are here to stay. Alberto Gallo, Algebris Portfolio Manager, says European governments can now act on negative interest rates, for better or for worse. Marcus Ashworth, Bloomberg Opinion Columnist, says Mario Draghi is leaving a "smorgasbord" of policy options for Christine Lagarde. Kevin Cirilli, Bloomberg TV & Radio Chief Washington Correspondent, and Chuck Gabriel, Capital Alpha President, tell Surveillance what to expect from tonight's U.S. Democratic debate in Houston. And we finish the show by remembering oil man T. Boone Pickens with Bloomberg Radio's Robert Moon.
September 11, 2019
Bloomberg Surveillance remembers Sept. 11, 2001. We hear from Bloomberg Government Homeland Security Reporter Michaela Ross, Bloomberg News Europe Deals Reporter Sarah Syed, Leuthold Group Chief Investment Officer Doug Ramsey, Passion Capital Partner Eileen Burbidge, and Bloomberg Opinion Columnist Chris Hughes.
September 10, 2019
David Kirkpatrick, Techonomy Media CEO & Founder, says the arrogance of Silicon Valley is being broken already, with the help of Facebook's errors. Derek Halpenny, MUFG Head of European Global Markets Research, says the central bank easing course is "done and dusted." George Saravelos, Deutsche Bank Global Head of FX Research, says Europe is at a point with the ECB right now where "less is more." Nancy Ognanovich, Bloomberg Government Congressional Leadership Reporter, says we're looking at a 35% chance of another government shutdown this year. And Scott Galloway, NYU Stern Professor, warns of a consolidation of players in the streaming wars.
September 9, 2019
Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, thinks negative rates are "crushing" and a massive policy mistake. Steven Englander, Standard Chartered Global Head of G10 FX Strategy, looks ahead to the ECB meeting on Thursday. Carl Weinberg, High Frequency Economics Chief Economist, says the U.S. economy is going to be okay despite the headwinds coming from trade. And Therese Raphael, Bloomberg Opinion Columnist, says there is a movement towards reviving labor unions in the U.K.
September 6, 2019
Ellen Zentner, Morgan Stanley Chief U.S. Economist says significant increases in optimism in the labor market can lead to higher participation rates. James Mayger, Bloomberg China Economy Editor & Beijing Deputy Bureau Chief, breaks down what the PBOC cutting its reserve requirement ratio means for the Chinese economy. Jeff Rosenberg, BlackRock Systematic Fixed Income Senior Portfolio Manager, explains why the August U.S. Job growth report is a"temporary" low. Tiffany Wilding, PIMCO U.S. Economist, says the jobs report confirms the trend that the labor market is slowing. Larry Kudlow, National Economic Council Director, reacts to the jobs report, says "tempers are calmer" as China and the U.S. prepare for talks and believes Former Fed President Dudley linking monetary policy to the election is a "new low."
September 5, 2019
Jacob Kirkegaard, Peterson Institute for International Economics Senior Fellow, lays out the possible outcomes for another U.K. general election. Esther Reichelt, Commerzbank AG FX Strategist, forecasts that unconventional monetary policy measures will drive the euro-dollar. John Authers, Bloomberg Opinion Columnist, says Brexit is unsolvable without a solution between Ireland and the U.K. And Ted Alden, CFR Senior Fellow & Author, "Failure to Adjust: How Americans Got Left Behind in the Global Economy," says we're in a more dangerous phase of the trade war now.
September 4, 2019
Stephen Gallo, BMO Capital Markets Head of FX Strategy, says these are dramatic times and the entire global order is shifting. Steve Tsang, University of London SOAS China Institute Director, says Carrie Lam's announcement to withdraw the controversial extradition bill means mainland China is taking a softer approach to Hong Kong. David Sowerby, Ancora Managing Director & Portfolio Manager, brings us an update on the Mid-Cap investing space. And Anne Stevenson-Yang, J Capital Research Directory & Co-Founder, says China is working "mightily" to avoid a crash in the Hong Kong market.
September 3, 2019
Rob Carolan, Bloomberg Meteorologist, brings us an update on Hurricane Dorian. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says retail sentiment is quite bearish. Dan Ahn, Former U.S. Department of State Chief Economist, doesn't think that weakness appearing in both the U.S. & world economy is driven solely by trade tensions. Lindsey Piegza, Stifel Chief Economist, explores why global manufacturing has fallen into a slump and how it will impact global growth. And Krishna Memani, Invesco Vice Chairman of Investments, says valuations in EM are extraordinarily attractive.
August 30, 2019
For an episode of Bloomberg's podcast Behind the Scenes, Bloomberg Surveillance’s Tom Keene sits down with GAMCO Investors CEO Mario Gabelli to discuss value investing, philanthropy and Warren Buffett.
August 30, 2019
Lakshman Achuthan, Economic Cycle Research Co-Founder, thinks we would still be in a global slowdown without the U.S.-China trade war. Dan Fuss, Loomis Sayles Vice Chairman & Portfolio Manager, says the bid for dollar-based bonds is still very strong. Simon Usherwood, 'The UK in a Changing Europe' Deputy Director, says it's not clear what would happen if there is a general election in the U.K. Sarah House, Wells Fargo Securities Senior Economist, expects a consumption slowdown heading into the coming quarter. And Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, offers advice: "you've got to lead from the inside out."
August 29, 2019
Andrew Hollenhorst, Citi Chief U.S. Economist, thinks that there is some recognition in the bond market that global growth may be slow for a long time. Mij Rahman, Eurasia Group Managing Director of Europe, says the economic cycle in Europe is not robust due to broader concerns about trade disputes. Jordan Rochester, Nomura FX Strategist, says the ECB has few options left for inflation. Peggy Collins, Bloomberg News Managing Editor U.S. Economy, says Treasury Secretary Mnuchin has left the question of currency up in the air. And Paul Romer, Nobel Laureate & NYU Stern School of Business Professor of Economics, thinks we've been slow to react to some of the negative effects of new technology.
August 28, 2019
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says he is waiting for full acknowledgement of a U.S. recession. Adam Posen, PIIE President, discusses why Chairman Powell has to be wary of not predicting the outcomes of the U.S.-China trade war, but rather react to them. Tara Lachapelle, Bloomberg Opinion Columnist, says the Philip Morris-Altria reunion will benefit both companies. Alicia Levine, BNY Mellon Chief Strategist, says to expect a range-bound market while uncertainty over trade is at its peak. And Ferdinando Giugliano, Bloomberg Opinion Editor, discusses whether or not there's a place for politics in central bank decisions.
August 28, 2019
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says he is waiting for full acknowledgement of a U.S. recession. Adam Posen, PIIE President, discusses why Chairman Powell has to be wary of not predicting the outcomes of the U.S.-China trade war, but rather react to them. Tara Lachapelle, Bloomberg Opinion Columnist, says the Philip Morris-Altria reunion will benefit both companies. Alicia Levine, BNY Mellon Chief Strategist, says to expect a range-bound market while uncertainty over trade is at its peak. And Ferdinando Giugliano, Bloomberg Opinion Editor, discusses whether or not there's a place for politics in central bank decisions.
August 27, 2019
Mohamed El-Erian, Bloomberg Opinion Columnist & Allianz Chief Economic Adviser describes how he thinks central banks are being held hostage by markets. Maddi Dessner, JPMorgan Asset Management Managing Director, says the U.S. consumer remains resilient in the wake of raising tariffs. Tony Dwyer, Canaccord Genuity Chief Market Strategist, says it's better to react to market conditions rather than try to anticipate the next move. Catherine Mann, Citi Global Chief Economist, says currency intervention does not have a lasting impact. And Mario Gabelli, GAMCO Investors CEO, weighs in on the TV streaming wars.
August 26, 2019
Jens Nordvig, Exante Data Founder & CEO, analyzes dollar strength, in relation to the G-7 and U.S.-China trade talks. Margie Patel, Wells Fargo Asset Management Senior Portfolio Manager, says the Fed's new approach will allow the economy to grow. Ashwin Alankar, Janus Global Head of Asset Allocation & Risk Management, explains why monetary policy may not be able to do much to quell trade war uncertainty. John Hudak, Brookings Governance Studies Senior Fellow, questions whether there is a Democratic nominee who will work well with China on trade.
August 23, 2019
Bloomberg's Michael McKee joins us with a series of interviews from the Jackson Hole Economic Policy Symposium. First, St. Louis Fed President James Bullard says U.S. farmers are in a down economy. Dallas Fed President Robert Kaplan says, "I'm open to adjusting rates but would prefer not to." Cleveland Fed President Loretta Mester is "confident" inflation is moving back toward the Fed's goal. And Philadelphia Fed President Patrick Harker thinks the Fed should stay its course and see "how things unfold."
August 23, 2019
Dana Peterson, Citi Global Economist, says in respect to the trade war between the U.S. and China, the damage to the global economy has already been done. Esther George, Kansas City Fed President, joins Bloomberg's Michael McKee at Jackson Hole and says she is not ready to provide more policy accommodation. Robert Hormats, Kissinger Vice Chair & former Goldman Sachs International Vice-Chair, says a resolution to Brexit would ease volatility. And Brian Wieser, GroupM President, discusses ad business in the streaming age.
August 22, 2019
Dana Peterson, Citi Global Economist, says in respect to the trade war between the U.S. and China, the damage to the global economy has already been done. Esther George, Kansas City Fed President, joins Bloomberg's Michael McKee at Jackson Hole and says she is not ready to provide more policy accommodation. Robert Hormats, Kissinger Vice Chair & former Goldman Sachs International Vice-Chair, says a resolution to Brexit would ease volatility. And Brian Wieser, GroupM President, discusses ad business in the streaming age.
August 21, 2019
Nick Bennenbroek, Wells Fargo Securities Head of Currency Strategy, predicts the U.S. dollar will remain stable or slightly stronger. Ralf Preusser, Bank of America Merrill Lynch International Global Head of Rates Strategy, says this is not a normal rate cut cycle for the Fed. Jane Foley, Rabobank Head of FX Strategy, questions whether or not there will be stimulus from Germany. And Brian Hook, Pompeo Senior Policy Adviser & U.S. Special Representative for Iran, says the White House's sanctions on Iranian oil have been successful.
August 20, 2019
Greg Daco, Oxford Economics Chief U.S. Economist, says they're expecting the U.S. economy to slow this year. Ken Leon, CFRA Research Global Director of Research, says REITs, particularly healthcare REITs, are recession-resistant. Terry Haines, Pangea Policy Advisory Founder, says frustrations from trade talks stem from China not wanting to make an enforceable agreement. And Katherine Chiglinsky, Bloomberg Finance Reporter, says it's been surprising to investors over the years to see how connected GE still is to the insurance market.
August 19, 2019
Don Rissmiller, Strategas Research Chief Economist, looks ahead to Jackson Hole and says monetary policy "can't do it all." Claus Vistesen, Pantheon Macroeconomics Chief Euro-Zone Economist, predicts Germany will enter a technical recession. Lara Rhame, FS Investments Chief U.S. Economist, says she expects the U.S. economy to slow to uncomfortably low levels but not a recession. Rob Schiffman, Bloomberg Intelligence Analyst, doesn't see much risk to Apple's cash flow regardless of the tariff situation.
August 16, 2019
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, dismisses the idea of "pressing the panic button," given the economy's current outlook. Dana Peterson, Citi Global Economist, says the U.S. is participating in a global trade and manufacturing slump. Michael Darda, MKM Partners Chief Economist and Macro Strategist, says central banks need to get ahead of the yield curve. Kevin Carey, New America Education Policy Vice President, explains the complications of existing federal student loan programs.
August 15, 2019
Russ Koesterich, BlackRock's Global Allocation Team Portfolio Manager, says our economy is increasingly dependent on the consumer. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says iron ore is the "canary in the coal mine." Sarah Halzack, Bloomberg Opinion Columnist, recaps Walmart earnings. John Herrmann, Mufg Securities Americas Director of U.S. Rate Strategy, says the U.S. job market is still resilient. And Julian Jackson, "De Gaulle" Author, discusses France's history and its reflection on present day politics.
August 14, 2019
Priya Misra, TD Securities Global Head of Rates Strategy, says a recession is very likely within the next 12 months. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, believes the core issue with the trade war is actually how it's affecting business confidence, capex and hiring. George Friedman, Geopolitical Futures Founder and Chairman, explains why Beijing is deeply worried about Hong Kong protests. Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, analyzes global yield curves. And Brian Kelly, The Points Guy Founder, says it's unstable times for tourism in Hong Kong. ------
August 13, 2019
Yvonne Mann, Bloomberg Markets Asia Anchor, reports Hong Kong protesters plan for another march on Sunday. Gideon Rose, Foreign Affairs Magazine Editor, predicts foreign business in China will decline. Brian Weinstein, Head of Global Fixed Income at Morgan Stanley Investment Management, says Fed easing may keep us alive but it can't spur the global economy. Willem Sels, HSBC Private Banking Chief Market Strategist, is not yet buying the dip because he sees room for further shake-ups in the market. And Marie Owens Thomsen, Credit Agricole Indosuez Wealth Management Chief Economist, says the European banking sector is "a bit under-loved" right now.
August 12, 2019
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, saysthe longer we go, the greater the risk of a systemic failure caused by negative interest rates. Yvonne Man, Bloomberg TV Anchor, reports from Hong Kong that there are areas in the city that are still safe. Jeffrey Wright, Eurasia Group North America Analyst, says trade issues with China and the U.S. are longstanding. And Julia Coronado, Macropolicy Perspectives Founder & President, weighs in on the rate cut debate.
August 9, 2019
Ben Carson, U.S. Housing & Urban Development Secretary, says opportunity zones will bring investment into areas that were previously economically-deprived. Ron Temple, Lazard Asset Management Co-Head of Multi-Asset & Head of U.S. Equity, says the Fed is tackling a mid-cycle adjustment. Gregory Valliere, AFG Investments Chief U.S. Policy Strategist, says there's uncertainty for farmers in the midst of U.S., China trade tensions. And Alicia Levine, BNY Mellon Strategist, says there are "likely more unpleasant headlines" for the markets in September.
August 8, 2019
Steve Wieting, Citi Private Bank Chief Investment Strategist, doubts that the Fed has any insight of what's next on trade. David Kostin, Goldman Sachs Chief Equity Strategist, says the gap between bond and earnings yields is the highest we've seen in a long time. Sonia Meskin, Standard Chartered U.S. Economist, discusses the outlook for the U.S. economy. And Annie Massa, Bloomberg Asset Management Reporter, discusses her Bloomberg Businessweek story, "Asset Managers With $74 Trillion on Brink of Historic Shakeout."
August 7, 2019
Conrad DeQuadros, RDQ Economics Senior Economist & Founding Partner, hopes the Fed realizes their role in driving the markets. David Pearl, Epoch Investment Partners Co-CIO and Portfolio Manager, says monetary policy in Europe has run out of gas. Fred Bergsten, Peterson Institute for International Economics Founding Director, thinks the Chinese have been quite careful not to manipulate in the sense of "driving their currency down." John Normand, JPMorgan Head of Cross Asset Fundamental Strategy, calls the risk of a trade war an "unquantifiable force." And Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says until a China-U.S. trade breakthrough is accomplished, the markets are going to remain very volatile.
August 6, 2019
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, encourages diversification in this market environment. Robin Brooks, IIF MD & Chief Economist, says China's overall trade surplus is still large. Steven Major, HSBC Managing Director & Global Head of Fixed Income Research, cuts his year-end-2019 U.S. 10-year yield forecast to 1.50%. Lawrence Summers, Former U.S. Treasury Secretary, says we're in quite "uncharted territory" with President Trump weighing in on monetary policy and dollar strength. And Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, points to the surge in patent requests in China as a sign of growth.
August 5, 2019
Marc Chandler, Bannockburn Global Forex Chief Market Strategist and Managing Partner, discusses the unintended consequences of U.S.-China tensions. Henrietta Treyz, Veda Partners Director of Economic Policy, says the U.S.-China trade war is more political than economic. Alan Ruskin, Deutsche Bank Securities Managing Director & Chief International Strategist, sees a level of disruption that could come from trade war escalation that's not being fully priced into the market. Lale Topcuoglu, JOHCM Senior Fund Manager, says investors are mis-pricing liquidity premiums. And Mark Connors, Credit Suisse Global Head of Prime Brokerage Portfolio & Risk Advisory, says a 1% yield on the U.S. 10-Year Treasury is more of a probability than a possibility.
August 2, 2019
Michelle Meyer, Bank of America Merrill Lynch Head of U.S. Economics, says markets are encouraged by the dovish central bank pivot. Henrietta Treyz, Veda Partners Director of Economic Policy, does not expect President Trump's tariff threat to make China purchase more U.S. agricultural products. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the Fed failed to be aggressive enough. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, explains why average wage growth is being held down. Larry Kudlow, National Economic Council Director, says the consumer impact from China tariffs is very small.
August 1, 2019
Adam Posen, Peterson Institute President, says the Bank of England can't do anything ahead of Brexit. Willem Buiter, Citi Special Economic Advisor, only sees the BOE hiking rates in response to a soft Brexit. Vincent Reinhart, Standish Mellon Asset Management Chief Economist, says he no longer takes "Japanification" as a bad term. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, does a deep dive into consumer staple stocks. And Amanda Renteria, Clinton 2016 Presidential Campaign National Political Director, says a fighting spirit is more important than policy proposals for the Democratic candidates.
July 31, 2019
Stephen Stanley, Amherst Pierpont Chief Economist, doesn't think the Fed is paying a lot of attention to growth. Meredith Sumpter, Eurasia Group Head of Research Strategy & Operations, says Washington and Shanghai are not getting to "core issues." Priya Misra, TD Securities Global Head of Rates Strategy, says we could get a post-ECB-type reaction if the market doesn’t get an explicit commitment to more cuts. And Kevin Cirilli, Bloomberg Chief Washington Correspondent, joins us from the Democratic debates in Detroit with a preview for tonight.
July 30, 2019
Lindsey Piegza, Stifel Chief Economist, says the Fed is optimistic in terms of growth and inflation. Jordan Rochester, Nomura G-10 FX Strategist, discusses the grim outlook for the British Pound in the case of a no-deal Brexit. Jennifer Hillman, CFR Senior Fellow for Trade & International Political Economy and Former Commissioner at the U.S. International Trade Commission, thinks it will be extremely hard for the U.S. & China to reach a trade deal this week. And Jennifer Bartashus, Bloomberg Intelligence Analyst for Food Retail, says Beyond Meat's partnerships are keeping their momentum alive.
July 29, 2019
Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, says the dollar has already peaked in this cycle. Terry Haines, Pangea Policy Advisory Founder, says the threat of direct Chinese intervention in Hong Kong is still there. Admiral James Stavridis, Bloomberg Opinion Columnist and Former NATO Supreme Allied Commander, says that we have entered a red zone of miscalculation in the conflict with Iran. Tara Lachapelle, Bloomberg Opinion Columnist, explores Dish CEO Charlie Ergen's current position after recent M&A in the sector.
July 26, 2019
Peter Schaffrik, RBC Capital Markets Global Markets Strategist, says as long as the consumer stays strong, U.S. growth will keep a steady pace. Paul Sweeney, Bloomberg Surveillance Radio Anchor, recaps Amazon's second quarter results and previews the outlook for the e-commerce company. David Rosenberg, Gluskin Sheff Chief Economist, reacts to U.S. Second-quarter GDP and says he thinks small business employment serves as the canary in the coal mine for the economy. Tara Lachapelle, Bloomberg Opinion Columnist, looks ahead to the anticipated approval of the T- Mobile-Sprint deal by the Department of Justice, which she says will do little to curtail the competitive advantage of the two merging companies.
July 25, 2019
Seema Shah, Principal Global Investors Chief Strategist, says the ECB is "laying the groundwork" for action in September by holding rates steady in July. Jeremy Stretch, CIBC Head of G10 FX Strategy, says currencies are becoming increasingly politicized. David Rubenstein, Carlyle Group co-founder and host of "Peer-to-Peer Conversations," discusses his latest episode with Lorne Michaels and how the SNL creator has evolved the show's humor. Shira Ovide, Bloomberg Opinion Columnist, thinks scrutiny of big tech is having a positive impact on business.
July 24, 2019
Michael McKee, Bloomberg International Economics & Policy Correspondent, discusses the impact of weakening German manufacturing data ahead of the ECB's rate decision tomorrow. Bob Hormats, Kissinger Associates Vice Chair, says incoming U.K. Prime Minister Boris Johnson's proposed cabinet reflects the diversity of the Tory Party. Alicia Levine, BNY Mellon Chief Strategist, says global negative yields are inescapable in the U.S. Tim O'Brien, Bloomberg Opinion Columnist, says only legislators who have read the full Mueller report should be allowed to ask questions in the hearings today. And Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, does not expect falling interest rates to be good for stocks.
July 23, 2019
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, is bearish on European equities in the short term. Catherine Barnard, Cambridge University Professor, discusses the challenges incoming U.K. Tory Leader Boris Johnson could face if he has to govern without a majority. Narayana Kocherlakota, Bloomberg View Columnist & former Minneapolis Fed President, says Fed Chairman Jerome Powell has proven himself to be a consensus builder. Gita Gopinath, IMF Chief Economist, says inflation is "undershooting for most of the major economies." And Francine Lacqua, Bloomberg Surveillance TV Anchor, discusses who Boris Johnson may appoint to his cabinet.
July 22, 2019
Robert Feldman, Morgan Stanley MUFG Securities Senior Advisor, discusses Japan's Prime Minster Abe's slim victory and his plan to hike tax rates. Peter Hooper, Deutsche Bank Securities Economic Research Global Head, says he expects several rate cuts by the end of this year assuming trade tensions worsen. Brooke Sutherland, Bloomberg Opinion Columnist, says aerospace is still a safe space to be invested in. Jonathan Portes, Kings College Economics and Public Policy Professor, says that none of the options on the table will make Brexit go away.
July 19, 2019
James Sweeney, Credit Suisse Chief Economist, forecasts the Fed will cut rates from 25-50 basis points. Catherine Mann, Citigroup Global Chief Economist, says the incoming data from the U.S. and global economies do not warrant "dramatic" market pricing. Lisa Ellis, MoffettNathanson Partner, discusses how IBM's recent acquisition of Red Hat will strengthen its position in cloud computing. Anat Admati, Stanford Finance Professor, doesn't think the U.S. financial system is fundamentally safer than it was before the financial crisis. Mia Fineman, The Metropolitan Museum of Art Associate Curator & lead on, "Apollo's Muse: The Moon In The Age of Photography," and Bob Moon, Bloomberg Radio Anchor, remember the moon landing, 50 years on.
July 18, 2019
Bob Michele, JPMorgan Asset Management CIO, warns U.S. Treasury yields are heading "all the way down to zero" over the next couple of years. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, explains why there is "no economic justification" for the Federal Reserve to cut rates. Gerard Cassidy, RBC Capital Markets Equity Research Director, discusses overall bank earnings, noting the numbers were "slightly below expectations" across the board. Shira Ovide, Bloomberg Opinion Columnist, says Netflix subscriber numbers are the one thing that investors care about...and they sunk. Michael Nathanson, MoffettNathanson Founding Partner, discusses why he was shocked by Netflix's results.
July 17, 2019
Taylor Riggs, Bloomberg News Reporter, breaks down Bank of America's earnings. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, recaps commonalities in the major bank reports. Bloomberg's Maria Tadeo calls in from Chantilly, France to discuss her conversation with French Finance Minister Bruno Le Maire and his distaste for Facebook's Libra. Mitch Roschelle, PWC Partner & Business Development Leader, examines June housing starts, noting U.S. new-home construction fell for a second month. Michael Feroli, JPMorgan Chief U.S. Economist, thinks a powerful consumer and strong government spending will keep the U.S. ahead. And Bloomberg's Nathan Hager remembers Supreme Court Justice John Paul Stevens in a special report.
July 16, 2019
Sonali Basak, Bloomberg News Investment Banking Reporter, notes JP Morgan's net interest is on the decline. Tom Michaud, KBW Chief Executive, discusses why the dynamic of smaller to larger banks is shifting. John Stoltzfus, Oppenheimer Co. Chief Investment Strategist, says financials are a good place to be as a shareholder. Taylor Riggs, Bloomberg Reporter, notes there were "no big surprises" in Wells Fargo's earnings. Mark McCormick, TD Bank Global Head of FX Strategy, explains how he gauges the dollar in the midst of trade tensions. Diane Swonk, Grant Thorton Chief Economist, discusses the "pretty stunning" gains in online retail sales.
July 15, 2019
Jacob Kirkegaard, Peterson Institute Senior Fellow, thinks Europe will have a pragmatic new leadership team if Ursula von der Leyen is approved for Commission president. Bloomberg's Taylor Riggs reacts to Citigroup's second-quarter results. Ken Leon, CFRA Director, Equity Research previews this week's bank earnings and is enthused about U.S. banks' new ability to return cash. Duncan Fox, Bloomberg Intelligence Senior Industry Analyst, sees AB InBev's Asian IPO Suspension as a signal that there is little room for consolidation in the region. Bloomberg Opinion Columnist Alex Webb and Greg Boutle of BNP Paribas discuss Alan Turing's legacy in artificial intelligence and mathematics as the U.K. announces him as the face of the new 50-pound note.
July 12, 2019
Willem Buiter, Citi Special Economic Adviser, says Europe is yet to clean up the banking system following the financial crisis. Jane Foley, Rabobank Head of FX Strategy, says the South African rand is the most obvious EM FX trade. Susan Lund, McKinsey Partner, discusses her report, "The Future of work in America." And Kelsey Broderick, Eurasia Group China Analyst, says President Trump and his trade negotiators have different goals in talks with China.
July 11, 2019
Bob Doll, Nuveen Asset Management Chief Equity Strategist, explains the real issues the U.S. faces today but "doesn't see a recession any time soon." Chris Grisanti, Grisanti Capital Management CEO, shares best practices in investing and discusses value with the S&P 500 near record highs. Alicia Levine, BNY Mellon Chief Strategist, says, "The Fed's actions today are going to support the riskiest parts of the market." Paul Sweeney, Bloomberg Radio Anchor, calls in from Sun Valley where the top names in tech and media are gathered for the 2019 Allen & Co. Conference.
July 10, 2019
Stephen Stanley, Amherst Pierpont Chief Economist, says that if the Fed is not planning on cutting in July, it needs to tell markets soon. Robert Albertson, Sandler O'Neill Chief Investment Strategist, thinks Deutsche Bank will "survive" their $8.3 billion overhaul plan. Henrietta Treyz, Veda Partners Director of Economic Policy, discusses Trump's position on Huawei in the aftermath of the G-20. Paul Sweeney, Bloomberg Radio Anchor, surveys the media sector from the Allen & Co. Conference in Sun Valley. David Rubenstein, Carlyle Group Co-Chairman and "Peer-to-Peer Conversations" Host, previews his conversation with Uber CEO Dara Khosrowshahi.
July 9, 2019
Lindsey Bell, CFRA Investment Strategist, says that while defensive stocks are performing well, the technology sector is "the best performing sector on a year-to-date basis." Chris Whalen, a former debt rater at Kroll Bond Rating Agency and now Whalen Global Advisors Chairman, has bearishly low expectations for Deutsche Bank's future. David Bloom, HSBC Global Head of FX Strategy, thinks that the power of the U.S. dollar is here to stay. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, argues the economy does not need rate cuts but does need "a Fed that is going to show support." And Paul Sweeney, Bloomberg Radio Anchor, joins us from the Allen & Company Sun Valley Conference to preview his upcoming media and tech interviews.
July 8, 2019
Filippo Alloatti, Hermes Senior Credit Analyst, says Deutsche Bank must now work with regulators on a new investment strategy to be "less of a problem" in the future. Alison Williams, Bloomberg Intelligence Senior Analyst of Global Investment Banks & Asset Managers, thinks Deutsche Bank CEO Christian Sewing has made "the best of bad choices" with the company's latest restructuring plan. Marcus Ashworth, Bloomberg Opinion Columnist, examines the embattled Deutsche Bank's retreat out of investment banking, saying the German lender is not going to be "the Goldman Sachs of Europe." And Krishna Memani, Invesco Vice Chair of Investments, thinks the U.S. Economy is going to pick up in the second half.
July 5, 2019
Julia Coronado, MacroPolicy Perspectives President and Founder, explains how the Fed must ideally move ahead of risks instead of waiting on data. Jason Furman, Former White House Council of Economic Advisers Chairman, predicts what the stronger than expected U.S. jobs report might mean for the Fed. Michael Darda, MKM Holdings Chief Economist & Market Strategist, doesn't think the strong employment report should be enough to prevent the Fed from easing policy. Larry Kudlow, White House National Economic Council Director, says that the Federal Reserve should "take back" the interest rate hike because of positive economic and market indicators. Simon Kennedy, Bloomberg Economics Executive Editor, reports that European government are actively discussing nominating BOE Governor Mark Carney as the next head of the IMF. 
July 3, 2019
Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, identifies the need for adaptability in a disruptive global economy. Frederik Ducrozet, Pictet Wealth Management Strategist, is pleasantly surprise by the choice to have Christine Lagarde take the helm from Mario Draghi. Peter Navarro, Assistant to the President for Trade and Manufacturing Policy, says U.S. Trade Representative Robert Lighthizer will soon meet face to face with China Vice Premier Liu He. Rick Atkinson, author of "The British Are Coming," reflects on the legacy of the Revolutionary War in the first volume of his new trilogy.
July 2, 2019
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, identifies one of the contributing factors to increased negative-yielding European debt: "borrowers are simply not borrowing." Jeffrey Wright, Eurasia Group U.S. Analyst, believes that the administration's reasoning behind no firm deadline in U.S.-China trade discussions is to avoid market pressure. Megan Greene, Harvard Kennedy School Senior Fellow, explains why the Fed will most likely cut rates. Jai Jacob, Lazard Asset Management Managing Director, says market uncertainty is being driven by trade, monetary and fiscal policy.
July 1, 2019
Carl Weinberg, High Frequency Economics Chief Economist & Founder, says the industrial recession in Europe is ongoing with "no clear end in sight." Bob Profusek, Jones Day Global Chair of M&A, talks potential takeovers in the second half and what he's watching. Lindsey Piegza, Stifel Chief Economist, says durable goods and inventories are important market economic data points. And Daniel Ives, Wedbush Securities Analyst, explains how forthcoming trade talks between the U.S. and China will impact Apple's shares and production.
June 28, 2019
Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she thinks small cap stocks deserve to be underperforming. Robert Hormats, Kissinger Associates Vice-Chair, says rather than focusing on China, the U.S. ought to strengthen its own competitive capability. Shira Ovide, Bloomberg Opinion Technology Columnist, doesn't think there's a software guru at Apple. And Lawrence Ferrara, NYU Professor of Music, says copyright infringement claims have greatly increased over the past several years.
June 28, 2019
In this special, the Surveillance team does a deep dive on Major League Baseball's debut in the U.K. Robert Manfred Jr., MLB Commissioner, speaks on the profound financial opportunities of bringing Major League Baseball to Europe. And Sam Kennedy, Boston Red Sox CEO, illustrates the severity of the need to grow the MLB on an international scale.
June 27, 2019
Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, explains why he thinks energy stocks are currently unloved. Shawn Donnan, Bloomberg Senior Writer, examines a potential pause in tariffs at the G-20 in Osaka - where Huawei could be a detrimental factor in trade discussions. Brooke Sutherland, Bloomberg Opinion Columnist, analyzes a new technical malfunction for Boeing and what it could mean for the current share value. And Joseph Abboud the Chief Creative Director at Tailored Brands, the parent company of Men's Wearhouse, shares how European and American men's fashion differ.
June 26, 2019
Joyce Chang, JPMorgan Chair of Global Research, says, "it's not all about the Fed," expecting fixed income yields to lower. Catherine Mann, Citi Managing Director and Global Chief Economist, hones in on the "most pivotal" issue: the interaction of financial markets and the real economy based on the G20. Tim O'Brien, Bloomberg Opinion Columnist, expects moderate and progressive discussions during tonight's Democratic debate. Stephen Stanley, Amherst Pierpont Chief Economist, explains why he thinks productivity growth may be accelerating. And Seema Shah, Bloomberg Intelligence Consumer Senior Analyst, says there's no money to be made in the The RealReal's luxury consignment business.
June 25, 2019
Tobias Levkovich, Citi Investment Research Chief U.S. Equity Strategist, shares why he has been bullish on healthcare equipment services. Liz Krutoholow, Bloomberg Intelligence Healthcare Analyst, describes the horizon for Allergan's long term growth as "unimpressive." Heidi Crebo-Rediker, Council on Foreign Relations Adjunct Senior Fellow, thinks a trade war ceasefire is the best we can hope for from a Trump-Xi meeting at the G-20. And Golnar Montevalli, Bloomberg Reporter in Tehran, doubts personal sanctions against religious leaders will have a tangible impact on the economy.
June 24, 2019
Dan Tannebaum, PwC Global Sanctions Leader, discusses how the U.S. could continue to pressure Iran despite running low on additional things to sanction. Mary E. Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, considers the possible outcomes of the forthcoming meeting between President Trump and President Xi. And Peter Navarro, Assistant to the President and Director of the Office of Trade and Manufacturing Policy, says Mexico and the United States are significantly closer now. And Former Rep. Joe Sestak Jr., Democratic Presidential Candidate, says his military experience sets him apart when it comes to foreign policy.
June 21, 2019
William Lee, Milken Institute Chief Economist, parses the Fed message with conflicting economic signals resulting in new emphasis on next jobs report. Leslie Falconio, UBS Global Wealth Management's Chief Investment Office Senior Strategist, shares her preferred market strategy — overweight equity versus fixed income. Dan Yergin, IHS Markit Vice Chairman, is surprised at how well the market has adjusted to the cessation of Iranian and Venezuelan oil. Diane Jaffee, TCW Group Senior Portfolio Manager, says business uncertainty will lead to decreased capital expenditures. And Adm. James Stavridis, Carlyle Group Adviser & Bloomberg Opinion Columnist, says President Trump's "military policy by tweet" is "so unhelpful."
June 21, 2019
In an exclusive conversation with Tom Keene, Federal Reserve Vice Chairman Richard Clarida says the argument in favor of cutting interest rates has strengthened recently as cross currents buffet the U.S. economy, amid heightened uncertainty. Clarida also brushed aside concerns that the Fed’s political autonomy is at risk from President Donald Trump.
June 20, 2019
Diana Amoa, JPMorgan Asset Management Fixed Income Portfolio Manager, discusses why the Fed needs to act into a deeper cutting cycle. Bill Smead, Smead Capital Management Founder, says the U.S. economy is pretty strong. Janet Henry, HSBC Bank Global Chief Economist, says a trade deal would be good news for equities. And Shira Ovide, Bloomberg Opinion Columnist, indicates Slack is not raising capital today.
June 19, 2019
We kick off with a segment from our TV broadcast with Blackstone CEO Stephen Schwarzman. He tells Francine Lacqua & Tom Keene that lower rates would be great "symbolically" but it wouldn't change business decisions. Julia Coronado, Macropolicy Perspectives President and Founder, outlines the Fed's difficult communication challenge. Krishna Memani, Invesco OFI CIO, says growth is moderating but not to a catastrophic level. And Vincent Reinhart, Mellon Chief Economist & Macro Strategist, echoes Coronado's take that central banks have "a hard time anchoring" communications.
June 18, 2019
We kick off with a segment from our Bloomberg TV show with Bloomberg's Joe Weisenthal and Nordea Asset Management's Sebastian Galy. They weigh in on Facebook's new Libra cryptocurrency. Adam Posen, Peterson Institute President, says ECB policy is not targeted at the U.S. dollar. General Stanley McChrystal, Former Commander of U.S. and International Forces in Afghanistan, says "leadership requires character." Lindsey Piegza, Stifel Chief Economist, says today's U.S. housing starts paint a negative picture for the second quarter. And Gary Shilling, Bloomberg Opinion Columnist, says the Fed does not want to go negative on rates.
June 17, 2019
David Blanchflower, Former BOE Monetary Policy Committee Member and Dartmouth Professor, answers the question he asks in his new book: "Not Working: Where Have All the Good Jobs Gone?" Priya Misra, TD Securities Managing Director and Global Head of Rates Strategy, expects the Fed to signal readiness to ease policy in their next meeting, but that they will stop short of committing to a near-term cut. Bloomberg's Stephen Engle, reports live from Hong Kong, where protests continue. Meredith Sumpter, Eurasia Group Head Of Research Strategy and Operations, expects Hong Kong leader Carrie Lam to continue to fight to hold on to her job. Elisa Martinuzzi, Bloomberg Opinion Columnist, says investors are disappointed in the vision that Deutsche Bank has given for its future since they walked away from merger discussions with Commerzbank.
June 14, 2019
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, sees U.S. rates collapsing toward 0% over the next five years. In a banking roundtable, Gerard Cassidy, Head of U.S. Bank Equity Strategy for RBC Capital Markets defends the profitability of U.S. investment banks, while Jonathan Tyce, Bloomberg Intelligence European Banking Analyst, says Barclays is better than Europe but still lagging its American peers. Alexia Howard, Bernstein Analyst, recently downgraded Beyond Meat because she saw the valuation get overstretched too quickly. Bill Keenan, Author & Retired Professional Ice Hockey Player, talks the transition from professional hockey to Wall Street.
June 13, 2019
Anthony DiPaola, Bloomberg Middle East Energy Markets Reporter, updates us on the attacks on oil tankers in the Strait of Hormuz. Jason Gammel, Jefferies Energy Research Analyst, says both demand and supply concerns together are driving volatility in oil prices. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the golden age for stock-picking is when factors drive underlying securities. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says credit spreads remain narrow on expectations of Fed easing. And Bloomberg Businessweek Reporters, Max Abelson and Rebecca Greenfield, report parental leave is easier to get than to take for Wall Street dads.
June 12, 2019
Karen Leigh, Bloomberg China Government Editor, explains what sets the current protests in Hong Kong apart from previous demonstrations. Gideon Rose, Foreign Affairs Magazine Editor, says the trends in Hong Kong's autonomy are not going in the right direction. Spencer Dale, BP Group Chief Economist & Former BOE Official, says BP needs to shift from being an oil and gas company to an energy company. Paul Tudor Jones, Founder of Tudor Investment Corporation and Robin Hood Foundation, details the concept of 'just' company rankings and how those rankings translate into stock performance. And David Herro, Harris Associates CIO of International Equities, says if the instability in Hong Kong continues to lower pricing, there could be buying opportunities.
June 10, 2019
Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says the idea of one or two rate cuts by year end is starting to make sense. Marc Chandler, Bannockburn Global Forex Chief Market Strategist, expects the Chinese renminbi to break through the 7.00 level within the next three months. Ben LaBolt, Obama 2012 Presidential Campaign Press Secretary, says Democrats need to attack the notion that immigration is affecting the average worker's job. Nick Heymann, William Blair Co-Group Head–Global Industrial Infrastructure, says Raytheon and United Tech are targeting an audience beyond institutional investors.
June 7, 2019
Jason Furman, Former Council of Economics Chair, says issues with Mexico might be more important than the tensions with China. Julia Coronado, Macropolicy Perspectives President and Founder, says prime age participation in the labor force has room to grow. Jeff Rosenberg, BlackRock Financial Management Senior Portfolio Manager, says the ECB will have to continue to support the euro-area with perpetual negative interest rates. And Kevin Hassett, White House Council of Economic Advisers Chairman, says the President is set to weigh his options on Mexico tariffs.
June 6, 2019
Today's episode begins with a conversation from Bloomberg TV with Antony Phillipson, British Consul General to New York, on the 75th Anniversary of D-Day. Following, Neil Shearing, Capital Economics Group Chief Economist, says that Mexico may fold to the U.S. in trade negotiations. George Will, "The Conservative Sensibility" Author, says conservatives are an orphan without a political party. Sonali Basak, Bloomberg Investment Banking Reporter, characterizes Wall Street's mood for the summer as "bored." Austan Goolsbee, Former White House Economic Adviser to President Obama, discusses the late Alan Krueger's book, "Rockonomics: A Backstage Tour of What the Music Industry Can Teach Us about Economics and Life."
June 5, 2019
David Page, AXA Investment Managers U.S. & U.K. Senior Economist, says there is a small risk of a Fed cut in two weeks. Stephanie Baker, Bloomberg News Senior Writer, updates us on trade negotiations between the U.S. and Mexico. Victoria Hewson, Institute of Economic Affairs Senior Counsel, International Trade and Competition Unit, says President Trump is using powers not related to day-to-day trade policy. Jim Caron, Fixed-Income Portfolio Manager at Morgan Stanley Investment Management, discusses his latest note, "What is the Rates Market Telling Us." And David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, previews his upcoming episode of "Peer to Peer Conversations" with Melinda Gates.
June 5, 2019
Michael McKee, Bloomberg News International Economics & Policy Correspondent, sits down with two Federal Reserve Presidents. First, Robert Kaplan of the Dallas Fed says the yield curve reflects heightened trade tensions. And Charles Evans of the Chicago Fed says he is "a little bit nervous" about low inflation. Following, Simon Kennedy, Bloomberg News Executive Editor of Economics, says the center of gravity has moved towards a rate cut. And Yelena Shulyatyeva, Bloomberg Economics Senior U.S. Economist, says in the U.S. economy, key cyclical momentum is still there.
June 4, 2019
Jenny Leonard, Bloomberg Trade Reporter, and David Merritt, Bloomberg Senior Executive Editor, discuss what a trade deal could look like between the U.S. and a post-EU U.K. Mike Ryan, UBS Wealth Management Chief Investment Strategist, says the notion of fixing the issues between U.S. and China in the coming months is a little naïve after decades in the making. Guy Johnson, Bloomberg TV & Radio Anchor, provides insight into the press conference with President Trump and Prime Minister May. Bob Diamond, Atlas Merchant Capital CEO, says the financial services community want Brexit certainty.
June 3, 2019
Marvin Barth, Barclays Head of FX Strategy, believes that the dollar is ultimately the beneficiary of a volatile, global environment. Lorenzo Codogno, LSE Visiting Professor & Former Italian Treasury Chief Economist, says the government framework of Europe is still unfinished. Margaret Talev, Bloomberg White House Correspondent, discusses President Trump's tweets on London Mayor Sadiq Khan this morning. And Diane Swonk, Grant Thornton Chief Economist, thinks the President's tariffs on Mexico also have to do with immigration at the border.
May 31, 2019
Eric Farnsworth, Council of Americas Vice President, says the U.S. is going down a path that requires Mexico to react negatively. Laura Rosner, Macropolicy Perspectives Senior Economist, expects inflation to revert back to 2% over the next 6-12 months. Henrietta Treyz, Veda Partners Director of Economic Policy, recommends stacking up on avocados, in case the U.S. increases tariffs on Mexico. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, advises to buy utility stocks today because they have "relative immunity" to trade war fears.
May 31, 2019
In conversation with Bloomberg Surveillance and The Open's Jonathan Ferro, PIMCO CEO and CIO present their bearish view of corporate credit and what they expect when it comes to volatility and long term returns.
May 30, 2019
Chris Rupkey, MUFG Union Bank Chief Financial Economist, previews Fed Vice Chair Clarida's speech, saying it's the Fed versus the markets right now. Joel Levington, Bloomberg Intelligence Director of Credit Research, reacts to PIMCO's Scott Mather's call that this is "probably the riskiest credit market ever." Meredith Sumpter, Eurasia Group Head of Research & Strategy Operations, says the U.S. restrictions on Huawei caught Beijing by surprise. And Democratic presidential candidate Gov. Steve Bullock (D-Montana) tells us he's the best candidate to win in Trump country.
May 29, 2019
James Sweeney, Credit Suisse Chief Economist & Americas CIO, sees big risks in the U.S. manufacturing sector. Jerome Schneider, PIMCO MD & Head of Short Term Portfolio Management, says the movement in rates seems to indicate that a recessionary environment is on the rise. Beth Maclean, PIMCO EVP Portfolio Manager, offers investment advice for high risk environments. Hugo Rogers, Deltec CIO, thinks China is in a weaker position than the U.S. in the trade war.
May 28, 2019
Carl Weinberg, High Frequency Economics Chief Economist, doesn't expect any agreement between the U.S. and China. Jacob Kirkegaard Peterson Institute for International Economics Senior Fellow, thinks a second Brexit referendum is "on the table." Lindsey Piegza, Stifel Chief Economist, says consumer spending is not matching consumer confidence. Brian Kelly, The Points Guy, shares tips for finding cheap flights to Europe.
May 24, 2019
Rich Greenfield, BTIG Managing Director & TMT Analyst, says SNAP is their single best buy on the long side. Walter Piecyk, BTIG Managing Director & TMT Analyst, says Sprint and T-Mobile want Trump to see the deal as a way to beat China to 5G. Craig Moffet, MoffettNathanson Senior Research Analyst, discusses cable video losses.
May 24, 2019
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says he has no doubt the American economy will continue to grow throughout the year. Anna Edwards, Bloomberg TV & Radio Anchor, says bringing together the Conservative will be the first challenge for their next leader. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks that structurally, 10% of portfolios should be EM.
May 23, 2019
Chris Marangi, Gabelli Funds Co-Chief Investment Officer, advises to be more cautious with companies that have exposure in China. Sonia Meskin, Standard Chartered U.S. Economist, says this Fed understands the interconnectedness of the U.S. and global economy. Gene Munster, Loup Ventures Co-Founder, says Tesla's demand is unknown in the near term. Don Gimbel, Sr. VP and Investment Professional for CIBC Private Wealth Management, says the U.S. will survive the trade war.
May 22, 2019
Marty Markowitz had his share of problems. His parents had recently died. He had troubles at work. A failing relationship. He needed someone to help him through this rough patch in his life. So he decided to get some professional help from a psychiatrist. What he did not count on, was what happened in his life over the next twenty-nine years. This is a story about power, control, and turning to the wrong person for help.  Listen now at bloomberg.com/shrinknextdoor
May 22, 2019
Daragh Maher, HSBC Securities US Head of FX Strategy, says outside of the U.S., there's no appetite for fiscal stimulus. Kathy Jones, Schwab Center For Financial Research Chief Fixed Income Strategist, expects inflation to stay “pretty stable even with tariffs.” Alberto Gallo, Algebris Investments Portfolio Manager, says Europe has disappeared from the map of many investors. Therese Raphael, Bloomberg Opinion Columnist, says governing a minority government has been the main reason she can’t get her deal passed. Kevin Cirilli, Bloomberg Washington Correspondent, says Democrats will continue pushing for Trump's tax records to be released.
May 21, 2019
Troy Gayeski, Skybridge Capital Co-CIO, says as the trade war escalates, the probability of a rate hike decreases. David Kelly, JPMorgan Asset Management Global Market Strategist, says we are almost at a bipolar world in terms of economic spheres of influence. Bob Diamond, Atlas Merchant Capital CEO, says Deutsche Bank lacks a strong domestic retail business. Seema Shah, Bloomberg Intelligence Senior Consumer Analyst, says its an unknown for Home Depot if they will be impacted by tariffs.
May 20, 2019
Jonathan Golub, Credit Suisse Chief US Equity Strategist, says the likelihood of a recession is very low. Sonali Basak, Bloomberg Investment Banking Reporter, discusses the possibility of a leadership change at Deutsche Bank. Bill Schneider, George Mason Professor & Author, "Standoff: How America Became Ungovernable", thinks Joe Biden's candidacy represents a return to normal. Raphael Bostic, Federal Reserve Bank of Atlanta President, does not see a rate cut this year.
May 17, 2019
Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, sees a permanent dollar shortage in China. Miranda Carr, Haitong International China Macro Strategist, thinks China is overconfident about how little tariffs impact their economy. Kate Bedingfield, Biden Deputy Campaign Manager, discusses Joe Biden's middle class roots. Bob Michele, JPMorgan Asset Management Global CIO and Head of Global Fixed Income, notes the amount of money in money market funds is the highest since the financial crisis. Amy Myers Jaffe, CFR Senior Fellow for Energy & the Environment and Director of the Program on Energy Security & Climate Change, says the oil market is too relaxed for the current level of risk.
May 16, 2019
Ann Cairns, Mastercard Vice Chair, says it's important to introduce girls to STEM careers. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says a trade war is not inflationary. Joe Feldman, Telsey Senior Research Analyst, says Walmart is less exposed than other retailers to tensions with China. Paul Donovan, UBS Global Chief Economist, thinks the slowdown in 2018 was somewhat caused by trade tensions. Gabriel Felbermayr, Kiel Institute for the World Economy President, posits that, although a "tariff pass-through"takes time to occur, a full pass-through to the American consumers would be highly unusual.
May 15, 2019
Chetan Ahya, Morgan Stanley Chief Economist & Global Head of Economics, thinks trade tensions were the cause of China's slowdown. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, expects modest earnings growth in 2019. Emma Ross-Thomas, Bloomberg Brexit Editor, brings us a Brexit update. Mike Spence, NYU Professor, says it's confusing what the U.S. and China really want.
May 14, 2019
Catherine Mann, Citigroup Global Chief Economist, says closing the door to trade doesn't enhance an economy. Jens Nordvig, Exante Data Founder & CEO, analyzes the trade dispute's impact on the renminbi. Mark Lehmann, JMP Securities President, says China has more to lose than the U.S. and Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, discusses actions taken by retailers to alleviate the impact of tariffs.
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