Search this show’s transcripts

Bloomberg Surveillance

en us
Listen for the latest in finance, economics and investment. Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern bring you interviews from Bloomberg Surveillance Television. Join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio.  Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.

Episodes

Page 50 · 50 per page
Published 2022-04-12

Surveillance: Peak Inflation with Carpenter

25 min Transcript
View

Seth Carpenter, Morgan Stanley Chief Global Economist, says we have reached peak inflation in the U.S. Joyce Chang, JPMorgan Chair of Global Research, says the lockdowns in China are affecting the equivalent of more than one-third of China's GDP right now. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, thinks the market will be able to tolerate the Fed's rate hikes. Julie Norman, UCL Centre on U.S. Politics Co-Director, says any war crime litigation against Putin wouldn't deter his actions in the current moment.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-04-11

Surveillance: Recession Risk with Dutta

27 min Transcript
View

Neil Dutta, Renaissance Macro Head of U.S. Economic Research, says the risk of recession in the U.S. is no higher than it normally is. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says rates can still move higher from here. Jonathan Fenby, Author of "The History of Modern France," says the conventional center-left, center-right division on which the Fifth Republic of France has lasted for the past 50 years or more is now destroyed. Ellen Wald, Atlantic Council Senior Fellow, says the war in Ukraine has given Iran an advantage in selling oil.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-04-08

Surveillance: Fed Hikes with Hatzius

25 min Transcript
View

Jan Hatzius, Goldman Sachs Chief Economist, says there's a chance the Fed may need to hike rates past 4%. Kristina Kvien, U.S. Charge d’Affaires to Ukraine, says Turkey has been playing a positive role in its support of Ukraine. Anastasia Amoroso, iCapital Chief Investment Strategist, says now is the time to look at put options. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the markets haven't decided whether to expect a slowdown or a recession.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-04-07

Surveillance: Fed & Inflation with Blanchard

31 min Transcript
View

Olivier Blanchard, Former IMF Chief Economist, says the Fed is going to have a hard time slowing inflation. Vincent Reinhart, Dreyfus and Mellon Chief Economist, says the Great Moderation is over. Savita Subramanian, BofA Securities Equity and Quant Strategist, says energy is investable again. Alina Polyakova, Center for European Policy Analysis President & CEO, says Putin may advance further into Europe if he takes Ukraine. Elsa Lignos, RBC Global Head of FX Strategy, says there are big obstacles to de-dollarization.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-04-06

Surveillance: Fed Tightening with Dudley

31 min Transcript
View

Bill Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says the Fed might need to force stocks to fall. Evelyn Farkas, Former U.S. Deputy Assistant Secretary of Defense for Russia, Ukraine and Eurasia, says she is worried the U.S. is not thinking enough about how to save lives in Ukraine. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, says higher inflation is going to start destroying demand. Senator Bill Cassidy, (R) Louisiana, is proposing an Operation Warp Speed to combat high energy prices. Lindsey Piegza, Stifel Chief Economist, expects a negative GDP print in the first quarter of next year.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-04-05

Surveillance: Fed Tightening with Jones

23 min Transcript
View

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, expects the Federal Reserve to reduce the pace of its policy tightening as U.S. inflation moderates. Andrew Weiss, Carnegie Endowment for International Peace Vice President of Studies, is skeptical the U.S. has any great power to shift the ultimate political direction of Russia. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, expects inflation to move back to 2% in 2023. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says it's important to have some cash in your portfolio.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-04-04

Surveillance: Ukraine War with Bolton

31 min Transcript
View

John Bolton, Former U.S. National Security Advisor and The Foundation for American Security and Freedom Chairman, says the U.S. and its allies are not doing enough to support Ukraine. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says companies have gotten much better at combating margin pressures. Andrew Hollenhorst, Citi Chief U.S. Economist, says it is important to watch the housing sector to see the impact of interest rates on the economy. Doug Kass, Seabreeze Partners President, explains why he thinks markets are underpricing risk.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-04-01

Surveillance: U.S. Oil Release with Hochstein

34 min Transcript
View

Amos Hochstein, U.S. State Department Senior Advisor for Energy Security, expects U.S. allies to bring more oil into the marketplace as well. Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs report. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the Fed has to accelerate tightening. Elliot Ackerman, '2034: A Novel of the Next World' Co-Author and Former U.S. Marine Corps Veteran, says Ukrainians are mobilized to win this war.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-31

Surveillance: New Global Equilibrium with Haass

35 min Transcript
View

Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," expects a new global equilibrium to emerge from the war between Russia and Ukraine. Regina Mayor, KPMG Global Head of Energy, says oil markets are poised to settle down toward the end of 2022 and into 2023. Nela Richardson, ADP Chief Economist, expects a shift in consumer spending on the horizon. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, discusses the impact of a U.S. yield curve inversion on financial markets. Jim Glassman, JPMorgan Head Economist for Commercial Banking, expects the rate of inflation to slow down this year.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-30

Chief Future Officer: Chipotle's Jack Hartung

23 min Transcript
View

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Chipotle CFO Jack Hartung sits down with Carol Massar to discuss the fast casual dining chain's rapid revenue growth, the development of its digital business during the pandemic, and its goal of expanding from 3,000 to 7,000 U.S. locations -- as well as the challenges of labor, food and construction costs that have pushed restaurants to raise menu prices.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-30

Surveillance: Russian Oil with Moniz

27 min Transcript
View

Ernest Moniz, Former U.S. Energy Secretary, says Russia will soon find buyers for its discounted oil. Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust Co-CEO, says the Fed's dot plot is not realistic. Megan Greene, says monetary policy divergence among central banks is impossible to maintain over a period of time. Seema Shah, Principal Global Investors Chief Strategist, doesn't expect much more upside for equities from here.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-29

Surveillance: OPEC & Russia with UAE's Al-Mazrouei

34 min Transcript
View

Suhail bin Mohamed Al-Mazrouei, United Arab Emirates Energy Minister, says OPEC is aiming to ensure consumers are getting an "affordable" oil supply. David Malpass, World Bank President, discusses the impact of the Ukraine war on global food supply and the World Bank's efforts to help displaced refugees. Liana Fix, Korber Foundation Program Director, says the main challenge for Ukraine moving ahead will be negotiating a sustainable peace. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says Europe is at a greater risk of recession. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says there is still room for the market to move higher.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-28

Surveillance: Yen Weakness with Wizman

24 min Transcript
View

Thierry Wizman, Macquarie Group Global Interest Rates and Currencies Strategist, says the Bank of Japan will need to raise the yield cap on its 10-year note to stabilize the value of the yen. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says the bond market selloff has caught people off guard. Wendy Schiller, Brown University Taubman Center for American Politics and Policy Director, says needs to simplify his messaging. Jens Nordvig, Exante Data Founder & CEO, says this yen weakness is not something we've seen before.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-25

Surveillance: China Policy with Spence

31 min Transcript
View

Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, expects China to move carefully with regards to Russia in order to avoid economic isolation. Philippe Etienne, French Ambassador to the U.S., discusses how France is helping Ukrainian refugees and providing support for food security. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the glide path to inflation to be to the downside. Jane Foley, Rabobank Head of FX Strategy, says the Euro is signaling some optimism.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-24

Surveillance: More Pain to Come, Says Slimmon

27 min Transcript
View

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says there's more pain to come for markets. Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War," says using chemicals weapons would not be a silver bullet for Russia. Leslie Vinjamuri, Chatham House Director of the U.S. and Americas Programme, says it is critical that the U.S. and Europe maintain pressure on China in order to help end the war in Ukraine. Stephen Stanley, Amherst Pierpont Chief Economist, says the Fed might even be willing to cause a recession if necessary to lower inflation. Stephane Bancel, Moderna CEO, says older people may need annual Covid booster shots.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-23

Surveillance: Inflation Controls with Ryding

24 min Transcript
View

John Ryding, Brean Capital Chief Economic Advisor, said the Fed has already made a policy mistake. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says there is no alternative to U.S. equities. Gargi Chaudhuri, BlackRock iShares Investment Strategy Americas, says, the front end of the yield curve is beginning to look attractive. Isaac Boltansky, BTIG Director of Policy Research, discusses his expectations for President Biden's visit to Europe.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-22

Surveillance: Bullard Says Faster Is Better

36 min Transcript
View

James Bullard, Federal Reserve Bank of St. Louis President, says U.S. monetary policy needs to be tightened quickly to stop putting upward pressure on inflation. Angela Stent, Brookings Non-Resident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says Putin's ambitions reach beyond Ukraine. Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, still expects crude to rise to $150 this summer. Joanne Feeney, Advisors Capital Management Partner & Portfolio Manager, says equities are the only game in town. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman discusses his interview with Citadel Founder & CEO Ken Griffin.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-21

Surveillance: Latvia Defense Minister Pabriks

23 min Transcript
View

Artis Pabriks, Latvia Defence Minister, says Europe's job of isolating Russia is only half-done. Leslie Falconio, UBS Global Wealth Management Senior Fixed Income Strategist for the Americas, expects real yields to move higher. Dave Altig, Atlanta Fed Director of Research, says they are not seeing any signs of softening demand. David Riley, BlueBay Asset Management Chief Investment Strategist, says the bond market is pricing in a wider distribution of outcomes.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-18

Surveillance: U.S.-China Talks with Blackwill

25 min Transcript
View

Robert Blackwill, Council on Foreign Relations Senior Fellow & Bloomberg Opinion Columnist, says it would be a serious blow to U.S.-China relations if China were to supply Russia with weapons. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it will be hard for the Fed to pull off a soft landing. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says there would be repercussions if the Fed were to raise the funds rate to 3% this year. Cristian Maggio, TD Bank Portfolio Strategy Head, says there are still risks to investing in Russia even if sanctions were to be removed.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-17

Surveillance: Ukraine War's Economic Impact

22 min Transcript
View

Natalie Jaresko, Former Ukraine Finance Minister, says we could see a serious global food problem due to the war in Ukraine. Laurence Boone, OECD Director & Chief Economist, discusses the impact of the Ukraine conflict on the group's global growth and inflation projections. Sarah Hewin, Standard Chartered Bank Head of Europe & Americas Research, says it looks as though the Bank of England is losing their nerve. Jay Bryson, Wells Fargo Chief Economist, says the Fed is in a tricky position right now. Michael Hirson, Eurasia Practice Head for China And Northeast Asia, describes the careful balance China has to walk in the war in Ukraine.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-16

Surveillance: Fed Day with Zentner

27 min Transcript
View

Ellen Zentner, Morgan Stanley Chief U.S. Economist, says there are enough risks in the economy that it makes sense for the Fed to start with a 25 basis point hike. Bob Michele, JPMorgan Asset Managment CIO, discusses the three things he is watching for in the Fed’s interest rate decision. Ian Kelly, Former U.S. Ambassador to Georgia, says Putin's world is now very small. Dennis Gartman, Chairman of the University of Akron Endowment Fund & Retired Editor of The Gartman Letter, says we have to pay attention to the planting season in Ukraine. David Rubenstein, The Carlyle Group Co-Founder & Host of "Peer to Peer with David Rubenstein," discusses his interview with Airbnb CEO Brian Chesky.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-14

Surveillance: Russia's Off-Ramp with CSIS's Jones

29 min Transcript
View

Seth Jones, Center for Strategic and International Studies International Security Program Director, doesn't see Russia looking for an off-ramp that would be acceptable to NATO or the Ukranian people. Elsa Lignos, RBC Global Head of FX Strategy, discusses the outlook for the Euro. Megan Greene, Kroll Institute Global Chief Economist, says we're likely to see stagflation in Europe. Doug Kass, Seabreeze Partners President, details his philosophy for navigating the market amid so much uncertainty.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-11

Surveillance: Sanctions Impact with Kasman

21 min Transcript
View

Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, expects the effects of sanctions on Russia to last for a while. Mohamed Younis, Gallup Editor in Chief, says favorability of Russia among Americans has hit an all-time negative high. Ed Al-Hussainy, Columbia Threadneedle Investments Senior Interest Rates Strategist, discusses how the fixed income market is being impact by Russia’s invasion of Ukraine. Mayra Rodriguez Valladares, MRV Associates Managing Principal, says the market risks are much higher for American banks than the risks from Russia.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-10

Surveillance: Quickening Inflation with Gapen

25 min Transcript
View

Michael Gapen, Barclays Chief U.S. Economist, reacts to the acceleration in U.S. consumer price gains. Estonia Prime Minister Kaja Kallas says Putin has gone "all in" on the war in Ukraine. Peter Trubowitz, London School of Economics Professor of International Relations & Chatham House Associate Fellow, said Putin made massive miscalculations in invading Ukraine. Marc Chandler, Bannockburn Chief Market Strategist, expects the war in Ukraine to raise inflation and slow growth.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-09

Surveillance: Bonds with Bill Gross

40 min Transcript
View

Bill Gross, PIMCO Co-Founder and Author of 'I’m Still Standing', says central banks have been "terribly wrong." David Malpass, World Bank President, is urging other countries to fill the output gap left by Russia and Ukraine. James Stavridis, Former Supreme Allied Commander at NATO and Author of '2034: A Novel of the Next World War,' says NATO must give Ukraine the tools that it needs to defend itself against the Russian invasion while preventing a path to a World War III-level confrontation. Amrita Sen, Energy Aspects Chief Oil Analyst, says oil could easily top $150 a barrel.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-08

Surveillance: U.S. to Ban Russian Oil

24 min Transcript
View

Timna Tanners, Wolfe Research Metals and Mining Analyst, says, there's no quick production fix for the commodities that have been disrupted due to the war in Ukraine. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, explains how her firm is trying to be opportunistic in the current market environment. Diane Swonk, Grant Thornton Chief Economist, says the Fed is already behind the curve. Ann Miletti, Allspring Global Investments Head of Active Equity, says female investors have the edge.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-07

Surveillance: Russia & China with Bremmer

28 min Transcript
View

Ian Bremmer, Eurasia Group & GZERO Media President, says the likelihood of removing Russian president Vladimir Putin from power is "extremely low." Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says “growth scare pricing” could take the S&P 500 down to around 3,900 in the short-term. Paul Sankey, Sankey Research Lead Analyst, says we are in an energy regression. Jacob Frenkel, Former JPMorgan Chase International Chairman & Former Bank of Israel Governor, expects a new world order after Russia's invasion of Ukraine.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-07

Surveillance: Russia Sanctions with Walsh

31 min Transcript
View

Marty Walsh, U.S. Secretary of Labor, says U.S. companies have to do whatever they can to support the Ukrainian people. Wally Adeyemo, U.S. Treasury Deputy Secretary, says the U.S. has many options for more sanctions on Russia. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the market isn't really focused on the payrolls report right now. Tiffany Wilding, PIMCO Chief U.S. Economist, says the U.S. economy is coming in to this year with a lot of momentum.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-03

Surveillance: Delayed Ukraine Rate Decision

28 min Transcript
View

Serhiy Nikolaychuk, National Bank of Ukraine Deputy Governor, says he's hoping for a fast end to the war, so Ukrainian farmers can get back to work and save their grain harvests. Mario Gabelli, Gabelli Funds Co-Investment Officer for Value, says we have a new regulatory regime in the United States. Nela Richardson, ADP Chief Economist, expects the U.S. economy to slow down from last year's high pace but says it is still healthy. Darwei Kung, DWS Head of Commodities, says Brent crude could easily climb over $150 in the event the U.S. and its allies place sanctions on Russian oil.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-02

Surveillance: Energy Shock with Folkerts-Landau

35 min Transcript
View

David Folkerts-Landau, Deutsche Bank Chief Economist, would expect to see a very serious recession if Nord Stream 1 is disrupted. Lawrence H. Summers, Former U.S. Treasury Secretary, says there is a greater risk of the Fed doing too little than too much. Alberto Gallo, Algebris Investments Head of Global Credit & Portfolio Manager, says to expect more volatility later this year. Amrita Sen, Energy Aspects Founder, says oil prices could easily breach $150 a barrel. Howard Dean, Former DNC Chair & Former Vermont Governor, says President Biden delivered one of the best State of the Union addresses in the last 20 years.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-03-01

Surveillance: War in Ukraine with Kimmitt

25 min Transcript
View

Mark Kimmitt, Retired Brigadier General and United States Department of State Former Assistant Secretary, says Ukraine still faces a lot of tough and brutal combat ahead. Alicia Levine, BNY Mellon Chief Investment Strategist, says large market capitalization technology stocks are the "safety play" due to uncertainty over inflation and Federal Reserve policy. Kamakshya Trivedi, Goldman Sachs Co-Head of FX, Rates & EM, says sanctions are making Russian assets uninvestable. Michael Fiddelke, Target CFO, discusses how the company is managing inflationary cost pressures.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-28

Surveillance: Russian Energy with Yergin

23 min Transcript
View

Daniel Yergin, IHS Markit Vice Chairman, says the behavior of markets will act as a sanction against Russian energy. Jane Foley, Rabobank Head of FX Strategy, expects a lot of downside pressure to remain on the ruble. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says we're living in a world with two-sided risk, but there is still underlying strength in the economy. Daniel Tannebaum, Oliver Wyman Head of Americas Anti-Financial Crime, says Russia may fall out of the G-20.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-25

Surveillance: Ukraine Talks with Browder

26 min Transcript
View

Bill Browder, Hermitage Capital CEO, says Vladimir Putin's offer for talks with Ukraine is "pure theater." Natalie Jaresko, Former Ukraine Minister of Finance, says Ukraine needs a more urgent response from the West. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, says investors have been taking a leap of faith. Seema Shah, Principal Global Investors Chief Global Strategist, says the U.S. is the safest place for investments to be sitting right now.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-24

Surveillance: Russia Invades Ukraine

31 min Transcript
View

Ben Hodges, Former U.S. Commanding General in Europe, says we don't need to have American soldiers on the ground in Ukraine. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says markets are now pricing in a big slowdown. Tim Ash, Bluebay Senior EM Sovereign Strategist, says Russians themselves didn't see the invasion of Ukraine coming. Kona Haque, ED&F Man Head of Research, says $120 oil is now a given. Robert Rosener, Morgan Stanley Senior U.S. Economist, says the Fed is still on track to raise rates in March.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-23

Surveillance: Buying Opportunity with Slimmon

27 min Transcript
View

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, explains why he sees a buying opportunity in the current market. Jeffrey Sachs, Columbia University Economics Professor and Sustainable Development Center Director, says he is unimpressed with diplomacy of Biden administration in dealing with Russia. Winnie Cisar, Creditsights Global Head of Credit Strategy, explains why she like the belly of of the investment-grade curve. Tina Fordham, Avonhurst Head of Global Political Strategy, doesn't expect to see a de-escalation between Russia and Ukraine.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-22

Surveillance: Russia Sanctions with Usackas

23 min Transcript
View

Vygaudas Usackas, Former EU Ambassador to Russia and Avia Solutions Group Board Member, says Vladimir Putin's actions will require "sanctions, most profound and severe." Leslie Falconio, UBS Global Wealth Management Senior Fixed Income Strategist for the Americas, says to consider selling the fixed income rally. Amrita Sen, Energy Aspects Founder & Director of Research, doesn't see sustained $100 oil this year. Tony Capuano, Marriott International CEO, expects this summer to be an all-time record for travel.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-18

Surveillance: Ukraine Risks with Hormats

29 min Transcript
View

Elizabeth Economy, Hoover Institution Senior Fellow, discusses the relationship between Russia and China. Robert Hormats, Tiedemann Advisors Managing Director, says if Putin wants to have a war, he's going to have to suffer sever economic consequences. Kelsey Berro, JP Morgan Investment Management Fixed Income Portfolio Manager, explains why markets are looking for the Federal Reserve to cut interest rates in 2024. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says markets are facing the toughest part of 2022, but should get clarity on inflation and growth later in the year.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-17

Surveillance: Russia Tensions with Stavridis

33 min Transcript
View

Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War," says Vladimir Putin wants to crack the sovereignty of Ukraine and divide NATO. Michael Holland, Holland & Company Chairman, says the geopolitical risk between Russia and Ukraine is another part of the battle for investment survival. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, expects the Fed to hike 50 basis points in March. Marvin Loh, State Street Senior Global Macro Strategist, says it is clear the Fed is playing catch-up. Mike Manley, Autonation CEO, says he has no doubt the America will buy electric cars.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-16

Surveillance: Central Bank Decisions with Maher

23 min Transcript
View

Daragh Maher, HSBC Securities Head of Research Americas & Head of FX Strategy, says this is a really tricky time for central banks. Mandy Xu, Credit Suisse Securities Chief Equity Derivatives Strategist, says there is a risk the Fed is about to embark on a policy mistake. Simona Mocuta, State Street Global Advisers Chief Economist, says the retail sales data doesn't help solve the inflation question. David Rubenstein, Carlyle Group Co-Founder and Co-Chairman and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with U.S. Special Envoy for Climate John Kerry.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-15

Surveillance: Russia Talks with Trubowitz

22 min Transcript
View

Peter Trubowitz, London School of Economics Professor of International Relations & Chatham House Associate Fellow, says Putin has helped give NATO a new purpose. Gabriela Santos, JPMorgan Investment Management Global Market Strategist, says both investors and policymakers are trying to figure out the new blueprint for markets. Mark McCormick, TD Securities Global Head of FX Strategy, says we are getting closer to the top of the dollar, but there still some resiliency ahead. Aneta Markowska, Jefferies Chief U.S. Financial Economist, expects inflation pressures to persist.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-14

Surveillance: Curve Flattening with JPM's Kelly

21 min Transcript
View

David Kelly, JPMorgan Asset Management Chief Global Strategist, says the flattening of the yield curve demonstrates there is a risk of the Fed spurring a recession. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed will careful about sounding overly hawkish going forward. Alexander Brideau, Eurasia Group Practice Head, says Putin hasn't budged much on the issues that really matter. Lindsey Piegza, Stifel Chief Economist, says the Fed is convinced inflation is near peak levels.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-11

Surveillance: Inflation Pressures with Pyle

28 min Transcript
View

Mike Pyle, Chief Economic Advisor to Vice President Kamala Harris, discusses the White House's plan to expand the production capacity of the economy. Jim Zelter, Apollo Asset Management Co-President, doesn't think the credit market is rolling over right. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says the yield curve may be inverted by the end of the year. Tina Fordham, Avonhurst Head of Global Political Strategy, expects tensions with Russia to ratchet up over the next eight days of military exercises.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-10

Surveillance: Inflation Surge with Porcelli

25 min Transcript
View

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed needs a "hefty dose of patience." Bill Booth, Epoch Investment Partners Co-CIO & Portfolio Manager, says cash is king in the equity market right now. Bess Freedman, Brown Harris Stevens CEO, says inflation isn't a major concern for the real estate market in New York City. Dr. Chris Beyrer, Johns Hopkins Bloomberg School of Public Health, says we're on the right side of the omicron surge.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-09

Surveillance: Inflation Distortion with Stiglitz

28 min Transcript
View

Joseph Stiglitz, Columbia University Professor & Nobel Laureate, says raising interest rates will slow the economy and negatively impact the jobs market. Emma Walmsley, GlaxoSmithKline CEO, says many shareholders support the company's plan to spin off its consumer-health business this year. Rebecca Patterson, Bridgewater Director of Investment Research, expects to see more Fed rate hikes than what's currently priced in to markets. Amy Wu Silverman, RBC Equity Derivatives Strategist, says options have really paid off this earnings season.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-08

Surveillance: Mini Bond Bear Market with Jones

23 min Transcript
View

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says bonds are already in a mini bear market. Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says corporate America can handle higher yields. Bob Doll, Crossmark Global Investments CIO, says to sell growth and buy financials. Representative French Hill, Republican from Arkansas, says the U.S. needs to go back to pre-pandemic spending priorities.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-07

Surveillance: ECB Policy with Ladha

26 min Transcript
View

Shahid Ladha, BNP Paribas Head of G10 Rates Strategy Americas, says the ECB should embrace the opportunity to exit negative interest rates. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the market valuation story is back. Janet Henry, HSBC Global Chief Economist, says it wouldn't be unusual to see the yield curve reach some kind of inversion with more monetary tightening. Angela Stent, Brookings Institution Nonresident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says diplomacy with Russia seems to be stalling.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-04

Surveillance: U.S. Jobs Report with Walsh

27 min Transcript
View

Marty Walsh, U.S. Secretary of Labor, says workers and employers are learning to live with the pandemic. Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the U.S. labor market is really screaming right now. Tiffany Wilding, PIMCO Chief U.S. Economist, says today's jobs data changed the narrative for the labor force participation rate. Javier Blas, Bloomberg Opinion Columnist, says the White House is in a blinking contest Saudi Arabia over oil.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-03

Surveillance: Year of the Stock-Picker

21 min Transcript
View

Mike Wilson Morgan Stanley Chief U.S. Equity Strategist, says this is the year of the stock-picker. Brian Wieser, GroupM President of Business Intelligence, says there is still growth to be had for Facebook. Rob Davis, Merck Chief Executive Officer & President, says he's proud of the company's contribution to the fight against Covid-19. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says this is one of the few times where monetary and fiscal policy are working in coordination.

See omnystudio.com/listener for privacy information.

Extract Knowledge

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's new monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on Mondeléz International CFO Luca Zaramella. He sits down with Taylor Riggs to discuss how the global food and beverage giant is meeting ambitious goals for growth as the snack food industry sees a surge in demand -- and how it's dealing with headwinds such as supply chain disruption and inflation.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Published 2022-02-02

Surveillance: GM Results with Barra

29 min Transcript
View

Mary Barra, General Motors Chair & CEO, discusses the automaker’s fourth-quarter results, investments in vehicle and battery production and the Biden administration's plan to increase electric-vehicle adoption. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, says bad jobs day numbers on Friday shouldn't be a surprise. Evan Brown, UBS Head of Multi-Asset Strategy, says this will be Europe's year. Michael Nathanson, MoffettNathanson Senior Research Analyst, thinks people are underestimating the long-term value of Google's search.

See omnystudio.com/listener for privacy information.

Extract Knowledge
Show details
Episodes
4700
Transcripts
4691
100% coverage
Missing transcripts
9
With chapters
0