Bloomberg Surveillance

Pimco's Libby Cantrill sits down to discuss the New York primaries and the impact of the presidential election on the markets on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

NYU's Scott Galloway sits down to discuss the EU's battle with Google over the Android antitrust probe on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Strategy Analystics' Ville-Petteri Ukonaho speaks about the cultural divide on innovation in the United States and in Europe. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Council on Foreign Relations' Shannon O'Neil weighs in on Brazil and votes for President Dilma Rousseff's impeachment on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Westwood Capital's Daniel Alpert discusses China's decline in growth and inflation on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Amherst Pierpont's Stephen Stanley weighs in on the manufacturing sector and the regional indices on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

IHS's Daniel Yergin weighs in on Saudi Arabia's economy and oil's impact on the nation's finances on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

BlackRock's Martin Hegarty discusses inflation expectations on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

PK Verleger's Philip Verleger weighs in on oil prices and production on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Council on Foreign Relations' Richard Haass weighs in on Brazil and what's next for President Dilma Rousseff on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

University of Oxford's Paul Collier weighs in on his book "Bottom Billion" on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Aon Risk Solutions' Scott Bolton discusses the likelihood of a terrorist attack on the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

RDQ Economics' Conrad Dequadros weighs in on the manufacturing sector being the weakest area of the economy. It's now starting to show evidence of a rebound on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Deltec Bank's Atul Lele says global growth and liquidity positions are improving and supportive of higher markets on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Lombard Street Research's Charles Dumas weighs in on China GDP on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

CLSA's Mike Mayo says he recommends Bank of America, JPMorgan, Citigroup and Wells Fargo. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growing earnings. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

S&P Bank Analyst Erik Oja discusses banks and how traditional banking is doing fine for these companies. He discusses the different banks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

JP Morgan's David Kelly says global nominal GDP is pretty slow, there is low inflation and there is no strong growth. However, the global economy is still moving forward. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Stern School of Business Professor Brad Hintz says ROE's are low because if you're not taking any risk you're not taking any losses. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Moody's Analytics' Mark Zandi speaking on the American consumer and spending growth where retail is just half of it and spending on services is quite strong. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are half of where they were before they are corrected and the market typically corrects faster than that. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Evercore's Donald Straszheim weighs in on an improving Chinese economy on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Bianco Research's Jim Bianco sits down to discuss another subpar year for earnings on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Harriman's Marc Chandler says the Japanese have lost roughly one hundred million dollars in foreign assets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

PIMCO's Anthony Crescenzi says FOMC participants are losing confidencec in their own Phillips Curve Analyst. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Fannie Mae's Douglas Duncan says the trend of house prices are moving up strongly and anticipating a five percent nominal. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Portales Partners' Charles Peabody says earnings will be down in double digit numbers, but for the regional banks, earnings will be a bit more mixed. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Amherst Pierpont's Robert Sinche weighs in on non-dollar exchange rates on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Goldman Sachs global head of commodities Jeff Currie discusses copper lagging the rest of the commodity market on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

The University of Texas at Austin's Julia Sweig weighs in on normalizing relations with Cuba on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Harris Williams' Ryan Nelson discusses the middle market and how rates are at a low but rising and pulling cash off the balance sheet there are little incremental cost. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance

See omnystudio.com/listener for privacy information.

Alpha Architect Founder Wesley Gray discusses markets and says its really important to understand the details of what you are really doing when it comes to back testing. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance

See omnystudio.com/listener for privacy information.

JPMorgan's Mike Feroli discusses GDP Growth and productivity. He says in March half the committee saw inflation towards the down side and we should focus on the labor market data. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Suntrust Internet Reseach analyst Robert Peck discusses Yahoo and how Marissa Mayer still is apart of the process as well as thinking the core part of the company is worth 6 billion dollars. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance

See omnystudio.com/listener for privacy information.

S&P's Sam Stovall discusses earnings season on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Cambria Investment Management's Meb Faber weighs in on the Yen and Japanese equities on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Cantor Fitzgerald's Youssef Squali discusses the negotiations that are going on with Yahoo and that Verizon might be the best choice. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Nikko's John Vail discusses the Yen and the Bank of Japan because what is happening to the Yen does not seem logical. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Massachusetts Financial's Erik Weisman discusses the labor markets and thinks there will be higher productivity significantly higher than one. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

FTN Financial's Chris Low weighs in on cutting rates and the limits of monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Jones Day's Robert Profusek weighs in on tax inversions and how the new rules shouldn't affect the broader M&A industry on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Blackrock's Pablo Goldberg discusses the debt construction of emerging markets and major worries on emerging markets debt. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

PWC's Reid Morrison says it takes months to bring a new oil well online and companies have not been drilling new wells so production flattens out while demand continue to increase. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance

See omnystudio.com/listener for privacy information.

John Levy discusses real estate and how multi family development has been the darling of the business for the last five or six years so companies keep building more of them. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.

See omnystudio.com/listener for privacy information.

Bespoke Investment's Paul Hickey weighs in on oil prices and the Fed working against the market at the beginning of the year on Bloomberg Surveillance with Tom Keene and Michael McKee.

See omnystudio.com/listener for privacy information.

Wells Fargo's Jim Paulsen discusses equity markets and says we are back to what made this bull market great which was climbing a perpetual wall of worry. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance

See omnystudio.com/listener for privacy information.