Bloomberg Surveillance

Tom Keene, Jon Ferro and Pimm Fox have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.
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John Ryding, Chief Economic Advisor to Brean Capital, says we are entering 2020 with no fear of a recession. Dana Khraiche, Bloomberg News, reports t…
Kona Haque, ED&F Man Head of Research, says China's government has to continue to apply stimulus to keep growth momentum ticking. Mike Gallagher, Con…
Yalman Onaran, Senior Finance writer for Bloomberg, on the reality of Big Bank job cuts. Jim Vogel, Interest Rate Strategist for FTN Financial, on gl…
Bloomberg's Paul Sweeney and Sonali Basak host today's show. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the transition to automation by…
Michael Holland, Holland & Co. Chairman and Founder, thinks the Fed is far more important for markets than a U.S.-China trade deal. Dana Telsey, Tels…
Catherine Mann, Citi Global Chief Economist, says the U.S.-China Phase 1 agreement looks similar to the deal proposed earlier this year in May. Kit J…
Dr. Randall Kroszner, University of Chicago Booth School of Business Professor, says the Fed is going to gradually increase its balance sheet to prov…
Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, observes rising interest rates across the Eurozone area. Greg Valliere, AGF Inv…
Jerome Schneider, PIMCO Head of Short-Term Portfolio Management and Manager of the $14 Billion Cash Management Fund, PIMCO Mint, says we should expec…
Jens Nordvig, Exante Data Founder & CEO, says global growth is the most important variable for the dollar. David Kelly, JPMorgan Asset Management Chi…
Tom Keene and Jon Ferro broadcast a Surveillance Special on TV and Radio from the Westminster Green. Alan Wager, U.K. In a Changing Europe Researcher…
Steven Major, HSBC Global Head of Fixed Income Research, is taking any increase in yield as a buying opportunity. Frederik Ducrozet, Pictet Wealth Ma…
Roger Bootle, Capital Economics Founder & Chairman, says the U.K.'s Conservative Party has been inching toward the center of the political spectrum. …
Alberto Gallo, Algebris Investments Head of Macro Strategies, says many global positive-yielding bonds could be zombies. Kathy Jones, Charles Schwab …
In this Surveillance Special, Tom Keene and Paul Sweeney remember the life and legacy of Paul Volcker, Former Chair of the Federal Reserve. We hear f…
Julia Coronado, MacroPolicy Perspectives President and Founder, says Europe does not have an engine of growth. Jim Glassman, JPMorgan Chase Commercia…
Roger Diwan, IHS Markit Vice President of Financial Services, says it is not clear how much ability other OPEC countries will have to follow Saudi Ar…
Savita Subramanian, Bank of America Merrill Lynch Head of U.S. Equity & Quantitative Strategy, thinks cyclicals could see a strong rally on a skinny …
Troy Gayeski, SkyBridge Capital Co-Chief Investment Officer, thinks the U.S. dollar has finally topped out. Henrietta Treyz, Veda Partners Director o…
Carl Weinberg, High Frequency Economics Founder & Chief Economist, doesn't see an end to the industrial recession as long as inventories are rising. …
John Authers, Bloomberg Opinion Columnist, says populist politicians have played their hands poorly in 2019. Joseph Abboud, Clothing Designer & Tailo…
Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, expects U.S. manufacturing weakness to start broadening out to the rest of the …
Brian Levitt, Invesco Global Market Strategist, says we are returning to an environment of more stable growth. Stephen Sadove, Senior Adviser for Mas…
Chris Marangi, Gabelli Funds Co-CIO, says the market is pivoting towards value from momentum. Jeff Currie, Goldman Sachs International Global Head of…
Luke Tilley, Wilmington Trust Chief Economist, is optimistic equities will see a positive impact from a looming Phase One deal. Robert Hormats, Kissi…
Laurence Boone, OECD Chief Economist, expects growth to remain stuck for the next two years due to trade uncertainty. Joe Quinlan, Head of CIO Market…
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says there is value in international stocks. Bill Dudley, Former New York Fed Pr…
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, explains why interest rates are just one piece of the dollar puzzle. …
Dan Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America and Former U.S. Department of State Chief Economist, expects another ro…
Howard Ward, Gabelli Funds CIO of Growth Equities, thinks it's time for the White House to "stop manipulating the market" when it comes to trade deal…
Steven Wieting, Citi Private Bank Global Chief Investment Strategist, expects a new all-time high in profits next year. Mary Lovely, Peterson Institu…
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, thinks the deep market pessimism of the summer is returning to normal…
Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, says a lot of the concerns about global growth that were weighing on sentiment have b…
George Bory, Wells Fargo Securities Head of Fixed Income Research, says the current, positively-sloped U.S. yield curve is a good indicator for futur…
Stephen Stanley, Amherst Pierpont Securities Chief Economist, says that the bulk of the damage done to the U.S. economy is due to uncertainty from tr…
Guy Johnson, Bloomberg Markets European Close Anchor, recaps the Bank of England's decision to leave rates unchanged. Max Kettner, HSBC Multi Asset S…
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, thinks it would take significant deterioration for the Fed to make additional cuts next year.…
Charles Evans, Chicago Federal Reserve Bank President & CEO, sits down with Tom Keene at the Council on Foreign Relations in New York. They discuss i…
Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that the promise of lower yields is driving people into equit…
Mike Darda, MKM Partners Chief Economist & Macro Strategist, thinks the U.S. economic outlook has reached a "soft landing" point, as the consumer con…
Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects to see business investment improve before the consumer cracks. Jeffrey Rosenberg, BlackRo…
Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, says we have not experienced a period of such heightened trade tensions sin…
Tony Crescenzi, PIMCO Market Strategist and Portfolio Manager, says a hawkish cut is a mistake in this environment. David Kirkpatrick, Techonomy CEO …
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says as long as the consumer continues to grow at its current pace, we can be "r…
Michael Purves, Tallbacken Capital Advisors CEO, thinks that earnings season so far has been an important affirmation of what the bulls would like to…
Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, Aberdeen Standard Inv…
Kate Moore, BlackRock Global Allocation Investment Team Head of Thematic Strategy, explains why we haven't seen the worst of it, despite some signs o…
Gideon Rose, Foreign Affairs Editor, says Trump would like to unwind U.S. commitments in the Middle East. Catherine Barnard, The U.K. in a Changing E…
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says about 80% of companies are beating expectations this Q3. Daniel Katzive,…
Edward Evans, Bloomberg Opinion Managing Editor, thinks that we are in for intense Parliamentary warfare over the next few days. Meredith Sumpter, Eu…
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