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.
This episode of Chief Future Officer focuses on Marriott International CFO Leeny Oberg. Shery Ahn explores how she's helping the world's largest hotel chain through a challenging period for the hospitality industry, facing labor shortages, changing customer expectations, and a sharp falloff in business travel due to the Covid-19 pandemic. See omnystudio.com/listener for privacy information.
Marilyn Watson, BlackRock Head of the Global Fundamental Fixed Income Strategy, sees a potential buying opportunity in the credit market. Bob Michele, JPMorgan Asset Management CIO & Head of Global Fixed Income, Currency & Commodities, advises selling government bonds and buying credit. Laurence Boone, OECD Chief Economist, says there is no doubt that the omicron variant is adding to global economic uncertainty. Shai Weiss, Virgin Atlantic CEO, says stopping travel is not the way to stop...
Howard Ward, Gabelli Funds CIO of Growth Equities, says it is too early to say whether the omicron variant is a market gamechanger. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, expects inflation to fall to 3% despite the risk from the omicron variant. Lauren Sauer, Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says we could see omicron updates to covid vaccines within 2-4 months if necessary. Ian Shepherdson, Pantheon Ma...
Peter Hotez, Baylor College Baylor College Dean of the National School Of Tropical Medicine, says travel bans from southern Africa is a policy failure. Elsa Lignos, RBC Global Head of FX Strategy, says currency market is in “wait-and-see mode” on the omicron variant. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says 2022 is going to be a tougher year to make money. Jennifer Lee, BMO Capital Markets Senior Economist, expects the ISM surveys to be far more interes...
Dr. Andy Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says now is the time to be proactive to prevent again the new Covid variant and other virus risks. Amrita Sen, Energy Aspects Founder and Director of Research, says the oil market has had a huge overreaction to the new Covid variant. David Riley, BlueBay Asset Management Chief Investment Strategist, says the new Covid variant challenges market assumptions about the virus. Joe Feldman, Telsey Sen...
Marvin Loh, State Street Global Markets Global Macro Strategist, says today's data confirms that the U.S. Economy is moving in the right direction. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, there is a possibility that demand could curtain as supply picks up next year. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says the options market has finally woken up. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says Covid-19 is absolu...
Anastasia Amoroso, iCapital Network Chief Investment Strategist, says the damage to the Turkish Lira has been self-inflicted. Mark McCormick, TD Securities Global Head of FX Strategy, says the market has completely lost confidence in Turkey. Michael Feroli, JPMorgan Chief U.S. Economist says the U.S. labor market looks pretty healthy and is getting back to normal. Wendy Schiller, Brown University Taubman Center for American Politics & Policy Director, says Democrats need to show they can sti...
President Joe Biden selects Jerome Powell for a second four-year term as U.S. Federal Reserve chair and elevates Governor Lael Brainard to vice chair. A special edition of Bloomberg Surveillance gets the reaction from Kathy Jones, Charles Schwab Chief Fixed Income Strategist; Alan Blinder, Former Federal Reserve Vice Chair; Bob Michele, JPMorgan Investment Management CIO; Priya Misra, TD Securities Global Head of Rates Strategy; Eric Freedman, U.S. Bank Asset Management Chief Investment Officer;...
Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist, predicts the S&P 500 Index will reach 5,000 by June of 2022. Jim O'Sullivan, TD Securities Chief US Macro Strategist, expects growth momentum to be down over the next year. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, discusses the FDA's authorization of Pfizer and Moderna booster shots for adults in the U.S. Hugo Rogers, Deltec Bank & Trust Chief Investment Officer, says...
Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, still expects a strong growth trajectory over the next several years. Megan Greene, Harvard Kennedy School Senior Fellow, says Turkey is the canary in the EM coalmine. Seth Carpenter, Morgan Stanley Chief Global Economist, expects inflation to peak at start of 2022. Stephen Stanley, Amherst Pierpont Chief Economist, says it's going to take a while for the Fed to catch up. See omnystudio.com/listener for privacy information....
David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, discusses how he expects SEC Chair Gary Gensler to deal with crypto regulation. Jordan Rochester, Nomura G10 FX Strategist, don't see any reason why the dollar should weaken from here. Ben Laidler, eToro Global Markets Strategist, says the Santa rally came early this year. Sarah House, Wells Fargo Senior Economist, doesn't expect the Fed to be too aggressive in this environment. See omnystudio.com/listener for privacy in...
James Bullard, Federal Reserve Bank of St. Louis Fed President, says the central bank should speed up its reduction of monetary stimulus in response to a surge in U.S. inflation. Priya Misra, TD Securities Head of Global Rates Strategy, says the FOMC is just as split as the market. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, explains why they remains cautious on the year ahead. Dana Peterson, Conference Board Chief Economist, says the U.S. economy is getting back on track. See om...
Bill Dudley, Former New York Federal Reserve Bank President and Bloomberg Opinion Columnist, and Jeffrey Lacker, Former Richmond Federal Reserve President, both could see the Fed raising its target for the federal funds rate to 3% or above. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says stocks are the only game in town right now. Mona Mahajan, Edward Jones Senior Investment Strategist, says this bull market still has legs. Stephen Sadove, Former Saks CEO & MasterCard ...
Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low for a sustained amount of time.” Seema Shah, Principal Global Investors Senior Global Investment Strategist, says emerging markets are slightly more stable than we've been used to in recent years. George Goncalves, MU...
Leon Cooperman, Omega Family Office Chairman & CEO, says we should focus on tax loopholes rather than new forms of taxation. Mandy Xu, Credit Suisse Equity Derivatives Strategy, says skew is askew right now. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says there's no way to make things inflation-proof. Julia Coronado, Macropolicy Perspectives President & Founder, says we're still surfing the wave of fiscal support. See omnystudio.com/listener for privacy information....
Neil Dutta, Renaissance Macro Research Head of Economics, reacts to the acceleration in consumer prices. Jean-Yves Fillion, BNP Paribas USA CEO, plans to have 60% of staff back in the company's midtown Manhattan office early next year. Scott Kirby, United Airlines CEO, feels confident about adequate staffing during the holidays. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of Peer-to-Peer Conversations, discusses his interview with Democratic Senator Joe Manchin of West Vi...
Hertz Interim CEO Mark Fields, Certares Founder Greg O’Hara, Knighthead Co-Founder Tom Wagner & Superbowl Champion Tom Brady, discuss Hertz's upsized listing on the Nasdaq. Marriott International CEO Anthony Capuano, says they are optimistic about the future of tourism and travel. Claudia Sahm, Bloomberg Opinion Columnist, Jain Family Institute Senior Fellow and Former Federal Reserve Economist, says it is impossible for the Fed to escape politics. Ola Kaellenius, Daimler CEO, expects to see...
Willliam Lee, Milken Institute Chief Economist, says China is being hit by a confluence of domestic and global factors. George Saravelos, Deutsche Bank Global Head of FX Research, says crypto is a symptom of extra savings. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the direction of markets looks up from here. Wendy Schiller, Brown University Taubman Center for American Politics & Policy Director, says independts are feeling comfortable with the GOP. See om...
Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs numbers. Jennifer Granholm, U.S. Energy Secretary, says President Biden is looking at a potential release from the Strategic Petroleum Reserve after OPEC+ rejected a request for a larger output increase. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, discusses Pfizer's Covid-19 pill that reduced hospitalizations and deaths in high-risk patients by 89%. Jerome Schneider, PIMCO Head of Short-Term...
Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chiavarone, Federated Hermes Portfolio Manager, says its still risk-on for the time being. Ed Yardeni, Yardeni Research Founder, President & CIO, expects productivity to make a comeback. Ellen Wald, Senior Fellow at the Atlantic Council, says gas prices are starting to calm down. See omnystudio.com/listener for privacy information....
Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet challenges -- serving as "Chief Future Officers." Bloomberg's Emily Chang explores how Levi's CFO Harmit Singh is steering the iconic apparel brand through the disruptions of the pandemic and towards ambitious goals for sustainability and digitization. See omnystudio.com/listener for privacy information.
Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, explains why she is closely watching wages. Michael Gapen, Barclays Investment Bank Chief U.S. Economist, says the Fed is still a long way off from lifting rates. Pascal Soriot, AstraZeneca CEO, says the pharmaceutical industry can have a big impact on reducing carb...
Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesforce CEO, says CEOs need to get their companies to go net-zero. Anna Han, Wells Fargo Equity Strategist, discusses the Federal Reserve’s “huge” involvement in equities. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, does not expect the Fed to be able to hike in 2022. See omnystudio.com/listener for privacy in...
Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Troy Gayeski, FS Investments Chief Market Strategist, says now is the time to diversify. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says central banks are always behind markets. Andrew Hollenhorst, Citi Chief U.S. Economist, says the labor shortage story matters more than the jobs number. Jakob Stausholm, Rio Tinto CEO, says it mig...
Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economist, is expecting an economic rebound in the fourth quarter. George Bory, Wells Fargo Asset Management Head Of Fixed Income Strategy, says bond markets are testing the limits of central banks. Scott Clemons, Brown Brothers Harriman Partner & Chief Investment Strategist, is expecting continued economic uncertainty ahead. See omnystudio.com/listen...
Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBusschere, 22V Research President & Chief Market Strategist, discusses his No. 1 ranking in the latest Institutional Investor survey. Ferridge, State Street Head of Macro Strategy for North America, says we're still in an environment where bad news is good news. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says luxury stocks are the te...
David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. Steven Mnuchin, Former U.S. Treasury Secretary, says he is opposed to the introduction of new taxes on billionaires by Democrats. Mary Barra, General Motors Chair & CEO, says the chip shortage is improving, but will likely linger into late 2022. Diane Swonk, Grant Thornton Chief Economist, explains why 3Q has been the weakest quarter of the pan...
Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos, JPMorgan Investment Mgmt. Global Market Strategist, expects deceleration in China to continue. Regina Mayor, KPMG Global Head of Energy, says not to count out the energy industry. Thierry Wizman, Macquarie Group Global Interest Rates & Currencies Strategist, says the definition of transitory has been changing. See omnystudio.com/listener for priva...
Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Securities Global Head of Rates Strategy, says the market is calling the Fed's bluff. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says this is the week the market reports. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the U.S. approach to China. Ellen Wald, Atlantic Council Senior Fellow, says Riyadh sees tightness in o...
Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotational shifts will likely persist. Helane Becker, Cowen Senior Research Analyst, discusses key takeaways...
