Brian Levitt, Invesco Global Market Strategist, thinks the market is looking for the next catalyst to push higher. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the Brexit "purgatory" is suiting no one. Brett Bruen, Global Situation Room Director and Former Global Engagement Director in the Obama White House, says President Trump's decision to pull out of the Iran Nuclear Deal makes a deal with North Korea much less likely. Nela Richardson, Edward Jones Investment St...
Oct 25, 2019•26 min
Kate Moore, BlackRock Global Allocation Investment Team Head of Thematic Strategy, explains why we haven't seen the worst of it, despite some signs of life in third-quarter earnings. Jens Nordvig, Exante Data Founder & CEO, discusses Mario Draghi's legacy at the European Central Bank and the impact of a Lagarde presidency on the euro. Francesco Papadia, Former ECB Director General of Market Operations, explains why he thinks bank loans are the new asset the ECB is most likely to buy. Gertrud...
Oct 24, 2019•31 min
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 Europe Senior Fellow, says, "the ball is currently in the EU's court" after Boris Johnson begrudgingly has asked for an extension on Brexit. Wei Li, BlackRock Head of iShares EMEA Investment Strategy, says the low rate environment is contagious. Scott Galloway, NYU Stern Professor, thinks that Softbank's $9.5B WeWork rescue will go down as the costli...
Oct 23, 2019•34 min
Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says about 80% of companies are beating expectations this Q3. Daniel Katzive, BNP Head of FX Strategy North America, says the immediate risk of a no-deal Brexit has been removed. Sonali Basak, Bloomberg News, says WeWork is gravitating towards SoftBank with the hopes it will be "more patient." Diane Swonk, Grant Thornton Chief Economist, says the trade war has taken a toll on manufacturing activity. And Sara Senatore, Sanfor...
Oct 22, 2019•30 min
Edward Evans, Bloomberg Opinion Managing Editor, thinks that we are in for intense Parliamentary warfare over the next few days. Meredith Sumpter, Eurasia Group Head of Research Strategy, thinks that Boris Johnson is within touching distance of getting the majority that he needs. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says there's no lack of worries in the global stock market. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says the manufacturi...
Oct 21, 2019•29 min
Catherine Mann, Citi Global Chief Economist, says anybody who is betting on the breakup of the euro is making a bad bet. Jacob Frenkel, JPMorgan Chase International Chairman, says monetary policy has been the only game in town and we are paying the price for it now. Mij Rahman, Eurasia Group Managing Director of Europe, says a hard Brexit remains a risk. Torsten Slok, Deutsche Bank Securities Chief Economist, says the trade war between the U.S. and China appears to be escalating rather than dimi...
Oct 18, 2019•33 min
Rosalind Mathieson, Bloomberg Executive Editor for International Government, says U.K. PM Boris Johnson still needs to win the backing of U.K. lawmakers for a Brexit deal. Huw Van Steenis, UBS Senior Adviser to CEO and Former Senior Adviser to BOE's Mark Carney, says it's "striking" Johnson was able to get the EU to back him. Jason Furman, Former White House Economic Adviser to Pres. Obama and current Harvard Kennedy School Professor, reflects on the accomplishments of the winners of the 2019 No...
Oct 17, 2019•26 min
Ian Bremmer Eurasia Group Founder & President and Thomas Buberl, AXA CEO, launch a co-authored report looking at the key emerging risks facing the world in the next 5-10 years. Alison Williams, Bloomberg Intelligence Senior Analyst, dissects Bank of America's third-quarter results. Admiral James Stavridis, Bloomberg Opinion Columnist and Former Supreme Allied Commander at NATO, sees bipartisan agreement that the current crisis in Syria is considered a failure of American foreign policy. Leo ...
Oct 16, 2019•32 min
See omnystudio.com/listener for privacy information.
Oct 15, 2019•26 min
Tom Orlik, Bloomberg Economics Chief Economist, updates us on trade talks between the U.S. and China. Andrew Hollenhorst, Citi Chief U.S. Economist, says the slowdown in Chinese manufacturing began before we had an escalation of trade tensions. Jeremy Stretch, CIBC Head of G10 FX Strategy, discusses why scheduled tariffs will be pushed "further into the distance" if progress is made. Betsy Graseck, Morgan Stanley Head of Banks and Diversified Finance Research, discusses what to watch as U.S. ban...
Oct 14, 2019•28 min
Anthony Crescenzi, PIMCO Market Strategist, says uncertainty is driving the bond market. Rupert Harrison, Multi-Asset Strategies Portfolio Manager at BlackRock, discusses Brexit and says the European Union and Ireland have an incentive to wait things out to see what an election delivers. Mary Lovely, Peterson Institute Senior Fellow, explains why the Chinese are very wary of making a deal with President Trump right now. Brooke Sutherland, Bloomberg Opinion Columnist, says General Electric is try...
Oct 14, 2019•36 min
Tom Orlik, Bloomberg Economics Chief Economist, says the fact that the Chinese delegation are in the U.S. suggests they want a trade deal. Kathy Fisher, Bernstein Head of Wealth & Investment Strategies, foresees slower economic growth. Lara Rhame, FS Investments Chief U.S. Economist, discusses why it's critical to get the next rounds of tariff hikes suspended. Lionel Laurent, Bloomberg Opinion Columnist, thinks the worst-case scenario for Brexit just improved. And Gene Munster, Loup Ventures...
Oct 11, 2019•32 min
Ebrahim Rahbari, Citi Global Head of FX Analysis, explains why the currency issue between the U.S. and China will be easy to resolve. Steven Cook, CFR Senior Fellow for Middle East & Africa Studies, discusses how the Turkish incursion has the potential to affect politics in Europe and the U.S. David Pearl, Epoch Investment Partners Co-Chief Investment Officer and Portfolio Manager, says Saudi Aramco's upcoming IPO is less about growth and more about increasing ownership value. Robert Kaplan,...
Oct 10, 2019•35 min
Stephen Schwarzman, Blackstone CEO and Chairman, discusses his new book, "What it Takes: Lessons on the Pursuit of Excellence." He also weighs in on U.S.-China trade negotiations and notes their permanence after President Trump. See omnystudio.com/listener for privacy information.
Oct 10, 2019•22 min
Drew Matus, Metlife Investment Management Chief Market Strategist, says that if the U.S.-China trade war ends with a partial truce then the whole conflict has been a waste. Priya Misra, TD Securities Global Head of Rates Strategy, thinks that negative rates in the U.S. would potentially break the financial system. Lale Topcuoglu, JOHCM Fund Head of Credit & Senior Fund Manager, discusses why a top-down approach can be misleading for investors. And Elaine Kamarck, Brookings Senior Fellow, say...
Oct 09, 2019•29 min
Bill Lee, Milken Institute Chief Economist says, the trade dispute has spilled over into a capital market dispute. Tobias Adrian, IMF's Monetary and Capital Markets Department Director, says rising debt around the world is creating certain vulnerabilities. Jihad Azour, IMF Middle East and Central Asia Department, says only the private sector can help build the economic state of Middle Eastern countries, prioritizing"inclusive growth." Sarah House, Wells Fargo Senior Economist, explains why she e...
Oct 08, 2019•26 min
Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says average hourly earnings is the most important number to pay attention to from the U.S. Employment Report because it provides insight about consumers' ability to drive consumption. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the Fed's dot plot can be confusing at times but is here to stay. Jeff Rosenberg, BlackRock Systematic Fixed Income Team Senior Portfolio Manager, says we are heading in the direction of slow employment...
Oct 04, 2019•48 min
Krishna Memani, Invesco Vice Chairman of Investments, says the U.S. economy will be able to grow at a reduced rate, despite trade tensions and manufacturing weakness, because of the momentum in the consumer and service sectors. Margaret Patel, Wells Capital Management Senior Portfolio Manager, thinks that the treasury curve is pretty much immune to short-term fluctuations in stocks. Shuli Ren, Bloomberg Opinion Columnist, says U.S. investors see China as a big country with "a lot" of demand, but...
Oct 03, 2019•26 min
Luigi Zingales, University of Chicago Booth School Finance Professor, says the global slowdown is going to continue until Germany delivers a major fiscal package, which is unlikely to happen any time soon. Rosalind Mathieson, Bloomberg International Government Executive Editor, says Prime Minister Johnson will crash out if he gets a no-deal Brexit. John Stoltzfus, Oppenheimer & Co. Chief Investment Strategist, thinks that the demand for equities is likely to increase. Andrew Hollenhorst, Cit...
Oct 02, 2019•33 min
David Page, AXA Investment Managers Senior Economist U.S. & U.K., says that we are close to a tipping point in the labor market. Timothy Graf, State Street Bank Head of EMEA Macro Strategy, says the Fed is more dovish than what markets anticipate. Alessio de Longis, Invesco Investment Solutions Senior Portfolio Manager, says emerging market growth is what will lead us into a rotation trade. Meredith Sumpter, Eurasia Group Head of Research Strategy, says China is working to ease current tensi...
Oct 01, 2019•33 min
Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says China has given up on President Trump. Elizabeth Economy, CFR Senior Fellow and Director for Asia Studies, says the Chinese government will continue to use all the mechanisms they have at their disposal to keep the economy stable. Henrietta Treyz, Veda Partners Director of Economic Policy Research, discusses developments in the potential trading restrictions between U.S. and Chinese companies. And Jane Foley, Rabobank Head of FX Stra...
Sep 30, 2019•30 min
Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says inflation is low. Sonali Basak, Bloomberg TV & Radio Finance Reporter, discusses what's ahead for new Wells Fargo CEO Charles Scharf. Lindsay Newman, Chatham House U.S. and the Americas Programme Senior Research Fellow, says the partisan divide is key in impeachment proceedings. And Jane Foley, Rabobank Head of FX Strategy, discusses Brexit's impact on how the BOE will operate as October 31st nears. See omnystudio.com/...
Sep 27, 2019•28 min
Ken Burns, Documentary Filmmaker, joins Tom Keene and Paul Sweeney for a discussion on his latest film, "Country Music." Burns discusses iconic Martin guitars, the modernization of the genre, and country music's role in U.S. history. See omnystudio.com/listener for privacy information.
Sep 27, 2019•16 min
Marty Schenker, Bloomberg Chief Content Officer, says President Donald Trump is his own counsel. Steven Wieting, Citi Private Bank Global Chief Investment Strategist, says U.S. shares are the best performing assets. Leslie Vinjamuri, Chatham House Head of U.S. & Americas Programme, discusses the rationality of an impeachment inquiry. Hugo Rogers, Deltec Chief Investment Strategist, predicts a general election in the U.K. and says Boris Johnson will be the catalyst. Joyce Chang, JPMorgan Glob...
Sep 26, 2019•48 min
Bill Dudley, senior research scholar at Princeton University, and former New York Fed President, discusses the benefits of Federal Reserve repo operations, a politicized Fed and his role during the 2008 financial crisis. He spoke to Bloomberg's Tom Keene. See omnystudio.com/listener for privacy information.
Sep 26, 2019•30 sec
Surveillance comes to you from the Bloomberg Global Business Forum today. In conversation with International Monetary Fund Acting Managing Director David Lipton. See omnystudio.com/listener for privacy information.
Sep 25, 2019•15 min
Surveillance comes to you from the Bloomberg Global Business Forum today. We speak with policy makers, CEOs and strategists. See omnystudio.com/listener for privacy information.
Sep 25, 2019•47 min
Diana Amoa, JPMorgan Asset Management Senior Portfolio Manager, argues that this low interest rate environment is the "new normal." Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says trade tensions and fiscal stimulus are both core components of global growth. Thomas Raines, Chatham House Head of Europe Programme, defines the Boris Johnson versus Nigel Farage Brexit-voters. And Wei Li, Blackrock Head of iShares EMEA Investment Strategy, says they've recently upgrade...
Sep 24, 2019•25 min
Bill Dudley, senior research scholar at Princeton University, and former New York Fed President, discusses the benefits of Federal Reserve repo operations, a politicized Fed, the prospect of negative interest rates, and the economic impact of the U.S.-China trade war. He spoke with Bloomberg's Tom Keene and Jonathan Ferro. See omnystudio.com/listener for privacy information.
Sep 23, 2019•25 min
Willem Buiter, Citi Special Economic Adviser, says in Europe, there has not been a thorough "cleaning up" of the bank balance sheet. Wendy J. Schiller, Brown University Chair of Political Science, says politicians do not like uncertainty. Julia Coronado, MacroPolicy Perspectives President & Founder, offers her take on U.S. economic data. Admiral James Stavridis, former Supreme Allied Commander at NATO and Bloomberg Opinion Columnist, says anytime domestic politics assert themselves into inte...
Sep 23, 2019•25 min
