Bruno Le Maire, French Finance Minister, says postponing a digital tax on the U.S. until the year's end is a fair compromise. Elaine Chao, U.S. Secretary of Transportation, says there is no timetable for returning the grounded Boeing 737 Max. David Rubenstein, Carlyle Co-Chairman, discusses changes in private equity. James Gorman, Morgan Stanley CEO, says we are in a very benign period with relative global stability. Scott Minerd, Guggenheim Global CIO, says the U.S. Federal Reserve is encouragi...
Jan 22, 2020•50 min
Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing in technology has enormous benefits. Michael Corbat, Citigroup CEO, says the consumer remains the backbone of the U.S. Economy. Martin Flanagan, Invesco CEO, expects clients to return once the firm has fully absorbed OppenheimerFunds. Roberto Azevedo, World Trade Organization Director General says it is good to see U.S.-China tensions contained by the ...
Jan 21, 2020•53 min
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, believes this could be the year the public fully engages with the U.S. equity market. Kristina Hooper, Invesco Chief Global Market Strategist, says we can't underestimate the power of the Fed. George Evans, CIO of Global Equities and Portfolio Manager for the Invesco Oppenheimer International Growth Fund, says emerging markets are led by commodities. Margaret Brennan, Face the Nation Host, reflects on the opening of President Trump'...
Jan 17, 2020•39 min
David Pearl, Epoch Co-Chief Investment Officer & Portfolio Manager, says Morgan Stanley is now the king of wealth management. Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says escalation could happen very quickly under the Phase-One trade deal between the U.S. and China. Daniel Morris, BNP Paribas Senior Investment Strategist, says 2020 market risks aren't much different from those in 2019. Dana Peterson, Citi Global Economist, says department stores are...
Jan 16, 2020•28 min
Ken Leon, CFRA Director Equity Research, says banks are underpriced relative to the market. Henrietta Treyz, Veda Partners Managing Partner & Head of Economic Policy, says investors sense that President Trump cares specifically about the stock market. Megan Greene, Harvard Kennedy Senior Fellow, says there is plenty of evidence for low growth and inflation for years to come. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Strategist, expects small cap stocks to have a year o...
Jan 15, 2020•31 min
Shahab Jalinoos, Credit Suisse Head of FX Macro Trading Strategy, says there are no macro risks affecting monetary policy. Tom Michaud, KBW CEO, breaks down results from JPMorgan and discusses the future of big U.S. banks. Geoffrey Yu, UBS Wealth Management Head of U.K. Investment Office, says central banks are going to stay lower for a very long time to come. Alicia Levine, BNY Mellon Investment Management Chief Strategist, says cyclical sectors are beginning to show signs of life, even as data...
Jan 14, 2020•26 min
Richard Haass, Council on Foreign Relations President, believes the U.S. and Iran must agree to a reasonable deal in order to ease protester tensions. Priya Misra, TD Securities Head of Global Rates Strategy, says the Fed has put a lot of stimulus in the system through the repo market. Betsy Graseck, Morgan Stanley Global Head of Banks & Diversified Finance Research says as banks report earnings we expect to see net interest margin under pressure in 4Q. Doug Holtz-Eakin, American Action Foru...
Jan 13, 2020•30 min
Steven Cook, CFR Senior Fellow for Middle East And Africa Studies, says the U.S. is engaging in psychological warfare with Iran and not deescalating tensions with the region. Ellen Zenter, Morgan Stanley's Chief US Economist, says there is no indication businesses are broadly laying off workers. Randy Kroszner, University of Chicago Professor and Former Fed Governor, says the fed is more likely to stay on hold. Lawrence Kudlow, National Economic Council Director, says everything is completely in...
Jan 10, 2020•35 min
Jim Glassman, JPMorgan Senior Economist, says 2020 will be the year we see slower job growth. Jeffrey Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, says the economy has moved in tiny increments. Admiral James Stavridis, Bloomberg Opinion Columnist and Former NATO Supreme Allied Commander says Soleimani was a dangerous enemy of the U.S. and taking his skills away from the Iranian regime is a tactical plus. Brooke Sutherland, Bloomberg Opinion Columnist, discusse...
Jan 09, 2020•29 min
Henry Rome, Eurasia Group Global Macro Analyst, says the risk of a major military confrontation between the U.S. and Iran has gone down. Robert Hormats, Kissinger Associates Vice Chairman, says the U.S. must now help stabilize the situation in Iraq. Greg Farrell, Bloomberg Legal Reporter, discusses next steps for Carlos Ghosn after press conference from Lebanon. David Rubenstein, Carlyle Group Co-Founder & Co-Executive Chairman, discusses his interview with Dangote Group Founder Aliko Dangot...
Jan 08, 2020•25 min
Adam Posen, Peterson Institute President, says there are very fundamental causes of low rates. Steven Cook, CFR Senior Fellow For Middle East And Africa Studies, says the U.S. can continue to fight terrorism without as large of a footprint in the Middle East. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says volatility stays low as prices advance. Neil Dutta, Renaissance Macro Head of Economic Research, says the composition of growth is improving. See omnystudio.com/listene...
Jan 07, 2020•33 min
Ian Bremmer, Eurasia Group President & Founder, says 2020 is a tipping point for the big global trends out there. Meredith Sumpter, Eurasia Group Head of Research Strategy & Operations, says a trade conflict was expected between the U.S. and China year ago, but it was expected to be resolved. Henry Rome, Eurasia Group Iran Analyst, believes the killing of Qasem Soleimani will come to be seen as a miscalculation from the U.S. Mujtaba Rahman, Eurasia Group Managing Director for Europe, say...
Jan 06, 2020•44 min
Nick Wadhams, Bloomberg State Department Reporter, brings us an update on President Trump's strategy in the Middle East. Amrita Sen, Energy Aspects Chief Oil Analyst, says there will be a lot of pressure on Iraq to push out pro-U.S. forces. Marc Champion, Bloomberg News Senior Reporter for International Affairs, discusses Iran's sphere of influence. Admiral James Stavridis, Bloomberg Opinion Columnist & Former NATO Alliance Supreme Allied Commander, says the U.S. military is prepared for Ira...
Jan 03, 2020•40 min
Robert Albertson, Sandler O'Neill Chief Investment Strategist, says 2020 will be a year of reckoning. Chris Bryant, Bloomberg Opinion Columnist, provides an update on former Renault-Nissan Head Carlos Ghosn's escape from Japan to Lebanon. Henrietta Treyz, Veda Partners Managing Partner & Head of Economic Policy, is not optimistic about Phase Two negotiations taking place in the near future. And Jeffrey Sachs, Columbia University Professor, says the U.S. political system is broken. See omnyst...
Jan 02, 2020•29 min
John Ryding, Chief Economic Advisor to Brean Capital, says we are entering 2020 with no fear of a recession. Dana Khraiche, Bloomberg News, reports that Lebanese officials will help and support Carlos Ghosn, who is viewed as a national hero. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says more public interest in stocks will drive bond yields higher in 2020. Alexandra Harris, Bloomberg Gov't Bonds & FX Reporter, analyzes how the Fed succeeded in thwarting major year-end t...
Dec 31, 2019•32 min
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, Continuum Economics Managing Director of Macro and Strategy, doesn't expect China to get a major lift from a trade truce. Ira Jersey, Bloomberg Intelligence U.S. Rates Strategist, details what to watch for in the next Fed minutes. Geetha Ranganathan, Bloomberg Intelligence Analyst: U.S. Media, predicts that Netflix might become a victim of its own ...
Dec 30, 2019•26 min
Bloomberg's Paul Sweeney and Sonali Basak host today's show. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the transition to automation by urging the creation of new opportunities and engines of growth. Karen Leigh, Bloomberg News Greater China Government Editor, gives an update on the protests in Hong Kong as the region braces for more demonstrations in the new year. Kevin Book, Clearview Energy Partners Head of Research, says the trade war between the U.S. and China is far from over...
Dec 27, 2019•33 min
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, Telsey Advisory Group CEO & Chief Research Officer, believes retailers will follow in Amazon's footsteps with one-day shipping. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says it is not up to central banks to get out of the negative rates experiment. Mike Darda, MKM Partners Chief Economist & Macro Stra...
Dec 24, 2019•40 min
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 Juckes, Societe Generale Chief FX Strategist, thinks the Chinese Yuan is as important as the Euro or the U.S. dollar now. George Ferguson, Bloomberg Intelligence Senior Aerospace and Airline Analyst discusses the implications of Boeing CEO Dennis Muilenburg stepping down. Brooke Sutherland, Bloomberg Opinion Columnist, says Boeing is at serious risk ...
Dec 23, 2019•37 min
Dr. Randall Kroszner, University of Chicago Booth School of Business Professor, says the Fed is going to gradually increase its balance sheet to provide liquidity. Gideon Rose, Foreign Affairs Magazine Editor, discusses the future of capitalism. Kevin Cirilli, Bloomberg Chief Washington Correspondent, gives a briefing on the latest Democratic debate from Los Angeles. John Butler, Bloomberg Intelligence Senior Analyst of Telecoms, says he's surprised to see Apple is exploring satellites. And Marg...
Dec 20, 2019•29 min
Shahab Jalinoos, Credit Suisse Head of FX and Macro Trading Strategy, observes rising interest rates across the Eurozone area. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, was surprised to see House Speaker Nancy Pelosi may delay next steps in the impeachment process. Dennis Gartman, The Gartman Letter Author, discusses his decision to retire his famous morning note. Doug Kass, Seabreeze Partners President & Founder, calls in to ask a question to Gartman. And Margaret Frankli...
Dec 19, 2019•38 min
Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, sees inflation remaining below 2% over the next year. Nicola Mai, PIMCO Portfolio Manager & Sovereign Credit Analyst, does not foresee significant increases in inflation next year. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the idea of a recession is funny. And Emily Wilkins, Bloomberg Government Reporter, provides an update on where impeachment motions stand. See omnystudio.com/listener for privacy in...
Dec 18, 2019•23 min
Jerome Schneider, PIMCO Head of Short-Term Portfolio Management and Manager of the $14 Billion Cash Management Fund, PIMCO Mint, says we should expect volatility in repo rates. Keyu Jin, LSE Economics Professor, says there has been a divergence in business and consumer sentiment. Kallum Pickering, Berenberg Senior Economist, says the ECB does not have the firepower to start a recovery in Europe. And Lindsey Piegza, Stifel Chief Economist, says it remains to be seen whether there is an appetite a...
Dec 17, 2019•23 min
Jens Nordvig, Exante Data Founder & CEO, says global growth is the most important variable for the dollar. David Kelly, JPMorgan Asset Management Chief Global Strategist, says rising trade tensions hurt the rest of the world more than the U.S. Priya Misra, TD Securities Managing Director & Global Head of Rates Strategy, expects the Fed to restart easing by mid-2020. And Henrietta Treyz, Veda Partners Director of Economic Policy, says she could see further delays in trade talks between th...
Dec 16, 2019•28 min
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, says Boris Johnson now has to focus on uniting the U.K. after a landslide victory. Trevor Greetham, Royal London Asset Management Head of Multi-Asset, provides an outlook for sterling and gilts. Rosalind Mathieson, Bloomberg International Government Editor, predicts what Boris Johnson's new cabinet may look like. Ben Ritchie, Aberdeen Asset Manage...
Dec 13, 2019•20 min
Steven Major, HSBC Global Head of Fixed Income Research, is taking any increase in yield as a buying opportunity. Frederik Ducrozet, Pictet Wealth Management Strategist, says the first action the ECB has to take next year is to ease. Ted Alden, Council on Foreign Relations Senior Fellow, says he expects the U.S.-China trade deal to be delayed this week. Christine Lagarde, ECB President, says she sees signs of stabilization in euro zone. Stephanie Flanders, Bloomberg News Head of Economics, react...
Dec 12, 2019•38 min
Roger Bootle, Capital Economics Founder & Chairman, says the U.K.'s Conservative Party has been inching toward the center of the political spectrum. Camilla Cavendish, Former Head of Policy for U.K. Prime Minister David Cameron, says the Tories are aspiring to be the voice of the working class. Lale Topcuoglu, JOHCM Senior Fund Manager, says Chairman Powell has been very clear he does not see us at QE. Wendy J. Schiller, Brown University Chair of Political Science, discusses the history of i...
Dec 11, 2019•33 min
Seema Shah, Principal Global Investors Chief Strategist, expects equities to rise next year, giving "vertigo" discomfort to investors. Jonathan Fenby, TS Lombard European Politics Managing Director & China Chairman, says the silence between the U.S. and China shows negotiations are very serious. Jean-Claude Trichet, Former President of the European Central Bank, says the positive effects of negative interest rates outweigh the negative. David Kostin, Goldman Sachs Chief U.S. Equity Strategis...
Dec 10, 2019•35 min
Alberto Gallo, Algebris Investments Head of Macro Strategies, says many global positive-yielding bonds could be zombies. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, sees an uptick in inflation expectations for 2020. Jeff Currie, Goldman Sachs International Global Head of Commodities Research, says the U.S.-China trade war is exacerbating structural issues in the oil market, not causing them. And Constance Hunter, KPMG Chief Economist and NABE President, thinks the chances for a ph...
Dec 09, 2019•27 min
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 from Bloomberg's Bob Moon, Former SEC Chair Arthur Levitt, Bloomberg's Michael McKee, Grant Thornton's Diane Swonk and RDQ Economics' John Ryding. See omnystudio.com/listener for privacy information.
Dec 09, 2019•26 min
