Bloomberg Surveillance

Tom Keene and Jon Ferro 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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Drew Matus, MetLife Investment Management Chief Market Strategist, says 2021 is when we really have to start thinking about there being a recession i…
Julia Coronado, Macropolicy Perspectives President & Founder, says there is a lot of complacency in market pricing right now. David Lebovitz, JPMorga…
Terry Haines, Pangaea Policy Advisory Founder, says the race for the Democratic presidential nomination is more muddled after the Nevada debate. Howa…
Chuck Gabriel, Capital Alpha President, thinks we could know whether Bernie Sanders will be the Democratic presidential nominee by the end of March. …
David Kelly, JPMorgan Asset Management Chief Global Strategist, says U.S. GDP growth may slow to 1% or less in first quarter. Neil Campling, Mirabaud…
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is an unlikely time for U.S. outperformance to wane. Dr. Peter Hotez, …
Bruce Kasman, JPMorgan Chief Economist & Head of Global Research, says Chinese growth may be flat in the first quarter of 2020. Dr. Jennifer Rohn, Un…
Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says it is a little too early to write Joe Biden off. Kate Moore, Head of Thematic Strat…
Ben Laidler, Tower Hudson Research CEO, thinks valuations are very well supported for U.S. markets. Representative John Yarmuth, Democrat from Kentu…
John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says there is a remarkable resilience built into the global economy. Jared …
David Herro, Harris Associates Chief Investment Officer, calls for Credit Suisse chairman Urs Rohner to resign. Ellen Zentner, Morgan Stanley Chief U…
David Folkerts-Landau, Deutsche Bank Chief Economist, says there is no question that the movement away from the political center is infecting monetar…
Steve Eisman, Eisman Group Neuberger Berman Senior Portfolio Manager, discusses the companies he is currently shorting. Doug Kass, Seabreeze Partners…
Jens Nordvig, Exante Data Founder & CEO, says the drop in Chinese tourism as a result of the coronavirus will be a major hit to other countries' econ…
John Ryding, Brean Capital Chief Economic Advisor, says the coronavirus is more of a supply shock than a demand shock outside of China. Miranda Carr,…
Dr. Peter Hotez, Dean of the National School of Tropical Medicine at Baylor College of Medicine in Houston, says the coronavirus is just as capable o…
David Blanchflower, Dartmouth College Economist and former BOE Monetary Policy Committee Member, says the Fed is now paying the consequences of its r…
Vincent Reinhart, BNY Mellon Asset Management Chief Economist says central banks do not create extra demand; they borrow it. William Dudley, Bloomber…
Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes…
Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says the the Coronavirus uncertainty hit may be smaller than markets a…
Christine Lagarde, European Central Bank President, warns markets not to assume that ECB policy is on autopilot. Sheila Patel, Goldman Sachs Asset Ma…
Ken Moelis, Moelis & Company Chairman, CEO & Founder, says markets are pretty much priced for perfection right now. Soren Skou, Maersk CEO, doesn't e…
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. Secre…
Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing in …
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, believes this could be the year the public fully engages with the U.S. equity market. Kri…
David Pearl, Epoch Co-Chief Investment Officer & Portfolio Manager, says Morgan Stanley is now the king of wealth management. Mary Lovely, Peterson I…
Ken Leon, CFRA Director Equity Research, says banks are underpriced relative to the market. Henrietta Treyz, Veda Partners Managing Partner & Head of…
Shahab Jalinoos, Credit Suisse Head of FX Macro Trading Strategy, says there are no macro risks affecting monetary policy. Tom Michaud, KBW CEO, brea…
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…
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 …
Jim Glassman, JPMorgan Senior Economist, says 2020 will be the year we see slower job growth. Jeffrey Rosenberg, Senior Portfolio Manager on BlackRoc…
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 Horma…
Adam Posen, Peterson Institute President, says there are very fundamental causes of low rates. Steven Cook, CFR Senior Fellow For Middle East And Afr…
Ian Bremmer, Eurasia Group President & Founder, says 2020 is a tipping point for the big global trends out there. Meredith Sumpter, Eurasia Group Hea…
Nick Wadhams, Bloomberg State Department Reporter, brings us an update on President Trump's strategy in the Middle East. Amrita Sen, Energy Aspects C…
Robert Albertson, Sandler O'Neill Chief Investment Strategist, says 2020 will be a year of reckoning. Chris Bryant, Bloomberg Opinion Columnist, prov…
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 …
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