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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Jeffrey Rosenberg, Senior Portfolio Manager on BlackRock's Systematic Fixed Income Team, believes it will be a long time before consumer behavior and…
Lori Calvasina, RBC Capital Markets, says the end of March market rally was due to a positive reaction out of Washington. Jason Furman, Harvard Unive…
Olivier Blanchard, Peterson Institute Senior Fellow, says getting the infection rate down is an absolute priority. Bill Dudley, Former New York Fed P…
Francisco Blanch, Bank of America Global Head of Commodities & Derivatives Research, expects to see the steepest decline in global oil consumption be…
Catherine Mann, Citi Global Chief Economist, says there will be no second half rebound in 2020 if businesses that do not borrow bonds go bankrupt. Ro…
David Kelly, JPMorgan Asset Management Chief Global Strategist, says the economy should be held in suspended animation until coronavirus is under con…
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, believes we are entering a steep recession with tremendous policy response to follow. Raghu…
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says sellers are exhausted and a bottoming process is starting. Angela Rasmussen, Columbi…
Peter Hooper, Deutsche Bank Global Head of Economic Research, says there is no question that the economy is going into free-fall in the near term. Mi…
Steve Wieting, Citi Private Bank Global Chief Investment Strategist, says this is a bad time to sell investments. Patrick Armstrong, Plurimi Wealth C…
Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, explains why Modern Monetary Theory could be part of the fiscal and monetary policy respo…
Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, says signs are showing that a bottoming process has begun in stocks. Bill Dudley, …
Jane Foley, Rabobank Head of FX Strategy, says the Euro is currently giving misleading signs. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategis…
Former ECB President Jean-Claude Trichet says the ECB's package announced this week addresses “inappropriate” bond spreads. Kenneth Rogoff, Harvard U…
Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the single most important thing that we could see as a sign of backstopping confiden…
Rupert Harrison, BlackRock Multi-Asset Strategies Portfolio Manager, says the U.K. is going to do everything possible to avoid permanent economic dam…
Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says the correction we're going through now is just a continuation of the correction that b…
Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, foresees a "whatever it takes" approach for central banks. Francisco …
Tiffany Wilding, PIMCO US Economist, says growth shock can lead to market panic. Farley Cleghorn, Palladium Health Director, discusses the issues sur…
Howard Ward, Gabelli Funds CIO of Growth Equities, says we may reach new lows if earnings go negative. Jeffrey Currie, Goldman Sachs Global Head of C…
Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says we should start getting used to lower yields in the U.S. Howard …
David Kelly, JPMorgan Asset Management Chief Global Strategist, says we are only in the early chapters of what the coronavirus could mean for the glo…
Carl Weinberg, High Frequency Economics Chief Economist & Managing Director discusses the health of the financial system as the coronavirus continues…
Mike Darda, MKM Partners Chief Economist & Macro Strategist, says central banks, by doing nothing, are actually allowing financial conditions to tigh…
Jordan Rochester, Nomura G-10 FX Strategist, says markets are not used to a supply shock of the magnitude caused by the ecoronavirus. Dr. Adam Bernhe…
Greg Boutle BNP Paribas U.S. Head of Equity and Derivative Strategy, expects a lot more market volatility from here. Jean-Sébastien Jacques, Rio Tint…
Ben Laidler, Tower Hudson Research CEO, thinks U.S. equities are in much better shape than many people think they are. Ian Shepherdson, Pantheon Macr…
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…
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