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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James Athey, Aberdeen Standard Investments Director, says it's very difficult for the world economy to thrive without the success of the United State…
Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says the expectation of U.S. Fiscal stimulus is what is propelling economic expansion. Ca…
Larry Kudlow, National Economic Council Director, says the shape of the next relief package is still up in the air. Jeffrey Rosenberg, BlackRock Port…
Ambassador John Bolton, Former U.S. National Security Advisor & Author of "The Room Where it Happened,” says Trump's evolving explanation makes the U…
Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the economic recovery is more likely to look like rolling W’s than a V. Jes Staley,…
Tony Dwyer, Cannacord Genuity Equity Strategist, says the Fed can't fix exponential doubt in credit markets with infinite debt. Dr. Jonathan Quick, …
Anna Han, Wells Fargo Equity Strategist, the domestic political risk in the U.S. looks under-priced heading towards an election cycle. Brent Schutte,…
LeBron James, Los Angeles Lakers Basketball Player & SpringHill Co. Chairman, discusses the impact he has felt from the "Black Lives Matter" movement…
Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says a pickup in capital spending intentions is a reason to remain bullish o…
Jim Bullard, St. Louis Fed President, says there are more questions than answers about yield curve control right now. Jonathan Golub, Credit Suisse C…
William Dudley, Former New York Federal Reserve President and Bloomberg Opinion Columnist, warns that a $10 trillion Fed balance sheet could be comin…
Sadiq Khan, London Mayor, warns the recession the U.K. is facing could turn into a depression. Torsten Slok, Deutsche Bank Chief Economist, says the …
Leland Miller, China Beige Book International CEO, says loan demand will be the absolute key thing to watch in China for the next three or four month…
Kevin Warsh, Former Federal Reserve Governor, says the Fed acted with overwhelming force to shelter the U.S. economy from Covid-19. Richard Haass, CF…
Eugene Scalia, U.S. Secretary of Labor, says we are making real headway on the employment picture. Mike Feroli, JPMorgan Chief U.S. Economist, says f…
Steve Sadove, Former Saks CEO & Mastercard Senior Adviser, says retail is in a reset period and a lot of stores will go under. Alan Ruskin, Deutsche …
Mohamed El-Erian, Allianz Chief Economic Adviser & Bloomberg Opinion Columnist, sees a check mark-shaped recovery subject to a lot of volatility. De…
Alessio De Longis, Invesco Investment Solutions Senior Portfolio Manager, says the surge in U.S. virus cases shows why reopening is such a delicate p…
Raghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the Fed is doing a fantastic job cooperati…
Robert Doll, Nuveen Asset Management Chief Equity Strategist, says it will take many quarters to find new economic ground. Olivier Blanchard, Peterso…
Mike Swell, Goldman Sachs Asset Management Co-Head of Global Fixed Income Portfolio Management, the U.S. Economy needs to be repaired. Amrita Sen, En…
David Lebovitz, JPMorgan Investment Management Global Market Strategist, says today's market structure is very different than in the past, signaled b…
Jared Bernstein, Center on Budget and Policy Priorities Senior Fellow, says it is critical the federal sector is amply funded to protect the American…
Lewis Alexander, Nomura Chief U.S. Economist, says the U.S. unemployment rate will continue to rise before this recession is over. David Kostin, Gold…
David Herro, Harris Associates CIO of International Equity, says Europe is beginning to see normalized light at the end of this dark economic tunnel.…
Jared Woodard, Bank of America Securities Head of the Research Investment Committee, says a bull rally needs to be much broader in markets. Ebrahim R…
Christopher Patten, Former Governor of Hong Kong, says China must pay a price for Hong Kong and emphasizes the need for a unified global response aga…
Julian Emanuel, BTIG Chief Equities and Derivatices Strategist, says I am not entirely sold on the idea that we have entered a bull market. Kathy Jon…
Mona Mahajan, Allianz Global Investors, discusses the importance of being selective when investing in a risk/reward industry like the airline sector.…
Tobias Levkovich, Citi Chief U.S. Equity Strategist, says FOMU (Fear of Meaningfully Underperforming), not FOMO (Fear of Missing Out), has played a r…
Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says negative rates are possible in the U.S. and could have a powerful impact on the…
Joyce Chang, JPMorgan Chair of Global Research, says she could see negative yields happening in the U.S., but doesn't see Fed policy going below zero…
Jeff Currie, Goldman Sachs Global Head of Commodities Research, says there is far too much optimism in oil markets and sees gold heading towards $1,8…
Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says the fear trade has been holding the U.S. dollar up in the near term. Ia…
Troy Gayeski, Skybridge Capital Partner Co-CIO & Senior Portfolio Manager, says the divergence between equity markets and credit is as large as it ha…
Ebrahim Rahbari, Citi Global Head of FX Analysis, doesn't expect the economy to come out of recession until 2022. George Magnus, University of Oxford…
Jack Ablin, Cresset Wealth Advisors Chief Investment Officer & Founding Partner, says equity investors are currently looking at their portfolios like…
Michael Shaoul, Marketfield Asset Management Chairman, Portfolio Manager & CEO, says the disturbance caused by the virus has ratcheted up the need to…
Joe Quinlan, Merrill and Bank of America Private Bank Head of CIO Market Strategy, says technology and health care will lead the recovery from the pa…
Catherine Mann, Citi Global Chief Economist, says the disconnect between wages and prices could get bigger when the economy opens back up. Ellen Zent…
Nouriel Roubini, NYU Stern School of Business Professor & NourielToday.com Host, expects a two-quarter recession from the coronavirus crisis. Andrew …
James Bevan, CCLA Chief Investment Officer, says he's holding cash because he's worried about the disconnect between fundamentals and the markets. Jo…
David Bailin, Citi Private Bank Chief Investment Officer, says reopening the U.S. economy focuses on rebuilding supply lines and consumer demand. Kat…
Matt Hornbach, Morgan Stanley Global Head of Macro Strategy, says bond markets are caught between a fiscal rock and a QE hard place. Jane Foley, Rabo…
Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple was the most at-risk large U.S. tech company for reporting a disappointing quarter…
Dan Katzive, BNP Paribas Head of FX Strategy for North America, says the euro is cheap against the dollar and far from its long-term equilibrium leve…
Eric Robertsen, Standard Chartered Bank Global Head of Research, says the Fed's balance sheet can go wider, but does not expect any major surprises a…
Amrita Sen, Energy Aspects Chief Oil Analyst, says supply recovery is likely to lag the rise in demand for oil. Valdis Dombrovskis, European Commissi…
Marvin Loh, State Street Senior Global Market Strategist, says big tech stocks can maintain their competitive advantage. Rep. French Hill, Republican…
Alan Ruskin, Deutsche Bank Chief International Strategist, says that U.S. policy measures have inevitably expanded debt as far as the eye can see. Fr…
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