
Bloomberg Surveillance
4,494 episodes — Page 82 of 90

Yergin: Saudi Arabia trying to diversify economy away from oil
IHS's Daniel Yergin weighs in on Saudi Arabia's economy and oil's impact on the nation's finances on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Hegarty: We care about quality of inflation
BlackRock's Martin Hegarty discusses inflation expectations on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Verleger: Oil prices aren't going to fall very much
PK Verleger's Philip Verleger weighs in on oil prices and production on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Haass: Brazil's state-sector dominance has gone too far
Council on Foreign Relations' Richard Haass weighs in on Brazil and what's next for President Dilma Rousseff on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Collier: Bottom billion is no threat to the top billion
University of Oxford's Paul Collier weighs in on his book "Bottom Billion" on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bolton: Europe still one of the safest regions on terrorism
Aon Risk Solutions' Scott Bolton discusses the likelihood of a terrorist attack on the U.S. on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Dequadros: Manufacturing starting to show evidence of rebound
RDQ Economics' Conrad Dequadros weighs in on the manufacturing sector being the weakest area of the economy. It's now starting to show evidence of a rebound on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Weinberg: We are bearish on the global economy
High Frequency Economics' Carl Weinberg weighs in on the IMF spring meeting and how HFE is bearish on the global economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Lele: Global growth and liquidity positions are improving
Deltec Bank's Atul Lele says global growth and liquidity positions are improving and supportive of higher markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Dumas: Chinese GDP is strong with fiscal stimulus
Lombard Street Research's Charles Dumas weighs in on China GDP on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mayo: Bullish on bank stocks
CLSA's Mike Mayo says he recommends Bank of America, JPMorgan, Citigroup and Wells Fargo. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

French: what BOE says is moving into political sphere
Panmure Gordon's Simon French weighs in on the BOE decision and the impact Brexit may have on monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Russo: Cost that make products are lower than a few years ago
Edward Jones Analyst Jack Russo says investors want to own consumer staples so bad they don't even care about growing sales as long as they are growing earnings. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Oja: Wells Fargo had traditional strong long growth
S&P Bank Analyst Erik Oja discusses banks and how traditional banking is doing fine for these companies. He discusses the different banks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Derman: Stocks aren't going to behave the way they should
Columbia University's Emanuel Derman weighs in on markets not behaving the way they should and being controlled by the central banks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Kelly: Pricing of central banks are completely out of whack
JP Morgan's David Kelly says global nominal GDP is pretty slow, there is low inflation and there is no strong growth. However, the global economy is still moving forward. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Hintz: Headwind is on the energy side
Stern School of Business Professor Brad Hintz says ROE's are low because if you're not taking any risk you're not taking any losses. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Zandi: We'll get another good year in overall consumer spending
Moody's Analytics' Mark Zandi speaking on the American consumer and spending growth where retail is just half of it and spending on services is quite strong. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

York: Lower for longer range trading in 40's and 50's
WoodMac Oil analyst Skip York says we have been in a fifty dollar range approaching fifteen months and that means it's two years where oil prices are half of where they were before they are corrected and the market typically corrects faster than that. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Straszheim: reports of death of Chinese economy exaggerated
Evercore's Donald Straszheim weighs in on an improving Chinese economy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bianco: 70% of companies will beat earnings expectations
Bianco Research's Jim Bianco sits down to discuss another subpar year for earnings on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Chandler: The Yen is a conundrum
Harriman's Marc Chandler says the Japanese have lost roughly one hundred million dollars in foreign assets. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Crescenzi: Significant slack in the labor market
PIMCO's Anthony Crescenzi says FOMC participants are losing confidencec in their own Phillips Curve Analyst. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Duncan: No supply in low price for owned or rented property
Fannie Mae's Douglas Duncan says the trend of house prices are moving up strongly and anticipating a five percent nominal. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Peabody: Earnings will be ugly for banks in the next ten days
Portales Partners' Charles Peabody says earnings will be down in double digit numbers, but for the regional banks, earnings will be a bit more mixed. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Sinche: China may be quietly taking positions in yen, euro
Amherst Pierpont's Robert Sinche weighs in on non-dollar exchange rates on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Currie: markets are no longer pricing on demand fears
Goldman Sachs global head of commodities Jeff Currie discusses copper lagging the rest of the commodity market on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Sweig: tourists will find Cuba is underdeveloped country
The University of Texas at Austin's Julia Sweig weighs in on normalizing relations with Cuba on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Nelson: Rates for big corporations are at historical lows
Harris Williams' Ryan Nelson discusses the middle market and how rates are at a low but rising and pulling cash off the balance sheet there are little incremental cost. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Gray: Markets are insanely competitive
Alpha Architect Founder Wesley Gray discusses markets and says its really important to understand the details of what you are really doing when it comes to back testing. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Feroli: Hopeful that the Q2 will improve
JPMorgan's Mike Feroli discusses GDP Growth and productivity. He says in March half the committee saw inflation towards the down side and we should focus on the labor market data. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Peck: Marissa Mayer invovled with Yahoo transaction discussion
Suntrust Internet Reseach analyst Robert Peck discusses Yahoo and how Marissa Mayer still is apart of the process as well as thinking the core part of the company is worth 6 billion dollars. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Stovall: consumer discretionary to lead earnings season
S&P's Sam Stovall discusses earnings season on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Faber: there are short-term opportunities in the Yen
Cambria Investment Management's Meb Faber weighs in on the Yen and Japanese equities on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Squali: Marissa Mayer is a potential bidder for Yahoo
Cantor Fitzgerald's Youssef Squali discusses the negotiations that are going on with Yahoo and that Verizon might be the best choice. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Vail: Markets are testing the Japanese government
Nikko's John Vail discusses the Yen and the Bank of Japan because what is happening to the Yen does not seem logical. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Weisman: Labor force increases are pretty minimal
Massachusetts Financial's Erik Weisman discusses the labor markets and thinks there will be higher productivity significantly higher than one. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Low: there are limits to the effectiveness of monetary policy
FTN Financial's Chris Low weighs in on cutting rates and the limits of monetary policy on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Profusek: inversions a small part of M&A
Jones Day's Robert Profusek weighs in on tax inversions and how the new rules shouldn't affect the broader M&A industry on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Goldberg: Validity to emerging markets accumulating debt
Blackrock's Pablo Goldberg discusses the debt construction of emerging markets and major worries on emerging markets debt. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Morrison: Oil inventory in storage becomes depleted
PWC's Reid Morrison says it takes months to bring a new oil well online and companies have not been drilling new wells so production flattens out while demand continue to increase. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Levy: Currently the most housing unit construction since 1974
John Levy discusses real estate and how multi family development has been the darling of the business for the last five or six years so companies keep building more of them. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Hickey: crude oil and Fed were working against the market
Bespoke Investment's Paul Hickey weighs in on oil prices and the Fed working against the market at the beginning of the year on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Paulsen: Attitude on Wall Street has changed since February
Wells Fargo's Jim Paulsen discusses equity markets and says we are back to what made this bull market great which was climbing a perpetual wall of worry. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Kirkpatrick: Facebook's strategy is still growth oriented
Techonomy Media's David Kirkpatrick sits down to discuss Facebook's strategy and its focus on video to engage users on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Miller: We've hit an afforadability threshold
Miller Samuel CEO and president Jonathan Miller speaks about the housing markets and how the medium rent in Manhattan has gone down for the first time after 24 months. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Warne: We continue to think rates will go up slowly
Edward Jones' Kate Warne says Janet Yellen represents American because she wants the economy to continue to grow. She speaks with Tom Keene and Michael Mckee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Drury: The world is fixated on being in an economic expansion
McVean's Michael Drury discusses the FED, inflation and technical innovation in commodity and how oil prices are remaining low. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Pomeranz: Putin not on the Panama Papers list
William Pomeranz, Deputy Director of the Kennan Institute of Advanced Russian Studies discusses the Panama Papers and how it showed the trend in Russia for years that rich oligarchs and business people use various means to get their money out of the country. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Newport: Trump has significant negative base around him
Gallup Poll's Frank Newport weighs in on the Wisconsin primary and victories from Ted Cruz and Bernie Sanders on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.