
Bloomberg Surveillance
4,494 episodes — Page 83 of 90

Malpass: skeptical of forward guidance because no crystal ball
Encima Global's David Malpass sits down to discuss how he's skeptical of forward guidance from the Fed because noone has a crystal ball on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Tague: new legislation continues anti-inversion rhetoric
Citi's Peter Tague sits down to discuss the Treasury Department's new legislation on tax inversions and how it continues anti-inversion rhetoric coming from Washington on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Kirkegaard: Eurozone is stuck in a structural growth crisis
Peterson Institute's Jacob Kirkegaard discusses the Eurozone and questions the way out to restore and increase nomincal GDP growth while in the common currency. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

De Maria: Fundamental outlook on agriculture is challenging
Blair Analyst Larry De Maria discusses the company Deere and how they are having a tough time during their down cycle and what can happen in the next couple of years with agriculture raising its forecast. He speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Cohen: The biggest jumble is the GO political enviornment
Goldman Sachs' Abby Joseph Cohen says we can't count, calculate or model very well, the impact of the current domestic political scene surrounding the elections. She speaks with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Malkoutzis: Greek bailout packages come with conditionality
Macropolis Founder Nick Malkoutzis speaks about the extreme period of uncertainty and concern when it came to the Greek government and recocillation with its lenders. He speaks with Tom Keene and Michael McKee on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Todd: Wisconsin could be pyschological reset of GOP race
NBC's Chuck Todd weighs in on the Wisconsin primary on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mauldin: Fed should issue 1% 40-year bonds for infrastructure
Mauldin Economics' John Mauldin sits down to discuss reforming the corporate tax code and helicopter money on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Munster: Apple dividend may get more meaty in 2017
Piper Jaffray's Gene Munster discusses Apple's dividend in 2017 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Browne: corporations not gaining trust back from general public
Former BP CEO John Browne and author of "Connect" sits down with co-author Tommy Stadlen to discuss bringing trust back to corporations from the general public on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Cohen: oil is going to be a volatile market this quarter
Barclays' Michael Cohen weighs in on his call for oil to trade between $30 and $40 a barrel through the second quarter on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Brown: still have a lot of people worried about the economy
Raymond James Financial's Scott Brown weighs in on where the U.S. economy stands and malaise at the lower end of the income scale on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Blanchflower: there is labor market slack and no wage pressure
Dartmouth's Danny Blanchflower weighs in on how the unemployment rate underestimates the extent to which there is labor market slack since 2008 on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Stockton: equity markets have gone too far too fast
BTIG's Katie Stockton discusses whether investors are overly bullish on the equity markets on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Krawcheck: retirement savings' crisis is a woman's crisis
Ellevest's Sallie Krawcheck weighs in on the retirement savings crisis in this country and why it's a woman's crisis on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mather: We are seeing wages go up
PIMCO CIO Scott Mather says he looks at the Phillips Curve from state to state and observes that lower unemployment leads to higher wages in those states. He speaks with Tom Keene and Barry RitholtzSee omnystudio.com/listener for privacy information.

Silvia: Labor force participation rate continues to improve
Wells Fargo's John Silvia says we are seeing an improvment in wages and salaries but not at the pace that we have seen in the prior recoveries. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Gross: June likely time for one of two FED rate hikes
Janus Capital's Bill Gross speaks about the Jobs Day Report and says China is mystery meat of global economy. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Shilling: job picture isn't as auspicious as headlines suggest
Gary Shilling & Co.'s Gary Shilling discusses his economic outlook ahead of the jobs report on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Buiter: China's debt load not all bad news
Citi's Willem Buiter weighs in on China's massive debt load they've created on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Glassman: Jobs Day Preview
JPMorgan's James Glassman previews Jobs Day with with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Faber: We love to see value and momentum overlap
Cambria's Mebane Faber discusses the challenges with strategies when buying stocks and how the stock markets across the world affect everything. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Maki:I don't think we will go back to old growth rates
Point 72 Economist Dean Maki discusses the labor market and modest gains and earnings. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Zhu:China's economy is facing downward pressure
HSBC's China Economist John Zhu discusses China's growth cluster and how the inland cities are growing. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Batley: Brexit market fears related to France more than Britain
Lombard Street Research's Richard Batley weighs in on Brexit and market risk on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Rajadhyaksha: difficult to see 2.5 percent inflation in 2017
Barclays Capital's Ajay Rajadhyaksha discusses a structural change in inflation on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Sinche: the dollar will creep gradually higher on better data
Amherst Pierpont's Robert Sinche weighs in on dollar weakness and a dovish Yellen on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Derman: no simple models to replace bell curve
Columbia University's Emanuel Derman weighs in on the bell curve model and neo-classical finance on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Turnhill: never saw a sustained volatility so low before
BlackRock's Richard Turnhill comments on why the markets are eerily quiet. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Derman:social Sciences are involved with people
Columbia University Financial Engineering Professor Emanuel Derman says there is nothing that replaces the Bell Curve. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Piegza: employment numbers have been consistent
Stifel's Chief Economist Lindsey Piegza discusses Janet Yellen, employment rates and inflation with Tom keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Tetlock: discerning between good experts and bad experts
Wharton School Professor Philip Tetlock disucsses the illusion of insight and how to come across good forecasters. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Hubbard: Janet Yellen not really telling us what they're doing
Columbia Business School's Glenn Hubbard reacts to Janet Yellen's speech at the Economic Club of New York on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Curnutt: electronic trading has changed market volatility
Macros Risk Advisors' Dean Curnutt discusses market volatility on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Haass: trade is strategically a glue to the world
Council on Foreign Relations' Richard Haass weighs in on low economic growth and how it affects income inequality and trade policies on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Kass: the dominant investors are no longer the retail investor
Seabreeze Partners Management Doug Kass speaks on money management and says there is a lot more volatility ahead. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Johnson:retirement income crisis
American College of Financial Services CEO Robert Johnson, discusses retirement income planning with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Uy:active management can help navigate investors
Invevsco's Ray Uy discusses how the FED can be meaningful in regards to the markets. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Todd: voters don't vote on electability
NBC's Chuck Todd weighs in on why voters don't vote strategically or on electability on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Ricchiuto: This economy is just stuck
Mizuho's Steve Ricchiuto discusses the economic data and how it's a reflection of the change in expectations in the monetray policy and currency markets. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Gurria: need to break cycle of poverty through education
The OECD's Jose Angel Gurria discusses breaking the cycle of poverty through education and training on Bloomberg Surveillance with Tom Keene and Barry Ritholtz.See omnystudio.com/listener for privacy information.

Fels:global markets are bumpy, below par and brittle
PIMCO's Joachim Fels discusses the triple B economic expansion-bumpy, below par and brittle and how they correlate with de-leverging, debt and deflation. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Robbins:President Obama's visit in Cuba
Foreign relations council Carla Anne Robbins says President Obama did a good job in Cuba especailly when enticing Raul Castro to answer questions about human rights. She speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Steel:Gold is a highly regarded asset
HSBC's James Steel says you need a tinge of caution in the market and that Gold is a highly regarded asset and performs very well when other things do not. He speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Mortimer-Lee:we are above trend at the moment
BNP Paribas' Paul Mortimer-Lee says the economy is very reliant on the consumer. He speaks with Tom Keene and Barry Ritholtz on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Jones:have an allocation to all the major asset classes
Charles Schwab's Kathy Jones says to tactically trade you want to underweight the things that are going to be doing the worse and aften times that changes year to year. She speaks with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Shearing:we have to pay more attention to EM
Captial Economists' Neil Shearing feels this year there will be a turn around lead by China and that they are critical to commodity and manufacturers. He sits with Tom Keene and Barry Ritholtz on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Kimball: negative interest rates and GDP
University of Michigans' Miles Kimball discusses negative interest rates and how it's just an extension of positive interest rates as well as real GDP versus GDP plus inflation. He speaks with Tom Keene and Francine Lacqua on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Levitt: perspective on how Trump courts Wall Street
Former SEC Chairman Arthur Levitt speaks on how Trump can be bad for banks and has unclear policies. He speaks with Tom Keene and Francine Lacqua on Bloomberg SurveillanceSee omnystudio.com/listener for privacy information.

Roberts: Trump needs to become more presidential, serious
Saatchi & Saatchi's Kevin Roberts weighs in on Trump's image and his need to become more presidential on Bloomberg Surveillance with Tom Keene and Francine Lacqua.See omnystudio.com/listener for privacy information.