
Bloomberg Surveillance
4,573 episodes — Page 84 of 92

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.

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.