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Bloomberg Surveillance

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.

Apr 12, 201611 min

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.

Apr 12, 201620 min

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.

Apr 12, 201622 min

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.

Apr 12, 201620 min

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.

Apr 12, 201611 min

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.

Apr 12, 201620 min

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.

Apr 12, 201611 min

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.

Apr 11, 201611 min

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.

Apr 11, 20168 min

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.

Apr 11, 201622 min

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.

Apr 11, 201620 min

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.

Apr 11, 201622 min

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.

Apr 11, 201620 min

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.

Apr 8, 201611 min

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.

Apr 8, 201620 min

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.

Apr 8, 201622 min

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.

Apr 8, 201622 min

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.

Apr 8, 201620 min

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.

Apr 8, 201620 min

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.

Apr 7, 201619 min

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.

Apr 7, 201612 min

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.

Apr 7, 201622 min

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.

Apr 7, 201622 min

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.

Apr 7, 201620 min

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.

Apr 7, 201620 min

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.

Apr 6, 201622 min

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.

Apr 6, 201622 min

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.

Apr 6, 201620 min

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.

Apr 6, 201622 min

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.

Apr 6, 20168 min

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.

Apr 6, 201612 min

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.

Apr 5, 201622 min

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.

Apr 5, 201620 min

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.

Apr 5, 201622 min

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.

Apr 5, 201620 min

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.

Apr 5, 201611 min

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.

Apr 5, 201611 min

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.

Apr 5, 201620 min

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.

Apr 4, 201622 min

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.

Apr 4, 201620 min

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.

Apr 4, 201622 min

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.

Apr 4, 201620 min

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.

Apr 4, 201622 min

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.

Apr 4, 201620 min

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.

Apr 1, 201622 min

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.

Apr 1, 201620 min

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.

Apr 1, 201622 min

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.

Apr 1, 201622 min

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.

Apr 1, 201612 min

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.

Apr 1, 201620 min