
Bloomberg Surveillance
4,494 episodes — Page 90 of 90

Zandi: strong wage growth driving U.S. economic expansion
Moody's Analytics' Mark Zandi says stronger wage growth and consumer spending are driving economic growth. He says this on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Zandi: odds of recession in U.S. between 15-20%
Moody's Analytics' Mark Zandi says the odds of a U.S. recession are between 15 to 20 percent and there are more worries about economies overseas. He says this on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Kass: we are at risk of saving ourselves into a recession
Seabreeze Partners' Doug Kass says we are at risk of saving ourselves into a recession by hoarding cash and reducing personal consumption on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Kass: algos exaggerating short-term market moves
Seabreeze Partners' Doug Kass weighs in on tepid economic growth and algos that are exaggerating short-term market moves on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Sinche: countries eyeing competitive devaluation
Amherst Pierpont's Robert Sinche says competitive devaluation is something countries are looking at because monetary policy is ineffective on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Sinche: markets more excited about "Brexit" than is justified
Amherst Pierpont's Robert Sinche says markets are more excited about "Brexit" than is justified on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Hintz: banks are difficult to shrink
NYU's Brad Hintz says banks are difficult to shrink and more likely you'll see trimming around the edges. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Hintz: fixed income remains a problem child for banks
NYU's Brad Hintz says banks' business models are changing and fixed income remains a problem child on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7am-8am: Hintz & Sinche
NYU's Brad Hintz talks about banks beating their cost of capital and regulation. Amherst Pierpont's Robert Sinche discusses a weaker euro and the drop in the pound. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7am-8am: Khan & Collender
ING Bank's Hamza Khan speaks on the improving outlook for commodities. MSLGROUP's Stan Collender weighs in on the passing of Justice Scalia and how that affects the budget debate. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

PWC U.S. Energy Advisor Reid Morrison
PWC's Reid Morrison explains why new oil wells aren't being brought online. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Duignan: jury is out on whether Deere is too short-termist
JPMorgan's Ann Duignan discusses how long Deere's down-cycle will last. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Hegarty: uptrend in shelter part of CPI
BlackRock's Martin Hegarty explains why U.S. inflation is suddenly accelerating. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9am-10am ET: Hegarty, Duignan, Galloway & Morrison
BlackRock's Martin Hegarty reacts to accelerating inflation data. JPMorgan's Ann Duignan discusses Deere's lowered forecasts. NYU's Scott Galloway predicts Yahoo will be sold for more than the market is anticipating. And PWC's Reid Morrison provides his outlook for the energy sector. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Raines: Cameron struggling to strike deal at EU Summit
Chatham House's Thomas Raines says British Prime Minister David Cameron is finding it harder to reach an agreement at the EU Summit than he anticipated. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Colas: VIX starts to get interesting at 40
Convergex Chief Market Strategist Nicholas Colas discusses why volatility ranges are changing from one crisis to the next. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8am-9am ET: Colas, Raines & Friedman
Convergex's Nicholas Colas shares his market strategy. Chatham House's Thomas Raines explains why British Prime Minister David Cameron is stumbling at the 'Brexit' summit. And Fidelity Management's Deena Friedman explains how she became 2015's best stock picker. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Marks: A good opportunity in distressed bonds
Oaktree Capital's Howard Marks says that for a long-term investor distressed bonds are a good opportunity. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Feb. 18, 2016
Oaktree Capital's Howard Marks identifies where he sees investment opportunities. Wells Capital's Magaret Patel focuses on fixed income. BlackRock's Peter Hayes provides perspective on munis. And Bloomberg's Peter Elliot dishes out the latest news on fine dining. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Le: correlations are breaking down
Credit Suisse's Khoa Le weighs in on asset correlations breaking down and has a discussion on quant models on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Rupkey: eco data is strong, but consumers feel insecure
Bank of Tokyo-Mitsubishi's Chris Rupkey explains why there is a disconnect between strong economic data, and weak consumer sentiment. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Pettypiece: Wal-Mart taking time to turn around company
Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's turnaround process on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7am-8am ET: Porter,
Harvard Business School's Michael Porter discusses the U.S.'s competitive environment. Bloomberg's Shannon Pettypiece weighs in on Wal-Mart's earnings and Credit Suisse's Khoa Le sits down to discuss quant strategies. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8am-9am ET: Sowerby, Tisch & Rupkey
Loomis Sayles' David Sowerby speaks about the growth rate of the S&P 500. Loews' Jonathan Tisch talks about the health of the hotel industry. And Bank of Tokyo-Mitsubishi's Chris Rupkey reacts to initial jobless claims. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Ghahramani: Saudi policy shift is subtle but important
SGH Macro Advisors' Sassan Ghahramani discusses his accurate prediction that Saudi Arabia and Russia would strike an agreement on oil production. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Abramowicz: junk bond world has become toxic
Bloomberg Gadfly's Lisa Abramowicz discusses the toxic world of junk bonds. She joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

9am-10am ET: Kashkari, Abramowicz & Ghahramani
The Fed's Neel Kashkari says the central bank is totally committed to reaching 2% inflation. Bloomberg Gadfly's Lisa Abramowicz discusses the bond markets. And SGH Macro Advisors' Sassan Ghahramani explains how he successfully predicted the Saudi-Russian oil agreement.See omnystudio.com/listener for privacy information.

8am-9am ET: Friedman, Lawson & Schork
Geopolitical Futures' George Friedman discusses the shift in foreign investment away from export-dependent countries. Standard Life Investments' Jeremy Lawson takes the pulse of the U.S. economy. And Schork Group's Stephen Schork considers why commodities can't find a bid. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7am-8am ET: Curnutt, Nocera, Strauss & Sorrell
Macro Risk Advisors' Dean Curnutt speaks about how central banks are causing volatility. "Indentured" authors Joe Nocera and Ben Strauss sit down to discuss the rebellion against the NCAA. WPP's Martin Sorrell weighs in on the Brexit debate and the future of the advertising industry. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Cohen & Dequadros
Barclays' Michael Cohen discusses OPEC's new attempt to tackle the oil glut. RDQ Economics' Conrad Dequadros reacts to the latest American manufacturing numbers. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Weinberg, Rose, Stockton & Todd
High Frequency Economics' Carl Weinberg says Abenomics isn't working while Foreign Affairs Magazine's editor Gideon Rose weighs in on global stagnation. BTIG's Katie Stockton discusses market technicals in the equity markets and NBC's Chuck Todd speaks about the politics behind appointing a new justice to the Supreme Court. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Roschelle & Kasman
PWC's Mitch Roschelle speaks about the health of the housing market, while JPMorgan's Bruce Kasman debates the effectiveness of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Emons, Wheeler & Paulsen
Leader Capital's Ben Emons debates the negative effects of negative rates. Atlantic Equities' Christopher Wheeler discusses Deutsche Bank's debt problem. And Wells Capital's Jim Paulsen lays out the 3 major themes that are emerging in the stock markets. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Foley, Major & Levy
Rabobank's Jane Foley speaks about perils of the strong dollar on other currencies. HSBC's Steve Major discusses Japan's debt dilemma. Berenberg's Mickey Levy weighs in on the unintended consequences of negative rates. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Cantrill, Levitt, Steel & Elliot
PIMCO's Libby Cantrill provides perspective on the race to the White House. Former SEC Chairman Arthur Levitt discusses the growing gulf between Wall Street and Main Street. HSBC's James Steel makes the bullish case for gold. And Bloomberg's Peter Elliot makes a startling prediction about the restaurant industry. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Stovall, Piegza & Wheeler
S&P's Sam Stovall speaks about the unloved equity markets. Stifel's Lindsey Piegza focuses on the Fed. And Atlantic Equities' Christopher Wheeler explains why banks are taking a beating. All that and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Lee on IMF reforms
Citi's William Lee discusses what's next for the IMF's Christine Lagarde. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Lee & Hewitt
Citi's William Lee weighs in on a looming U.S. recession. Barclays' Daniel Hewitt discusses concerns about Russia's collapsing economy. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Ross, Abramowicz & White
Author Alec Ross gives his forecasts for the big industries of the future. Bloomberg Gadfly's Lisa Abramowicz explains why bonds are so liquid they're drowing. And OECD's William White weighs in on the looming wave of economic defaults. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Ricchiuto & Newport
Mizuho's Steve Ricchiuto focuses on the Fed, whilst Gallup's Frank Newport provides perspective on politics. That's all on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Sinche and Chandler on Currencies
(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Robert Sinche Global Strategist Amherst Pierpont Securities LLC on global market weakness and potential causes Marc Chandler Senior VP:New York/Head:Currency Brown Brothers Harriman & Co on FXSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Lee, Milligan and Todd
(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Eric Lee Vice President Citigroup Global Markets Inc on global commodity markets Andrew Milligan Head:Global Strategy Standard Life Investments Limited on health of economy Chuck Todd Chief White House Correspondent Natl Broadcasting Co Inc on politicsSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Zingales and Marinov on Markets
(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: Luigi Zingales Professor:Finance/Economist University of Chicago Booth School of Business on economy Valentin Marinov MD/Head:G10 FX Research Credit Agricole CIB London on FXSee omnystudio.com/listener for privacy information.

Bloomberg Surveillance: Glassman and Gross
(Bloomberg) -- Bloomberg Surveillance with Tom Keene and Michael McKee. GUESTS: James E Glassman Senior Economist JP Morgan Securities LLC on Jobs Day William Hunt Gross "Bill" Fund Manager Janus Capital Management LLC on jobs daySee omnystudio.com/listener for privacy information.