
Bloomberg Surveillance
4,573 episodes — Page 91 of 92

Slok: this is not a credit crunch
Deutsche Bank's Torsten Slok says that most sources of credit continue to flow, even though one source is in trouble. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8am-9am ET: Rattner, Slok, Weidmann & Hardman
Willett Advisors Chairman Steve Rattner says there's a lot of fear in the investment community. Deutsche Bank's Torsten Slok asks: where is the credit crunch? Germany's central bank chief Jens Weidmann questions the effectiveness of negative rates. And Bank of Tokyo-Mitsubishi UFJ's Lee Hardman focuses on FX. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Swonk: U.S. consumer getting stronger
DS Economics Founder Diane Swonk says the American consumer is healthier than earlier in the cycle, thanks to solid employment gains and accelerating wages.See omnystudio.com/listener for privacy information.

Feldstein: market downturn not precusor of economic decline
Harvard's Martin Feldstein says that recent market turmoil will not be followed by an economic slowdown. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Feldstein: U.S. economy is in good shape
Harvard's Martin Feldstein says the American economy is doing better than financial investors fear. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

8am-9am ET: Feldstein & Swonk
Harvard Professor Martin Feldstein and DS Economics Founder Diane Swonk offer competing views on the American economy. Feldstein says that the U.S. is doing better than critics think, while Swonk says that the risk of recession is higher this year than last. They join Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Choyleva: negative interest rates will lead to a real crisis
Lombard Street Research's Diana Choyleva weighs in on the Bank of Japan's consideration of negative interest rates. She sits down on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Lew: don't expect 'crisis response' from G-20 meeting
U.S. Treasury Secretary Jack Lew says we are not in a crisis environment and shouldn't expect a crisis response when the Group of 20 finance chiefs and central bankers meet this week in China. He says this on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

7am-8am ET: Lew, Choyleva & Corr
U.S. Treasury Secretary Jack Lew says don't expect a "crisis response" from the Group of 20 meeting starting this week. Lombard Street Research's Diana Choyleva says the real economy is not in crisis and competitive devaluation is not going to solve economic problems. Corr Analytics' Anders Corr weighs in on the refugee crisis. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Silverstein: balance sheets are best drivers of performance now
Deutsche Bank's Josh Silverstein discusses the best opportunities in the oil patch. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Todd: Nevada caucus not important unless Trump loses
NBC's Chuck Todd discusses the importance of the Nevada caucus to the Republican race on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Porzecanski: Argentina bond bet suddenly isn't so hot
Bloomberg's Katia Porzecanski says that speculators who piled into Argentina's bonds trying to turn a quick profit may end up disappointed. All this and more with Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Cassidy: top 20 banks can manage commodity drop
RBC's Gerard Cassidy weighs in on banks' exposure to the energy collapse on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Denbow: China won't cut commodity supply
USAA's Dan Denbow says China won't scale back its production of commodities, because Beijing's big priority is jobs. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Shilling: deflation from Japan concerning central banks
Gary Shilling & Co.'s Gary Shilling says there has been a little bit of good and bad deflation, which is concerning central banks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Denbow, Jalinoos, Alloway, Porzecanski & Silverstein
USAA's Dan Denbow covers the commodity collapse. Credit Suisse's Shahab Jalinoos speaks about the slide in sterling. Bloomberg's Tracy Alloway reacts to the market open. Bloomberg's Katia Porzecanski discusses Argentina's big bet on bonds. And Deutsche Bank's Josh Silverstein discusses opportunities in the oil patch.See omnystudio.com/listener for privacy information.

Shilling: countries devaluing against dollar to boost growth
Gary Shilling & Co.'s Gary Shilling says virtually every country is devaluing their currency against the dollar to boost exports and spur demand. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Kelly: U.S. economy isn't even close to recession
JPMorgan Funds' David Kelly says the U.S. economy is in far better shape than most people think. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

7am-8am ET: Shilling, Cassidy & Todd
Gary Shilling & Co's Gary Shilling says slow growth is pushing countries to devalue their currencies against the dollar to boost demand for exports. RBC's Gerard Cassidy discusses banks' exposure to the commodity collapse. NBC's Chuck Todd weighs in on the importance of the Nevada caucus. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Kelly: inflation is a 'sleeping dragon'
JPMorgan Funds' David Kelly says inflation is making a comeback. He joins Tom Keene and Michael McKee on Bloomberg Surveillance.See omnystudio.com/listener for privacy information.

Bill Gates: blindsided by report he backs FBI on Apple
Bill Gates vigorously denies a report that he supports the FBI in the standoff with Apple. He speaks with Stephanie Ruhle and John Micklethwait. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Bill Gates: miracle like PC needed to spread energy to world
Bill and Melinda Gates discuss their annual letter with Stephanie Ruhle and John Micklethwait. The Gates say that R&D money is needed to spread energy systems. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8am-9am ET: Bill Gates, Melinda Gates & David Kelly
Bill and Melinda Gates discuss their annual letter with Bloomberg's Stephanie Ruhle and John Micklethwait. The Gates make the case that rapid technology change is a force for good, despite the disruption that it causes. JPMorgan Funds' David Kelly speaks to Tom Keene and Michael McKee about why inflation is 'the sleeping dragon.'See omnystudio.com/listener for privacy information.

9am-10am ET: Caron, Levitt, Abramowicz & Mather
Morgan Stanley's Jim Caron says negative interest rates have limitations. Bloomberg's Arthur Levitt says banks have more political pressure now than ever before. Bloomberg's Lisa Abramowicz discusses liquidity in the bond market. Pimco's Scott Mather says there isn't a systemic issue with the way volatility is impacting bond markets. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Mather: Greater degree of uncertainty creating choppy markets
Pimco's Scott Mather says negative interest rate policies, along with reduced liquidity, are creating choppy markets. Mather also says there isn't a systemic issue with the way volatility is impacting markets. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Abramowicz: central bank policies are creating asset bubbles
Bloomberg's Lisa Abramowicz discusses central bank policies -- like negative interest rates -- and if it's fueling asset bubbles. She joins Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Levitt: regulators should be nervous with credibility at risk
Bloomberg's Arthur Levitt and former SEC chairman weighs in on regulation of the banks. He says regulators should be nervous because their credibility is at risk and the American people should be nervous because their money is on the line if there's another bailout of the banks. He speaks on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

Caron: interest rates not the best solution
Morgan Stanley's Jim Caron says negative interest rates aren't the best solution but central banks are running out of other tools to stimulate the markets. He joins Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

8am-9am: Kass & Zandi
Seabreeze Partners' Doug Kass says a broken market system is being dominated by algos who are agnostic to balance sheets. Moody's Analystics' Mark Zandi says unemployment insurance claims remain low, signaling health in the U.S. economy. All this and more on Bloomberg Surveillance with Tom Keene and Michael McKee.See omnystudio.com/listener for privacy information.

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.