Sveriges 100 mest populära podcasts

Bloomberg Surveillance

Bloomberg Surveillance

Tom Keene, Jon Ferro, Lisa Abramowicz, and Paul Sweeney have the economy and the markets "under surveillance" as they cover the latest in finance, economics and investment, and talk with the leading voices shaping the conversation around world markets.

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Surveillance: Earnings Amid Inflation Worries

Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomberg Intelligence Senior Global Banks and Asset Managers Analyst, examines JPMorgan's third-quarter results that saw stronger than expected investment banking revenue. Nobel Laureate Joseph Stiglitz says Federal Reserve Chair Jerome Powell hasn?t done enough to address risk to the financial system stemming from climate change. International Energy Agency Executive Director Fatih Birol discusses the transition to clean energy and how price challenges are impacting the global recovery. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-13
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Surveillance: Inflation Hits Investor Confidence

Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where we?re going on some of these supply issues. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, examines inflation, stagflation, and growth expectations as he urges investors to take a broad view of economic metrics. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the permanent changes Covid-19 has made in hospitals, the use of antibiotics, and defining the long-term effects of Covid-19. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-12
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Surveillance: Goldman Cuts U.S. Growth View

Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomberg Opinion Columnist, says the Covid-19 crisis has amplified the inequality in the economy. Guido Imbens, 2021 Nobel Prize for Economic Sciences Winner and Stanford University Graduate School of Business Economics Professor, discusses award-winning work using experiments that draw on real-life situations to revolutionize empirical research. Dr. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discussing protests over vaccine mandates. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-11
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Surveillance: Jobs Day Miss With Rosenberg

Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. Tiffany Wilding, PIMCO Chief U.S. Economist, expects a re-acceleration of hiring in October. Jack Ciattarelli, New Jersey Gubernatorial Candidate, says we need to downsize, streamline and modernize the New Jersey state government. Andrew Pekosz, Johns Hopkins School of Public Health Professor & Virologist, discusses vaccinating kids in the 5-11 years old age group and easing travel restrictions. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-08
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Surveillance: Age of America First With Haass

Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and Chairman, discusses the company's efforts to expand vaccinations to frontier economies. Amrita Sen, Energy Aspects Chief Oil Analyst, says we?re going to be in this era of high energy prices until demand for fossil fuels comes off and that?s still years away. Sarah House, Wells Fargo Senior Economist, says we have seen a permanent loss of labor supply. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-07
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Surveillance: Fed's Inflation War With Dudley

Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Senior Advisor to Bloomberg Economics, says the Fed is fighting the wrong war on inflation. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, expects better opportunities to buy into the markets in the coming weeks. Barbara Corcoran, Barbara Corcoran Venture Partners Co-Founder, says the U.S. housing market has gone bonkers. Subadra Rajappa, Societe Generale U.S. Rates Strategy Head, expects Fed tapering to push yields higher. David Rubenstein, The Carlyle Group Co-Founder and Co-Chairman and Host of Peer-to-Peer conversations with David Rubenstein, discusses his interview with Accenture Chair and CEO Julie Sweet. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-06
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Surveillance: Supply Shock Risks With Greene

Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth and persist for at least next six months. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says the rate-driven rotation to value and smaller caps echoes Q1. George Saravelos, Deutsche Bank Global FX Research Head, says the U.K. is at the epicenter of FX. Omar Aguilar, Schwab Asset Management CIO & Head of Investments, says it always easy to continue to build a wall of worry. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-05
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Surveillance: Near-Term Risks With Doll

Bob Doll, Crossmark Global Investments CIO, says the near term is more treacherous, but that he sees no signs of recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says growth is rotating away from the U.S. toward emerging markets. Wendy Schiller, Brown University Chair Of Political Science, says the Democrats are committing political malpractice. Candace Browning, BofA Securities Head of Global Research, says regulation is one of the biggest risks to crypto. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-04
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Surveillance: Rolling Correction With Wilson

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says we've had a rolling correction since March. Andy Blocker, Invesco Head of U.S. Government Affairs, says the fissure in the Democratic party is a worry. James Sweeney, Credit Suisse Chief Economist, says stagflation is a silly hypothesis. Jane Foley, Rabobank Head of FX Strategy, says the weight of negative fundamentals in the U.K. has driven a wedge between the pound and rates. James Dyson, Dyson Chairman & Founder, discusses the future of invention. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-10-01
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Surveillance: Peril With Woodward & Costa

Bob Woodward and Robert Costa, "Peril" Co-Authors, discuss the perils that remain ahead for Washington. Katherine Clark, Assistant Speaker of the House of Representatives, says Democrats are committed to passing Biden?s agenda, even if the infrastructure vote doesn't happen today. Jordan Rochester, Nomura G10 FX Strategist, says the euro is having a yen moment. Michelle Meyer, Bank of America Securities Head of U.S. Economics, says a stronger dollar means a stronger U.S. economy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-30
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Surveillance: Risks Report With AXA's Buberl

Thomas Buberl, AXA CEO, discusses AXA's 2021 Future Risks Report. Ben Laidler, eToro Global Markets Strategist, says there will be a stock market rally by the end of the year. Elsa Lignos, RBC Global Head of FX Strategy, expects a better environment for the dollar. Robert Hormats, Tiedemann Advisors Managing Director & Former Goldman Sachs International Vice Chairman, says President Xi wants both tighter regulation and foreign investment in China. David Rubenstein, Host of Peer-To-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with United States Supreme Court Associate Justice Stephen Breyer. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-29
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Surveillance: Oil Under-Investment With Blanch

Francisco Blanch, Bank of Americca Global Commodities & Derivatives Research Head, says energy prices could potentially be a multi-year problem. Diego Mesa Puyo, Colombian Energy & Mines Minister, says we are headed for a commodity supercycle. Frances Donald, Manulife Global Chief Economist & Global Head of Macroeconomic Strategy, expects growth and inflation will decelerate materially in 2022. Saira Malik, Nuveen Global Equities CIO, says lays out the bull case for equities and her earnings outlook for next year. Dan Clifton, Strategas Head of Policy Research, says it's "Field of Dreams" week in Washington. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-28
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Surveillance: Yield Correction With Caron

Jim Caron, Morgan Stanley Investment Management Fixed-Income Portfolio Manager, says the correction in lower yields is over. Jean Boivin, Blackrock Research & Investment Institute Global Head, expects the first interest rate hike from the Federal Reserve to come in 2023. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Democrats are scared of 2022. Lloyd Minor, Stanford University School of Medicine Dean, says the Covid vaccines are among the safest ever developed. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-27
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Surveillance: China Regulation with Miller

Leland Miller, China Beige Book International CEO, says Evergrande is not China's Lehman moment. Michael Gapen, Barclays Chief U.S. Economist, says a day of reckoning is eventually coming for markets. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says Fed tapering is all but in the bag. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says stocks are in for a bumpier grind higher. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-24
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Surveillance: Economic Recovery with Greek PM

Greek Prime Minister Kyriakos Mitsotakis says the country could phase out coal-fired power plants by 2025. Ian Bremmer, Eurasia Group President, says the Europeans are taking the lead on climate regulations. David Blanchflower, Dartmouth Professor & Former BOE Policy Committee Member, says inflation looks temporary and the hawkish crew is preaching from 1975. Representative French Hill, Republican from Arkansas, says he is concerned about the systemic risk of bad economic data out of China. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-23
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Surveillance: Global Vaccinations With Malpass

David Malpass, The World Bank President, says we need higher vaccinations in poor and developing nations. Glenn Hubbard, Columbia Professor of Economics, Columbia Business Dean Emeritus and Former Council of Economic Advisers Chairman, says Chairman Powell deserves a second term. Marilyn Watson, BlackRock Global Fundamental Fixed Income Strategy Head, expects to see real yields tick back up. Guillaume Faury, Airbus CEO, discusses the U.S. reopening air travel for vaccinated passengers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-22
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Surveillance: Evergrande 'Manageable,' Dalio Says

Ray Dalio, Bridgewater Associates Chairman, Chief Investment Officer & Founder, says China Evergrande Group?s debt crisis ?is all manageable? even as lenders are hurt by the property developer?s troubles. Nouriel Roubini, Roubini Macro Associates CEO and TheBoomBust.com Co-CEO, says he is concerned the world is in a "debt trap." Laurence Boone, OECD Chief Economist, says the pickup in inflation is likely to be transitory. Governor Ned Lamont, Connecticut (D), says he wants to extend the statewide school mask mandate. Afsaneh Beschloss, RockCreek CEO, says this Fed meeting is going to be critical. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-21
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Surveillance: Fed Credibility With Dudley

Bill Dudley, Bloomberg Opinion Columnist & Former President, Federal Reserve Bank of New York, says there is a risk to the Fed's credibility. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the fear in the markets is really starting to becoming palpable. Andrew Hollenhorst Citi Chief U.S. Economist, says the most important economic mystery right now is what's going on in the labor market. Amber D'Souza, Johns Hopkins University Bloomberg School of Public Health Professor of Epidemiology, says Pfizer's trial data for children is an "exciting development." Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-20
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Surveillance: Nuclear Sub Deal With Yergin & Stavridis

Margaret Patel, Wells Fargo Asset Management Senior Portfolio Manager, discuses the factors behind a quiet bond market, expecting modest but widespread gains for equities, and pricing for the riskiest parts of the market. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says prepare for stronger growth and higher rates. Dan Yergin, IHS Markit Vice Chairman and Author of ?The New Map: Energy Climate and the Clash of Nations," examines energy and geopolitics amid the global pandemic and rising U.S.-China tensions. Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO, and Author of "2034: A Novel of the Next World War," discusses the submarine deal between Australia and the Biden administration ? and China?s reaction. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-17
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Surveillance: U.S. Retail Sales Surprise

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says markets will climb higher for the end of the year and explains the risk factors he sees and where he has been trimming exposure. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses winter outlook on Covid-19 and the confusion around booster shots. Thomas Costerg, Pictet Wealth Management Senior Economist, says he's positive on U.S. Growth as data shows an unexpected August increase in retail sales. Richard Thaler, Chicago Booth School Professor of Economics, Nobel Laureate and Co-Author of "Nudge: The Final Edition," discusses the biases and blunders of Covid-19. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-16
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Surveillance: Post-Covid Bets With Neuberger?s Kantor

Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says that big tech and companies prioritizing the quality of their business will be key market drivers coming out of the coronavirus pandemic. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says the coronavirus pandemic is 'plateauing' in the U.S. Valdis Dombrovskis, EU Commissioner for Trade, discusses vaccine distribution and trade progress with the U.S. and China. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his exclusive interview with European Central Bank President Christine Lagarde. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-15
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Surveillance: The Transitory Debate

Sarah House, Wells Fargo Securities Senior Economist, says the August CPI report gives a lot of credence to the transitory debate. Barry Ritholtz, Bloomberg Opinion Columnist and Ritholtz Wealth Management Chief Investment Officer, discusses the real returns of real estate investing. Chris Grisanti, MAI Capital Equity Strategist and Senior Portfolio Manager, says he doesn't own Apple right now, he likes the future of Amazon and he thinks Boeing is priced at a very attractive level. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses lockdown measures in New Zealand and debate over Covid-19 vaccine booster shots. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-14
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Surveillance: Kass Says Investors Underpricing Risk

Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says markets are overly optimistic on the labor market and monetary policy. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses school protocols for dealing with Covid outbreaks and the new normal of returning to work and school. Francisco Blanch, BofA Head of Global Commodities and Derivatives Research, remains constructive on commodities. Amy Wu Silverman, RBC Equity Derivatives Strategist, explains why the firm calls this the Ed Sheeran or Dave Matthews rally. Doug Kass, Seabreeze Partners President, details why he thinks ?too many investors are underpricing risk.? Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-13
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Surveillance: Positive Real Yields Unlikely, Bianco Says

David Bianco, DWS CIO for the Americas, says positive real yields are unlikely in the coming years. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, sees value in the long-run for big banks. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the bond market feels like a deer in the headlights waiting for more information. David Page, AXA Investment Managers Head of Macro Research, sees U.S. GDP growth at 2% in the long-term. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-10
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Surveillance: Peak Inflation With Carpenter

Seth Carpenter, Morgan Stanley Chief Global Economist, says inflation has probably peaked. Ben Laidler, EToro Global Markets Strategist, sees the S&P at over 5,000 in the next year. Savita Subramanian, Bank of America Securities Head of U.S. Equity & Quantitative Strategy, explains why she raised her S&P target from 4250 from 3800. Holger Schmieding, Berenberg Chief Economist, reacts to the ECB decision. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-09
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Surveillance: Expect Volatility, Bitterly Says

Kristen Bitterly, Citi Head of Capital Markets Private Bank, says now is not the time to go to cash. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says there is still room for markets to rally from here. Sameh Hassan Shoukry, Egypt Minister of Foreign Affairs, doesn't think the U.S. can disengage from the region. David Rubenstein, The Carlyle Group Co-Founder and Co-Executive Chairman, & Author, ?The American Experiment,? discusses his interview with Greylock Partner and LinkedIn Co-Founder Reid Hoffman. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-08
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Surveillance: The Covid Economy With Tooze

Adam Tooze, Columbia University Professor and Author, "Shutdown: How Covid Shook the World Economy", discusses the Covid crisis and the stalled recovery amid the virus?s resurgence. Megan Greene, Harvard Kennedy School Senior Fellow, says she is not worried about runaway inflation. Cristiano Amon, Qualcomm CEO, expects ?material supply improvements? toward the end of the year. Jim O'Sullivan, TD Securities Chief U.S. Macro Strategist, is cutting 2021 growth numbers because of the fading fiscal stimulus boost. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-07
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Surveillance: Jobs Day Miss With Walsh

Marty Walsh, U.S. Labor Secretary, discusses the disappointing U.S. jobs report. Priya Misra, TD Securities Global Head of Rates Strategy, says the U.S. Economic recovery will continue to come in fits and starts. Jeff Rosenberg, BlackRock Senior Portfolio Manager of Systematic Multi-Strategy Fund, says the weak jobs data is a "one-off slowdown." Tiffany Wilding, PIMCO Chief U.S. Economist, says the jobs report is a slow patch rather than the beginnings of an economic downturn. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-03
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Surveillance: NYC Flooding With MTA's Lieber

Janno Lieber, MTA Acting Chairman and CEO, says the MTA and New York City need to work in partnership to improve infrastructure and mitigate flash flood risk. Steven Ricchiuto, Mizuho Chief U.S. Economist, says the work from home environment is limiting the ability to find specific workers. Steve Chiavarone, Federated Hermes Portfolio Manager, says Covid's resurgence has put a damper on some animal spirits. David Rosenberg, Rosenberg Research Founder, Chief Economist & Strategist, says prices increases won't be able to stick as long as wages lag behind. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-02
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Surveillance: Pick Value, Inker Says

Ben Inker, GMO Head of Asset Allocation, says value stocks have been ?left behind? for no good economic reason. Bob Hormats, Tiedemann Advisors Managing Director, says we need stronger cooperation with India to help combat terrorist groups. Richard Edelman, Edelman CEO, discusses the rise of belief-driven employees. Roger Bootle, Capital Economics Founder & Chairman, explains why he's worried about the resurgence of inflation. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the state of the economy is unstable. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-09-01
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Surveillance: Afghanistan with NATO's Stoltenberg

Jens Stoltenberg, NATO Secretary General, says NATO is committed to making sure Afghanistan doesn't become a safe haven for international terrorism. John Bolton, Former U.S. National Security Advisor to President Trump, says now is the time for the U.S. to get tough on the government of Pakistan. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the Fed won't be a major driver of foreign exchange for "a time." Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says portfolio diversification is key to dealing with market liquidity. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-31
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Surveillance: Fed In Tough Spot, Lacker Says

Jeffrey Lacker, Former Federal Reserve Bank of Richmond President, says inflation expectations have put the Fed in a tough spot. Kit Juckes, Societe General Chief FX Strategist, says markets have to stop focusing on the Fed's taper story. Bob Doll, Crossmark Global Investments Chief Investment Officer, says the stock market rally may be getting ?a little tired? but it has more than enough fuel to continue. Peter Trubowitz, London School of Economics Professor of International Relations, says we're in a period where the U.S. national interest is being redefined. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-30
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Surveillance: Jackson Hole

Raphael Bostic, Federal Reserve Bank of Atlanta President, says the Fed should be trying to get policies back into a more normal situation. Patrick Harker, Federal Reserve Bank of Philadelphia President, says the Fed should finished tapering before considering a rate hike. Robert Kaplan, Federal Reserve Bank of Dallas President, wants to start tapering soon and continue gradually over the next eight months. James Bullard, Federal Reserve Bank of St. Louis President, expects the job market to be in "great shape" in early 2022. Gita Gopinath, IMF Chief Economist & Director of Research, says Federal Reserve Chairman Jerome Powell has been doing a great job in very difficult times. Mark Kimmitt, Retired Brigadier General, Former Assistant Secretary of State for Political-Military Affairs and Former Deputy Assistant Secretary of Defense for Middle East Affairs, says we must tighten up our security in Afghanistan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-27
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Surveillance: Taper Time With Fed's George

Esther George, Federal Reserve Bank of Kansas City President, says it's time to get started on scaling back bond buying even though the delta variant poses a risk. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects yields back up a bit by year's end. Darrell Cronk, says September is going to be a white-knuckle event. Sam Stovall, CFRA Chief Investment Strategist, says the market is vulnerable to some sort of upset. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-26
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Surveillance: China & Fed With Beschloss

Afsaneh Beschloss, RockCreek Group Founder & CEO, discusses how China's energy industry stands to benefit from the Taliban takeover of Afghanistan and what a tapering of Federal Reserve monetary policy could mean for global markets. Bob Michele, JPMorgan Asset Management CIO & Head of Global Fixed Income, Currency & Commodities, discusses modern monetary theory and explains why the Federal Reserve needs to ?assert its independence? at the Jackson Hole symposium. Mark Zandi, Moody?s Analytics Chief Economist, says there is still a lot of slack in the economy. David Rubenstein, Host of Peer-to-Peer Conversations & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Phebe Novakovic, General Dynamics Chairman & CEO. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-25
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Surveillance: Fed Tapering With Peters

Greg Peters, PGIM Head of Multi-Sector and Strategy, does not see yields higher after the Fed tapers. Dan Kurtz-Phelan, Foreign Affairs Editor & Council on Foreign Relations Peter G. Peterson Chair, discusses how Afghanistan has shaped U.S. foreign policy from 9/11 to now. Alan Ruskin, Deutsche Bank Chief International Strategist, says inflation is one of the most elevated macro risks out there. Saira Malik, Nuveen Global Equities CIO, says there could be a buying opportunity as the market adjusts to tapering. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-24
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Surveillance: Dudley Supports 2nd Powell Term

William Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says he would "absolutely" support Jerome Powell for a second term as Fed Chair. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, expects a decently-sized market pullback by the end of the year. Mike Darda, MKM Partners Chief Economist & Macro Strategist, says the U.S. labor market is undeterred by the delta variant's impact. Sabra Klein, Johns Hopkins Bloomberg School of Public Health Professor & Microbiologist, is most concerned about pregnant women and children with the delta variant. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-23
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Surveillance: Jackson Hole With Reinhart

Vincent Reinhart, Mellon Chief Economist and Macro Strategist, says the delta variant is Jay Powell's taper "ace card." Dennis Gartman, Chairman of the University of Akron's Endowment Fund and Retired Editor of The Gartman Letter, says smart money has been leaving the market since July. Gabriela Santos, says she fundamentally disagrees with the thesis that China is uninvestable. George Friedman, Founder and Chairman of Geopolitical Futures, says all-in wars like Afghanistan always places the U.S. at a disadvantage. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-20
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Surveillance: Afghanistan With Adm. Stavridis

Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War" does not believe the Taliban is going to change their stripes. George Goncalves, MUFG Securities Americas Head of U.S. Macro Strategy, says the Fed has overstayed their QE welcome. Neil Dutta, Renaissance Macro Research Head of U.S. Economic Research, says manufacturing production is going to be a tailwind for economic activity. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, is not yet convinced that a third vaccine dose is necessary for most people. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-19
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Surveillance: U.S. Debt & Afghanistan With Lew

Jacob J. Lew, Former U.S. Treasury Secretary, says it's extremely dangerous not to support a debt limit. Nicolai Tangen, Norweigen Sovereign Wealth Fund CEO, says the size of the world?s biggest sovereign fund makes it difficult to dodge inflation. Lindsey Piegza, Stifel Chief Economist, says the U.S. Consumer is on relatively solid footing despite the decline in retail sales. Jim Bianco, Bianco Research President, says the best Federal Reserve officials to listen to are the ones that have recently left. David Rubenstein, The Carlyle Group Co-Founder and Host of The David Rubenstein Show, Peer-to-Peer Conversations, discusses his interview with Moderna Co-Founder and Chairman Noubar Afeyan. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-18
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Surveillance: Retail Sales Miss With Gapen

Michael Gapen, Barclays Chief U.S. Economist, the U.S. retail sales miss reflects more the comedown from stimulus payments than delta variant fears. David Stubbs, JPMorgan Chase Bank Global Head of Market Strategy, says we are in the midst of a productivity shock. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says the manner of the Fed's taper is more important than the timing. Joe Feldman, Telsey Advisory Group Senior Research Analyst & Assistant Director of Research, expects the next decade to be pretty rosy for major retailers. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-17
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Surveillance: Taliban Control With Haass

Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," says the Taliban is worse now than in 2002. Chris Marangi, Gabelli Funds Co-CIO of Value, says says value is harder to find now than a year ago. Noelle Corum, Invesco Portfolio Manager, expects earnings growth to continue. Thomas Barfield, Boston University Professor of Anthropology and American Institute for Afghanistan Studies President, says the Taliban lack the capacity to govern. David Kotok, Cumberland Advisors CIO & Co-Founder, says uncertainty is a powerful forecasting tool. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-16
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MGM's Tricky Recovery Path; Miners' Carbon Transition

In this week's broadcast featuring Bloomberg Intelligence analysts and their research, Brian Egger lays out the perilous road in Las Vegas and Macau that MGM is traveling to recovery. Shaheen Contractor discusses BI's new carbon transition scores and targets for global miners, and offers her take on who can meet the Paris climate accord targets. Sue Munden discusses how prime space may help European REITs stave off major declines. Eshan Toorabally shows how building materials distributors are benefitting from the pickup in the U.K. housing market, and George Ferguson says the end of summer is bringing a reality check for U.S. and European airlines.   The BI Radio show podcasts through Apple?s iTunes, Spotify and Luminary. It broadcasts on Saturdays and Sundays at noon on Bloomberg?s flagship station WBBR (1130 AM) in New York, 106.1 FM/1330 AM in Boston, 99.1 FM in Washington, 960 AM in the San Francisco area, channel 119 on SiriusXM, www.bloombergradio.com, and iPhone and Android mobile apps.   Bloomberg Intelligence, the research arm of Bloomberg L.P., provides in-depth analysis and data on more than 2,000 companies and 130 industries. On the Bloomberg terminal, run BI . Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-16
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Surveillance: Yields Levels With Boivin

Jean Boivin, BlackRock Investment Institute Head, says we're seeing a complete disconnect between the macro outlook and the movement in yields. Dean Curnutt, Macro Risk Advisors Founder & CEO, says "inflation is transitory" is like the "sub-prime is contained" of 2021. Gilles Moec, AXA IM Chief Economist, says the Fed has tried to tone down the importance of Jackson Hole. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says the convenience that consumers have is greater than ever. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-13
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Surveillance: Reopening Trade With Laidler

Ben Laidler, eToro Global Markets Strategist, says the reopening trade hasn't even started yet. Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, says we need a real plan for vaccine rollout. Ed Yardeni, Yardeni Research Founder & Chief Investment Strategist, says there is tremendous liquidity sitting out there. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners and Senior Research Analysts, discuss the post-TV world. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-12
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Surveillance: U.S. Inflation With Kelly

David Kelly, JPMorgan Asset Management Chief Global Strategist, reacts to U.S. inflation data. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, investment in people and infrastructure will drive productivity more than investment in technology. Patrick Palfrey, Credit Suisse Co-Head of Quantitative Research and Senior Equity Strategist, says strong sales should keep margin pressure under control. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, says brick-and-mortar retail is back. Nicolas Aguzin, HKEX Chief Executive, says the IPO pipeline is at record levels. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-11
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Surveillance: Margin Pressure With Wilson

Mike Wilson, Morgan Stanley Chief U.S. Equities Strategist, warns of margin degradation into 2022. Esther Duflo, Nobel Prize winning Economist and Massachusetts Institute of Technology Professor, discusses her studies about poverty in the global economy. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says markets are already pricing in fiscal stimulus. Doug Kass, Seabreeze Partners President, details his outlook and explains why he thinks ?we are at the fork in the investment road.? Greg Valliere, AGF Investments Chief U.S. Policy Strategist, expects a ferocious fight in the fall over the second infrastructure bill. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-10
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Surveillance: Peak Oil Demand Coming, Morse Says

Ed Morse, Citi Head of Commodities Research, says we haven't reached peak oil demand yet, but it's coming. William Lee, Milken Institute Chief Economist, Fed is concerned with maximum extent of employment. Brian Levitt, Invesco Global Market Strategist, says the U.S. wll stabilize to a more modest growth rate. Claudia Sahm, Jain Family Institute Senior Fellow, says we do not have the headwinds to keep wage gains going. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-09
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Surveillance: Walsh Says Economy Moving Forward

Marty Walsh, U.S. Secretary of Labor, says the economy is moving forward. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the strong jobs report across all metrics will accelerate the Fed taper discussion. Gina Martin Adams, Bloomberg Intelligence Chief Equity Strategist, discusses outlook for equities as investors assess the jobs data, positive earnings and delta variant risks. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, sees more growth ahead for the economy. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-06
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Surveillance: Uber CEO Watching Delta Variant Closely

Randy Kroszner, University of Chicago Booth School Professor of Economics and Former Fed Governor, says inflation pressures may last about six months. Seema Shah, Principal Global Investors Chief Strategist, says it's difficult to go long bonds at current levels. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, explains why the Fed's balance sheet should continue to grow. Dr. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, says don't fear the Covid-19 variants. Uber CEO Dara Khosrowshahi discusses the company?s second-quarter earnings report and outlook as Covid-19 cases rise across the U.S. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com
2021-08-05
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