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

Surveillance: The Covid Economy With Tooze

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

Surveillance: Jobs Day Miss With Walsh

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

Surveillance: NYC Flooding With MTA's Lieber

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

Surveillance: Pick Value, Inker Says

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

Surveillance: Afghanistan with NATO's Stoltenberg

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

Surveillance: Fed In Tough Spot, Lacker Says

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

Surveillance: Jackson Hole

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

Surveillance: Taper Time With Fed's George

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

Surveillance: China & Fed With Beschloss

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

Surveillance: Fed Tapering With Peters

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

Surveillance: Dudley Supports 2nd Powell Term

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

Surveillance: Jackson Hole With Reinhart

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

Surveillance: Afghanistan With Adm. Stavridis

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

Surveillance: U.S. Debt & Afghanistan With Lew

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

Surveillance: Retail Sales Miss With Gapen

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

Surveillance: Taliban Control With Haass

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

Surveillance: Yields Levels With Boivin

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

MGM's Tricky Recovery Path; Miners' Carbon Transition

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

Surveillance: Reopening Trade With Laidler

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

Bloomberg Surveillance

Bloomberg Surveillance

Get Started

Download the App