Bloomberg Surveillance

Bloomberg Surveillance

Tom Keene in New York and Francine Lacqua in London prepare you for the day ahead with insights on the state of the markets and the world.
1349 Episodes
Bloomberg Surveillance - Why Markets Matter to Consumer Confidence

Why Markets Matter to Consumer Confidence

In "Single Best Chart," Michelle Meyer, head of U.S. economics at Bank of America Merrill Lynch, examines the link between market performance and consumer confidence.
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Bloomberg Surveillance - Can Trump's State of the Union Balance Economy With Border Wall?

Can Trump's State of the Union Balance Economy With Border Wall?

John Hudak, senior fellow of governance studies at Brookings, previews President Donald Trump's State of the Union address.
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Bloomberg Surveillance - BofA's Meyer Says Now Is Not the Right Time for Fed to Be Hawkish

BofA's Meyer Says Now Is Not the Right Time for Fed to Be Hawkish

Michelle Meyer, head of U.S. economics at Bank of America Merrill Lynch, discusses the data dependent Federal Reserve's rate path and the state of the U.S. economy.
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Bloomberg Surveillance - March Is a Key Month for Markets, BlueBay's Riley Says

March Is a Key Month for Markets, BlueBay's Riley Says

David Riley, chief investment strategist at BlueBay Asset Management, discusses the impact of China monetary-policy easing, European Central Bank forward guidance and U.S.-China trade talks on financial markets.
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Bloomberg Surveillance - FBI Sting: Did Huawei Try to Steal Tech Secrets?

FBI Sting: Did Huawei Try to Steal Tech Secrets?

The inventor of a nearly indestructible smartphone screen is convinced that Huawei Technologies Co. tried to steal his technology, as told in the latest edition of Bloomberg Businessweek. Bloomberg's Erik Schatzker witnessed the U.S.
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Bloomberg Surveillance - UBS Sees U.S. Growth Accelerating in Second Quarter

UBS Sees U.S. Growth Accelerating in Second Quarter

Arend Kapteyn, chief economist at UBS, and David Riley, chief investment strategist at Bluebay Asset Management, discuss the U.S. economy, Federal Reserve policy and the dollar.
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Bloomberg Surveillance - U.S.-China Trade Deal Likely, But Watch Dollar, Chillingworth Says

U.S.-China Trade Deal Likely, But Watch Dollar, Chillingworth Says

Julian Chillingworth, chief investment officer at Rathbones, discusses the prospect of a U.S.-China trade agreement and his outlook for the U.S. dollar.
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Bloomberg Surveillance - Venezuela Seeks Path to Democracy Under Guaido

Venezuela Seeks Path to Democracy Under Guaido

University of Oxford Politics Lecturer Maryhen Jiminez Morales discusses expected changes for Venezuela on the global stage under the leadership of Juan Guaido.
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Bloomberg Surveillance - JPM's Kasman Sees Potential for 4% Nominal U.S. Wage Growth

JPM's Kasman Sees Potential for 4% Nominal U.S. Wage Growth

In "Single Best Chart," Bruce Kasman, chief economist and managing director of global research at JPMorgan, examines the employment cost index and the factors that can lead to U.S. wage gains.
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Bloomberg Surveillance - Powell's Fed Took First Independent Steps, JPM's Kasman Says

Powell's Fed Took First Independent Steps, JPM's Kasman Says

Bruce Kasman, chief economist and managing director of global research at JPMorgan, examines the important shift taken by the Federal Reserve with this week's interest rate decision.
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Bloomberg Surveillance - Amazon's India Growth Problem Weighs on Shares

Amazon's India Growth Problem Weighs on Shares

Amazon.com Inc. shares fell following the company's forecast for weaker first-quarter sales and concerns about business in India.
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Bloomberg Surveillance - Defining Full Employment in the U.S. Economy

Defining Full Employment in the U.S. Economy

Bloomberg Economics' Carl Riccadonna and Bruce Kasman, chief economist and managing director of global research at JPMorgan, discuss the economic impact of part-time employment and examine the U.S. labor economy.
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Bloomberg Surveillance - German Carmakers Strengthen the U.S. Economy, Industry Group Says

German Carmakers Strengthen the U.S. Economy, Industry Group Says

Bernhard Mattes, president of the German Association of the Automotive Industry, discusses the impact of Brexit and trade tensions on German automakers operating in the U.S.
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Bloomberg Surveillance - May's Deal to Pass Without Substantial Changes, Schick Says

May's Deal to Pass Without Substantial Changes, Schick Says

Nina Schick, director of data and polling at Rasmussen Global, and James Bevan, chief investment officer at CCLA Investment Management, discuss U.K. Prime Minister Theresa May's efforts to renegotiate a Brexit deal which has Parliament's backing.
Bloomberg
Bloomberg Surveillance - German Carmakers Strengthen the U.S. Economy, Industry Group Says

German Carmakers Strengthen the U.S. Economy, Industry Group Says

Bernhard Mattes, president of the German Association of the Automotive Industry, discusses the impact of Brexit and trade tensions on German automakers operating in the U.S.
Bloomberg
Bloomberg Surveillance - Analysts Overly Bullish on 2019 Earnings Outlook, CCLA Says

Analysts Overly Bullish on 2019 Earnings Outlook, CCLA Says

James Bevan, chief investment officer at CCLA Investment Management, discusses the outlook for equities, corporate earnings in 2019 and Federal Reserve policy.
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Bloomberg Surveillance - GE Misses 4Q EPS Estimates, Beats on Revenue

GE Misses 4Q EPS Estimates, Beats on Revenue

In "Single Best Chart," Bloomberg Intelligence's Karen Ubelhart examines fourth-quarter results from General Electric Co.
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Bloomberg Surveillance - Powell Put Is in Full Force, Neuberger Berman's Kantor Says

Powell Put Is in Full Force, Neuberger Berman's Kantor Says

Charles Kantor, long short fund senior portfolio manager at Neuberger Berman, discusses the market impact of the Federal Reserve's interest rate decision.
Bloomberg
Bloomberg Surveillance - ING Sees Current Brexit Impasse as `Stay of Execution' for Pound

ING Sees Current Brexit Impasse as `Stay of Execution' for Pound

Chris Turner, head of FX strategy at ING, discusses the current Brexit impasse and its impact on the pound and gilt yields.
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Bloomberg Surveillance - U.S. Inflation Pressures Are Going to Surprise, Plurimi CIO Says

U.S. Inflation Pressures Are Going to Surprise, Plurimi CIO Says

Patrick Armstrong, chief investment officer at Plurimi Wealth, and Chris Turner, head of FX strategy at ING, discuss the Federal Reserve's dovish policy pivot, the outlook for inflation and the U.S. economy.
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Bloomberg Surveillance - Deutsche Bank Said to Prep for Potential Merger by Mid-Year

Deutsche Bank Said to Prep for Potential Merger by Mid-Year

Deutsche Bank is said to be bracing for a potential government-brokered merger with Commerzbank AG by mid-year if all else fails in the bank's turnaround efforts.
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Bloomberg Surveillance - Jim O'Neill Sees 60% Chance for 'Some Derivative' of May's Brexit Deal

Jim O'Neill Sees 60% Chance for 'Some Derivative' of May's Brexit Deal

Jim O'Neill, chair at Chatham House, discusses the chances that the U.K. moves forward with a Brexit withdrawal agreement.
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Bloomberg Surveillance - Fed Funds Rate an 'All Clear' for Banks, RBC's Cassidy Says

Fed Funds Rate an 'All Clear' for Banks, RBC's Cassidy Says

In "Single Best Chart," Stephen Stanley, chief economist at Amherst Pierpont, Bloomberg Intelligence's Ira Jersey, and Gerard Cassidy, head of U.S. equity bank strategy at RBC Capital Markets, examine the inflation adjusted Fed Funds target rate a...
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Bloomberg Surveillance - Brexit's in Limbo for Next Two Weeks, U.K.'s Cable Says

Brexit's in Limbo for Next Two Weeks, U.K.'s Cable Says

Vincent Cable, leader of U.K. Liberal Democrats, discusses re-opening the Brexit withdrawal agreement and political pressure on Prime Minister Theresa May and the Labour Party.
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