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.
Surveillance: Inflation Is A Concern, Moynihan Says
Brian Moynihan, Bank of America Chairman & CEO, says customers, especially small businesses, are struggling with a tightening labor market. David Rosenberg, Rosenberg Research Founder & Chief Economist, says inflation will come back down more than people expect. Alan Ruskin, Deutsche Bank Chief International Strategist, says the Fed has finally recognized the importance of the inflation side of its dual mandate. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, discusses his street-high 4,600 year-end S&P 500 target. Eric Adams, New York City Mayoral Candidate, says education is not just K-12.
Surveillance: Fed Decision With Hatzius
Jan Hatzius, Goldman Sachs Chief Economist, expects economic growth to be substantially slower in 2022. William Pomeranz, Kennan Institute Deputy Director, says Russia's President Vladimir Putin is not interested in joining the global order. Brian Levitt, Invesco Global Market Strategist, says the economy is moving from a recovery to an expansion phase. Shaun Donovan, New York City Mayoral Election Candidate, says the new ranked voting system has helped shift discussion from politics to plans.
Surveillance: Retail Trading With Taft
John Taft, Baird Vice Chairman, says SEC Chairman Gary Gensler is prepared to take on some of the recent troubling issues around retail trading. Sarah Hunt, Alpine Woods Capital Portfolio Manager, says this has been a Fed-driven market. Michael Holland, Holland & Company Chairman, says it makes sense to be holding some cash right now. Joseph Song, Bank of America Senior U.S. Economist, still sees strength in the U.S. consumer.
Surveillance: Biden's Foreign Policy With Hormats
Robert Hormats, Tiedemann Advisors Managing Director, says the U.S. must improve its cyber defenses. Brian Nick, Nuveen Chief Investment Strategist, says markets and the economy overall are starting to just meet expectations, as opposed to beating them. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says we are still weeks away from an infrastructure deal. Mike Darda, MKM Partners Chief Economist and Macro Strategist, says we are in a boom and growth will continue to be strong. Scott Stringer, New York City Mayoral Candidate, addresses sexual misconduct accusations.
Surveillance: G-7 Leaders' Summit
William Lee, Milken Institute Chief Economist, says the G-7 using corporate taxes to fund government spending is a real political wild card. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor, Former Supreme Allied Commander at NATO & Author of "2034: A Novel of the Next World War," says it okay that there is nothing new in New Atlantic Charter. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed has more room to sound hawkish. Joseph Amato, Neuberger Berman President & Chief Investment Officer of Equities, says the global growth recovery is clearly in full swing.
Surveillance: Inflation Debate With Hooper
Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, says the Fed has the tools to deal with inflation. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the ECB is watching the recovery steps taken by the Fed. Geoff Yu, BNY Mellon Senior Strategist, says the bond market wants to know which type of inflation the Fed is targeting. Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says a lot of the inflation we're seeing is transitory, but some of it is permanent.
Not What it Once Was
Farro remains the lone bright spot here as Tom Keane continues to veer toward personal political opinion and comedic interruption while Abramowicz too often facilitates.
Pleaser Lower the Volume
The hallmark of an editing pro is the ability to tweak volume of different audio clips to relatively the same level so when one audio clip ends, the following audio clip does not blast the listener’s ears. The trumpet interlude between interviews is too loud in comparison to the volume of the interview clips. Please lower the volume of the its volume
Tom, host of the Bloomberg Surveillance podcast, highlights all aspects of finance and more in this can’t miss podcast! The host and expert guests offer insightful advice and information that is helpful to anyone that listens!