Bloomberg Surveillance

Ben Laidler, Tower Hudson Research CEO, expects a melt-up in the fourth quarter. John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, discusses where vulnerabilities are in the markets ahead of the U.S. election. Michael Zezas, Morgan Stanley Head of U.S. Policy Research and Municipal Strategist, examines how the election could impact infrastructure policy. Stephen Stanley, Amherst Pie...

Frances Donald, Manulife Investment Management Global Chief Economist and Global Head of Macroeconomic Strategy, warns of the headwinds facing the U.S. economy. Rick Davis, Bloomberg Contributor and Former McCain Campaign Manager, explains how the terms of debates are negotiated as President Trump refuses to participate in a virtual debate. Michael Moore, Bloomberg News U.S. Finance Team Leader, d...

Rudy Giuliani, Former New York Mayor and President Trump's Personal Lawyer, says he got another negative Covid test result yesterday. Josh Wingrove, Bloomberg News White House Reporter gives an update on the 2020 campaign trail. Alicia Levine, BNY Mellon Investment Management Chief Strategist, discusses how the U.S. presidential election could impact market dynamics. Doug Kass, Seabreeze Partners...

Representative Michael Waltz, a Republican from Florida, discusses Trump's prospects in the battleground state. Peter Tchir, Academy Securities Head of Macro Strategy, remains bearish on the dollar. Robert Doll, Nuveen Chief Equity Strategist, discusses what a Democratic sweep could mean for the markets. Carla Harris, Morgan Stanley Vice Chairman and Senior Client Advisor, shares strategies for cl...

Michael Cloherty, UBS Head of U.S. Rates Strategy, says there's not much of a hedge benefit from Treasuries at current levels. David Riley, BlueBay Asset Management Chief Investment Strategist, sees more upside potential in the U.S. Julie Norman, University College London Political Science Professor, says this is a vulnerable moment for the United States. Brett Ryan, Deutsche Bank Senior U.S. Econ...

This is a Bloomberg Daybreak Special Report with Nathan Hager, Amy Morris and Michael Barr.  President Trump has been admitted to the hospital to be treated for Covid-19. In this podcast, we examine the implications, he possibilities and the path ahead for the White House. Plus, the political fallout with exactly one month to until the election. See omnystudio.com/listener for privacy information.

Larry Kudlow, National Economic Council Director, discusses President Trump’s Covid-19 diagnosis and the September jobs report. David Malpass, World Bank President, says masks have helped thwart the spread of Covid-19 in many parts of the world and stresses that the pandemic has been a "giant catastrophe." Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, discu...

New Jersey Governor Phil Murphy discusses the need for more economic stimulus, the state's millionaire tax and how the state is coping with the Covid-19 pandemic. Jim O'Sullivan, TD Securities Chief U.S. Macro Strategist, warns against too much optimism in the markets. James Sweeney, Credit Suisse Chief Economist, explains the momentum shift happening in the economy. Rebecca Rockey, Cushman &...

Thomas Barkin, Federal Reserve Bank of Richmond President, expects strong U.S. growth in the third quarter. Lisa Shalett, Morgan Stanley Wealth Management CIO, says she’s "shocked” markets haven’t been more tumultuous amid the uncertainty over another fiscal stimulus package. Daniel Boulud, Chef and Restaurateur, discusses the return of indoor dining in New York City. Nouriel Roubini, NYU Stern Sc...

Bob Woodward, Washington Post Associate Editor and Author of "Rage," says he did not intend to release tapes of his interviews with President Trump at first. Jeanne Zaino, Iona College Professor of Political Science and Bloomberg Contributor, discusses what to watch for in the Trump and Biden debate. Mike Pyle, BlackRock Global Chief Investment Strategist, says the risks around a contested electio...

Mark Howard, BNP Paribas Senior Multi-Asset Specialist, sees investors pulling back amid the uncertain political environment. Lale Topcuoglu, JOHCM Senior Fund Manager, says Fed put is baked into markets. Representative French Hill, a Republican from Arkansas, expects a peaceful transfer of power. Timothy L. O'Brien, Bloomberg Opinion Senior Columnist, discusses President Trump's tax revelations....

President Donald Trump says he will nominate Judge Amy Coney Barrett for the Supreme Court. If confirmed by the Senate, Barrett could cement the court’s rightward shift for a generation. Bloomberg's David Westin examines the implications in this special podcast. See omnystudio.com/listener for privacy information.

Jan Hatzius, Goldman Sachs Chief Economist, explains why the firm halved its forecast for U.S. growth in the fourth quarter. Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, discusses fears that a delayed U.S. election result could upend markets. Jim Paulsen, The Leuthold Group Chief Investment Strategist, says this correction could have further to go. Julie Norman, University C...

David Kostin, Goldman Sachs Chief U.S. Equity Strategist, makes the case for value stocks..Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says U.S. economy could see double-dip recession in the next 6 months without fiscal stimulus. Chris Krueger, Cowen Washington Research Group Policy Managing Director, says we may not get results on election night with the unpre...

Federal Reserve Vice Chairman Richard Clarida says the central bank won’t consider raising interest rates from near zero until it actually achieves 2% inflation as well as full employment. Mike Schumacher, Wells Fargo Securities Head of Rate Strategy, says yields could drop dramatically if the U.S. election results are delayed. Victoria Fernandez, Crossmark Global Investments Chief Market Strategi...

Tony Dwyer, Canaccord Genuity Chief Market Strategist, cautions investors on playing politics with their portfolio. James Athey, Aberdeen Standard Investments Senior Investment Manager, says finding diversification is difficult in the world of one trade. Isaac Boltansky, Compass Point Research & Trading Director of Policy Research, says the next government fiscal package is effectively dead at...

Robert Kaplan, Federal Reserve Bank of Dallas President, sees Fed rates near zero for at least two or three years. Lisa Beattie Frelinghuysen, BanyanGlobal Principal and Former Clerk to late Supreme Court Justice Ruth Bader Ginsburg, says there is a tremendous amount to learn from Ginsburg's friendship with Justice Antonin Scalia. Russell Wheeler, Brookings Institution Visiting Fellow and Former D...

Federal Reserve Bank of Atlanta President, discusses the Fed's new policy framework, the outlook for the U.S. economy and the state of U.S.-China trade relations. Techonomy CEO & Bloomberg Contributor David Kirkpatrick and Council on Foreign Relations Senior Fellow for International Economics Brad Setser weigh in on the game of chicken between China and the U.S. over TikTok. Rebecca Patterson,...

Michael Darda, MKM Partners Chief Economist and Market Strategist, discusses monetary policy, inflation and the impact of stimulus measures on the economy. Michael Gapen, Barclays Chief U.S. Economist, says it is reasonable to expect low to mid-single digits for U.S. growth rates in the fourth quarter. Rebecca Minkoff, Fashion Designer, sees an opportunity for the fashion industry to reset amid th...

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says stocks are entering a new phase where technology and growth companies will continue to significantly outperform. Stephen Stanley, Amherst Pierpont Chief Economist, says it's going to be tough to make further gains in retail sales. Kathy Hochul, New York Lieutenant Governor, says New York is not planning to dial back reopening, b...

Paul Donovan, UBS Global Chief Economist, says markets are too pessimistic about recovery from a crisis. Lindsey Piegza, Stifel Chief Economist, sees economy improving, but investors shouldn't get complacent. Robert Profusek, Jones Day Head of M&A, discusses the resurgence in global dealmaking. New York City Comptroller Scott Stringer says wealthy residents should be prepared to “step up and h...

Bill Gross, PIMCO Co-Founder & Former Fixed Income Fund Manager, says the bond world is now a melding of the Fed and the Treasury. Dan Ives, Wedbush Securities Director of Equity Research & Analyst, says the pullback in technology stocks is healthy for the sector. Frances Donald, Manulife Asset Management Global Economist, says we are currently looking at a K-shaped recovery and job losses...

Jean-Yves Fillion, BNP Paribas USA CEO, discusses markets and sustainability in a post-pandemic world. Michael Feroli, JPMorgan Chief U.S. Economist, examines the pandemic's impact on inflation. Michael Shaoul, Marketfield Asset Management CEO and Portfolio Manager, says the U.S. economy has enough support without the need of a stimulus bill at this time. Tom Michaud, KBW CEO, says that 9/11 was a...

Ken Leon, CFRA Director of Equity Research, discusses Citi's historic pick of Jane Fraser as the first female CEO of a major global bank. Carsten Brzeski, ING Chief Economist, says the European Central Bank is treading carefully. Kirk Hartman, Wells Fargo Asset Management President & Global CIO, says the gap between the momentum growth tech stocks and the value stocks is far too large and must...

David Kelly, JPMorgan Asset Management Chief Global Strategist, urges investors to be disciplined as the U.S. economic recovery beings to slow down. Omar Aguilar, Schwab CIO of Passive Equity and Multi-Asset Strategies, discusses the bifurcation he sees in market activity. Amrita Sen, Energy Aspects Chief Oil Analyst, says the price of oil is finally catching up to fundamentals. David Rubenstein,...