Bloomberg Surveillance

Alex Webb, Bloomberg Gadfly Columnist, hops in the studio to break Twitter's earnings. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says we've guaranteed hampered longer-term potential growth. Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, says potential GDP is much lower than it's been in the past. And Victor Anthony, Aegis Capital Corporation Analyst, says Twitter is retu...

Vince Reinhart, BNY Mellon Chief Economist & Chief Investment Strategist, says in the long run, we're anchored by the growth of aggregate supply. Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the hard data in Europe has disappointed. Elsa Lignos, RBC Global Head of FX Strategy, says RBC is forecasting some dollar strength into year end. And Mike Mayo, Wells Fargo He...

Carl Weinberg, High Frequency Economics Founder, says the market should be thinking about inflation risks but it's not currently. David Pearl, Epoch Investment Partners Co-Chief Investment Officer and Portfolio Manager, says Boeing looks a lot cheaper on free cash flow than it does on earnings right now. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says Europe has stabilized. Kit Juckes...

Adam Posen, Peterson Institute of Economics, says he still doesn't think inflation risks are very high. Isabelle Mateos Y Lago, BlackRock Investment Institute Chief Multi Asset Strategist, says markets are in a wait-and-see David Lipton, First IMF Deputy Managing Director, says the IMF's message is to prolong the recovery while things are still good. Mario Centeno, EuroGroup President, says most c...

Jason Furman, Former Council of Economic Advisers Chairman, thinks we could have a more pro-growth tax system. Nathan Sheets, PGIM Chief Economist and Former Under Secretary of the Treasury, is concerned about the political dynamic we're seeing globally. Mark Haefele, UBS Global Chief Investment Officer, says emerging markets have held up well as the dollar weakens. Tom Keene and Francine Lacqua d...

Kate Moore, BlackRock Chief Equity Strategist, says she still strongly believes that equities are the place to be. Luigi Zingales, University of Chicago Booth School of Business Professor, does not think we've seen the worst of the populist surge yet. Francisco Blanch, Merrill Lynch Head of Global Commodities & Derivatives Research, says oil prices could definitely push higher if geopolitical...

Sonali Basak, Bloomberg Finance Reporter, and Ira Jersey, Bloomberg Intelligence Chief U.S. Interest Rate Strategist, wrap Bank of America's earnings. Steven Cook, Council on Foreign Relations Enrico Mattei Senior Fellow for Middle East and Africa studies, says Syria is not a mission that neither Obama nor Trump have fully taken on. David Kelly, JPMorgan Asset Management Chief Global Strategist, a...

Brian Belski, BMO Capital Markets Chief Investment Strategist, says commercial banks will see strong growth for next 10 years. Jon react to Citi & Wells Fargo.  Admiral James Stavridis, Former NATO Supreme Allied Commander and Bloomberg View Columnist, believes that senior military officials have a big challenge with this White House. Stan Collender, Qorvis MSLGroup Executive Vice President, s...

Gina Martin Adams, Bloomberg Intelligence Chief U.S. Equity Strategist, says we're missing growth in consumer loans. Geoffrey Yu, UBS Private Banking Head of the U.K. Investment Office, says the ECB could still surprise to the upside. Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says they're underweight staples and utilities. Craig Moffett, MoffettNathanson Co-foun...

Ed Morse, Citi Research Global Head of Commodities, says there's been an acceleration of risk-on, risk-off. Gary Shilling, Gary Shilling & Co. President, says there are a lot of deflationary forces out there. David Kirkpatrick, Techonomy Media Founder & CEO, says he is relatively, cautiously optimistic for the future of Facebook. Kevin Cirilli, Bloomberg Chief Washington Correspondent, rec...

Dr. Keyu Jin, London School of Economics & Political Science Professor, says the confusion about trade deficits by both the U.S. and China is fatal. Daniel Tannebaum, PWC Global Financial Services Sanctions Leader, predicts it will be a "go-fish exercise" to know who actually owns businesses in Russia. Steven A. Cook, CFR Middle Eastern Fellow, sees us inching closer to confrontation on Syria....

Adair Turner, Institute For New Economic Thinking Chairman, House of Lords Member, & "Between Debt And The Devil" author, says the U.S. trade deficit is going to increase this year. Jim O'Sullivan, High Frequency Economics Chief U.S. Economist, says we have seen close to 3% growth but it's not clear there's been a real change in potential growth. Carsten Brzeski, ING-DiBa Chief Economist Germa...

Alan Krueger, Princeton University Economics Professor, says the Federal Reserve's mission is never complete. Bill Gross, Janus Henderson Fund Manager, says since 1980, real wages have flat-lined. Larry Kudlow, National Economic Council Director, says there is no trade war between the U.S. and China. Michael Darda, MKM Partners Chief Economist & Chief Market Strategist, says he's in favor of s...

Bob Sinche, Amherst Pierpont Securities Global Strategist, advises to be disciplined when reacting to market volatility. Rich Greenfield, BTIG Media and Technology Analyst, thinks the pressure on Facebook's stock is overdone. Miranda Carr, Haitong International Research Executive Director, says Xi's vision for China has changed. Chad Hart, Iowa State University Associate Professor of Economics and...

Chris Rupkey, MUFG Union Bank Chief Financial Economist, says the U.S. and China are hitting each other pretty hard with rhetoric. Michelle Meyer, BofA Merrill Lynch Head of U.S. Economics, does not think we're going to see big inflationary pressures this year. Shira Ovide, Bloomberg Gadfly Columnist, recaps Spotify's direct listing on the NYSE yesterday. Steven Friedman, BNP Paribas Asset Managem...

Alberto Gallo, Algebris Head of Macro Strategies, says the growth momentum is fading. Seth Masters, Angel Investor and Former AB Bernstein CIO, joins to look ahead to Spotify's direct listing. Michael Zezas, Morgan Stanley Chief U.S. Public Policy Strategist, says Trump is the "Dessert Before Vegetables President." James Sweeney, Credit Suisse Managing Director & Chief Economist, says a big ch...

Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, says the market has been squeezed out of a lot of the short yen positions. Kim Wallace, Eurasia Group Managing Director for the U.S., says the United States' trading partners are confused right now. Neil Dutta, Renaissance Macro Research Head of U.S. Economics, thinks there's still some residual slack in the labor market. Jon...

Dean Curnutt, Macro Risk Advisors Founder & CEO, says we're in a U.S.-centric risk environment. Kathleen Fisher, AllianceBernstein Wealth & Investment Head, says they've pushed clients to have a 40% non-U.S. portfolio. Ali Shihabi, Arabia Foundation Founder, says Saudi Arabia should have been added to indexes 10-15 years ago. Kevin Hassett, U.S. Council of Economic Advisers Chairman, says...

Robert Shiller, Yale University Professor & Nobel Laureate, says we're losing sight of the function of the WTO. Eileen Burbidge, Passion Capital Partner, says there's no other place in the world quite like Silicon Valley. Mark Connors, Credit Suisse Head of Risk Advisory, says the big hedge funds are getting bigger. Mike Mayo, Wells Fargo Head of U.S. Large-Cap Bank Research, and Elyse Greensp...

Willem Buiter, Citi Special Economic Adviser, and Catherine Mann, Citi Global Chief Economist, discuss their new roles at Citi and their global outlook. Eric Schoenstein, Jensen Investment Management Portfolio Manager, says for the past couple of years, the market has been pretty complacent. Joe Weisenthal, Bloomberg TV Anchor, says in the oil market, everyone is still focused on U.S. supply.  Gle...

James Glassman, JPMorgan Head Economist for Commercial Banking, says he does not like the sound of tariffs.  Antony Phillipson, British Consul General to New York & Her Majesty’s Trade Commissioner for North America, says the U.S. and U.K. should spend more time teaching each other how their trade systems work.  Peter Navarro, White House National Trade Council Director, says the administratio...

Lisa Abramowicz is in for Tom Keene while he watches March Madness. Dan Tannebaum, PWC Global Sanctions Leader, says he wants to believe that there's some sort of strategy coming from the White House administration. Ian Bremmer, Eurasia Group Founder, says the most important bilateral relationship in the world (China and the U.S.) has taken a marked turn to the negative. Kona Haque, ED&F Man H...

Lisa Abramowicz fills in for Tom Keene who is on Spring break. Ebrahim Rahbari, Citi Group Head of Global Macroeconomics, says there's a high likelihood of a significant downturn in the economy in the next few years. Lara Rhame, FS Investments Chief U.S. Economist, says when we get optimistic about growth, we should still be realistic. Gary White and Matt Damon, Co-Founders of Water Equity & W...

Bloomberg's Lisa Abramowicz fills in for Tom Keene while he's off on Spring break. John Silvia, Wells Fargo Chief Economist, predicts the second half of this year will be challenging for some financial markets. Eileen Burbidge, Passion Capital Partner, says she assumes investors want to hear directly from Mark Zuckerberg or Sheryl Sandberg in the near future. Elsa Lignos, RBC Global Head of FX Str...

Bloomberg's Lisa Abramowicz is in for Tom Keene while he's off shopping for bow ties. Richard Windsor, Radio Free Mobile Founder, says contrary to the consumer's general impression, the likes of Facebook and Google are not and have never been free. Brian Levitt, OppenheimerFunds Senior Investment Strategist, continues to believe that equities are the asset class of choice. Diana Choyleva, Enodo Ec...