Bloomberg Surveillance

William Blair's Nick Heymann tells Tom Keene and David Gura why GE is "hands down" the number one large cap pick. Prior to that, Nicholas Burns, a professor at Harvard's Kennedy School, says the U.K. is searching for an identity. Robert Sinche, a global strategist at Amherst Pierpont, says markets are underestimating the Fed. Finally, Jeff Sprague, the founder of Vertical Research Partners, says G...

Jeffrey Rosenberg, BlockRock's chief fixed income strategist, says the U.K. election results raise uncertainty of a hard or soft Brexit. Prior to that, Willem Buiter, Citi's chief economist, says Theresa May has a lot to prove or else she "won't last long." Chris Swecker, the former assistant director of the FBI, says James Comey showed weakness by not pushing back against Trump's requests. Finall...

Terry Haines, Evercore ISI's senior political strategist, says James Comey is under obligation to say everything he knows, but could save some comments for a closed session. Prior to that, William Gavin, the former assistant director of the FBI, says Trump understands he must have a competent and capable U.S. law agency. Praveen Korapaty, Credit Suisse's head of global interest rate strategy, says...

Janus Henderson fund manager Bill Gross says risk from turmoil in Washington is a consideration for investors and could slow U.S. economic growth. Prior to that, Brian Belski, BMO Capital Markets' chief investment strategist, says financial stocks are the best place to be for investors. Charles Dumas, TSLombard's chief economist, says China's growth rate will be modified to something more achievab...

Jerry Brown, governor of California, says China's rising power and U.S. division has reduced America's global merit. Prior to that, Joseph Quinlan, head of market and thematic strategy at Bank of America Merrill Lynch and U.S. Trust, says banks are good value and underowned. Edward Alden, a senior fellow at the Council on Foreign Relations, says some of Trump's views on trade have value. James Sta...

Lawrence Summers, the former U.S. Treasury Secretary, says he's troubled by the Trump administration. Prior to that, Stephen King, HSBC's senior economic adviser, says technology doesn't guarantee globalization. Terry Haines, Evercore ISI's senior political strategist, says markets are concerned after having a steady administration for eight years. Finally, Richard Haass, the president of the Coun...

Bill Gross, a fund manager at Janus Henderson, says the job data was weaker than expected, but the Fed will still raise rates. Prior to that, Jeffrey Sachs, a professor at Columbia University, and Julia Coronado, the founder and president of MacroPolicy Perspectives, discuss the Fed's timeline and the impact of manufacturing innovation in the U.S. Finally, David Einhorn, the president of Greenligh...

Former EPA administrator Christine Todd Whitman says dropping out of the accord could undercut America's position in the world. Prior to that, Brian Levitt, OppenheimerFunds' senior investment strategist, says stocks are still cheap. Andrew Balls, PIMCO's CIO of global fixed income, says higher rates will come in the U.K. Finally, Steven Cohen, executive director of Columbia University's Earth Ins...

From the Council on Foreign Relations in New York City, Dallas Fed President Robert Kaplan tells Tom Keene that the Fed should tighten policy patiently and gradually. He also says the central bank should begin unwinding its balance sheet later this year. See omnystudio.com/listener for privacy information.

Ryanair CEO Michael O'Leary says British Airways' problems lie in its disaster recovery program, not outsourcing. Prior to that, Tobias Levkovich, Citigroup's chief U.S. equity strategist, says a lack of productivity is disturbing. Charles Calomiris, a professor at Columbia Business School, says Trump's instincts on financial regulation are right, even though his ideas aren't fully formed. David H...

Shahab Jalinoos, Credit Suisse's global head of FX strategy, says financial markets have scaled back interest in foreign trade and have reverted to complacency. Jeffrey Rosenberg, BlackRock's chief fixed-income strategist, says it's unlikely Americans will see 3% economic growth. Julian Emanuel, the executive director of U.S. equity and derivatives at UBS, says the bull market will continue. Ashwi...

Alabama Rep. Mo Brooks says Trump's proposed budget aims to prevent the U.S. from sliding into insolvency. Prior to that, Gabriela Santos, JPMorgan Asset Management's global market strategist, says global risks have receded. Donald Straszheim, Evercore ISI's head of China research, says China's debt is still a mystery. Zeke Emanuel, the chair of medical ethics and health policy at the University o...

Mary Jo White, the former SEC Chair, says class warfare against Wall Street isn't healthy. Prior to that, Michael Wilson, Morgan Stanley's chief U.S. equity strategist, says markets will eventually have a tougher time. Stan Collender, MSLGROUP's executive vice president, says Trump's budget could set up a government shutdown in the fall. Francisco Blanch, the head of global commodities research at...

Former CIA Director James Woolsey says we must recognize that we're at war with terrorists and that reorganization of the intelligence community has produced people that are less trained. Prior to that, Stephen Roach, a professor at Yale University, says the U.S. is growing beyond its means. Jan Schakowsky, a representative from Illinois, says she hopes Trump's budget proposal is "dead on arrival....

President Trump delivers a speech in Jerusalem and says that Iran must immediately stop backing terrorism. Prior to that, Jerome Schneider, PIMCO's head of short-term and funding desk, says we should be preparing for rates moving higher. Jurrien Timmer, Fidelity Investments' director of global macro, says global equities will outperform the U.S. Bruce Bartlett, a historian and author who served as...

NATO Secretary General Jens Stoltenberg says President Trump has told him that he is strongly committed to NATO. Prior to that, Robert Hormats, Kissinger Associates' vice chairman, says Merkel is the leader of the G-7 now. Luigi Zingales, a professor at University of Chicago's Booth School of Business, says Republicans have been missing in action in keeping Trump in check. Finally, Max Baucus, a f...

Apr.29 (Bloomberg) -- Arthur Levitt, former chairman of the U.S. Securities and Exchange Commission, interviews Jeffrey Sachs, Columbia University professor of economics on "A Closer Look With Arthur Levitt." To contact the producer and editor: Michael Lysak +1-212-617-5560 or acloserlook@bloomberg.net See omnystudio.com/listener for privacy information.

George Papaconstantinou, the former Finance Minister of Greece, says there's deep-seated resistance to debt relief. Chris Grisanti, the founder of Grisanti Capital Management, says he's positive on oil. Finally, Greg Valliere, Horizon Investments' chief political strategist, says the odds favor the House keeping control in midterm elections. See omnystudio.com/listener for privacy information.

Ron Hosko, the former assistant director of the FBI, says it's standard practice of every FBI agent to take notes in longer interviews and convert them to memos. Henry Kaufman, the president of Henry Kaufman & Company, says we haven't fully succeeded in deleveraging. Steve Rattner, Willett Advisors' chairman, says the media is overreacting on the legal side when it comes to President Trump. Fi...

As part of Infrastructure Week 2017, Bloomberg gathered federal and local leaders in Washington DC for a conversation on the critical challenges facing cities and states around the country. David Gura spoke with Nashville Mayor Megan Barry, Congresswoman Elizabeth Esty & Columbus Mayor Andrew Ginther. Amy Morris and Alan Bjerga spoke with DC Mayor Muriel Bowser, Charlotte Mayor Jennifer Robert...

Mitch McConnell, the Senate majority leader, tells Bloomberg's Kevin Cirilli why Garland should head the FBI. Prior to that, Peter Hooper, Deutsche Bank's chief economist, says Emmanuel Macron has major challenges ahead, including France's upcoming parliamentary elections. James Stavridis, the dean of the Fletcher School at Tufts University, says it's clear that highly classified information was g...

Carl Weinberg, the chief economist at High Frequency Economics, says OPEC's influence on oil prices is "increasingly decreasing." Michael Cannon, Cato Institute's director of health policy studies, says the House didn't show an appetite in repealing Obamacare. James Stavridis, the dean of the Fletcher School at Tufts University, says we should expect more cyber attacks. Oliver Chen, a retail analy...

China isn't manipulating its currency, says U.S. Secretary of Commerce Wilbur Ross, adding that some things about the Volcker Rule can change. Prior to that, John Normand, JPMorgan's head of FX, commodities and international rates research, says sterling will weaken. Roger Bootle, founder of Capital Economics, says the next five to 10 years will be disequilibrium on steroids. Randall Kroszner, a p...

James Stavridis, dean of the Fletcher School at Tufts University, says it's remarkable to see the National Security Advisor and the FBI Director both fired in Trump's first 112 days. Prior to that, Charles Powell, a member of the House of Lords, says Brexit hasn't caused panic in the U.K. Dennis Gartman, editor of the Gartman Letter, says more inflation is on the horizon. Finally, Howard Davidowit...

Greg Valliere, Horizon Investments' chief global strategist, discusses James Comey's dismissal and says Trump's agenda is stalled and tax reform is dead for this year. Prior to that, Marvin Barth, Barclays' global head of FX strategy, says the ECB is still on course to change its forward guidance. Wendy Carlin, a professor at University College London, tells Tom Keene and David Gura how to get you...