Bloomberg Surveillance

Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chiavarone, Federated Hermes Portfolio Manager, says its still risk-on for the time being. Ed Yardeni, Yardeni Research Founder, President & CIO, expects productivity to make a comeback. Ellen Wald, Senior Fellow at the Atlantic Council, says gas pr...

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet challenges -- serving as "Chief Future Officers." Bloomberg's Emily Chang explores how Levi's CFO Harmit Singh is steering the iconic apparel brand through the disruptions of the pandemic and towards ambitious goals for sustainability and digitization. See omnystudio.com/listener f...

Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, explains why she is closely watching wages. Michael Gapen, Barclays Investment Bank Chief U.S. Economist, says the Fed is still a long way off from lifting rates. Pas...

Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesforce CEO, says CEOs need to get their companies to go net-zero. Anna Han, Wells Fargo Equity Strategist, discusses the Federal Reserve’s “huge” involvement in equities. Frances Donald, Manulife Investment Management Global Chief Economist & Strate...

Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Troy Gayeski, FS Investments Chief Market Strategist, says now is the time to diversify. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says central banks are always behind markets. Andrew Hollenhorst, Citi Chief U.S. Economist, says the...

Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economist, is expecting an economic rebound in the fourth quarter. George Bory, Wells Fargo Asset Management Head Of Fixed Income Strategy, says bond markets are testing the limits of central banks. Scott Clemons, Brown Brothers Harriman Partner & Chief...

Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBusschere, 22V Research President & Chief Market Strategist, discusses his No. 1 ranking in the latest Institutional Investor survey. Ferridge, State Street Head of Macro Strategy for North America, says we're still in an environment where bad news i...

David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. Steven Mnuchin, Former U.S. Treasury Secretary, says he is opposed to the introduction of new taxes on billionaires by Democrats. Mary Barra, General Motors Chair & CEO, says the chip shortage is improving, but will likely linger into late 2022....

Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos, JPMorgan Investment Mgmt. Global Market Strategist, expects deceleration in China to continue. Regina Mayor, KPMG Global Head of Energy, says not to count out the energy industry. Thierry Wizman, Macquarie Group Global Interest Rates & Currencies St...

Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Securities Global Head of Rates Strategy, says the market is calling the Fed's bluff. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says this is the week the market reports. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the...

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotation...

Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordvig, Exante Data Founder & CEO, explains why the next wave of the virus is expected to have less of an economic impact than earlier waves. Tiffany Wilding, PIMCO Chief Economist, expects a Fed rate hike at the start of 2023. Steve Chiavarone, Federate...

Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Fou...

John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs CEO, says the company will continue to do business with fossil fuel companies as part of a balanced transition to green energy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says low yields are here to stay. Brent Schutte, Northwester...

Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference Board Chief Economist, says she's optimistic on consumption. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses the use of Covid-19 booster shots in the U.S. and global vaccine distribution issues. Bobby Ghosh, B...

Danny Blanchflower, Dartmouth Professor of Economics and Former Bank of England policy maker, weighs U.S. recession risk. Jennifer Lee, BMO Senior Economist, discusses the surprise increase in September retail sales. Christian Bolu, Autonomous Research Senior Analyst, assesses this week's big bank earnings as Goldman Sachs beats estimates across the board. John Lipsky, Former IMF First Deputy Mana...

Mohamed El-Erian, Bloomberg Opinion Columnist, describes the perfect storm facing emerging markets. Adam Posen, Peterson Institute for International Economics President, responds to Lawrence Summers's comment saying central bankers are too woke to tackle inflation. Vitor Gaspar, International Monetary Fund Fiscal Affairs Department Director, says central banks should look through the transitory in...

Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomberg Intelligence Senior Global Banks and Asset Managers Analyst, examines JPMorgan's third-quarter results that saw stronger than expected investment banking revenue. Nobel Laureate Joseph Stiglitz says Federal Reserve Chair Jerome Powell hasn’t done...

Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where we’re going on some of these supply issues. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, examines inflation, stagflatio...

Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomberg Opinion Columnist, says the Covid-19 crisis has amplified the inequality in the economy. Guido Imbens, 2021 Nobel Prize for Economic Sciences Winner and Stanford University Graduate School of Business Economics Professor, discusses award-winning wo...

Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. Tiffany Wilding, PIMCO Chief U.S. Economist, expects a re-acceleration of hiring in October. Jack Ciattarelli, New Jersey Gubernatorial Candidate, says we need to downsize, streamline and modernize the New Jersey state government. Andrew Pekosz, Johns...

Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and Chairman, discusses the company's efforts to expand vaccinations to frontier economies. Amrita Sen, Energy Aspects Chief Oil Analyst, says we’re going to be in this era of high energy prices until demand for fossil fuels comes off and that’s still ye...

Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Senior Advisor to Bloomberg Economics, says the Fed is fighting the wrong war on inflation. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, expects better opportunities to buy into the markets in the coming weeks. Barbara Corcoran, Barbara Corcoran Venture Partners Co-Founder, says the U.S....

Megan Greene, Kroll Institue Global Chief Economist & Harvard Kennedy School Senior Fellow, says supply shocks will be the biggest drag on growth and persist for at least next six months. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says the rate-driven rotation to value and smaller caps echoes Q1. George Saravelos, Deutsche Bank Global FX Research Head, says the U.K. is at the ep...

Bob Doll, Crossmark Global Investments CIO, says the near term is more treacherous, but that he sees no signs of recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says growth is rotating away from the U.S. toward emerging markets. Wendy Schiller, Brown University Chair Of Political Science, says the Democrats are committing political malpractice. Candace Brown...