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.
Latest Episodes
- Surveillance: JPMorgan Sees Choppy Market AheadJoyce Chang, JPMorgan Chair of Global Research, warns of a choppy market ahead. Peter Tchir, Academy Securities Head of Macro Strategy, says a Fed pivot will be negative for equities. Dana Peterson, The Conference Board Chief Economist, says labor shortages are here to stay. Libby Cantrill, PIMCO Head of Public Policy, discusses winners and losers in Democrats’ signature tax and climate bill.
- Surveillance: US Payrolls Post Big BeatMarty Walsh, U.S. Secretary of Labor, says current job growth will be sustainable. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the Federal Reserve's next move. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says that a 75 basis-point increase will be on the table for the Fed's next meeting. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says it's a good-news-is-bad-news environment, though the economy is strong.
- Chief Future Officer: Sachin Mehra, MastercardChief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on Mastercard CFO Sachin Mehra, who tells Lisa Abramowicz how the company is diversifying around its core card business to expand in B2B payments, develop high-growth financial services, and offer solutions in the cryptocurrency ecosystem.
- Surveillance: BOE Hikes, Forecasts Economic MiseryJordan Rochester, Nomura International G-10 FX Strategist, says he expects the Bank of England to transition to more dovish policy next year. David Blanchflower, Dartmouth College Professor of Economics & Former Bank of England Monetary Policy Committee, says the Bank of England is under huge pressure and the balance of risks is strong to the downside. James Zelter, Apollo Co-President, discusses the alternative asset manager's foray into aircraft leasing and credit strategy. Tom Porcelli, RBC Capital Markets Chief US Economist, weighs the Federal Reserve's next moves. Sonali Basak, Bloomberg Global Finance Correspondent, reports on Wall Street bonuses poised to plunge and potential job cuts at Credit Suisse.
- Surveillance: Inflation Drivers with StiglitzJoseph Stiglitz, Columbia University Professor & Nobel Laureate, says we will eventually go through a period of disinflation. Kathy Bostjancic, Oxford Economics Chief US Economist, thinks it's possible to cool the labor market and the economy without seeing a large increase in the unemployment rate. Isaac Boltansky, BTIG Director of Policy Research, says the OPEC+ decision is a slap in the face of the Biden administration. Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says there's a 50-50 chance of a true recession.
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