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Discussion on economics, finance and investment. Ken Prewitt and Tom Keene have the economy and the markets "under surveillance."

Discussion on economics, finance and investment. Ken Prewitt and Tom Keene have the economy and the markets "under surveillance."
More Information

Location:

New York, NY

Description:

Discussion on economics, finance and investment. Ken Prewitt and Tom Keene have the economy and the markets "under surveillance."

Language:

English

Contact:

212-318-2000


Episodes

Surveillance: China's Engagement Positive For EM, Spence Says

9/25/2018
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Michael Spence, NYU Professor & Nobel Laureate, says China wants to be a positive influence in the developing world. Chris Verrone, Strategas Partner & Head of Technical Strategy, sees discipline in the credit markets. Sarah Ponczek, Bloomberg News Cross Asset Reporter, is watching Facebook shares following the departure of Instagram's founders. Patrick Gregory, Bloomberg Supreme Court Reporter, discusses the latest in the contentious confirmation of Brett Kavanaugh. Erik Schatzker,...

Duration:00:29:07

Surveillance: Diversification in Botswana with Min. Kenewendo

9/24/2018
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Brian Levitt, OppenheimerFunds Senior Market Strategist, favors investment in technology. Rufus Xerxa, National Foreign Trade Council President, says breaking international trade rules undermines the competitiveness and cost structure of companies. Bogolo Kenewendo, Republic of Botswana Minister of Investment, Trade, and Industry, plans for Botswana to go from a middle-income to a high-income country by 2036. Greg Stohr, Bloomberg News Supreme Court Reporter, discusses where the confirmation...

Duration:00:31:15

Surveillance: Slowdown in 2020 But Not Recession, Hooper Says

9/21/2018
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Peter Hooper, Deutsche Bank Securities Chief Economist, says there will be a slowdown in 2020 but it doesn't have to be a recession. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, says there would have been monetary easing in China even without the trade war. Pennsylvania Representative Ryan Costello says voters want Congressmen who keep their independence. Betsy Graseck, Morgan Stanley Global Head of Banks & Diversified Financials Research and U.S. Large Cap Banks Analyst,...

Duration:00:30:11

Surveillance: A Strong Dollar Kills The EM Story, Maher Says

9/20/2018
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Daragh Maher, HSBC US Head of FX Strategy, says investors always ask if it's time to sell the dollar. Terry Haines, Evercore ISI Senior Political Strategist and Head of Political Analysis, predicts markets will understand that policy rollback in the U.S. is very unlikely. Sonali Basak, Bloomberg News Investment Banking Reporter, discusses her recent piece on Howard Lutnick, Cantor Fitzgerald CEO. And Doug Kass, Seabreeze Partners President, says his approach has always been to average into...

Duration:00:32:06

Surveillance: Money Will Go Back To EM, Dennis Says

9/19/2018
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Geoff Dennis, UBS Head of Global Emerging Markets Equity Strategy, thinks money will go back to EM once the dollar goes down. Beth Comstock, Former GE Vice-Chair, says that MBA students are not encouraged to be entrepreneurial. Rep. Mike Turner, U.S. Representative for Ohio's 10th congressional district (R), says the president is making headway for Republicans by focusing his message on the economy. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his interview with Jeff...

Duration:00:32:04

Surveillance: Tariffs Make U.S. Economy Worse Off, Roubini Says

9/18/2018
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Nouriel Roubini, Roubini Macro Associates Chairman & NYU Stern School of Business Professor, argues that a majority of the impact of tariffs on Chinese goods will be paid by U.S. consumers. Stephanie Segal, CSIS Deputy Director & Senior Fellow, asks whether, with dollar strength and increasing financial need, the U.S. is pulling financing away from the rest of the world. Jane Foley, Rabobank Senior Currency Analyst, sees sterling as vulnerable until the U.K. government arrives to consensus...

Duration:00:26:48

Surveillance: Banks Are Relatively More Resilient, Mayo Says

9/17/2018
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Chris Flavelle, Bloomberg News Climate and Adaptation Reporter, reports on the historic rainfall in North Carolina brought on by Hurricane Florence. Shahab Jalinoos, Credit Suisse Global Head of FX Trading Strategy, says dispersion is "the name of the game" in currency performance. Mike Mayo, Wells Fargo Securities Senior Analyst, thinks banks are less susceptible to cycles than in the past. Frances Donald, Manulife Asset Management Head of Macroeconomic Strategy, is concerned about 2020...

Duration:00:31:54

Surveillance Special: 10 Years After the Crisis

9/14/2018
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It is September 15, 2008. Employees are pouring out of Lehman Brothers with boxes. The financial services firm has collapsed. In the 10 years since the largest bankruptcy filing in U.S. history, what have we learned? What has changed and what hasn't? This week, we reflect on the financial crisis with experts from Wall Street, central banks, and academia. This Surveillance Special is a compilation of those interviews. Guests include: Former Bank of England Deputy Governor Paul Tucker,...

Duration:01:06:22

Surveillance: Lehman Like a Greek Tragedy, Hintz Says

9/14/2018
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Brad Hintz, Former Lehman CFO & NYU Professor, says that from the 2008 financial crisis, we've learned that repo is not stable. Yousef Gamal el-Din, Bloomberg TV Daybreak Middle East Anchor, brings us an update from Turkey. Adam Posen, Peterson Institute for International Economics President, says the ECB is not grappling with outrageous inflation. Megan Greene, Manulife Asset Management Chief Economist, says for the most part, the Fed is focused on the U.S. and not EM. And Mark Lehman, JMP...

Duration:00:33:44

Surveillance: Lehman Like a Greek Tragedy, Hintz Says

9/13/2018
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Brad Hintz, Former Lehman CFO & NYU Professor, says that from the 2008 financial crisis, we've learned that repo is not stable. Yousef Gamal el-Din, Bloomberg TV Daybreak Middle East Anchor, brings us an update from Turkey. Adam Posen, Peterson Institute for International Economics President, says the ECB is not grappling with outrageous inflation. Megan Greene, Manulife Asset Management Chief Economist, says for the most part, the Fed is focused on the U.S. and not EM. And Mark Lehman, JMP...

Duration:00:30:31

Surveillance: Concerned About U.S. Trade Policy, Dudley Says

9/12/2018
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We start off on a segment from our TV show with Ken Rogoff, Harvard Professor & Former IMF Chief Economist, and Mariana Mazzucato, University College London Professor & Author of "The Value of Everything." Following, Jim Roemer, Best Weather Inc. President, predicts Hurricane Florence will impact stocks more than commodities. Next, Steve Auth, Federated Investors Equities CIO, says tech companies are the new monopolies. And William Dudley, Former New York Fed Chairman, tells Bloomberg's...

Duration:00:34:24

Surveillance: I Think About The Families On 9/11, Kean Says

9/11/2018
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William Lee, Milken Institute Chief Economist, says firms are substituting capital for labor. Walter Piecyk, BTIG Research Analyst & Managing Director, says electronic companies have high profit margins and they can use these to avoid price increases from tariffs. Margie Patel, Wells Fargo Asset Management, says the Fed is very transparent in what they are doing. And Thomas Kean, 9/11 Commission Chairman & Former New Jersey Governor, reflects on September 11, 2001

Duration:00:30:44

Surveillance: Fed is Worried About Overheating, O'Sullivan Says

9/10/2018
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Chris Grisanti, Grisanti Capital Management CEO, predicts if Democrats take the house at midterms, it will not upset the markets. Jim O'Sullivan, High Frequency Chief U.S. Economist, recaps Friday's jobs numbers. Mary Lovely, Peterson Institute for International Economics Senior Fellow & Syracuse University Professor, has her eye on market growth in Asia. And Nomi Prins, Author of "Collusion: How Central Bankers Rigged the World", says the dollar tends to be the recipient in the Great Unwind.

Duration:00:30:25

Surveillance: Wage Growth Is Still A Mystery, Krueger Says

9/7/2018
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Mike Schumacher, Wells Fargo Head of Interest Strategy, says the potential of job reports to move the markets has decreased dramatically. Alan Krueger, Princeton University Professor & Former Assistant Secretary of the U.S. Treasury, remembers he told President Obama this wouldn't be the strongest recovery but it could be the longest. James Glassman, JP Morgan Chase Commercial Banking Head Economist, and Betsey Stevenson, University of Michigan Professor & Former Chief Economist of the U.S....

Duration:00:36:05

Surveillance: Hill Hearings Eclipsed by Op-Ed, Cirilli Reports

9/6/2018
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Lisa Abramowicz fills in for Tom Keene today. We speak with Tim Ash, Bluebay Asset Management Senior EM Sovereign Strategist, who says EM is a big part of the global economy and it cannot be ignored. Chris Marangi, Gabelli Funds Co-CIO, says we are catching up on regulations for the Internet. Kevin Cirilli, Bloomberg News Chief Washington Correspondent, provides an update on the White House's search for the anonymous NYT Op-Ed writer. We also feature a segment from our TV show with Anchor...

Duration:00:29:22

Surveillance: U.S. Is In Round 1 Of Trade Wars, Gallo Says

9/5/2018
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Alberto Gallo, Algebris Investments Head of Macro Strategies & Partner, says the Turkish lira has been hurt by outflows from investors. John Taft, Baird Vice Chairman, analyzes risks in the shadow banking system. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, suspects Jack Dorsey and Sheryl Sandberg will be more contrite than previous representatives from their companies. And Julia Coronado, Macropolicy Perspectives President & Founder, reviews U.S. eco data...

Duration:00:28:29

Surveillance: The Long Party is Over, Kotok Says

9/4/2018
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Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme...

Duration:00:29:15

Surveillance: The Long Party is Over, Kotok Says

9/4/2018
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Marc Chandler, Brown Brothers Harriman Global Head of Currency Strategy, thinks volatility in EM currencies is mostly due to domestic policy mistakes. Lakshman Achuthan, Economic Cycle Research Co-Founder & COO, says emerging markets are sensitive to the deceleration of global industrial growth. George Saravelos, Deutsche Bank Global Co-Head of FX Research, talks dollar strength. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, does not expect any surprises from the U.S. Supreme...

Duration:00:28:06

Surveillance: EU Auto Tariffs Offer Not Good Enough, Trump Says

8/31/2018
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Steve Hanke, Johns Hopkins University Professor of Applied Economics, says Argentina has been "a complete disaster" since President Macri called the IMF. President Trump says EU offer for no auto tariffs is "not good enough", in an exclusive interview with Bloomberg's Editor-in-Chief John Micklethwait. Margaret Brennan, CBS Face the Nation Host, says her show on Sunday will largely be focused on the services for Sen. McCain in Washington. And Julian Kheel, ThePointsGuy Senior Analyst,...

Duration:00:34:05

Surveillance: U.S. Consumer Is In Very Good Shape, Gayeski Says

8/30/2018
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Harm Bandholz, Unicredit Bank Chief U.S. Economist, thinks Stanley Fischer will be hard to replace but Richard Clarida is a great pick for Fed Vice Chair. Troy Gayeski, Skybridge Partner & Portfolio Manager, says the U.S. consumer is in very good shape right now. Dennis Gartman, The Gartman Letter Editor & Publisher, says he'd rather own wheat than any other soft commodity. And Miriam Sapiro, Sard Verbinnen's SVC Public Affairs Managing Director & Vice Chairman, says trade negotiations...

Duration:00:35:21