Surveillance: U.S. Bank Stocks May Rise Another 50%, Mayo Says
Mike Mayo, an analyst at CLSA Ltd., says the stocks will surge as he expects at least 4 percent revenue growth for U.S. banks during the next four years. Prior to that, Stephen King, HSBC's senior eco...
12 Jan 201728min
Surveillance: Trump's Tweet Policy Is Dangerous, Gartman Says
Dennis Gartman, editor of the Gartman Letter, says central bank powers are being diminished by the modern world. Prior to that, Rob Carnell, ING's chief international economist, says he expects toughe...
11 Jan 201739min
Surveillance: Pound Must Have Upside From Lows, Barth Says
Marvin Barth, Barclays' head of FX strategy, says currency intervention just doesn't work. Paul Mortimer-Lee, BNP Paribas' chief economist, says higher bond yields reflect good news. Charles Dumas, TS...
10 Jan 201731min
Surveillance: Short UK and French Government Bonds, Gallo Says
Algebris Investments' Alberto Gallo says the FX market may panic again once Britain triggers Article 50. Prior to that, Baroness Helena Kennedy, a Labour Party member of the House of Lords, says Briti...
9 Jan 201752min
Surveillance: Trump Resembles Mussolini's Policies, Gross Says
Janus Capital's Bill Gross says Donald Trump's targeting of companies reminds him of policies associated with Benito Mussolini. Prior to that, Boston Mayor Marty Walsh discusses GE's move to Boston an...
6 Jan 201756min
Surveillance: Risk That Fed Could Go Faster, Kiesel Says
PIMCO's Mark Kiesel says the main risk to the U.S. is a pickup in inflation. Prior to that, Jason Trennert, Strategas Research Partners' chairman, says the Fed is content to let inflation run a little...
5 Jan 201750min
Surveillance: Bremmer, Summers, and The Fate of Pax Americana
Eurasia Group President Ian Bremmer and Former Treasury Secretary Lawrence Summers join Tom Keene and David Gura on Bloomberg Surveillance to discuss populist policy cycles, the new truculent national...
4 Jan 201712min
Surveillance: Q4 Productivity to be Disappointing, Feroli Says
Michael Feroli, JPMorgan's chief U.S. economist, says trade wars remain the biggest downside risk in the next year or two. Prior to that, Tony Dwyer, Canaccord Genuity's chief market strategist, says ...
4 Jan 201745min
