Bloomberg Surveillance

Ellen Zentner, Morgan Stanley Chief U.S. Economist, sees no reason for the Fed to stop hiking right now. Martin Indyk, CFR Distinguished Fellow & Former U.S. Ambassador to Israel, says every message has to be carefully controlled in a crisis, including the one with Saudi Arabia. Joel Levington, Bloomberg Intelligence Credit & Strategy Analyst, expects Uber bonds to have junk ratings. Wolfgang Munchau, Eurointelligence President, is optimistic about a Brexit deal in December.

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Today we feature Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist. She joins the usual suspects and Bloomberg Intelligence's Paul Sweeney to talk tech regulation and what's trending at hedge funds. Jeff Currie, Goldman Sachs Global Head of Commodities Research, lays out which EM currencies are most vulnerable to oil prices. And Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, thinks in general, the idea that the U.S. has the upper hand in trade talks is mistaken.

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John Vail, Nikko Asset Management's chief global strategist, says Japan is pessimistic about their own economy, but the markets could be in a period of a "fresh new start." Prior to that, Torsten Slok, Deutsche Bank's chief international economist, says the big thing to look out for from the ECB is an end date to QE. Finally, Lupin Rahman, PIMCO's executive vice president of sovereign credit, says politics are a source of alpha within emerging markets.

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Stephen Moore, a former economic adviser for the Trump campaign, says corporations are holding up to $3 trillion abroad that needs to be brought back to the U.S. to get the economy growing. Prior to that, Dennis Gartman, editor and publisher of the Gartman Letter, says Bitcoin and other cryptocurrencies are ridiculously priced. Americans are tired of waiting for what the GOP said it would do, Republican Representative Jim Jordan says. Finally, Janus Henderson's Ashwin Alankar says as long as interest rates stay low, it's hard for volatility to rise.

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The former governor of the Bank of England, Mervyn King, talks about how the financial crisis changed the banking culture and says a market economy can't succeed with near-zero interest rates. Martin Sorrell, CEO of WPP, says the uncertainty Brexit caused has been excruciating for his company. Finally, David Rubenstein, co-CEO of the Carlyle Group, defends the liberal arts education as important in business.

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