Bloomberg Surveillance

Hans Vestberg, Verizon Chairman & CEO, and Lisa Sherman, Ad Council President & CEO, discuss the effort to communicate accurate information about Covid-19 and vaccinations. Catherine Mann, Citi Global Chief Economist, says the U.S. Is the locomotive of growth in the world right now. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, discusses earnings expectations and the possibi...

Marc Chandler, Bannockburn Chief Market Strategist, says divergence is still the theme for markets. Anna Han, Wells Fargo Securities Equity Strategist, says the momentum trade is morphing. Terry Haines, Pangaea Policy Founder, says it will take months to work out an infrastructure deal. Dana Peterson, Conference Board Chief Economist, expects to see inflationary pressures in certain industries. Ro...

Jared Woodard, Bank of America Research Investment Committee Head, says Jared Bernstein, White House Council of Economic Advisors Member, says more plans are expected from President Biden in mid-April. Jared Woodard, Bank of America Research Investment Committee Head, says we are on the cusp of one of the biggest capex booms in modern history. Mike Wilson, Morgan Stanley, Chief U.S. Equity Strateg...

Brian Deese, White House Director of the National Economic Council, discusses what to expect from President Biden's infrastructure plan and why we need it. Derek Jeter, Miami Marlins CEO, and Anthony Hsier, LoanDepot CEO, discuss their naming partnership, the future of the Miami Marlins and the evolution of baseball. Christine Lagarde, European Central Bank President, tells Bloomberg's Francine La...

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects rates to continue to normalize. James Bevan, CCLA Chief Investment Officer, says U.S. stimulus could lead to the risk of a melt-up in markets. Rep. Gregory Meeks, (D) New York & House Foreign Affairs Committee Chair, says we must invest in the infrastructure of our nation. Ethan Harris, BofA Securities Head of Global...

Tracy Alloway, Bloomberg Markets Managing Editor, says there are so far no signs the forced block trades are unnerving the wider market. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, says the forced block trades won't change his position on banks. David Kelly, JPMorgan Asset Management Chief Global Strategist, expects U.S. fiscal stimulus to lead...

Patrick Harker, Federal Reserve Bank of Philadelphia President, says there are some risks to keeping rates too low for too long. Troy Gayeski, Skybridge Capital Co-CIO, says it might be a year where success or failure is determined by whether or not you had a meaningful position in bitcoin. Beata Kirr, AB Co-Head of Investment Strategies, says it's a mistake to be a U.S.-only investor. Robert Tipp...

Alan Gelder, Wood Mackenzie Vice President of Refining, Chemicals & Oil Markets, says the blockage at the Suez Canal could last over a week. Mohamed Younis, Gallup Editor in Chief, says China is viewed as the greatest enemy by 45% of the U.S. Seema Shah, Principal Global Investments Chief Strategist, says retail investors are important. Nathan Sheets, PGIM Chief Economist & Head of Global...

Michael O'Leary, Ryanair CEO, is optimistic about the recovery of short-haul travel between the U.K. and Europe this summer. Representative Don Beyer, U.S. Congress Join Economic Committee Chair, says he is aiming for input from both Republicans and Democrats for the infrastructure bill. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says 2021 has been a story about the rotatio...

Megan Greene, Harvard Kennedy School Senior Fellow, says the Fed will likely hike rates before its own forecast. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, doesn't the the uptrend of virus cases in Europe coming to the U.S. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says innovation will continue to be an important driver for earnings and cash f...

Ruud Dobber, AstraZeneca U.S. President, says the company's Covid-19 vaccine is safe and effective. Heather Boushey, U.S. Council of Economic Advisers Member, says this economic crisis isn't over. Bob Michele, JPMorgan Asset Management CIO, Managing Director and Head of GFICC, thinks we've seen the first steps for the Fed tightening monetary policy. Robert Hormats, Tiedemann Advisors Managing Dire...

Ian Bremmer, Eurasia Group and GZero Media President, says there is agreement across the U.S. political spectrum that China is the most the most critical adversary of the United States. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean and Co-Director of the Center for Vaccine Development at Texas Children's Hospital, says the vaccine rollout in Europe has been...

Adam Posen, Peterson Institute President, says 7% GDP is inherently going to be transitory. David Rosenberg, Rosenberg Research and Associates Chief Economist & Founder, says this pandemic is not over. Daniel Tannebaum, Oliver Wyman Partner & Americas Anti-Financial Crime Leader, reacts to the spat between U.S. President Biden and Russian President Putin. Michael Darda, MKM Partners Chief...

Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Investment Research, expects a rapid recovery in 2021. Glenn Hubbard, Columbia University Professor & Former Chairman of the Council of Economic Advisors, says the U.S. needs more sustainable fiscal policy. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, expects the economy to burn hotter and shorter. Randy Kroszner, U...

Bharat Ramamurti, U.S. National Economic Council Deputy Director, outlines why Biden plans to ensure wealthier taxpayers pay more. Patricia Mosser, Columbia University Professor & Former Federal Reserve Bank of New York Senior Official, says higher real interest rates and inflation expectations have been good news from a macroeconomic standpoint. Ian Lyngen, BMO Head of U.S. Rates Strategy, sa...

Ben Laidler, Tower Hudson Research CEO, says the rotation has just begun. David Rubenstein, Carlyle Group Founder, says we could see a return to some type of normality by the fall. Noelle Corum, Invesco Portfolio Manager, says we could see more rates volatility from here. Mike Mayo, Wells Fargo Securities Head of U.S. Large-Cap Bank Research, explains why he increased his price target on JPMorgan...

Rick Bright, The Rockefeller Foundation Pandemic Prevention and Response Senior Vice President, says he's seen a complete 180 degree turnaround between the Biden and Trump administrations in their response to coronavirus. Michael Holland, Holland & Company Chairman, says we are in the early stages of a major recovery. Anna Han, Wells Fargo Securities Equity Strategist, says she is focused on e...

Sarah Bianchi, Evercore ISI Head of U.S. Public Policy, says the era of U.S. gridlock is not over. Kallum Pickering, Berenberg Senior Economist, says the underlying risks to the economy are still significant. Sebastien Page, T Rowe Price Multi Asset Strategist, says rising rates are an unknown for markets. Jason Farley, Johns Hopkins Nursing Professor, says the risk of blood clots from Covid-19 ri...

Jared Bernstein, U.S. Council of Economic Advisors Member, says Biden's rescue plan is critical for a reliable recovery. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, sees both the U.S. and western Europe booming over the next couple of quarters. James Stavridis, Bloomberg Opinion Columnist & Former NATO Supreme Allied Commander, says the U.S. has to confront C...

Laurence Boone, OECD Chief Economist, says the U.S. stimulus package will help power a faster than expected global economic upswing. Mark McCormick, TD Bank Global Head of FX Strategy, is bullish on the dollar versus the euro. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Officer, says 2022 will be an adjustment year for markets. Dr. Amesh Adalja, Johns Hopkins Center for Health...

Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she still sees potential in equities. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says a pan-virus vaccine needs to be developed. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says zombie companies are living off fumes. Michelle Meyer, BofA Securities Head...

Jared Bernstein, U.S. Council of Economic Advisers Member, says the details surrounding stimulus payments are still under review. Savita Subramanian, BofA Securities Head of U.S. Equity & Quantitative Strategy, says there are real risks in the S&P 500 and the NASDAQ. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the Fed needs to be more forceful. Priya Misra, TD Securities Globa...

Olaf Scholz, German Finance Minister, says Germany will need to increase debt spending this year to help tackle the impact of the coronavirus crisis on Europe’s largest economy. Danny Blanchflower, Dartmouth College Professor of Economics, says wage growth is the big story going forward. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says a fourth coronaviru...

Michael Feroli, JPMorgan Securities Chief U.S. Economist, says above trend GDP growth will likely persist. Alicia Levine, BNY Mellon Chief Strategist, says this will be a difficult year for the Fed. Greg Peters, PGIM Senior Portfolio Manager, says the real yield matters more than inflation dynamics right now. Francisco Blanch, BofA Securities Head of Global Commodities and Derivatives Research, sa...

Jamie Dimon, JPMorgan Chase Chairman & CEO, says that getting through Covid is critical. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the weight of the global recovery is shifting toward the U.S. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, says cyclicals will lead the market. Sarah House, Wells Fargo Senior Economist, is looking for 6% GDP this year. Dr. Amesh Adalja, J...