Bloomberg Surveillance

Lori Calvasina, RBC Capital Markets Head of Equity Strategy, says the bond rout does not erode the case for equities yet. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the cost of corporate borrowing continues to improve even though treasury yields are higher. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses the challanges surrounding vaccin...

Marvin Loh, State Street Global Macro Strategist, says the market is pushing against the Fed's ability. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the level of repricing we've seen in the bond market has historically been linked with a shift in monetary policy. Representative Ashley Hinson, Republican from Iowa, says we need to get kids back into schools. Susan Lund, McKinse...

David Malpass, World Bank President, says the inequality in the global recovery is striking. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, says the rise in real interest rates is not affecting broader markets. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says negative real y...

Rebecca Patterson, Bridgewater Director of Investment Research, says the S&P is not likely in a bubble overall. Rep. Bryan Steil, Republican from Wisconsin, says the number one thing we can do to free up the labor market is to get our children back in school. David Lebovitz, JPMorgan Asset Management Global Market Strategist, sas 2021 is going to be the year where the global economy booms. Dav...

Jeff Currie, Goldman Sachs Global Head of Commodities Research, says part of what is pushing commodities higher is demand to hedge inflation risk. Brian Deese, National Economic Council Director, says inflation is a risk that bears watching. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says boom conditions could continue. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Sen...

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this year will be all about the relative vs. absolute performance of stocks. Megan Greene, Harvard Kennedy School Senior Fellow, says the ideas of potential growth and economic equilibrium might be antiquated. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says there is some evidence that the new variants...

Representative French Hill, Republican from Arkansas, discusses what changes might come about from the GameStop hearing yesterday. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the biggest delta for the economy this year is what the consumer does. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says pent-up demand is about to be unleashed. Robert Tipp, PGIM Chief Invest...

Leon Cooperman, Omega Family Office Chairman & CEO, doesn't see the market turmoil that formed around GameStop as a rich versus poor story. Dennis Gartman, University of Akron Endowment Fund Chairman & Former Editor of The Gartman Letter, says a commodities bull market has begun. Jim Bianco, Bianco Research President, says economists are starting to pick up on the idea that the supercycle...

Nouriel Roubini, NYU Stern School of Business Professor & Nourieltoday. Com Host, says the Flintstones had a better monetary policy system than Bitcoin. Paul Sankey, Sankey Research Founder and Lead Analyst, says the situation in Texas is an energy crisis. Michael Gapen, Barclays Chief U.S. Economist, says he is looking for solid growth this year. Lauren Sauer, Johns Hopkins Assistant Professo...

Jim Wright, Texas Railroad Commissioner, both fossil fuels and renewable energy have a place in Texas. Alan Ruskin Deutsche Bank Chief International Strategist, says there is good reason to be bearish in bonds. Gideon Rose, Former Foreign Affairs Editor & CFR Distinguished Fellow, says the U.S. is just beginning to piece back together the pieces of its fragmented power. Mandy Xu, Credit Suisse...

Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says a pullback may be coming in April. Democratic Congressman Dwight Evans of Pennsylvania, says the vaccine rollout is moving in the right direction. Diane Swonk, Grant Thornton Chief Economist, says growth this...

William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says the U.S. economic and labor market recovery could happen faster than people think. Dan Ives, Wedbush Securities Analyst, sees a tidal wave of tech M&A coming. Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, discusses recent changes in market volatility. Heidi Shierholz, Economic Policy...

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says flows are shifting towards a recovery focus. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, says he's worried the vaccine rollout may amplify inequity. Michelle Meyer, BofA Securities Head of U.S. Economics, discusses the pandemic’s impact on inflation. Mary Barra, General Mo...

Robert Kaplan, Federal Reserve Bank of Dallas President, expects temporary inflation spikes as the U.S. economy recovers from the coronavirus crisis. Troy Gayeski, Skybridge Capital Co-CIO, says massive money supply is driving all risk assets higher. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses where Bitcoin is headed next. Julie Norman, University College London Political...

James Sweeney, Credit Suisse Chief Economist, says don't fear inflation. David Rosenberg, Rosenberg Research Chief Economist & Strategist, says he's surprised how quickly the market is pricing in an inflation cycle. Amrita Sen, Energy Aspects Director of Research, discusses what's driving oil's remarkable rebound. Ethan Harris, Bank of America Securities Head of Global Economic Research, discu...

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says the January jobs report doesn't change the overall narrative for more fiscal policy. Henrietta Treyz, Veda Partners Director of Economic Policy Research, explains why an infrastructure package will be hard to pass. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the pandemic-related distortions in the job...

Neil Dutta, Renaissance Macro Research Head of Economics, explains his bullish call on the U.S. economy. Dr. Tammy Lundstrom, Trinity Health Chief Medical Officer, says she's confident in the two-dose vaccination strategy. Republican Congressman Andy Barr of Kentucky discusses the GOP power struggle, stimulus efforts, and the recent market volatility. Dana Peterson, Conference Board Chief Economis...

Jared Bernstein, a member of the White House Council of Economic Advisers, says much of the Biden administration's pandemic relief bill is "targeted at those at the bottom leg of this K-shaped recovery." William Dudley, Bloomberg Opinion Columnist and Former New York Fed President, doesn't expect the Fed to act until late 2021 or early 2022. Tom Forte, D.A. Davidson Senior Research Analyst, discus...

Chris Grisanti, MAI Capital Management Chief Equity Strategist and Senior Portfolio Manager, says markets are working well despite the Reddit-fueled frenzy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, expects gradual increase in 10-year yield this year. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says the coronavirus will be endemic. Jeffr...

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, sees no signals that the Reddit revolt will spark a systemic risk to the broader market. David Axelrod, Ballard Spahr Partner and former Supervisory Trial Counsel at the SEC, examines what’s legal and illegal in the GameStop case. Torsten Slok, Apollo Management Chief Economist, says it's premature to worry about inflation at this...

Jim Paulsen, The Leuthold Group Chief Investment Strategist, says the Reddit revolt is another illustration of the impact and power of technology. Vitor Gaspar, IMF Director of Fiscal Affairs Department, says the U.S. has ample room for additional fiscal stimulus. Hemi Tewarson, Duke-Margolis Center for Health Policy Visiting Senior Policy Fellow, discusses efforts to improve the vaccine rollout....

Mark Schweiker, Former Pennsylvania Governor, says there is a consensus in Washington around a broad stimulus package post-election cycle. Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, says the Senate race is most important because that is where fiscal stimulus and taxes come in to play. Jim Bianco, Bianco Research President, sees Treasury yields moving lower in the short ter...

Steen Jakobsen, Saxo Bank CIO, explains the "social revolution" underway as the battle between retail investors and hedge funds continues. Shannon Cross, Cross Research Analyst, says big tech results show the consumer has been extremely resilient. Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says broader fundamental trends remain intact and important. James Angel, Georgetown Univers...

Bob Prince, Bridgewater Co-CIO, says the world is seeing a massive rebalancing of wealth. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says fundamentals still matter. Catherine Mann, Citi Global Chief Economist, says the hammer may come down on zombie firms next year. Elaine Stokes, Loomis Sayles Portfolio Manager & Co-Head of the Full Discretion Team, says it's time for th...

Gita Gopinath, IMF Chief Economist, says President Joe Biden’s $1.9 trillion stimulus plan could boost U.S. GDP by 5% over three years. Lawrence Gostin, Georgetown University Professor, says public-private partnerships helped match the challenge that Covid-19 brought to the U.S. and they are the way forward. Tina Fordham, Avonhurst Partner and Head of Global Political Strategy, says we are current...