Bloomberg Surveillance

Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Advisor, says the Fed's game plan is to go to restrictive and keep it there for as long as it takes. Andrew Hollenhorst, Citi Chief US Economist, says we are a 'ways away' from 2% inflation. Lisa Shalett, Morgan Stanley Wealth Management CIO, says the US equity market is fighting the Fed. Micha...

Darrell Cronk, Wells Fargo CIO of Wealth Management, thinks we are in a bear market rally. Gerard Cassidy, RBC Capital Markets US Bank Equity Strategy Head, thinks we could have a revaluation of banks coming out of this slowdown. Henrietta Treyz, Veda Partners Economic Policy Research Director, says there is a lot of soul-searching going on for both Republicans and Democrats. Kristina Campmany, In...

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield Asset Management CEO, doesn't expect the Nasdaq to hit a new high this year. Julie Norman, UCL Center on US Politics Co-Director, says China has been put on the backfoot because of the balloon incident. Sarah Hewin, Standard Chartered Head of Europe...

Marty Walsh, US Secretary of Labor, reacts to the January payrolls report. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says consumers are telling us the labor market is fine. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the hot labor market is still going to be an issue for the inflation outlook. Glenn Hubbard, Columbia's Jerome A...

Holger Schmieding, Berenberg Chief Economist, says that Europe as a whole is not falling into a recession and is now outperforming expectations. Ebrahim Rahbari, Citigroup Chief Currency Strategist, says the ECB's next meeting in March will be "really interesting." Wei Li, BlackRock Global Chief Investment Strategist, says now is the time to stay invested. David Kirkpatrick, Techonomy Founder &amp...

Jeff Rosenberg, Blackrock Systematic Multi-Strategy Fund portfolio manager, says 'there's a real disconnect' between what the Fed said and what the markets heard. Michael McKee, Bloomberg News International Economics and Policy Correspondent, looks at where the Fed goes from here. Matthew Luzzetti, Deutsche Bank Chief US economist, says after the Fed decision, that they're still forecasting a rece...

Dominic Konstam, Mizuho Americas Head of Macro Strategy, says it's a soft landing "until it becomes a hard landing." Jerome Schneider, Managing Director and Head of Short Term Portfolio Mgmt, says the market is at an impasse with the Federal Reserve and where they're going. Christian Mueller-Glissmann, Goldman Sachs Managing Director for Portfolio Strategy, says the Fed is on track for a soft land...

Seth Carpenter, Morgan Stanley Global Chief Economist, says the Fed will hike by 25 basis points on Wednesday, but "they are going to be done" after that. Stuart Kaiser, Citigroup Head of US Equity Trading Strategy, says the Fed is reiterating a message the markets have already gotten comfortable with. Leland Miller, China Beige Book International CEO, says despite China's manufacturing rebound, i...

Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says this rally can go longer and higher than expected. Ken Tropin, Graham Capital CEO, says it's a good time to be conservative with your investments. Lara Rhame, FS Investments Chief US Economist, says markets have gotten too aggressive. Tom Forte, DA Davidson Senior Research Analyst, thinks we could see layoffs at Apple next.  Se...

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for bonds. Ray Farris, Credit Suisse Chief Economist, says inflation could return if oil gets above $100 per barrel. Richard Haass, Council on Foreign Relations President, says he is worried about an Ameri...

Lindsey Piegza, Stifel Chief Economist, says we are teetering towards a recession following US 4Q GDP. Philip Camporeale, JPMorgan Asset Management Portfolio Manager, says we're behind the pandemic highs with inflation. Vasileios Gkionakis, Citi Head of European FX Strategy, says the currency market has not fully priced in a 'relatively smooth' China reopening. Helane Becker, Cowen Senior Research...

Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Japan when Kuroda steps down as governor. Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, sees the market going sideways in 2Q. William McDonough, Elements Funds Found...

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's all about picking stocks in this market. Kallum Pickering, Berenberg Senior Economist, doesn't think we are headed into a severe recession. Steven Wieting, Citi Global Wealth Management Chief Investment Strategist & Chief Economist, thinks that corporate profits are about to take a hit. Kona Haque, ED&F Man...

Iain Stealey, JPMorgan Asset Management Global Fixed Income CIO, says the market shouldn't be concerned about the US debt ceiling yet. Alifia Doriwala, RockCreek Group Managing Director, says China is still the biggest determinant in an EM portfolio. Ralph Acampora, Chartered Market Technicians Co-Founder, thinks we're making a long-term bottom in this bull market. Jeremy Stretch, CIBC Head of G-1...

Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, Citibank Global Markets Chief US Economist, fears the Fed has not yet done enough. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, thinks "higher for longer" could be the Fed's new "transitory." Anwiti Bahuguna, Columbia...

James Gorman, Morgan Stanley CEO, says his three potential successors are already in place. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he thinks the US should do away with the debt ceiling. Greg Boutle, BNP Paribas US Head of Equity and Derivative Strategy, is not looking for a v-shaped recovery. Alicia Levine, Bank of NY Mellon Head of Equities &amp...

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Economist, expects stubborn and sticky inflation. Veronica Clark, Citi Economist, says the market is misinterpreting the Fed's commitment to getting rates above 5%. Fatih Birol, IEA Executive Di...

Neil Dutta, Renaissance Macro Research Head of US Economic Research, says we could see US GDP at 2% in 2023. Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says the S&P 500 can reach 4,200 this year. Elsa Lignos, RBC Global Head of FX Strategy, expects the dollar to end the year 'a little bit stronger." Mike Wirth, Chevron CEO, says China's re-opening could provide a boost to oi...

 Ken Leon, CFRA Equity Research Director, discusses major US banks reporting earnings. Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says we had a 'black swan' style year with two major geopolitical events. Jordan Rochester, Nomura G-10 FX Strategist, discusses USD-JPY and the impact of Japan potentially reversing YCC. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says we're see...

Vincent Reinhart, Dreyfus and Mellon Chief Economist, discusses the Fed's path following US inflation cooling. Leland Miller, China Beige Book CEO, says we could see extremely high GDP growth in China next year. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says the Fed will keep hiking rates even though we will see inflation metrics coming down this year. Dana T...

Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of...

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the team expects 6.2% GDP growth in China this year. Max Kettner, HSBC Chief Multi-Asset Strategist, says that the drop in recession calls for Europe could continue over the next couple weeks. Lindsey Piegza, Stifel Chief Economist, says the Fed will raise rates higher. Olivier Blanchard, Peterson Institute for Internati...

Nela Richardson, ADP Chief Economist, says the US still has a strong and robust labor market, but it is at risk of higher wage pressure. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she favors small caps right now. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's not yet time to signal an "all clear" for bonds. Jane Foley, Rabobank Head of FX St...

Marty Walsh, US Labor Secretary, discusses the December jobs data. Randy Kroszner, Former Fed Governor & University of Chicago Booth School Economics Professor, says this is the immaculate disinflation report. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says we still have a strong labor market. Dan Ives, Wedbush Senior Equity Analyst, discusses tech's dow...

Seth Carpenter, Morgan Stanley Global Chief Economist, says he's looking for a soft-ish landing from the Fed. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says big tech is ridiculously profitable despite headwinds. Tom Forte, DA Davidson Senior Research Analyst, discusses Amazon's plan to cut more than 18,000 jobs. Wendy Schiller, Brown University Taubman Center for America...