Bloomberg Surveillance

Bill Dudley, Bloomberg Opinion Columnist & Former New York Fed President, sees the Fed pausing rate hikes once they get to a 5.25-5.5% range and then holding for a longer period. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the top of the market still has risk. Evan Brown, UBS Asset Management Head of Multi-Asset Strategy, says the US economy...

Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that, from an investment perspective, the protests in China are just another part of the broader story of economic turmoil. Lara Rhame, FS Investments Chief US Economist, says the bond market is pricing in a recession. Ellen Wald, Atlantic Council Senior Fellow, says the future of oil in the US is very hazy. Da...

Christian Mueller-Glissmann, Goldman Sachs Multi Asset Strategist, says China's path forward is going to be incredibly bumpy. Kit Juckes, Societe Generale Chief FX Strategist, expects the dollar to see a "series of jagged peaks" and be "significantly weaker by the end of next year." Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, still thinks the US could skirt a rece...

 Alan Blinder, Princeton University Professor of Economics & "A Monetary & Fiscal History of the United States, 1961-2021" author, expects to see more separation between the Fed and the Treasury in time. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says he will be bullish on oil come next spring. Troy Gayeski, FS Investment Solutions Chief Market Strategist & Managin...

Alvaro Pereira, OECD Acting Chief Economist, predicts global growth will slow to 2.2% in 2023. Dana Peterson, Conference Board Chief Economist, says the economy will be flat in 2023. Jens Nordvig, Exante Data Founder & CEO says it's hard to see a turn in the dollar if we still have problematic growth in China. Stephen Schork, The Schork Group Principal, says there's a risk of diesel shortages....

Peter Tchir, Academy Securities Head of Macro Strategy, sees Bitcoin below $10,000. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says we are at an inflection point. David Riley, BlueBay Asset Management Chief Investment Strategist, says we are close to peak inflation. Richard Haass, Council on Foreign Relations President, says his long-term worry is not Russia, but China.  See omnystu...

Jean-Yves Fillion, BNP Paribas USA CEO, says the US economy is the most resilient in the world. David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says the Fed may raise rates too high and keep it there for too long. Amrita Sen, Energy Aspects Director of Research, says there is confusion in the oil market. Doug Kass, Seabreeze Partners President, talks abo...

John Ryding, Brean Capital Chief Economic Advisor, says central banks have made inflation worse. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says there's more curve inversion to be realized. Nick Bennenbroek, Wells Fargo International Economist, says Europe is already in a recession. Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says the market is...

 Admiral James Stavridis, Former Supreme Allied Commander at NATO, says the rocket hit in Poland was a wake-up call about the war. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran and Co-Author of '2034: A Novel Of The Next World,' says wars are escalatory by nature. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a "challenged" holiday retail...

Gilles Moec, AXA Investment Managers Chief Economist, says Europe is sliding into a recession. Linda Duessel, Federated Hermes Senior Equity Strategist, says not to chase this rally. Rep. Andy Barr, Republican from Kentucky, says the GOP needs to do some soul searching. Mike Pyle, Deputy National Security Advisor, says President Biden's vision was essential to getting the G-20 communique over the...

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says easing rates won't be enough to revive big tech. Diane Swonk, KPMG, Chief Economist, says inflation looks like it's peaking. Priya Misra, TD Securities Global Head of Rates Strategy, says inflation is less about the peak and more about the rate of decline. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects markets to...

Torsten Slok, Apollo Management Chief Economist, says the Fed might actually be able to achieve a soft landing. Ben Laidler, eToro Global Markets Strategist, says the market bottom is now in. Elsa Lignos, RBC Global Head of FX Strategy, says it's a really interesting moment for the euro. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the US republic, as we know...

Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, says there's evidence we are moving away from peak inflation. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's a mistake to stay all in cash. Michael Regan, EPA Administrator, says there's an opportunity to deploy technology to reduce methane. Terry Haines, Pangaea Policy Founder, says it's not too soon to call Ron...

David Kelly, JPMorgan Asset Management Chief Global Strategist, says it's time to get invested. Ebrahim Rahbari, Citi Chief Currency Strategist, says we've seen a shift in dollar sentiment. Henrietta Treyz, Veda Partners Director of Economic Policy, says Biden's decision to run for a second term depends on Trump's. Lara Rhame, FS Investments Chief US Economist, says the descent from high inflation...

Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the inflation spike of the past year and a half is not primarily a central bank or political phenomenon. Rep. French Hill, (R) Arkansas, says the Republican Party is ready to take the lead on inflation. Rep. Peter Welch, (D) Vermont, says we need to make clean energy affordable. Alifia Doriwala, RockCreek Group, ex...

Alan Ruskin, Deutsche Bank Chief International Strategist, discusses outlook and market implications if the US midterms yield a divided government. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says Democrats have more to do on messaging to voters. Daniel Ives, Wedbush Senior Equity Research Analyst, says Apple is facing a supply issue, not a deman...

Marty Walsh, US Secretary of Labor, discusses the October jobs report. Tiffany Wilding, PIMCO Chief US Economist, weighs the Federal Reserve's next move. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says the Fed is looking for cracks in the labor market. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy...

Dominic Konstam, Mizuho Americans Head of Macro Strategy, says the Federal Reserve must be cautious. Winnie Cisar, CreditSights Global Head of Credit Strategy, says investment-grade debt at historic high-yield levels has the "flex" to hedge against the risk of a US economic downturn. Geoffrey Yu, BNY Mellon Senior Strategist, examines the key differences between the Federal Reserve and the Bank of...

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. This episode focuses on Duke Energy CFO Brian Savoy, who tells Alix Steel how the company plans to invest $145B over the next decade to transform its energy generation portfolio. See omnystudio.com/listener for privacy information.

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, say it's too premature for markets to be pricing peak interest rates. Ed Morse, Citigroup Global Head of Commodities Research, says the return of demand from China won't push the price of crude oil above $100. Michael Gapen, Bank of America Chief US Economist, says the Federal Reserve is not in the business of shutting down markets....

Julian Emanuel, Evercore ISI Equity Derivatives & Quantitative Strategist, thinks the Fed is about to downshift. Amos Hochstein, Special Presidential Coordinator for Global Infrastructure and Energy Security, says the US still maintains ties with Saudi Arabia despite the “significant disagreement” over the OPEC+ decision to cut oil output. Jane Foley, Rabobank Head of FX Strategy, says central...

 Andrew Hollenhorst, Citi Chief Us Economist, says he wouldn't be surprised if the Fed's policy rate ends up above 5%. Amrita Sen, Energy Aspects Head of Research, says we could see $100 oil by the end of the year. Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, says people are excited about fixed income again. Greg Valliere, AGF Investments Chief US Policy Strategist, predicts gridlo...

Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says nobody knows what the market is or should do going forward given the complexity of the new macro environment. David Kostin, Goldman Sachs Chief US Equity Strategist, discusses the US dollar’s impact on earnings and why he thinks there will be fewer buybacks next year. Lindsey Piegza, Stifel Chief Economist, says the market is consisten...

Nathan Sheets, Citi Global Chief Economist, says the global economy is looking soft. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says prices are starting to recede in some areas of the economy. Greg Valliere, AGF Investments Chief US Policy Strategist, says Democrats are in trouble for the upcoming midterm election.  See omnystudio.com/listener for privacy info...

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says the bear market will probably be over sometime in the first quarter of 2023. Neil Dutta, Renaissance Macro Head of US Economics Research, says the Fed is failing miserably if they are viewing the labor market as the conduit to achieve their inflation objectives. Elsa Lignos, RBC Global Head of FX Strategy, says we may have to wait for Po...