Bloomberg Surveillance

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says he is much more focused more on the earnings story than the Fed. Michael Pond, Barclays Head of Global Inflation Market Strategy, says to prepare for a hawkish Fed. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, still expects a little bit more downside in credit. Kona Haque, ED&F Man Head of Research, says we currently...

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's unsustainable to have the Fed hiking rates at a very rapid rate with the economy slowing. Chris Verrone, Strategas Partner & Head of Technical & Macro Strategy, thinks yields are going to remain stickier and higher than consensus. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory,...

David Stubbs, JPMorgan Private Bank Global Head of Cross-Asset Thematic Strategy, says there are plenty of ways to meet your financial goals without taking equity risk. Dana Peterson, Conference Board Chief Economist, doesn't expect to see 2% inflation until 2024. Matt Brill, Invesco Head of North America Investment Grade, says it's an attractive time to buy bonds. Peter Tchir, Academy Securities...

Andrew Sheets Morgan Stanley Chief Cross Asset Strategist, says we are into the thick of what we think is going to be a disappointing earnings revision lower. Jane Foley, Rabobank Head of FX Strategy, says she can't dismiss the possibility of parity between the British pound and the US dollar. Subadra Rajappa, Societe Generale US Rates Strategy Head, says all assets are very correlated right now....

 Senator Pat Toomey, a Pennsylvania Republican and Ranking Member of the Senate Banking Committee, reacts to US railroads and union negotiators reaching a tentative deal to avert a labor disruption and says Congress should step in on cryptocurrency regulation. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, weighs cheaper valuations against worries that persistently high inflation wou...

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode, hosted by Matt Miller, focuses on Shake Shack CFO Katie Fogertey. Fogertey was Goldman Sachs' lead an...

Wei Li, BlackRock Global Chief Investment Strategist, says Europe is heading for a recession this year and one is likely in the US next year as well. Governor Glenn Youngkin, (R) Virginia, says bad policies are leading to persistent inflation. Michelle Meyer, Mastercard Economics Institute Chief US Economist, says the US consumer is still healthy. David Rubenstein, Carlyle Group Co-Founder & C...

Jay Bryson, Wells Fargo Chief Economist, says today's inflation report removes all doubt about the Fed hiking 75 basis points at their next meeting. David Kelly, JPMorgan Asset Management Chief Global Strategist, thinks markets are overreacting to the US inflation report. Esty Dwek, Flowbank CIO, still expects the disinflation trend to continue. Regina Mayor, KPMG Global Head of Energy, says we ar...

Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, explains why he thinks yields are now reasonable. Kathryn Kaminski, Alphasimplex Group Chief Research Strategist, says she is less optimistic than the markets. Ben Hodges, Former Commanding General US Army Europe and CEPA Pershing Chair in Strategic Studies, says sanctions against Russia really are having a strong effect. Gilles Moec...

John Micklethwait, Bloomberg Editor-in-Chief, reflects on the legacy of Queen Elizabeth II. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens' College Cambridge President, discusses the impact of Queen Elizabeth II on Queens' College Cambridge. Robin Niblett, Chatham House Director, expects Charles III's reign over the Commonwealth to be a lot more difficult. Sir Vince Cable, London Schoo...

George Saravelos, Deutsche Bank Global Head of FX Research, says the dollar is ending up as the safe haven of choice by default. Margie Patel, Allspring Global Investments Senior Portfolio Manager, sees no "dynamic rebound" for stocks. Ed Morse, Citigroup Global Markets Commodities Research Head, expects Russia to run out of markets for its natural gas soon. Richard Haass, Council on Foreign Relat...

Ben Laidler, eToro Global Markets Strategist, says this market is talking itself into a funk. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the US economy is faring better than the rest of the world and the Fed has more work to do. Sebastian Mallaby, Council on Foreign Relations Senior Fellow for International Economics, discusses outlook for the pound as Liz...

Marty Walsh, US Secretary of Labor, expects payrolls to keep rising despite Fed rate increases. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the labor force participation rate is consistent with where the Fed wants to go. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's jobs report is a bit...

Jean Boivin, Head of the BlackRock Investment Institute, says central banks are finally waking up. Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says there is a huge amount of uncertainty over what the future of energy looks like. Rubeela Farooqi, High Frequency Economics Chief US Economist, is seeing dislocations in the labor market. Tracy...

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode, hosted by Romaine Bostick and Taylor Riggs, focuses on HPE CFO Tarek Robbiati, who is helping drive t...

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the market could retest its lows if there is a consumer slump. Christian Nolting, Deutsche Bank Private Bank Global Chief Investment Officer, sees opportunities in European financials. Deborah Cunningham, Federated Hermes Global Liquidity Markets CIO, says we've been in a supply-demand imbalance from a treasury perspecti...

David Rosenberg, Rosenberg Research Founder & President, says we are a long way from the market bottom. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says he's not yet ready to get back into stocks. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, expects the yield curve inversion to deepen. Geoffrey Yu, BNY Mellon Senior EMEA Market Strateg...

 Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, expects the near term to be negative for markets. Francesco Bianchi, Johns Hopkins Economist, says the Fed needs cooperation from the fiscal authorities to help bring inflation down. Ellen Wald, Atlantic Council Senior Fellow, says banning American exports of energy products would be damaging to the overall market. Sen...

Patrick Harker, Philadelphia Fed President, says the Fed should consider pausing rate hikes after hitting at least 3.4% by year end to see how the economy reacts. James Bullard, St. Louis Fed President, says the Fed’s rate hikes are working at shorter lags than in the past. Raphael Bostic, Atlanta Fed President, says the Fed should keep interest rates higher “for a long time.” TD Securities Global...

Esther George, Kansas City Fed President, says the Fed has to get rates higher to slow down demand. Glenn Hubbard, Columbia Business School Professor of Finance and Economics, says policy still has role to play. Mohamed El-Erian, Bloomberg Opinion Columnist & Queens' College Cambridge President, says the Fed can't blink after being asleep at the wheel. Savita Subramanian, BofA Securities Head...

Andrew Hollenhorst, Citi Chief US Economist, sees the Fed raising rates above 4% next year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says a Fed hike beyond 4% doesn't make sense. Tom Porcelli, RBC Capital Markets Chief US Economist, says the Fed may stop hiking by the end of the year. Seabreeze Partners President Doug Kass and Blue Ridge Capital Founder John Griffin discuss the...

Jan Hatzius, Chief Economist at Goldman Sachs, thinks the it could be a couple more years before the Fed cuts rates. Steven Ricchiuto, Mizuho Securities USA Chief US Economist, describes why this is not a typical inflation cycle. Steve Englander, Standard Chartered Bank Global Head G-10 FX Research, says the ECB doesn't have the tools to address the weakness in Europe. Tina Fordham, Fordham Global...

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says to set up for further volatility ahead. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, if you're not expecting a recession in Europe, you haven't been paying attention. Peter Trubowitz, LSE Professor of International Relations & Chatham House Associate Fellow, expects the war in Ukraine to continue to be a long slo...

Seth Carpenter, Morgan Stanley Chief Global Economist, says the Fed needs to slow things a lot and stay tight for a while. Jane Foley, Rabobank FX Strategy Head, explains why she thinks Sterling can remain weak for a while. Patrick Armstrong, Plurimi Wealth CIO, says there are cheap stocks out there. Savanthi Syth, Raymond James Airlines Managing Director, says Delta is a good stock to own.  See o...

Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says markets are in an interesting pause before the September Fed meeting. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says credit fundamentals are still strong. Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says fossil fuels face a tough future ahead. Da...