Bloomberg Surveillance

Chris Marangi, Gabelli Funds Co-Chief Investment Officer, sees signs of stress on Main Street. Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, explains why a "job-full" recession may be ahead. Tom Michaud, KBW CEO, discusses the state of American banking as Wells Fargo reports second-quarter earnings. Vince Reinhart, Dreyfus & Mellon Chief Economist, says the US T...

Larry McDonald, The Bear Traps Report Founder, says credit risk is about to veto the Fed's policy path. Subadra Rajappa, Societe Generale Head of US Rates Strategy, says the market is pricing in a recession. Conrad Dequadros, Brean Capital Senior Economic Advisor, says the Fed still has some work to do to get policy tight and inflation down. Andy Blocker, Invesco Head of US Government Affairs, say...

Lindsey Piegza, Stifel Chief Economist, says the Fed is solely focused on inflation and will keep hiking as far as needed. Michael O'Rourke, JonesTrading Chief Market Strategist, expects a rough second half of the year. David Kotok, Cumberland Advisors Chairman & Chief Investment Officer, says this is not a normal inflation shock. Liana Fix, Korber Foundation Program Director, says there is a...

Jordan Rochester, Nomura G-10 Currency Strategist, says the euro may tumble to 90 cents in the coming months. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the move to duration has come. Anna Han, Wells Fargo Securities Equity Strategist, expects volatility to persist until the Fed eases. Ellen Wald, The Atlantic Council Senior Fellow, says Russia is holding the cards for oil.  S...

Leon Cooperman, Omega Family Office Chairman & CEO, doesn't expect a bull market anytime soon. George Saravelos, Deutsche Bank Global Head of FX Research, says we've had a very big regime shift in currency markets this year. Sonal Desai, Franklin Templeton Fixed Income CIO, says there may still be further hawkish surprises in store. Michael Shaoul, Marketfield Asset Management CEO, says we are...

 Marty Walsh, US Secretary of Labor, says jobs report shows US still moving forward on jobs. Former Fed Governor Randy Kroszner and BlackRock Portfolio Manager Jeff Rosenberg react to the June US jobs report. Tobias Harris, Center for American Progress Senior Fellow for Asia, discusses the assassination of Former Prime Minister Shinzo Abe, Japan’s longest-serving premier. Helane Becker, Cowen Seni...

Adam Posen, Peterson Institute President & Former BOE Policy Committee Member, says Boris Johnson has caused untold damage. Brian Deese, White House National Economic Council Director, says the White House has tools other that tariffs they can use to counter China. Alifia Doriwala, RockCreek Group Managing Director, says the slowing global economy, monetary tightening and the impact from the w...

Ed Morse, Citigroup Global Markets Global Head of Commodities Research, expects oil to go down to $85 a barrel. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, expects a 75 basis point Fed hike in July. Dean Maki, Point 72 Chief Economist, says we are not currently in a recession. Henrietta Treyz, Veda Partners Director of Economic Policy, says Senate Democrats have a very...

Ben Laidler, eToro Global Markets Strategist, says a "recession freight train" is picking up speed. Amrita Sen, Energy Aspects Chief Oil Analyst, says a mild global recession is already priced into energy markets. Still, she says prices are unlikely to slip below $80-$90 a barrel. Jordan Rochester, Nomura G10 FX Strategist, says the euro's slide against the US dollar will continue due to rising na...

Savanthi Syth, Raymond James Airlines Managing Director, says there is still too much demand for airlines' supply. Jordan Rochester, Nomura International G-10 FX Strategist, expects emerging markets to underperform. Michael O'Rourke, JonesTrading Chief Market Strategist, expects to see decelerating inflation growth the rest of this year. Terry Haines, Pangaea Policy Founder, says congress has beco...

Stephen Stanley, Amherst Pierpont Chief Economist, says markets are starting to smell a slowdown. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's inevitable that the Fed and other central banks will feel political pressure. Jane Foley, Rabobank Head of FX Strategy, says we could see euro-dollar parity. Seema Shah, Principal Global Investors Chief Strategist, says we could see...

Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says the Fed has a lot of work to do to get inflation down. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says corporate bond issuance is waiting for yields to fall. Jens Nordvig, Exante Data Founder & CEO, says it will be hard for the Fed to switch back to cutting mode after they're done hiking. Greg Valliere, AGF...

Greg Peters, says financial conditions have to worsen. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says there is a 50% chance of a recession. James Stavridis, Carlyle Group Vice Chairman of Global Affairs, Former Supreme Allied Commander at NATO and Author of 'To Risk It All: Nine Conflicts & The Crucible of Decision,' says says we will see Finla...

Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, explains she is advocating against market timing. Lisa Hornby, Schroders Head of US Multi-Sector Fixed Income, recommends a decent amount of liquidity in your portfolio. Mohamed Younis, Gallup Editor In Chief, says the US is the most politically divided its been since the start of Gallup's measurements. Lori Calvasi...

Jan Hatzius, Goldman Sachs Chief Economist, says a US recession is likely to be shallow if it happens. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says all inflation is the same for the Fed at the moment. Tina Fordham, Fordham Global Foresight Geopolitical Strategist & Founder, discusses the tensions governments are facing over inflation and wages. Shahab Jalinoos, Credit Suisse...

Amos Hochstein, Presidential Coordinator for Energy Security, says the US may be able to bring back old refineries to relieve pressure at the pump. Lithuanian President Gitanas Nauseda says Russia is acting disproportionately over the situation in Kaliningrad. Amrita Sen, Energy Aspects Chief Oil Analyst, says there is quite a lot of upside to oil demand. Andrew Hollenhorst, Citi Chief US Economis...

Bill Dudley, Bloomberg Opinion, Bloomberg Economics Senior Adviser & Former New York Fed President, expects not deep recession in the US. Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, says market valuations matter again. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says sell-side analysts have stopped doing work since the...

Tesla CEO Elon Musk speaks to Bloomberg Editor-in-Chief John Micklethwait about Twitter, Tesla, the economy and politics. Pooja Sriram, Barclays US Economist, says they are seeing signs of a consumer pullback. Ed Yardeni, Yardeni Research President, says a US recession would be short and shallow if it happens at all. Kevin Book, Clearview Energy Partners, says $6 a gallon of gas is not unreasonabl...

Sir Howard Davies, NatWest Group Chairman and Author of 'The Chancellors,' says the Bank of England needs a higher rate to give credibility to medium-term inflation outlook. Jonathan Golub, Credit Suisse Securities Chief US Equity Strategist, says markets are oversold. Heather Boushey, Council of Economic Advisers Member, says all energy options are currently on the table. Stephen Schork, The Scho...

 Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the risk of a recession is rising. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, expects the Bank of Japan to stay patient for longer. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is too early to get aggressive in markets. Rep. French Hill, (R) Arkansas, says i...

Lara Rhame, FS Investments Chief US Economist, says central banks need to reclaim some credibility and calm the markets. Binky Chadha, Deutsche Bank Chief Global Strategist & Asset Allocation Head, explains why they expect a recession at the end of next year. Peter Tchir, Academy Securities Head of Macro Strategy, says we may see Bitcoin reach $10,000. Dom Konstam, Mizuho Americas Head of Macr...

 Carl Weinberg, High Frequency Economics Chief Economist, says Jerome Powell needs to continue convincing people that the Fed will do whatever it takes to fight inflation. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says Bitcoin needs to recover more before considering it to be in a new trend. Linda Duessel, Federated Hermes Senior Equity Strategist, says now is not the time to...

Lori Calvasina, RBC CApital Markets US Equity Strategy Head, says we are back at a crossroads for markets. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the US consumer is losing purchasing power. Steven Wieting, Citigroup Private Bank Chief Economist & Chief Investment Strategist, expects 2023 to be a year of decline for EPS. Julian Emanuel, Ever...

 Michael Darda, MKM Holdings Chief Economist & Market Strategist, says it is wrong to assume that inflation problems would go away with with lower crude prices. David Herro, Harris Associates Chief Investment Officer for International Equities & Portfolio Manager, says Credit Suisse should be given a chance to turn things around. Jonathan Golub, Credit Suisse Securities Chief US Equit...

Julian Emanuel, Evercore ISI Chief Equity and Quantitative Strategist, outlines the conditions necessary for his bear case of the S&P 500 falling to 2,900. Nick Bennenbroek, Wells Fargo International Economist, reacts to the ECB decision. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says to invest in growth in regions outside of Europe. Seema Shah, Principal Global Investors Chi...