Bloomberg Surveillance

Laurence Boone, OECD Chief Economist, discusses the cut to their global growth forecast. Danny Blanchflower, Dartmouth College Economics Professor, says the OECD's forecast is too optimistic. Anastasia Amoroso, iCapital Chief Investment Strategist, says there is more and more evidence that we may have reached peak inflation. Ed Morse, Citigroup Global Head of Commodities Research, says "booming" U...

 Vincent Reinhart, Dreyfus and Mellon Chief Economist, says a low savings rate shows that households aren't too worried about a recession. Oliver Chen, Cowen Senior Equity Research Analyst, expects Target and other retails to have a better second half of the year. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, a lot of what the market has been facing is priced in to stocks. Mark...

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects a material slowdown in economic growth while skirting a recession. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, says US growth is slowing, but there is no recession coming in the near-term. Helane Becker, Cowen Senior Research Analyst, says any airline besides American, Delta or United, is going...

Marty Walsh, US Secretary of Labor, reacts to the US jobs report. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the May employment report will spur the Fed to raise rates by 50 basis points at least through September. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the labor market is "too strong."...

 Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, says demand-rationing measures may be needed around world to tame record fuel prices. David Kirkpatrick, Techonomy Founder & Author of The Facebook Effect, discusses Meta after Sheryl Sandberg. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says the Fed's forecasts are aspir...

Howard Marks, Oaktree Capital Group Co-Founder & Co-Chairman, says market attitudes are more balanced now and sees a better investment environment for bargain hunters. Bill Dudley, Bloomberg Opinion Columnist & Federal Reserve Bank of New York Former President, says the US job market is the tightest it has ever been and suggests the Fed loosen up its approach. Stephen Schork, Schork Group...

 Mohamed El-Erian, Bloomberg Opinion & Queens' College Cambridge President, says The Fed has to decide between two policy mistakes. Christyan Malek, JP Morgan Securities Global Energy Strategist, says there is still a lot of upside to energy prices from here. Ben Laidler, eToro Global Markets Strategist, says we're in a valuation driven correction. Steven Major, HSBC Global Head of Fixed...

Brian Deese, US National Economic Council Director, says US economic strengths can help bring prices down. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says margins are more of a problem than growth. James Stavridis, Former Supreme Allied Commander at NATO and Author, "To Risk It All: Nine Conflicts & The Crucible of Decision," says opening the seas to Ukraine will be the n...

 Michael Feroli, JPMorgan Chief US Economist, says housing is coming back into balance. Geoffrey Yu, BNY Mellon Senior Strategist, says the euro will find a new, higher range but remain under-valued. Amrita Sen, Energy Aspects Chief Oil Analyst, says profit windfall taxes do not work. Jonathan Miller, Miller Samuel President & CEO, says rising mortgage are one of the best things that is h...

Dan Yergin, S&P Global Vice Chairman, says we're back to a more fragmented and less globalized world. Ian Bremmer, Eurasia Group President, says China is the most important rising power. Scott Minerd, Guggenheim CIO, says no one has cracked the paradigm of crypto. Nela Richardson, ADP Chief Economist, says US fundamentals are strong. Karen Karniol-Tambour, Bridgewater Associates Co-CIO of Sust...

Tom Keene and Lisa Abramowicz are live from the World Economic Forum in Davos, Switzerland. Jason Furman, Former Council of Economic Advisers Chairman, says a Fed funds rate of 4% or higher is completely plausible. Rebecca Patterson, Bridgewater Chief Investment Strategist, warns of a "vulnerable" dollar. John Kerry, US Special Climate Envoy and Former US Secretary of State, discusses the economic...

 Jonathan Golub, Credit Suisse Chief Equity Strategist, says tech stocks will continue to struggle as long as we're in a high-inflation environment. Kwasi Kwarteng, UK Business & Energy Secretary, warns energy companies they may face a windfall tax if they don’t “step up” on new investments. Savita Subramanian, Bank of America Securities US Equity & Quantitative Stra...

 Sen. Mike Rounds, (R) South Dakota, says we must lower energy costs in order to address inflation. Lori Heinel, State Street Global Advisors CIO, thinks the Fed could avoid a recession if they move in the summer and then pause. Patrick Palfrey, Credit Suisse Co-Head of Quantitative Research & Senior Equity Strategist, says everything on the fundamental front still seems intact. Robert Ho...

Chicago Fed President Charles Evans, says he is extremely confident the Fed can bring down inflation. Anna Han, Wells Fargo Securities Equity Strategist, says it will be difficult for the Fed to achieve a soft landing but recession chances are still low. Joseph Feldman, Telsey Advisory Group Senior Managing Director, says Target's profit cut is "transitory." Kit Juckes, Societe General Chief FX St...

 Jan Hatzius, Goldman Sachs Chief Economist, discusses why his firm cut their US growth forecast. Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, says digital sales are moderating and consumers are shifting back to brick-and-mortar. Scott Clemons, Chief Investment Strategist, Brown Brothers Harriman, says the market is too pessimistic about the risk of inflation. Winnie Cis...

 Ukrainian Foreign Minister Dmytro Kuleba rules out offering Putin options for a cease-fire. Mark Esper, Former US Secretary of Defense, says the US needs to be careful about how it deals with China. Amanda Lynam, Goldman Sachs Senior Credit Strategist, sees triple-B firms as the sweet spot. William Lee, Milken Institute Chief Economist, says this is the fist time in the history of the Fed th...

 Raghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the market believes the Fed is serious about inflation. Angela Stent, Brookings Nonresident Senior Fellow & “Putin’s World” author, says Putin's army is over-extended. Barton Crockett, Rosenblatt Securities Tech Analyst, doesn't see Elon Musk backing down from...

Christian Mueller-Glissmann, Goldman Sachs Head of Portfolio Strategy, says markets are going through a valuation reset. Gabriela Santos, JPMorgan Global Market Strategist, is investing based on a soft landing from the Fed. Steve Ricchiuto, Mizuho Americas Chief US Economist, says we are in the final stage of what is going to be a significant bear market. Rep. French Hill, (R) Arkansas, says Jay P...

 Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former New York Fed President, says the Fed hasn't been forceful enough in stating and achieving goal. Michael Darda, MKM Partners Chief Economist & Macro Strategist, says it is clear the Fed missed the boat on tightening. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, say...

Cecilia Rouse, Chair of the Council of Economic Advisers, discusses how the Biden administration is addressing inflation concerns for Americans. Nathan Sheets, Citi Global Chief Economist, says the Fed is setting the tone for other central banks. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says growth may slow much faster than many people believe. Kathy Jones, Charles...

 Raphael Bostic, Atlanta Fed President, says there is no need for a hike greater than 50 basis point. Wally Adeyemo, U.S. Deputy Secretary of the Treasury, says Russia's actions are a key contributor to energy and food price increases. George Saravelos, Deutsche Bank Global FX Research Head, says the market is too pessimistic on the euro. Ian Shepherdson, Pantheon Macroeconomics Chief Economi...

Marty Walsh, U.S. Secretary of Labor, says 95% of pre-pandemic jobs have recovered. Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says to watch the trend in wage inflation. Neil Dutta, Renaissance Macro Head of Economics, doesn't expect anyone to be talking about a 75 basis-point hike anymore after today's jobs report. Mark Kimmitt, Retired Brigadier General...

 Sebastien Page, T. Rowe Price Chief Investment Strategist and Head of Global Multi-Asset, says world capital markets are going through a hangover. Nela Richardson, ADP Chief Economist, says we can't assume inflation will come down in a straight line. Marc Chandler, Bannockburn Chief Market Strategist, says Europe as a whole looks like it's headed for a recession. Paul Sankey, Sankey Research...

 Jamie Dimon, JPMorgan Chase CEO, says the Fed should have raised rates sooner. Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says a stable 4% inflation rate should be a good target for the Fed. Ben Laidler, eToro Global Markets Strategist, says equities are in a correction. Elaine Kamarck, Brookings Senior Fellow, Harvard Professor & Former Clinton Ad...

 Ken Rogoff, Harvard Professor of Economics and Public Policy and Former IMF Chief Economist, says the Fed will have to raise rates to 4-5% to curb inflation. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says it will be hard for the Fed to out-hawk the market. Kathy Jennings, Delaware Attorney General and Democratic Attorneys General Association Co-Chair, says the report that the...