Bloomberg Surveillance

Thierry Wizman, Macquarie Group Global Interest Rates and Currencies Strategist, says the Bank of Japan will need to raise the yield cap on its 10-year note to stabilize the value of the yen. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says the bond market selloff has caught people off guard. Wendy Schiller, Brown University Taubman Center for American Politics and Policy Directo...

Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, expects China to move carefully with regards to Russia in order to avoid economic isolation. Philippe Etienne, French Ambassador to the U.S., discusses how France is helping Ukrainian refugees and providing support for food security. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the glide path to inflation to...

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says there's more pain to come for markets. Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War," says using chemicals weapons would not be a silver bullet for Russia. Leslie Vinjamuri, Chatham House Director of the U.S. and Ame...

John Ryding, Brean Capital Chief Economic Advisor, said the Fed has already made a policy mistake. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says there is no alternative to U.S. equities. Gargi Chaudhuri, BlackRock iShares Investment Strategy Americas, says, the front end of the yield curve is beginning to look attractive. Isaac Boltansky, BTIG Director of Policy Research, discusse...

James Bullard, Federal Reserve Bank of St. Louis President, says U.S. monetary policy needs to be tightened quickly to stop putting upward pressure on inflation. Angela Stent, Brookings Non-Resident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says Putin's ambitions reach beyond Ukraine. Francisco Blanch, Bank of America Global Research Head of Global Commo...

Artis Pabriks, Latvia Defence Minister, says Europe's job of isolating Russia is only half-done. Leslie Falconio, UBS Global Wealth Management Senior Fixed Income Strategist for the Americas, expects real yields to move higher. Dave Altig, Atlanta Fed Director of Research, says they are not seeing any signs of softening demand. David Riley, BlueBay Asset Management Chief Investment Strategist, say...

Robert Blackwill, Council on Foreign Relations Senior Fellow & Bloomberg Opinion Columnist, says it would be a serious blow to U.S.-China relations if China were to supply Russia with weapons. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it will be hard for the Fed to pull off a soft landing. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says there would be repe...

Natalie Jaresko, Former Ukraine Finance Minister, says we could see a serious global food problem due to the war in Ukraine. Laurence Boone, OECD Director & Chief Economist, discusses the impact of the Ukraine conflict on the group's global growth and inflation projections. Sarah Hewin, Standard Chartered Bank Head of Europe & Americas Research, says it looks as though the Bank of England...

Ellen Zentner, Morgan Stanley Chief U.S. Economist, says there are enough risks in the economy that it makes sense for the Fed to start with a 25 basis point hike. Bob Michele, JPMorgan Asset Managment CIO, discusses the three things he is watching for in the Fed’s interest rate decision. Ian Kelly, Former U.S. Ambassador to Georgia, says Putin's world is now very small. Dennis Gartman, Chairman o...

Seth Jones, Center for Strategic and International Studies International Security Program Director, doesn't see Russia looking for an off-ramp that would be acceptable to NATO or the Ukranian people. Elsa Lignos, RBC Global Head of FX Strategy, discusses the outlook for the Euro. Megan Greene, Kroll Institute Global Chief Economist, says we're likely to see stagflation in Europe. Doug Kass, Seabre...

Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, expects the effects of sanctions on Russia to last for a while. Mohamed Younis, Gallup Editor in Chief, says favorability of Russia among Americans has hit an all-time negative high. Ed Al-Hussainy, Columbia Threadneedle Investments Senior Interest Rates Strategist, discusses how the fixed income market is being impact...

Michael Gapen, Barclays Chief U.S. Economist, reacts to the acceleration in U.S. consumer price gains. Estonia Prime Minister Kaja Kallas says Putin has gone "all in" on the war in Ukraine. Peter Trubowitz, London School of Economics Professor of International Relations & Chatham House Associate Fellow, said Putin made massive miscalculations in invading Ukraine. Marc Chandler, Bannockburn Chi...

Bill Gross, PIMCO Co-Founder and Author of 'I’m Still Standing', says central banks have been "terribly wrong." David Malpass, World Bank President, is urging other countries to fill the output gap left by Russia and Ukraine. James Stavridis, Former Supreme Allied Commander at NATO and Author of '2034: A Novel of the Next World War,' says NATO must give Ukraine the tools that it needs to defend it...

Timna Tanners, Wolfe Research Metals and Mining Analyst, says, there's no quick production fix for the commodities that have been disrupted due to the war in Ukraine. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, explains how her firm is trying to be opportunistic in the current market environment. Diane Swonk, Grant Thornton Chief Economist, says the Fed is already beh...

Ian Bremmer, Eurasia Group & GZERO Media President, says the likelihood of removing Russian president Vladimir Putin from power is "extremely low." Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says “growth scare pricing” could take the S&P 500 down to around 3,900 in the short-term. Paul Sankey, Sankey Research Lead Analyst, says we are in an energy regression. Jacob F...

Marty Walsh, U.S. Secretary of Labor, says U.S. companies have to do whatever they can to support the Ukrainian people. Wally Adeyemo, U.S. Treasury Deputy Secretary, says the U.S. has many options for more sanctions on Russia. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the market isn't really focused on the payrolls report right now. Tiffany Wilding, P...

Serhiy Nikolaychuk, National Bank of Ukraine Deputy Governor, says he's hoping for a fast end to the war, so Ukrainian farmers can get back to work and save their grain harvests. Mario Gabelli, Gabelli Funds Co-Investment Officer for Value, says we have a new regulatory regime in the United States. Nela Richardson, ADP Chief Economist, expects the U.S. economy to slow down from last year's high pa...

David Folkerts-Landau, Deutsche Bank Chief Economist, would expect to see a very serious recession if Nord Stream 1 is disrupted. Lawrence H. Summers, Former U.S. Treasury Secretary, says there is a greater risk of the Fed doing too little than too much. Alberto Gallo, Algebris Investments Head of Global Credit & Portfolio Manager, says to expect more volatility later this year. Amrita Sen, En...

Mark Kimmitt, Retired Brigadier General and United States Department of State Former Assistant Secretary, says Ukraine still faces a lot of tough and brutal combat ahead. Alicia Levine, BNY Mellon Chief Investment Strategist, says large market capitalization technology stocks are the "safety play" due to uncertainty over inflation and Federal Reserve policy. Kamakshya Trivedi, Goldman Sachs Co-Hea...

Daniel Yergin, IHS Markit Vice Chairman, says the behavior of markets will act as a sanction against Russian energy. Jane Foley, Rabobank Head of FX Strategy, expects a lot of downside pressure to remain on the ruble. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says we're living in a world with two-sided risk, but there is still underlying strength in the economy. Daniel T...

Bill Browder, Hermitage Capital CEO, says Vladimir Putin's offer for talks with Ukraine is "pure theater." Natalie Jaresko, Former Ukraine Minister of Finance, says Ukraine needs a more urgent response from the West. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, says investors have been taking a leap of faith. Seema Shah, Principal Glob...

Ben Hodges, Former U.S. Commanding General in Europe, says we don't need to have American soldiers on the ground in Ukraine. Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says markets are now pricing in a big slowdown. Tim Ash, Bluebay Senior EM Sovereign Strategist, says Russians themselves didn't see the invasion of Ukraine coming. Kona Haque, ED&F Man Head of Research, sa...

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, explains why he sees a buying opportunity in the current market. Jeffrey Sachs, Columbia University Economics Professor and Sustainable Development Center Director, says he is unimpressed with diplomacy of Biden administration in dealing with Russia. Winnie Cisar, Creditsights Global Head of Credit Strategy, explains wh...

Vygaudas Usackas, Former EU Ambassador to Russia and Avia Solutions Group Board Member, says Vladimir Putin's actions will require "sanctions, most profound and severe." Leslie Falconio, UBS Global Wealth Management Senior Fixed Income Strategist for the Americas, says to consider selling the fixed income rally. Amrita Sen, Energy Aspects Founder & Director of Research, doesn't see sustained $...

Elizabeth Economy, Hoover Institution Senior Fellow, discusses the relationship between Russia and China. Robert Hormats, Tiedemann Advisors Managing Director, says if Putin wants to have a war, he's going to have to suffer sever economic consequences. Kelsey Berro, JP Morgan Investment Management Fixed Income Portfolio Manager, explains why markets are looking for the Federal Reserve to cut inter...