Bloomberg Surveillance

Marty Walsh, US Labor Secretary, discusses the US February payrolls report. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Fed Governor, says the US labor market is still pretty hot. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says financial conditions aren't tightening enough. Mike Mayo, Wells Fargo Senior Equity Analyst, discusses US banks amid SVB turmoil. Gerard Cassidy, RBC Capital Markets Head of US Bank Equity Strategy, says "this is not an '08,'09 or even a 1990 moment."  See omnystudio.com/listener for privacy information.

Nela Richardson, ADP Chief Economist, says the labor market is still very tight. Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says we still need to be positioned for decelerating growth and weaker than expected earnings. Christian Mueller-Glissmann, Goldman Sachs Managing Director for Portfolio Strategy, says the global economy is accelerating. Henrietta Treyz, Veda Partners Managing Partner & Director of Economic Research, discusses Biden's budget proposal. Bill Browder, Hermitage Capital Management CEO, Global Magnitsky Justice Campaign Head & Author of "Freezing Order," discusses the war in Ukraine. See omnystudio.com/listener for privacy information.

Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the focus on the Fed month-to-month can be distracting. Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says "the risk of a hard landing does go up" if the Fed considers re-accelerating to 50 basis points. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Markets Advisory, says Powell is sticking to the Volcker playbook. Diane Swonk, KPMG Chief Economist, says it's important that Powell laid out how data dependent the Fed is. See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist and CIO, sees as much as 20% downside for tech, meme stocks. Dana Peterson, The Conference Board Chief Economist, says the Fed does not want to cause alarm. Iain Stealey, JPMorgan Asset Management International CIO for Fixed Income, says the ECB still has an inflation problem. Lupin Rahman, PIMCO Head of EM Sovereign Credit & Portfolio Manager, says EM is extremely diversified right now.See omnystudio.com/listener for privacy information.

Christian Horner, Red Bull Racing F1 Team Principal, discusses Formula One's growth in the US and Red Bull's win at the opening race in Bahrain. Jim Bianco, Bianco Research President, says the China reopening trade may be "overdone." David Lebovitz, JPMorgan Asset Management Global Market Strategist, says any possible US downturn won't be as severe as the recession of 2008. Ellen Wald, Atlantic Council Senior Fellow and "Saudi Inc." Author, says we're headed towards a period of tightness in the oil market.See omnystudio.com/listener for privacy information.

Jerome Schneider, PIMCO Head of Short Term Portfolio Management, says cash is back, bonds are back. Lindsey Piegza, Stifel Chief Economist, says we could see a 6% Fed funds rate. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, expects a steepening of the curve if the stock market "wins." Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, says Europe's economy is stronger than the US. See omnystudio.com/listener for privacy information.

Padhraic Garvey, ING Financial Head of Global Debt & Rates, says the way the Fed is pursuing policy here is smart. Carl Riccadonna, BNP Paribas Markets 360 Chief US Economist, sees persistent inflation everywhere. Priya Misra, TD Securities Head of Global Rates Strategy, says the Fed is committed to 2% inflation. Dan Ives, Wedbush Senior Equity Analyst, discusses Tesla following investor day. See omnystudio.com/listener for privacy information.

Carl Weinberg, High Frequency Economics Chief Economist, says we still have more price increases to go, but this is not the spiraling inflation of the 70s. Mona Mahajan, Edward Jones Senior Investment Strategist, says the trade into more cyclical parts of the market "probably happened too fast, too soon" this year. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's tough to fade the ECB, euro right now. Devin Ryan, JMP Securities Senior Research Analyst, discusses Goldman Sachs following investor day.  See omnystudio.com/listener for privacy information.

Wei Li, BlackRock Global Chief Investment Strategist, says equity markets are not appreciating the macro challenges ahead. David Page, AXA Investment Managers Head of Macro Research, thinks we could see an asynchronistic recession. Saira Malik, Nuveen Chief Investment Officer, explains why she thinks emerging markets look attractive. Ken Leon, CFRA Director of Equity Research, doesn't expect Goldman Sachs to be making any big acquisitions. See omnystudio.com/listener for privacy information.

Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we are moving closer to stagflation. Jay Bryson, Wells Fargo Chief Economist, thinks it is all about the Fed for the foreseeable future. Libby Cantrill, PIMCO Public Policy Director, discusses the current state of US-China relationship. See omnystudio.com/listener for privacy information.