Bloomberg Surveillance

Valdis Dombrovskis, European Commission Executive Vice President, says Putin will continue his aggression beyond Ukraine if he is not stopped there. Claudia Sahm, Jain Family Institute Director of Macroeconomic Research and Former Federal Reserve Economist, says the Fed doesn't have the power to control food and gas prices. Jon Gray, Blackstone COO, says the market selloff is creating opportunities. Dan Ives, Wedbush Managing Director of Research, expects to see strong tech earnings next month. See omnystudio.com/listener for privacy information.

David Malpass, World Bank President, calls for a more robust world debt resolution process. Brian Wieser, GroupM Global President for Business Intelligence, says investor expectations for Netflix were "way out of whack." Stephen Roach, Yale University Jackson Institute of Global Affairs Senior Fellow, says the Fed has miles to go on normalization. Jim Bianco, Bianco Research President, says investors should pay more attention to the effect of Japanese monetary policy on the U.S. treasury market. Margie Patel, Allspring Global Investments Senior Portfolio Manager, says the Fed may be nearing a pause on hikes. See omnystudio.com/listener for privacy information.

Mona Mahajan, Edward Jones Senior Investment Strategist, says investors are bracing for a big Fed move. Robert Blackwill, CFR Senior Fellow, says Russia is unlikely to use a nuclear device, but it is no longer impossible. Mark McCormick, TD Securities Global Head of FX Strategy, thinks the U.S. dollar can still strengthen from here. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says it may take a while for the medical community to gain back the trust of the American public. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his interview with Apollo Global Management CEO Marc Rowan. See omnystudio.com/listener for privacy information.

 Bill Dudley, Bloomberg Opinion & Former New York Fed President, argues that the slower the Fed moves, the harder the landing will be. John Lipsky, Johns Hopkins University School of Advanced International Studies Distinguished Scholar and former IMF First Deputy Managing Director, says the war in Ukraine has the potential for very serious and long-lasting disruptions in grain markets. Daniel Skelly, Morgan Stanley Wealth Management Head of Market Research & Strategy, says he's seeing mixed messages from the stock and bond markets. Michelle Meyer, MasterCard Chief U.S. Economist, says consumer spending is still strong in the U.S. Alina Polyakova, Center for European Policy Analysis President & CEO, says Mariupol is the only thing standing in the way of Russia connecting its land and naval forces in Ukraine. See omnystudio.com/listener for privacy information.

John Williams, Federal Reserve Bank of New York President, says including hikes in increments of a half-percentage point is a “reasonable option” for the Fed. Kristalina Georgieva, IMF Managing Director, says the war in Ukraine is threatening the world order. Gita Gopinath, IMF First Deputy Managing Director, expects to see inflation easing toward 3% in the second half of the year. Angela Stent, Brookings Non-Resident Senior Fellow and Dan Yergin, S&P Global Vice Chairman, discuss their outlook for the war in Ukraine. Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, says inflation is probably peaking in the U.S.See omnystudio.com/listener for privacy information.

New York City Mayor Eric Adams discusses his plan for reducing crime in New York City. Nina Khrushcheva, The New School Professor of International Affairs, discusses what the possibility of Finland and Sweden joining NATO means for Putin. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, says dollar strength has more to do with inflation than concerns from the Russia-Ukraine War. Kathy Bostjancic, Oxford Economics Chief U.S. Economist, expects to see inflation above 5% at the end of the year. Peter Tchir, Academy Securities Head of Macro Strategy, expects equities to return to their pre-March Fed lows.See omnystudio.com/listener for privacy information.

Seth Carpenter, Morgan Stanley Chief Global Economist, says we have reached peak inflation in the U.S. Joyce Chang, JPMorgan Chair of Global Research, says the lockdowns in China are affecting the equivalent of more than one-third of China's GDP right now. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, thinks the market will be able to tolerate the Fed's rate hikes. Julie Norman, UCL Centre on U.S. Politics Co-Director, says any war crime litigation against Putin wouldn't deter his actions in the current moment.See omnystudio.com/listener for privacy information.

Neil Dutta, Renaissance Macro Head of U.S. Economic Research, says the risk of recession in the U.S. is no higher than it normally is. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says rates can still move higher from here. Jonathan Fenby, Author of "The History of Modern France," says the conventional center-left, center-right division on which the Fifth Republic of France has lasted for the past 50 years or more is now destroyed. Ellen Wald, Atlantic Council Senior Fellow, says the war in Ukraine has given Iran an advantage in selling oil.See omnystudio.com/listener for privacy information.

Jan Hatzius, Goldman Sachs Chief Economist, says there's a chance the Fed may need to hike rates past 4%. Kristina Kvien, U.S. Charge d’Affaires to Ukraine, says Turkey has been playing a positive role in its support of Ukraine. Anastasia Amoroso, iCapital Chief Investment Strategist, says now is the time to look at put options. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the markets haven't decided whether to expect a slowdown or a recession.See omnystudio.com/listener for privacy information.

Olivier Blanchard, Former IMF Chief Economist, says the Fed is going to have a hard time slowing inflation. Vincent Reinhart, Dreyfus and Mellon Chief Economist, says the Great Moderation is over. Savita Subramanian, BofA Securities Equity and Quant Strategist, says energy is investable again. Alina Polyakova, Center for European Policy Analysis President & CEO, says Putin may advance further into Europe if he takes Ukraine. Elsa Lignos, RBC Global Head of FX Strategy, says there are big obstacles to de-dollarization.See omnystudio.com/listener for privacy information.