Bloomberg Surveillance

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 itself against the Russian invasion while preventing a path to a World War III-level confrontation. Amrita Sen, Energy Aspects Chief Oil Analyst, says oil could easily top $150 a barrel.See omnystudio.com/listener for privacy information.

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 behind the curve. Ann Miletti, Allspring Global Investments Head of Active Equity, says female investors have the edge.See omnystudio.com/listener for privacy information.

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 Frenkel, Former JPMorgan Chase International Chairman & Former Bank of Israel Governor, expects a new world order after Russia's invasion of Ukraine.See omnystudio.com/listener for privacy information.

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, PIMCO Chief U.S. Economist, says the U.S. economy is coming in to this year with a lot of momentum.See omnystudio.com/listener for privacy information.

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 pace but says it is still healthy. Darwei Kung, DWS Head of Commodities, says Brent crude could easily climb over $150 in the event the U.S. and its allies place sanctions on Russian oil.See omnystudio.com/listener for privacy information.

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, Energy Aspects Founder, says oil prices could easily breach $150 a barrel. Howard Dean, Former DNC Chair & Former Vermont Governor, says President Biden delivered one of the best State of the Union addresses in the last 20 years.See omnystudio.com/listener for privacy information.

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-Head of FX, Rates & EM, says sanctions are making Russian assets uninvestable. Michael Fiddelke, Target CFO, discusses how the company is managing inflationary cost pressures.See omnystudio.com/listener for privacy information.

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 Tannebaum, Oliver Wyman Head of Americas Anti-Financial Crime, says Russia may fall out of the G-20.See omnystudio.com/listener for privacy information.

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 Global Investors Chief Global Strategist, says the U.S. is the safest place for investments to be sitting right now.See omnystudio.com/listener for privacy information.

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, says $120 oil is now a given. Robert Rosener, Morgan Stanley Senior U.S. Economist, says the Fed is still on track to raise rates in March.See omnystudio.com/listener for privacy information.