Bloomberg Surveillance

Michael Gapen, Barclays Chief U.S. Economist, says the Fed is basically there in terms of their dual inflation and labor market mandate. Stephen Roach, Yale University's Jackson Institute for Global Affairs Senior Fellow, says there is no longer any functional difference between operating business in Hong Kong and cities in mainland China. Jim McDonald, Northern Trust Chief Investment Strategist, doesn't expect inflation to really cause problems for earnings or interest rates. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, expects the omicron wave to be done by July. David Rubenstein, Carlyle Group Co-Founder Co-Chairman and Host of "The David Rubenstein Show: Peer to Peer Conversations," discusses his interview with Mellody Hobson, Ariel Investments Co-CEO and Starbucks Chair.See omnystudio.com/listener for privacy information.

Loretta Mester, Federal Reserve Bank of Cleveland President, says the economy is on a really good track and that inflation looks more persistent going forward. David Herro, Harris Associates Chief Investment Officer for International Equities, expects European investments to do well as the economy opens up. Brent Schutte, Northwestern Mutual Chief Investment Strategist, thinks the market has legs to go higher in the near term. Amrita Sen, Energy Aspects Chief Oil Analyst, expects summer oil demand to be strong after omicron subsides.See omnystudio.com/listener for privacy information.

Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor and Former New York Fed President, says the Federal Reserve needs to get a lot more hawkish. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the painful repricing we're seeing in markets still has a ways to go. Albert Bourla, Pfizer CEO, says investment in MRNA technology is a top priority. Francisco Blanch, Bank of America Commodities Research Head, expects to see triple digit oil in the second quarter. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the challenges China's President Xi is facing.See omnystudio.com/listener for privacy information.

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, reacts to the U.S. jobs numbers. Tara Sinclair, George Washington University Professor of Economics, says the job market has reached its “temporary” maximum. Tiffany Wilding, PIMCO Chief U.S. Economist, says the jobs report solidifies the March Fed rate hike that the market was already pricing in. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says the omicron surge may be at its tipping point.See omnystudio.com/listener for privacy information.

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, expects 2022 to be a slower growth year. Seema Shah, Principal Global Investors Chief Strategist, says we should anticipate some volatility in the year ahead. Gregory Staples, DWS Investment Management Fixed Income Co-Head, says the ECB will be under some considerable pressure in 2022 to lift the PEPP. Dr. Chris Beyrer, Johns Hopkins Bloomberg School of Public Health Professor and Epidemiologist, says hospitals are still jammed, but ICUs are become less crowded. Leland Miller, China Beige Book CEO, discusses the way China is managing their Covid policy in light of the upcoming olympics.See omnystudio.com/listener for privacy information.

Michael O'Rourke, Jones Trading Chief Market Strategist, says active management is necessary for the "treacherous" 2022 ahead. Christian Mueller-Glissman, Goldman Sachs International Strategy & Asset Allocation Portfolio Managing Director, expects more volatility to come as the Fed starts its tightening cycle. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses confusion over Covid messaging, issues around access to testing, and the differences between rapid and PCR tests. Alex Brideau, Eurasia Group, Eurasia Practice Head, says Putin doesn't want chaos on the streets of Kazakhstan.See omnystudio.com/listener for privacy information.

Mona Mahajan, Edward Jones, Senior Investment Strategist, expects to see an era of moderation in 2022. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, expects to see weaker growth in the U.S. this year. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, expects to see omicron peaking in weeks, no months. Henry Rome, Eurasia Group Global Macro Director & Deputy Head of Research, says Iranian leadership today is rational in the way it pursues its policies. Kumar Galhotra, Ford Americas & International Markets Group President, says demand is there for electric vehicles.See omnystudio.com/listener for privacy information.

Ian Bremmer, Eurasia Group & GZERO Media President, Elizabeth Economy, Hoover Institute Senior Fellow & The World According to China Author, and Jane Harman, Wilson Center President Emerita & Former Member of Congress, discuss Eurasia Group's top risks of 2022. Ben Laidler, EToro Global Markets Strategist, says the biggest risk is not being in equities. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says schools taking the right precautions are a safe environment for children. Doug Kass, Seabreeze Partners President, talks about his annual, and always highly anticipated, top surprises for the year ahead.See omnystudio.com/listener for privacy information.

Michael Purves, Tallbacken Capital Advisors Founder &CEO, discusses the factors behind his bullish call for U.S. equity markets. Kristina Hooper, Invesco Global Market Strategist, says 2022 could be a great year for emerging markets. Dan Tannebaum, Oliver Wyman Partner & Americas Financial Crimes Head, discusses how new sanctions might target Russia. Mercedes Carnethon, Northwestern University Feinberg School of Medicine Department of Preventive Medicine Vice Chair, discusses the global surge in Covid cases as countries prepare for New Year celebrations.See omnystudio.com/listener for privacy information.

Steven Wieting, Citi Global Wealth Chief Investment Strategist & Chief Economist, says decreased inflation would help sustain economic expansion. Deborah Fuller, University of Washington School of Medicine Professor of Microbiology, helps clarify the updated CDC guidance on self-isolation. Amy Wu Silverman, RBC Equity Derivatives Strategist, says the volatility market has already gotten used to the new normal. Tina Fordham, Avonhurst Partner & Head of Global Political Strategy, says inflation, supply chain issues, and fuel prices are the main risk drivers for both the markets and the government.See omnystudio.com/listener for privacy information.