Bloomberg Surveillance

Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, explains why she is closely watching wages. Michael Gapen, Barclays Investment Bank Chief U.S. Economist, says the Fed is still a long way off from lifting rates. Pascal Soriot, AstraZeneca CEO, says the pharmaceutical industry can have a big impact on reducing carbon emissions. Carlos Alvarado, President of Costa Rica, sees a great opportunity to electrify transportation ahead.See omnystudio.com/listener for privacy information.

Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesforce CEO, says CEOs need to get their companies to go net-zero. Anna Han, Wells Fargo Equity Strategist, discusses the Federal Reserve’s “huge” involvement in equities. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, does not expect the Fed to be able to hike in 2022.See omnystudio.com/listener for privacy information.

Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Troy Gayeski, FS Investments Chief Market Strategist, says now is the time to diversify. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says central banks are always behind markets. Andrew Hollenhorst, Citi Chief U.S. Economist, says the labor shortage story matters more than the jobs number. Jakob Stausholm, Rio Tinto CEO, says it might take until the end of this decade before the company has a clear view on how it will become fully carbon neutral.See omnystudio.com/listener for privacy information.

Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economist, is expecting an economic rebound in the fourth quarter. George Bory, Wells Fargo Asset Management Head Of Fixed Income Strategy, says bond markets are testing the limits of central banks. Scott Clemons, Brown Brothers Harriman Partner & Chief Investment Strategist, is expecting continued economic uncertainty ahead.See omnystudio.com/listener for privacy information.

Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBusschere, 22V Research President & Chief Market Strategist, discusses his No. 1 ranking in the latest Institutional Investor survey. Ferridge, State Street Head of Macro Strategy for North America, says we're still in an environment where bad news is good news. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says luxury stocks are the tech stocks of Europe.See omnystudio.com/listener for privacy information.

David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. Steven Mnuchin, Former U.S. Treasury Secretary, says he is opposed to the introduction of new taxes on billionaires by Democrats. Mary Barra, General Motors Chair & CEO, says the chip shortage is improving, but will likely linger into late 2022. Diane Swonk, Grant Thornton Chief Economist, explains why 3Q has been the weakest quarter of the pandemic recovery. Doug Kass, Seabreeze Partners President, says he is bearish in the market and that Main Street has diverged widely from Wall Street.See omnystudio.com/listener for privacy information.

Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos, JPMorgan Investment Mgmt. Global Market Strategist, expects deceleration in China to continue. Regina Mayor, KPMG Global Head of Energy, says not to count out the energy industry. Thierry Wizman, Macquarie Group Global Interest Rates & Currencies Strategist, says the definition of transitory has been changing.See omnystudio.com/listener for privacy information.

Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Securities Global Head of Rates Strategy, says the market is calling the Fed's bluff. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says this is the week the market reports. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the U.S. approach to China. Ellen Wald, Atlantic Council Senior Fellow, says Riyadh sees tightness in oil supply and demand as a positive.See omnystudio.com/listener for privacy information.

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotational shifts will likely persist. Helane Becker, Cowen Senior Research Analyst, discusses key takeaways from airlines earnings and trends in travel.See omnystudio.com/listener for privacy information.

Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordvig, Exante Data Founder & CEO, explains why the next wave of the virus is expected to have less of an economic impact than earlier waves. Tiffany Wilding, PIMCO Chief Economist, expects a Fed rate hike at the start of 2023. Steve Chiavarone, Federated Hermes Portfolio Manager, sees opportunity in international stocks.See omnystudio.com/listener for privacy information.