Bloomberg Surveillance

Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann.See omnystudio.com/listener for privacy information.

John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs CEO, says the company will continue to do business with fossil fuel companies as part of a balanced transition to green energy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says low yields are here to stay. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says the economy is still pushing along and that stocks are still attractive.See omnystudio.com/listener for privacy information.

Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference Board Chief Economist, says she's optimistic on consumption. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses the use of Covid-19 booster shots in the U.S. and global vaccine distribution issues. Bobby Ghosh, Bloomberg Opinion Columnist, discusses the life and legacy of former U.S. Secretary of State Colin Powell.See omnystudio.com/listener for privacy information.

Danny Blanchflower, Dartmouth Professor of Economics and Former Bank of England policy maker, weighs U.S. recession risk. Jennifer Lee, BMO Senior Economist, discusses the surprise increase in September retail sales. Christian Bolu, Autonomous Research Senior Analyst, assesses this week's big bank earnings as Goldman Sachs beats estimates across the board. John Lipsky, Former IMF First Deputy Managing Director, says data integrity is central and critical to the IMF.See omnystudio.com/listener for privacy information.

Mohamed El-Erian, Bloomberg Opinion Columnist, describes the perfect storm facing emerging markets. Adam Posen, Peterson Institute for International Economics President, responds to Lawrence Summers's comment saying central bankers are too woke to tackle inflation. Vitor Gaspar, International Monetary Fund Fiscal Affairs Department Director, says central banks should look through the transitory increase in prices and conduct policy with a steady hand. Nadia Lovell, UBS Senior U.S. Equity Strategist, evaluates the resilience of economic reopening to supply chain disruptions, a jump in energy prices and the prospect of reduced central bank support. Ken Leon, CFRA Research Director, discusses better-than-expected trading results from Morgan Stanley, Bank of America and Citi.See omnystudio.com/listener for privacy information.

Seema Shah, Principal Global Investors Chief Strategist, discusses outlook for markets ahead of inflation data out of the U.S. Alison Williams, Bloomberg Intelligence Senior Global Banks and Asset Managers Analyst, examines JPMorgan's third-quarter results that saw stronger than expected investment banking revenue. Nobel Laureate Joseph Stiglitz says Federal Reserve Chair Jerome Powell hasn’t done enough to address risk to the financial system stemming from climate change. International Energy Agency Executive Director Fatih Birol discusses the transition to clean energy and how price challenges are impacting the global recovery.See omnystudio.com/listener for privacy information.

Michael Shaoul, Marketfield Asset Management CEO, assesses inflationary pressures from rising energy prices. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says earnings season is going to give us a really good clue of where we’re going on some of these supply issues. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, examines inflation, stagflation, and growth expectations as he urges investors to take a broad view of economic metrics. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the permanent changes Covid-19 has made in hospitals, the use of antibiotics, and defining the long-term effects of Covid-19.See omnystudio.com/listener for privacy information.

Jan Hatzius, Goldman Sachs Chief Economist, sees no Fed hike next year as growth slows. Claudia Sahm, Jain Family Institute Senior Fellow and Bloomberg Opinion Columnist, says the Covid-19 crisis has amplified the inequality in the economy. Guido Imbens, 2021 Nobel Prize for Economic Sciences Winner and Stanford University Graduate School of Business Economics Professor, discusses award-winning work using experiments that draw on real-life situations to revolutionize empirical research. Dr. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discussing protests over vaccine mandates.See omnystudio.com/listener for privacy information.

Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, says the U.S. jobs report miss has a delta variant characteristic to it. Tiffany Wilding, PIMCO Chief U.S. Economist, expects a re-acceleration of hiring in October. Jack Ciattarelli, New Jersey Gubernatorial Candidate, says we need to downsize, streamline and modernize the New Jersey state government. Andrew Pekosz, Johns Hopkins School of Public Health Professor & Virologist, discusses vaccinating kids in the 5-11 years old age group and easing travel restrictions.See omnystudio.com/listener for privacy information.

Richard Haass, Council on Foreign Relations President, says the greatest threat to the United States is itself. Noubar Afeyan, Moderna Co-Founder and Chairman, discusses the company's efforts to expand vaccinations to frontier economies. Amrita Sen, Energy Aspects Chief Oil Analyst, says we’re going to be in this era of high energy prices until demand for fossil fuels comes off and that’s still years away. Sarah House, Wells Fargo Senior Economist, says we have seen a permanent loss of labor supply.See omnystudio.com/listener for privacy information.