Bloomberg Surveillance

Neil Dutta, Renaissance Macro Research Head of Economics, explains his bullish call on the U.S. economy. Dr. Tammy Lundstrom, Trinity Health Chief Medical Officer, says she's confident in the two-dose vaccination strategy. Republican Congressman Andy Barr of Kentucky discusses the GOP power struggle, stimulus efforts, and the recent market volatility. Dana Peterson, Conference Board Chief Economist, says there's scope for scarring in the labor market. Bill Pepitone, New York City Mayoral Candidate, says his first task would be to bring back public safety.See omnystudio.com/listener for privacy information.

Jared Bernstein, a member of the White House Council of Economic Advisers, says much of the Biden administration's pandemic relief bill is "targeted at those at the bottom leg of this K-shaped recovery." William Dudley, Bloomberg Opinion Columnist and Former New York Fed President, doesn't expect the Fed to act until late 2021 or early 2022. Tom Forte, D.A. Davidson Senior Research Analyst, discusses Jeff Bezos' surprise resignation and his successor Andy Jassy, head of Amazon Web Services. Kristen Bitterly, Citi Private Bank Head of Capital Markets for the Americas, sees a lot of cash on the sidelines.See omnystudio.com/listener for privacy information.

Chris Grisanti, MAI Capital Management Chief Equity Strategist and Senior Portfolio Manager, says markets are working well despite the Reddit-fueled frenzy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, expects gradual increase in 10-year yield this year. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says the coronavirus will be endemic. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, likes the "fundamental story" behind silver.See omnystudio.com/listener for privacy information.

Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, sees no signals that the Reddit revolt will spark a systemic risk to the broader market. David Axelrod, Ballard Spahr Partner and former Supervisory Trial Counsel at the SEC, examines what’s legal and illegal in the GameStop case. Torsten Slok, Apollo Management Chief Economist, says it's premature to worry about inflation at this point. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses the rally in silver as the retail trading frenzy spills into commodities.See omnystudio.com/listener for privacy information.

Jim Paulsen, The Leuthold Group Chief Investment Strategist, says the Reddit revolt is another illustration of the impact and power of technology. Vitor Gaspar, IMF Director of Fiscal Affairs Department, says the U.S. has ample room for additional fiscal stimulus. Hemi Tewarson, Duke-Margolis Center for Health Policy Visiting Senior Policy Fellow, discusses efforts to improve the vaccine rollout. Mariana Mazzucato, UCL Professor in the Economics of Innovation & Public Value and Author of "Mission Economy: A Moonshot Guide to Changing Capitalism," discusses the new rules and myths of capitalism.See omnystudio.com/listener for privacy information.

Mark Schweiker, Former Pennsylvania Governor, says there is a consensus in Washington around a broad stimulus package post-election cycle. Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, says the Senate race is most important because that is where fiscal stimulus and taxes come in to play. Jim Bianco, Bianco Research President, sees Treasury yields moving lower in the short term but expects higher yields going into mid-2021. Julie Norman, University College London Professor, says a Biden administration would bring a more stable and predictable foreign policy for the United States. Doug Kass, Seabreeze Partners President, discusses where he's investing in the wake of the election.See omnystudio.com/listener for privacy information.

Steen Jakobsen, Saxo Bank CIO, explains the "social revolution" underway as the battle between retail investors and hedge funds continues. Shannon Cross, Cross Research Analyst, says big tech results show the consumer has been extremely resilient. Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says broader fundamental trends remain intact and important. James Angel, Georgetown University Professor, discusses how regulators may address the volatility in the markets. Frederic Mishkin, Former Federal Reserve Governor & Columbia University Professor, discusses the debate over whether central bank stimulus has created asset bubbles.See omnystudio.com/listener for privacy information.

Bob Prince, Bridgewater Co-CIO, says the world is seeing a massive rebalancing of wealth. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says fundamentals still matter. Catherine Mann, Citi Global Chief Economist, says the hammer may come down on zombie firms next year. Elaine Stokes, Loomis Sayles Portfolio Manager & Co-Head of the Full Discretion Team, says it's time for the Fed to pass the baton to fiscal policy. Arthur Levitt, Former SEC Chairman, discusses the ways that securities regulators can contribute to a wiser investing public.See omnystudio.com/listener for privacy information.

Gita Gopinath, IMF Chief Economist, says President Joe Biden’s $1.9 trillion stimulus plan could boost U.S. GDP by 5% over three years. Lawrence Gostin, Georgetown University Professor, says public-private partnerships helped match the challenge that Covid-19 brought to the U.S. and they are the way forward. Tina Fordham, Avonhurst Partner and Head of Global Political Strategy, says we are currently in a volatile period as a result of a global pandemic leading to political disruption and extremism. Chris Hyzy, Merrill and Bank of America Private Bank Chief Investment Officer, sees the "maverick bull market" continuing.See omnystudio.com/listener for privacy information.

Deborah Fuller, University of Washington School of Medicine Microbiology Professor, discusses the efficacy of Covid-19 vaccines on new strains. George Magnus, Oxford University China Centre Research Associate, says the new U.S. administration will bring a change in tone towards China but not of substance. Republican Congressman Bryan Steil of Wisconsin calls for targeted relief measures. Democratic Congressman Dwight Evans of Pennsylvania says Congress can balance virus relief and the impeachment trial. Doug Kass, Seabreeze Partners President, says pandemic-era central banking has put earnings season on the back burner.See omnystudio.com/listener for privacy information.