Bloomberg Surveillance

Todd Mariano, Eurasia Group U.S. Director, and Shahab Jalinoos, Credit Suisse Head of FX & Macro Trading Strategy, discuss their expectations for the Trump and Kim summit. Iain Marlow, Bloomberg South Asia Government Reporter, says India is unlikely to engage in talks with Pakistan. Carl Riccadonna, Bloomberg Economics Chief U.S. Economist, and Jeanna Smialek, Bloomberg Fed Reporter, update us on what to look for in Powell's second day of testimony. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor & Former Supreme Allied Commander at NATO, says the chances of Kim Jong Un giving up his nuclear weapons are equal to [as slim as] Mexico paying for the wall. And June Grasso, Bloomberg Radio Host, says "fasten your seat belts" for Michael Cohen's hearing today. See omnystudio.com/listener for privacy information.

Raghuram Rajan, Author of "The Third Pillar" and Former Reserve Bank of India Governor, advocates for pushing decision making back to the local level. Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, wants a break in the rally because we could get a performance chase. Diane Swonk, Grant Thorton Chief Economist, says there is a blind faith in China's ability to provide growth and command. Taylor Riggs, Bloomberg News Reporter, brings us an update from the JPMorgan Investor Day. See omnystudio.com/listener for privacy information.

Greg Boutle, BNP Paribas U.S. Head of Equity and Derivative Strategy, explains the confluence of factors that could lead EM to outperform DM. Karen Ubelhart, Bloomberg Intelligence Industrials Analyst, says selling Danaher solves a big chunk of GE's debt problem. Julia Coronado, Macropolicy Perspectives President & Founder, expects another flattening of the dot plot in the March Fed's meeting. Jean Case, "Be Fearless" Author, talks the role of failure in success stories. See omnystudio.com/listener for privacy information.

Marty Feldstein, Harvard University Professor of Economics, says China is focused on trade deficits to divert from trade theft. Tara LaChapelle, Bloomberg Opinion Columnist, blames Kraft Heinz's fall on the company's short-sighted strategy. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says we're still not clear about what the Fed is doing. Anne Mathias, Vanguard Group Senior Strategist of Global Rates & FX, says trade disputes are a proxy for worries about global growth. Dana Telsey, Telsey Advisory Group CEO, Founder & Chief Research Officer, says next week, investors will focus on inventory levels at department stores. See omnystudio.com/listener for privacy information.

Carl Weinberg, High Frequency Economics Chief Economist, says Chinese numbers are more stable than ours [in the U.S.]. John Micklethwait, Bloomberg Editor-in-Chief, discusses his latest piece on the end of the Anglosphere, the global influence of the U.S. and Britain. Dennis Gartman, The Gartman Letter Editor, says we are still in a bull market. Lori Calvasina, RBC Head of U.S. Equity Strategy, thinks there is still "a little bit of room" in equity markets. See omnystudio.com/listener for privacy information.

Andreas Utermann, Allianz Global Investors CEO, and David Herro, Harris Associates CIO of International Equities, debate active and passive investment. Philippe Reines, Former Hillary Clinton Adviser, says Republicans are now less focused on social values and more on economics. Mark Connors, Credit Suisse Managing Director and Global Head of Portfolio & Risk Advisory, discusses upcoming challenges for hedge funds. Kate Warne, Edward Jones Investment Strategist, sees more investment opportunities outside of the U.S. See omnystudio.com/listener for privacy information.

Ruchir Sharma, Morgan Stanley Investment Management Chief Global Strategist & "Democracy on the Road" Author, discusses India's sociopolitical landscape. David Kelly, JPMorgan Asset Management Chief Global Strategist, says "nothing in the world" is as cheap as European stocks in terms of risk assets. Kevin Cirilli, Bloomberg's Chief Washington Correspondent, thinks Bernie Sanders is front runner for the 2020 election. Sarah Halzack, Bloomberg Opinion Columnist, remembers Chanel's Karl Lagerfeld as a "taste maker." Jim Suva, Citi Managing Director, joins us to talk tech. See omnystudio.com/listener for privacy information.

Gabriela Santos, JPM Asset Management Global Market Strategist, doesn't think the EM story is overplayed. Bipan Rai, CIBC Head of North American Foreign-Exchange Strategy, thinks the dollar is overvalued 12% to 15%. Isaac Boltansky, Compass Point Director of Policy Research, highlights that both China and the U.S. are incentivized to continue negotiations. Amaka Anku, Eurasia Group Practice Head of Africa, says no candidate in the Nigerian elections is tackling the problem of revenue generation. See omnystudio.com/listener for privacy information.

David Herro, Harris Associates CIO of International Equities, highlights the importance of patience in investing, especially in periods like last year when certain sectors got highly devalued. He also discusses the merger of Deutsche Bank and Commerzbank and how he expects this to help European banks from a price perspective.See omnystudio.com/listener for privacy information.

Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says growth will be quite muted in 2019. Carolynn Look, Bloomberg Economy & ECB Reporter, says fundamentals are still strong in Europe. Matt Freund, Calamos Advisors Head of Fixed Income Strategies & Co-CIO, says it is not just one bond market but a market of bonds. Mona Mahajan, Allianz U.S. Investment Strategist, says the December pullback had to do with U.S. recession fears. See omnystudio.com/listener for privacy information.