Bloomberg Surveillance

Anna Edwards, Bloomberg News Anchor, gives us an update on Brexit negotiations. Stephen Stanley, Amherst Pierpont Chief Economist, says markets are still talking about recession. Randy Kroszner, University of Chicago Professor & Former Fed Governor, discusses whether the tight labor market could lead to inflation. Deborah Lehr, Paulson Institute Vice Chairman, expects some kind of framework trade deal between the U.S. and China. Al Broaddus, Former Federal Reserve Bank of Richmond President, says Former Fed officials Ben Bernanke and Janet Yellen did a great job handling the 2008 financial crisis. See omnystudio.com/listener for privacy information.

Troy Gayeski, SkyBridge Capital Partner, says the U.S. economy is the most isolated from other markets. Jeff Currie, Goldman Sachs Head of Commodities Research, favors oil out of the cyclical commodities. Will Power, Baird Senior Research Analyst, says Apple can capitalize on the 1.4 billion active devices they have globally. Julia Coronado, President & Founder of Macropolicy Perspectives, says she will focus on balance sheet comments in tomorrow's Fed meeting. And Admiral James Stavridis, Former NATO Supreme Allied Commander Europe, says Brexit is bad news for NATO. See omnystudio.com/listener for privacy information.

Tony Dwyer, Canaccord Genuity Chief Market Strategist, is more focused on the Fed than on trade tensions. Stewart Patrick, Council on Foreign Relations Senior Fellow, doesn't see a new global hegemon on the horizon. Diane Swonk, Grant Thornton Chief Economist, expects data to confirm that in the fourth quarter, we were in solid footing. Dean Curnutt, Macro Risk Advisors CEO, says current volatility comes from a mix of both micro and macro trends. See omnystudio.com/listener for privacy information.

Marty Schenker, Bloomberg Chief Content Officer, says the indictment of Roger Stone is not related to the crime but the cover-up. Maxim Oreshkin, Russia's Economy Minister, says oil is not a story for Russia anymore. Ricardo Hausmann, Harvard's Kennedy School of Government Professor, says Venezuela's Juan Guaido has massive support. Shannon O'Neil, Council on Foreign Relations Senior Fellow for Latin America Studies, says we should be watching what happens with the protests in Venezuela. See omnystudio.com/listener for privacy information.

Herbert Diess, Volkswagen CEO, is optimistic about trade. Jason Bordoff, Columbia University Professor and Former Special Assistant to President Obama, says we need to move much faster to a clean energy transition. Nadia Calviño Santamaría, Spanish Economy Minister, says the Spanish economy will grow above the EU average in 2019. Mark Rutte, Netherlands Prime Minister, says the economy has to deliver to the people. Jens Stoltenberg, NATO Secretary General, warns that Russia is not complying with the INF Treaty. See omnystudio.com/listener for privacy information.

Christine Lagarde, IMF Managing Director, ranks trade tensions as the top risk for the global economy. Brian Moynihan, Bank of America CEO, says economic data in December were strong enough for a rate rise. Stephen Pagliuca, Bain Capital Co-Chairman, thinks the key in this private equity environment is to be selective. Scott Minerd, Guggenheim CIO, explains the impact of ETFs becoming a bigger player in markets. See omnystudio.com/listener for privacy information.

John Normand, JPMorgan Head of Cross-Asset Fundamental Strategy, Morris Reid, Mercury LLC Partner, and Tony Gardner, Former U.S. Ambassador to the EU, discuss their expectations for the World Economic Forum starting Monday in Davos. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, expects favorable news regarding an easing of sanctions to Chinese imports. Pippa Malmgren, H Robotics Co-Founder & Former U.S. Presidential Advisor to President George W. Bush, shares her optimist outlook for the world economy. Roger Bootle, Capital Economics Founder & Chairman, says Europe would be better off without the euro. See omnystudio.com/listener for privacy information.

Laura Cha, Hong Kong Exchange Chair, says there's a lot the Chinese government can do in opening up the financial market. Mohammed Barkindo, OPEC Secretary General, says the Organization is transparent as a fishbowl. Arne Sorenson, Marriott International CEO, thinks Democrats and Republicans ought to arrive at a consensus on immigration. Amin Nasser, Saudi Aramco CEO, says the company is in discussions to acquire 70% of SABIC. George Osborne, London Evening Standard Editor and Former Chancellor of the Exchequer, thinks it's not acceptable for the U.K. to leave the EU without a deal. See omnystudio.com/listener for privacy information.

Arthur Levitt, Former SEC Chairman, remembers John Bogle's legacy. Jane Foley, Rabobank Head of FX Strategy & Senior Currency Analyst, says the  fundamentals of both the euro and the dollar are deteriorating. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy & Large Cap Bank Analyst, talks how U.S. banks were forced to become bank holding companies after the crisis. Simon French, Panmure Gordon Chief Economist, compares the economic outlook in the U.S. and Europe. Adam Posen, PIIE President and former member of BOE Monetary Policy Committee, says the Phillips curve is definitely still in play. See omnystudio.com/listener for privacy information.

Charles Peabody, Portales Partners LLC President, recaps U.S. bank earnings with us. Lord Robert Skidelsky, House of Lords Member, says David Cameron landed the U.K. in the Brexit mess without adequate preparation. Chuck Robbins, Cisco Chairman and CEO, says the migration to cloud is driving their growth. Baroness Helena Kennedy, House of Lords Member, says the DUP have Theresa May "by the tail" over the Northern Ireland border agreement. See omnystudio.com/listener for privacy information.