Bloomberg Surveillance

William Lee, Milken Institute Chief Economist, says the U.S. is going to be the engine of growth for the global economy. Gideon Rose, Foreign Affairs Magazine Editor, ponders if U.S. trade policy is going to mimic the Iran or the Korea model. Priya Misra, TD Securities Head of Global Interest-Rates Strategy, says the curve is still the single best indicator for a recession. And Craig Moffett, MoffettNathanson Founding Partner, says historically, Comcast is not comfortable with large amounts of debt.See omnystudio.com/listener for privacy information.

Robert Sinche, Amherst Pierpont Securities Global Strategist, says the current U.S. administration has done a lot to stimulate the economy. Jane Foley, Rabobank Senior Currency Analyst, thinks many central bankers are assuming that wage inflation will rise.Richard Greenfield, BTIG Media and Technology Analyst, says changes in consumer behavior are spurring rapid consolidation in media. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, predicts we'll see more media transactions of size getting done quickly. See omnystudio.com/listener for privacy information.

Alan Ruskin, Deutsche Bank Global Co-Head of FX Strategy, advises to be careful about the noise around headline CPI.  Ian Whittaker, Liberum Head of European Media Research, analyzes the AT&T-Time Warner deal approval. Lindsey Piegza, Stifel Chief Economist, says we could be talking about an inverted yield curve by the end of the year. Eli Lake, Bloomberg Opinion Columnist, thinks Kim Jong Un is a monster. See omnystudio.com/listener for privacy information.

Daniel Ten Kate, Bloomberg News Asia Government Managing Editor, and Lisa Collins, Center For Strategic & International Studies Korea Chair, discuss the historic summit between the U.S. and North Korea.Shahab Jalinoos, Credit Suisse Global Head of FX Trading Strategy, says political risk in the U.S. is still muted compared to risk in other countries. Kathy Moon, The Brookings Institution Center for East Asia Policy Studies Senior Fellow, thinks members of Congress will want more clarification about what President Trump and North Korea's Kim discussed. Jose Angel Gurria, OECD Secretary-General, says North Korea has the potential to compliment South Korea and the whole world's economy. See omnystudio.com/listener for privacy information.

Toluse Olorunnipa, Bloomberg Washington Correspondent, updates us on the Trump-Kim Summit in Singapore. Charles Kantor, Neuberger Berman Senior Portfolio Manager, says the consumer is really strong right now. Charles Armstrong, Columbia University Korea Foundation Professor, says North Koreans are tough negotiators.Lara Rhame, FS Investments Chief U.S. Economist, says the ECB rate decisions are a bigger question mark than the Fed's.  Robert Hormats, Kissinger Associates Vice Chairman, says North Korea doesn't occupy a great part of the market's attention. See omnystudio.com/listener for privacy information.

Andrew Barden,Bloomberg's European Government Reporter, joins us from the G-7 in Quebec to preview the geopolitical tension ahead. Gabriela Santos, JPM Asset Management Global Market Strategist, says EM as a whole is a more resilient picture than the recent headlines. Steven Major, HSBC Managing Director & Global Head of Fixed Income Research, imagines two more rate hikes will be enough for the Fed. Steven Ricchiuto, Mizuho Securities Chief U.S. Economist, thinks the G-7 should focus in on a narrow G-3. And a special segment with Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, on the Stanley Cup. See omnystudio.com/listener for privacy information.

David Bailin, Citi Private Bank Global Head of Investments, says Brazil is early in its economic recovery. Elsa Lignos, RBC Global Head of FX Strategy, thinks currencies are doing what they're supposed to do as shock absorbers. Steve Keen, Kingston University Professor, says the vibrant stage of American capitalism was the forties to the sixties.Doug Kass, Seabreeze Partners President, says the complexion of the market seems to be changing. See omnystudio.com/listener for privacy information.

Tobias Levkovich, Citi Chief U.S. Equity Strategist, says investors don't have great conviction in their positions in Europe. John Taft, Baird Vice Chairman, compares how business is done in New York versus how it's done in the Heartland. Shannon O'Neil, Council on Foreign Relations Senior Fellow of Latin American Studies, says Brazil has been looking elsewhere for growth since the U.S. is closing off.  Ken Auletta, "Frenemies" Author, reminisces about his time on Bobby Kennedy's presidential campaign. See omnystudio.com/listener for privacy information.

John Ryding, RDQ Economics Chief Economist, says views on trade have regressed to the 17th century. Kimberly Robinson, Bloomberg Law Supreme Court Reporter, joins to discuss SCOTUS rulings.  Gene Munster, Loup Ventures Managing Partner & Analyst, says Apple makes their money on selling hardware, not on data. Adena Friedman, NASDAQ CEO, thinks European investors are being sanguine in light of heightened trade tensions. See omnystudio.com/listener for privacy information.

Ellen Zentner, Morgan Stanley Chief U.S. Economist, expects growth to continue...with some caveats.Federico Santi, Eurasia Group Analyst, suspects things will get worse in Italy before they get better.Adam Posen, Peterson Institute for International Economics President, says the current U.S. administration's trade policy is not capitalist, Republican, or pro-growth. Robert D. Kaplan, Author of "The Return of Marco Polo's World" & Center for a New American Security Senior Fellow, says a trade war is merely an aspect of a world at amoral geopolitical competition. See omnystudio.com/listener for privacy information.