Bloomberg Surveillance

Brian Levitt, OppenheimerFunds Senior Investment Strategist, does not think we're going to hear the Fed call for 4 rate hikes this year. Margaret Talev, Bloomberg Senior White House Correspondent, updates us on the gun control debate in Washington. Craig Moffett, MoffettNathanson Founding Partner & Senior Research Analyst, reviews Comcast's bid to buy British TV giant Sky for $31 billion. Steve Tsang, SOAS China Institute Director, says we overestimate Xi Jinping if we compare him to totalitarianism. See omnystudio.com/listener for privacy information.

Decrypted returns on March 6th with a brand new season. Here's a sneak peek of what's in store. We'll be releasing new episodes every Tuesday starting next week. See omnystudio.com/listener for privacy information.

Steve Wieting, Citi Private Bank Global Chief Strategist, says there is an underlying sense of optimism from companies. Carsten Brzeski, ING-DiBa Chief Economist, says Italy is still one of the laggards of the eurozone cycle. Sen. Rob Portman (R-OH), Senate Finance Committee member, says Congress ought to readdress the legal purchasing age for rifles. Benn Steil, Council on Foreign Relations Senior Fellow and Director of International Economics, says President Trump may be losing sight of the immense power the U.S. has had via the use of soft power.See omnystudio.com/listener for privacy information.

Carl Weinberg, High Frequency Economics Founder & Chief Economist, says in order to create jobs, we need a project like the space race in the sixties. Mike Darda, MKM Partners Chief Economist & Chief Market Strategist, suspects nominal growth will return to below 4%. Libby Cantrill, PIMCO Executive Vice President & Head of Public Policy, wonders if this fiscal stimulus will result in a sugar high or sustainable growth. James Manyika, McKinsey Global Institute Chairman & Director, says manufacturing is on the upswing in the U.S. See omnystudio.com/listener for privacy information.

Bill Lee, Milken Institute Chief Economist, says his conviction is that inflation is not around the corner. Bob Miller, BlackRock Head of U.S. Multi-Sector Fixed Income, says risk-free rates have to go considerably higher before they start to work with equities. Raghuram Rajan, University of Chicago Booth Business School Professor & Former Reserve Bank of India Governor, says it would be ideal for the new Fed Vice Chair to be someone who straddles both academic and policy worlds. See omnystudio.com/listener for privacy information.

Jack Ablin, Cresset Founding Partner and Chief Investment Officer, says companies have seen a remarkable amount of pricing power; it was much more than he expected.Greg Valliere, Horizon Investments Chief Political Strategist, says Pennsylvania is uniquely blatant with their gerrymandering. Sam Stovall, CFRA Investment Strategist, says he does not see a recession on the horizon. Kevin Cirilli, Bloomberg Chief Washington Correspondent, calls in on his way to the White House to review the latest in Special Counsel Mueller's indictments. See omnystudio.com/listener for privacy information.

Adam Posen, Peterson Institute for International Economics President, says 3% growth is not sustainable. Jane Foley, Rabobank Head of FX Strategy, says a lack of budget discipline is considered to be negative for a currency. Michael Holland, Holland & Co. Chairman and Founder, says the best time to sell is when the markets are enthusiastic. Vanessa Friedman, New York Times Fashion Director & Chief Fashion Critic, and Robert Burke, Robert Burke Associates Chairman & CEO, review New York Fashion Week and the state of luxury retail.See omnystudio.com/listener for privacy information.

Howard Ward, Gabelli Funds CIO of Growth Equities, says he's not sure if this is a market rally that can be trusted. Terry Haines, Evercore ISI Head of US Policy & Political Analysis, says Pres. Trump has proved not to be a Congressional Republican. Tobias Levkovich, Chief US Equity Strategist at Citi, thinks the next several earnings seasons are going to be good. Steven Cook, CFR Senior Fellow for Middle East & Africa Studies, expects Sec. Tillerson to get a cold welcome in Turkey today. See omnystudio.com/listener for privacy information.

John Ryding, Founder of RDQ Economics, thinks the stimulus we're getting is pretty unprecedented. Gideon Rose, Foreign Affairs Magazine Editor, says we're getting a global lesson in comparative politics right now. Frances Donald, Manulife Asset Management Senior Economist, says to pay attention to the retail sales number. Bill Rhodes, Citigroup Former Vice Chairman, thinks some investors have gone overboard because they didn't want to be left out.See omnystudio.com/listener for privacy information.

Harm Bandholz, Unicredit Chief U.S. Economist, says we've just hit a new record high in terms of deficit. Stan Collender, Georgetown University’s McCourt School of Public Policy Professor, says it remains to be seen whether the bond vigilantes will be coming back in force. Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she prefers to look at intermediate and long-term issues in the markets. Garrett Graff, Author of the "The Threat Matrix", says the thing he finds most fascinating about Special Counsel Robert Mueller is how straight his moral compass is.See omnystudio.com/listener for privacy information.