Bloomberg Surveillance

Chris Rupkey, MUFG Union Bank Chief Financial Economist, asks how Washington will pay for new infrastructure and healthcare programs following the tax cuts. Max Nisen, Bloomberg Gadfly Columnist, joins to breakdown the news that JPMorgan, Amazon, and Berkshire Hathaway are partnering to create a healthcare company for their U.S. Employees. Terry Haines, Evercore ISI Head of U.S. Policy & Political Analysis, says he'll be listening for signals on housing finance and trade in President Trump's State of the Union Address tonight. Emily Roland, John Hancock Investments Head of Capital Markets Research, says it's likely we'll see an increase in volatility in 2018. See omnystudio.com/listener for privacy information.

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, thinks President Trump's speech in Davos at the World Economic Forum was well received. Dana Telsey, Telsey Advisory Group CEO, says she is seeing experiential retail come to the forefront. Edward Alden, Council on Foreign Relations Senior Fellow, says U.S. manufacturers are crying bloody murder because they can't find trained workers. Kenneth Shea, Bloomberg Intelligence Senior Food and Beverage Analyst, phones in from Princeton to discuss the announcement that Keurig will buy Dr. Pepper Snapple Group Inc.See omnystudio.com/listener for privacy information.

Gene Sperling, Former National Economic Council Director, says President Trump has proven to be a very divisive figure and it has discouraged tourism in the U.S. Greg Valliere, Horizon Investments Chief Global Strategist, says to talk down the dollar is not constructive for the markets. Ebrahim Rahbari, Citigroup Head of Global Macroeconomics, says bilateral rather than multilateral agreements still work better with sovereign states. Keyu Jin, London School of Economics Professor, says China is making its own efforts to make regional trade agreements despite protectionist rhetoric elsewhere. See omnystudio.com/listener for privacy information.

Carsten Brzeski, ING-Diba Chief Economist, reacts to the European Central Bank Governor Mario Draghi's press conference. Angus Deaton, Nobel Laureate Economist, says policy towards labor in the U.S. is much more hostile than it is in Europe. Robert Sinche, Amherst Pierpont Global Strategist, says the momentum of the upside of the Euro is substantial. Daniel Yergin, IHS Markit Vice Chairman, says the rise of U.S. oil production is hugely significant.See omnystudio.com/listener for privacy information.

Kenneth Rogoff, Harvard University Professor, and Laura Tyson, Berkeley Haas School School of Business Distinguished Professor, discuss tax cuts, the deficit, and the dollar. Jacob Frenkel, JPMorgan Chase International Chairman, thinks we should shift the discussion from nominal exchange rate to real exchange rate. Michael Neidorff, Centene CEO, says they've done very well with the Affordable Care Act. Anthony Scaramucci, Former White House Communications Director, says President Trump's delegation in Davos indicates they're going to cooperate with the global community.See omnystudio.com/listener for privacy information.

Tom Keene moderates a discussion with Barclays CEO Jes Staley, Citigroup CEO Michael Corbat, Carlyle Group Co-Founder David Rubenstein, Vice Chairman of China's Securities Regulatory Commission Fang Xinghai,Harvard University Professor Ken Rogoff and M&G CEO Anne Richards. They speak at the World Economic Forum's annual meeting in Davos, Switzerland.See omnystudio.com/listener for privacy information.

Uber CEO Dara Khosrowshahi joins Bloomberg Editor-in-Chief John Micklethwait for a conversation at the World Economic Forum in Davos. Paul Sheard, S&P Chief Global Economist, says central banks are a little too isolated. Stan Collender, Qorvis MSLGROUP Executive VP, says government shutdowns are the new normal. Richard Edelman, Edelman CEO, says 50% of people have turned off mainstream media partly due to the opinionated tone. See omnystudio.com/listener for privacy information.

Bill Lee, Milken Institute Chief Economist, predicts the World Economic Forum is going to see a new phase of globalism that includes national priorities. Richard Attias, Global Event Management Founder, says it will be interesting to see what type of format President Trump adopts during his event in Davos. Greg Valliere, Horizon Chief Global Strategist, thinks the immigration debate is going to go on for a very long time. Michael Nathanson, MoffettNathanson Founding Partner and Senior Research Analyst, remains bearish on traditional media. See omnystudio.com/listener for privacy information.

Themos Fiotakis, UBS Co-Head of FX & Rates, says European bond yields are too low and the market is trying to gauge when the central banks will adjust.  Kona Haque, ED&F MAN Head of Research, says coffee is still a very desirable, growing commodity. Isaac Boltansky, Compass Point Senior Analyst, feels highly confident that the debt ceiling will not be used as a game of chicken between the Democrats and Republicans. Andrew Bishop, Eurasia Group Deputy Director of Research, says President Trump will have to address three separate audiences at Davos: the global elite in attendance, his base, and China. Alan Ruskin, Deutsche Bank Global Head of G-10 FX Strategy, says the euro is still an important currency because everyone gets caught in the draft of it. See omnystudio.com/listener for privacy information.

Jennifer Surane, Bloomberg Regional Bank Reporter, and Bill Blain, Mint Partners Head of Capital Markets, wrap Morgan Stanley's earnings. Brian Klaas, London School of Economics Fellow in Comparative Politics, says international election rigging is going to become the new normal. Don Straszheim, Evercore ISI Senior Managing Director of China Research, feels Washington doesn't want to be the global leader and China is incapable of it. Bart van Ark, Conference Board Chief Economist, says finding and retaining highly-skilled workers is one of the main concerns for CEOs. See omnystudio.com/listener for privacy information.