Bloomberg Surveillance

Toyota Motor President Wil James and Kentucky Governor Matt Bevin discuss Toyota's $1.33 billion investment in a Kentucky plant. Prior to that, Carl Weinberg, chief economist at High Frequency Economics, says the economy's 2 percent growth rate seems to be more than enough to keep the unemployment rate falling. Finally, the Brookings Institution's Thomas Wright says Trump didn't send a particularly strong message with the Syrian air strikes.See omnystudio.com/listener for privacy information.

Gary Cohn, the former Goldman Sachs president who is now director of the National Economic Council, says the U.S. needs a 21st-Century Glass-Steagall Act and that deregulation is one of the easier things the White House can do. Prior to that, Ellen Zentner, Morgan Stanley's chief U.S. economist, says inflation will pierce the Fed's 2 percent goal later this year. Neel Kashkari, the former Pimco head of global equities who is now president of the Minneapolis Federal Reserve Bank, says we need to keep pushing to end "too big to fail." Dennis Ross, a counselor at the Washington Institute for Near East Policy, says hard power is a necessary part in effective diplomacy. Finally, Bill Gross of Janus Capital Management says the focus should be on productivity growth.See omnystudio.com/listener for privacy information.

Gary Locke, a former U.S. ambassador to China, says a border tax would affect China and raise the price of imported goods. Prior to that, Stephen Roach, a professor at Yale University and former chairman of Morgan Stanley Asia, says China isn't manipulating its currency. Jerome Schneider, PIMCO's head of short-term and funding desk, says the Fed is in the process of a "hand off" to fiscal policy. Finally, Diane Swonk, founder of DS Economics, says the labor market is healing.See omnystudio.com/listener for privacy information.

Gary Shilling, president of A. Gary Shilling and a Bloomberg View columnist, discusses the Japanese Yen and says China's growth is slowing. Prior to that, Gina Martin Adams, Bloomberg Intelligence's chief U.S. equity strategist, says S&P 500 valuation's at a 15-year high, but may not have found its peak. Nancy McLernon, CEO of the Organization for International Investment, says lobbying gets a bad rap but it's educating. Toby Cosgrove, CEO of Cleveland Clinic, says we haven't gotten the right aspects of health-care reform.See omnystudio.com/listener for privacy information.

Bloomberg View columnist Eli Lake says Susan Rice's actions may not be illegal but improper is another question. Prior to that, Bob Hormats, the former Goldman Sachs executive and State Department official who is now vice-chairman at Kissinger Associates, says Trump doesn't know much about China and will have to listen to President Xi Jinping when they meet later this week. Tim Armstrong says he picked the name Oath for Yahoo and AOL's re-branding to show commitment to businesses and consumers. Alan Ruskin, Deutsche Bank's co-head of FX research, says the South African rand isn't a currency for rookie FX traders. Finally, Itay Michaeli, an auto analyst at Citigroup, says there's not an auto bubble for lending with subprime loans.See omnystudio.com/listener for privacy information.

E.J. Dionne, the Washington Post columnist and senior fellow at the Brookings Institution, says Democrats need to craft a compact message for the working-class voters who are hurting the most in today's economy. Prior to that, Sebastien Galy, an analyst at Deutsche Bank Securities, says a weaker British pound is led by a stronger dollar and a dovish Bank of England. Ted Alden, a senior fellow at the Council of Foreign Relations, says the Trump administration wants to get a sense of China's willingness to cooperate on North Korea. Finally, Scott Wren, Wells Fargo's chief equity strategist, says markets will be driven by policies that are implemented.See omnystudio.com/listener for privacy information.

Steve Eisman, a money manager at Neuberger Berman Group, discusses bank regulation and says too little leverage in the banking system is bad. Peter Navarro, the director of the National Trade Council, says the U.S. has significant trade deficits with 16 nations and Commerce Secretary Wilbur Ross will take a comprehensive look at trade balances. New York Fed President William Dudley says a couple more rate hikes this year seems reasonable. Finally, Mohamed El-Erian, a Bloomberg View columnist, says Brexit is a response to the lack of inclusive growth.See omnystudio.com/listener for privacy information.

Michael Holland, chairman of Holland & Co., says getting some kind of corporate tax reform in the next six months will help the markets. Absolute Strategy Research's Ian Harnett says the Fed will have difficulty raising rates for a third or fourth time this year. Ian Bremmer, president of Eurasia Group, says there is both internal pressure and pressure from the European Union for Prime Minister Theresa May to unify the U.K. after Brexit. Finally, Jonathan Miller, president of Miller Samuel, says New York City real estate prices are moving sideways or down.See omnystudio.com/listener for privacy information.

Willem Buiter, Citigroup's chief economist, says faster economic growth requires structural reforms, more capital expenditure and an elimination of trade barriers. Daniel Yergin, IHS' vice chairman, says Germany has kept the EU together. Finally, Vitor Gaspar, the IMF's fiscal affairs director, says the link between politics and economics was a tradition until the 20th century -- something that's been lost recently.See omnystudio.com/listener for privacy information.

David Herro, CIO of Harris Associates, says Germany is one of the worst markets for banking because it has a competitive marketplace. Prior to that, Tobias Levkovich, Citigroup's chief U.S. equity strategist, says the reaction to Trump's election in markets have been off-the-cuff and not real investing. Finally, Joachim Fels, PIMCO's global economic advisor, says 3-to-4 percent growth is unrealistic now.See omnystudio.com/listener for privacy information.