Bloomberg Surveillance

Matthew Luzzetti, Deutsche Bank Chief US Economist, says it's remarkable that the Fed has tightened as much as they have and you don't see the labor market coming into better balance. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees a 30% chance of recession. Lara Rhame, FS Investments Chief US Economist, says the Fed needs to move the needle on employment. Leland Miller, China Beige Book International CEO, says there will be a cyclical bounce-back in China starting in 2Q. See omnystudio.com/listener for privacy information.

Ed Hyman, Evercore ISI Chairman, says if he was on the Fed, he would pause. Geoff Yu, BNY Mellon Senior Market Strategist, says there's cash on the sidelines and "money has to be put at work." Amrita Sen, Energy Aspects Co-Founder & Head of Research, says oil prices haven't factored in China's re-opening. Carlos Tavares, Stellantis CEO, discusses Formula 1 and the company's transition to electric vehicle production. See omnystudio.com/listener for privacy information.

Ed Morse, Citigroup Global Head of Commodity Research, says Chinese and global oil consumption are approaching a peak as the energy transition away from fossil fuels gathers pace. Spencer Dale, BP Chief Economist, says the oil market remains very uncertain. Ben Laidler, eToro Global Market Strategist, says the rally has been fundamentally driven. Karen Short, Credit Suisse Analyst, reacts to earnings from Walmart and Home Depot. See omnystudio.com/listener for privacy information.

Seth Carpenter, Morgan Stanley Chief Global Economist, says further data showing that strength in January was “not an anomaly” will increase pressure on the Fed to accelerate their pace.Wendy Schiller, Brown University Taubman Center for American Politics Policy Director, discusses recent developments as the Munich Security Conference begins. Helane Becker, Cowen Senior Research Analyst, examines the ways airlines reinvest in their businesses. Bob Doll, Crossmark Global Investments CIO, says the market is ahead of itself. See omnystudio.com/listener for privacy information.

Michelle Meyer, Mastercard Economics Institute US Chief Economist, says the consumer has more purchasing power due to labor market strength and savings. Peter Tchir, Academy Securities Head of Macro Strategy, says market positioning can change on a dime. Russ Koesterich, Blackrock Global Allocation Fund Portfolio Manager, says stocks can have a decent year ahead. Dan Ives, Wedbush Senior Equity Analyst, says a lot of tech names continue to move higher because of fundamentals and demand holding up. See omnystudio.com/listener for privacy information.

Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, expects a recession in the US this year, but 'it's clearly not going to start in the first quarter.' Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, says discretionary sales have moderated. Jim Bianco, Bianco Research President and Macro Strategist, says the 'no landing' scenario is growing. Stephen Schork, The Schork Group Principal, says there's potential for $100 a barrel oil. See omnystudio.com/listener for privacy information.

Thomas Barkin, Richmond Fed President, reacts to US January CPI data. Stephen Stanley, Santander US Capital Markets Chief US Economist, says the latest inflation print came in 'as expected' but 'could have been worse.' Kenneth Rogoff, Harvard Professor of Economics & Public Policy & Former Chief Economist at the International Monetary Fund, says we could see interest rates at 6%. David Rosenberg, Rosenberg Research Founder & President, says today's data gives the Fed a green light to go in March. See omnystudio.com/listener for privacy information.

Steve Eisman, Neuberger Berman Eisman Group Senior Portfolio Manager, sees an oncoming market regime shift. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, sees the S&P 500 at 4,400 year-end, but there's a "chance that we may see that exceeded." Priya Misra, TD Securities Global Head of Rates Strategy, says the markets are pretty well priced for the end point of the hiking cycle. Megan Greene, Kroll Institute Global Chief Economist, says the Fed will keep rates high this year. Ian Bremmer, Eurasia Group President and Author of "The Power of Crisis," discusses US-China tensions as the US shoots down fourth object. See omnystudio.com/listener for privacy information.

Stephen Pagliuca, Bain Capital Senior Advisor & Co-Owner of the Boston Celtics, sees the return of the golden age of credit. Elsa Lignos, RBC Global Head of FX Strategy, reacts to reports of a surprise nomination for Kazuo Ueda to take helm at the Bank of Japan. Gregory Staples, DWS Group Head Of Fixed Income North America, says January's strong rally may have gone a little bit too far. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, warns of a tough environment for companies going forward. See omnystudio.com/listener for privacy information.

Jim Zelter, Apollo Asset Management Co-President, says this is a 'golden era' for private credit. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the US to dodge recession. Luke Tilley, Wilmington Trust Chief Economist & Head of Asset Allocation and Former Philadelphia Fed Economic Adviser, says there's a 50/50 chance of a soft landing versus a mild recession. Kathryn Rooney Vera, Bulltick Capital Markets Head of Global Macro & Chief Investment Strategist, says US recession is not priced in the equity markets. See omnystudio.com/listener for privacy information.

Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Advisor, says the Fed's game plan is to go to restrictive and keep it there for as long as it takes. Andrew Hollenhorst, Citi Chief US Economist, says we are a 'ways away' from 2% inflation. Lisa Shalett, Morgan Stanley Wealth Management CIO, says the US equity market is fighting the Fed. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, previews Disney earnings. See omnystudio.com/listener for privacy information.

Darrell Cronk, Wells Fargo CIO of Wealth Management, thinks we are in a bear market rally. Gerard Cassidy, RBC Capital Markets US Bank Equity Strategy Head, thinks we could have a revaluation of banks coming out of this slowdown. Henrietta Treyz, Veda Partners Economic Policy Research Director, says there is a lot of soul-searching going on for both Republicans and Democrats. Kristina Campmany, Invesco Global Debt Senior Portfolio Manager, says markets aren't listening to the Fed's hawkish narrative. See omnystudio.com/listener for privacy information.

Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield Asset Management CEO, doesn't expect the Nasdaq to hit a new high this year. Julie Norman, UCL Center on US Politics Co-Director, says China has been put on the backfoot because of the balloon incident. Sarah Hewin, Standard Chartered Head of Europe & Americas Research, thinks the recovery in China will be led by consumers. See omnystudio.com/listener for privacy information.

Marty Walsh, US Secretary of Labor, reacts to the January payrolls report. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says consumers are telling us the labor market is fine. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the hot labor market is still going to be an issue for the inflation outlook. Glenn Hubbard, Columbia's Jerome A. Chazen Institute for Global Business Director & Former Chairman of the Council of Economic Advisers, says the jobs report is 'certainly a worry for the Federal Reserve.' Priya Misra, TD Securities Head of Global Rates Strategy, says the Fed is banking on a soft landing. See omnystudio.com/listener for privacy information.

Holger Schmieding, Berenberg Chief Economist, says that Europe as a whole is not falling into a recession and is now outperforming expectations. Ebrahim Rahbari, Citigroup Chief Currency Strategist, says the ECB's next meeting in March will be "really interesting." Wei Li, BlackRock Global Chief Investment Strategist, says now is the time to stay invested. David Kirkpatrick, Techonomy Founder & Author of "The Facebook Effect", discusses big tech earnings. See omnystudio.com/listener for privacy information.

Jeff Rosenberg, Blackrock Systematic Multi-Strategy Fund portfolio manager, says 'there's a real disconnect' between what the Fed said and what the markets heard. Michael McKee, Bloomberg News International Economics and Policy Correspondent, looks at where the Fed goes from here. Matthew Luzzetti, Deutsche Bank Chief US economist, says after the Fed decision, that they're still forecasting a recession. See omnystudio.com/listener for privacy information.

Dominic Konstam, Mizuho Americas Head of Macro Strategy, says it's a soft landing "until it becomes a hard landing." Jerome Schneider, Managing Director and Head of Short Term Portfolio Mgmt, says the market is at an impasse with the Federal Reserve and where they're going. Christian Mueller-Glissmann, Goldman Sachs Managing Director for Portfolio Strategy, says the Fed is on track for a soft landing. Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, sees a small increase from the Fed this year. See omnystudio.com/listener for privacy information.

Seth Carpenter, Morgan Stanley Global Chief Economist, says the Fed will hike by 25 basis points on Wednesday, but "they are going to be done" after that. Stuart Kaiser, Citigroup Head of US Equity Trading Strategy, says the Fed is reiterating a message the markets have already gotten comfortable with. Leland Miller, China Beige Book International CEO, says despite China's manufacturing rebound, it won't help to drive growth. Paul Jacobson, General Motors CFO, discusses EV demand following the company's latest earnings results. See omnystudio.com/listener for privacy information.

Steve Chiavarone, Federated Hermes Head of Multi-Asset Solutions, says this rally can go longer and higher than expected. Ken Tropin, Graham Capital CEO, says it's a good time to be conservative with your investments. Lara Rhame, FS Investments Chief US Economist, says markets have gotten too aggressive. Tom Forte, DA Davidson Senior Research Analyst, thinks we could see layoffs at Apple next. See omnystudio.com/listener for privacy information.

Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, sees a soft landing for the US and Europe. Subadra Rajappa, Societe Generale Head of US Rates Strategy, is seeing a strong demand for bonds. Ray Farris, Credit Suisse Chief Economist, says inflation could return if oil gets above $100 per barrel. Richard Haass, Council on Foreign Relations President, says he is worried about an American version of the Irish troubles. See omnystudio.com/listener for privacy information.

Lindsey Piegza, Stifel Chief Economist, says we are teetering towards a recession following US 4Q GDP. Philip Camporeale, JPMorgan Asset Management Portfolio Manager, says we're behind the pandemic highs with inflation. Vasileios Gkionakis, Citi Head of European FX Strategy, says the currency market has not fully priced in a 'relatively smooth' China reopening. Helane Becker, Cowen Senior Research Analyst, discusses airline earnings. See omnystudio.com/listener for privacy information.

Max Kettner, HSBC Chief Multi-Asset Strategist, says he's not 'massively bullish' on equities just yet. Jane Foley, Rabobank Head of FX Strategy, says we could get a 'slightly less dovish' Bank of Japan when Kuroda steps down as governor. Binky Chadha, Deutsche Bank Chief Global Strategist & Head of Asset Allocation, sees the market going sideways in 2Q. William McDonough, Elements Funds Founder, CEO & Lead Portfolio Manager, discusses Tesla ahead of its earnings. See omnystudio.com/listener for privacy information.

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says it's all about picking stocks in this market. Kallum Pickering, Berenberg Senior Economist, doesn't think we are headed into a severe recession. Steven Wieting, Citi Global Wealth Management Chief Investment Strategist & Chief Economist, thinks that corporate profits are about to take a hit. Kona Haque, ED&F Man Head of Research, says the copper rally is running ahead of itself. See omnystudio.com/listener for privacy information.

Iain Stealey, JPMorgan Asset Management Global Fixed Income CIO, says the market shouldn't be concerned about the US debt ceiling yet. Alifia Doriwala, RockCreek Group Managing Director, says China is still the biggest determinant in an EM portfolio. Ralph Acampora, Chartered Market Technicians Co-Founder, thinks we're making a long-term bottom in this bull market. Jeremy Stretch, CIBC Head of G-10 FX Strategy, explains why he thinks Europe might avoid a negative GDP print. See omnystudio.com/listener for privacy information.

Jonathan Golub, Credit Suisse Chief US Equity Strategist & Head of Quantitative Research, thinks growth snaps back this year. Andrew Hollenhorst, Citibank Global Markets Chief US Economist, fears the Fed has not yet done enough. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, thinks "higher for longer" could be the Fed's new "transitory." Anwiti Bahuguna, Columbia Threadneedle Head of Multi-Asset Strategy & Senior Portfolio Manager, explains why she is nervous about credit. See omnystudio.com/listener for privacy information.

James Gorman, Morgan Stanley CEO, says his three potential successors are already in place. Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he thinks the US should do away with the debt ceiling. Greg Boutle, BNP Paribas US Head of Equity and Derivative Strategy, is not looking for a v-shaped recovery. Alicia Levine, Bank of NY Mellon Head of Equities & Capital Markets Advisor, says the market hasn't priced in a soft landing. Jessica Reif Ehrlich, BofA Securities Media & Entertainment Analyst , says everybody is losing a lot of money in the streaming wars, with the exception of Netflix. See omnystudio.com/listener for privacy information.

Bob Michele, JPMorgan Asset Management CIO & Global Head of Fixed Income, Currency & Commodities, says we need a recession to cool things down and reset. Simon French, Panmure Gordon & Co Chief Economist, expects stubborn and sticky inflation. Veronica Clark, Citi Economist, says the market is misinterpreting the Fed's commitment to getting rates above 5%. Fatih Birol, IEA Executive Director, says China is the oil market's biggest uncertainty. See omnystudio.com/listener for privacy information.

Neil Dutta, Renaissance Macro Research Head of US Economic Research, says we could see US GDP at 2% in 2023. Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says the S&P 500 can reach 4,200 this year. Elsa Lignos, RBC Global Head of FX Strategy, expects the dollar to end the year 'a little bit stronger." Mike Wirth, Chevron CEO, says China's re-opening could provide a boost to oil prices. See omnystudio.com/listener for privacy information.

Ken Leon, CFRA Equity Research Director, discusses major US banks reporting earnings. Lindsay Rosner, PGIM Fixed Income Portfolio Manager, says we had a 'black swan' style year with two major geopolitical events. Jordan Rochester, Nomura G-10 FX Strategist, discusses USD-JPY and the impact of Japan potentially reversing YCC. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says we're seeing all the signs of a very mild recession.See omnystudio.com/listener for privacy information.

Vincent Reinhart, Dreyfus and Mellon Chief Economist, discusses the Fed's path following US inflation cooling. Leland Miller, China Beige Book CEO, says we could see extremely high GDP growth in China next year. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says the Fed will keep hiking rates even though we will see inflation metrics coming down this year. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, talks retail in the wake of CPI. See omnystudio.com/listener for privacy information.

Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says "stocks are back in a bull market." Saira Malik, Nuveen Chief Investment Officer, explains why she is worried about equity earnings. David Malpass, The World Bank President, explains the factors behind their 2023 forecast cut. Rep. French Hill (R) Arkansas, says Kevin McCarthy was the only choice for Speaker of the House. David Rubenstein, "Peer to Peer with David Rubenstein" Host & Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Coinbase CEO Brian Armstrong. Doug Kass, Seabreeze Partners President, talks challenges outlined in his latest, ‘Surprises for 2023’ note. See omnystudio.com/listener for privacy information.

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says the team expects 6.2% GDP growth in China this year. Max Kettner, HSBC Chief Multi-Asset Strategist, says that the drop in recession calls for Europe could continue over the next couple weeks. Lindsey Piegza, Stifel Chief Economist, says the Fed will raise rates higher. Olivier Blanchard, Peterson Institute for International Economics Senior Fellow & Author, "Fiscal Policy Under Low Interest Rates", says inflation is too high and we need to slow down the economy a bit. See omnystudio.com/listener for privacy information.

Nela Richardson, ADP Chief Economist, says the US still has a strong and robust labor market, but it is at risk of higher wage pressure.Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, explains why she favors small caps right now. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's not yet time to signal an "all clear" for bonds. Jane Foley, Rabobank Head of FX Strategy, says it's a new world for euro-dollar. See omnystudio.com/listener for privacy information.

Marty Walsh, US Labor Secretary, discusses the December jobs data. Randy Kroszner, Former Fed Governor & University of Chicago Booth School Economics Professor, says this is the immaculate disinflation report. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says we still have a strong labor market. Dan Ives, Wedbush Senior Equity Analyst, discusses tech's downturn. See omnystudio.com/listener for privacy information.

Seth Carpenter, Morgan Stanley Global Chief Economist, says he's looking for a soft-ish landing from the Fed. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says big tech is ridiculously profitable despite headwinds. Tom Forte, DA Davidson Senior Research Analyst, discusses Amazon's plan to cut more than 18,000 jobs. Wendy Schiller, Brown University Taubman Center for American Politics Policy Director, says the GOP appears to be in disarray after 20 Republicans voted against Kevin McCarthy's bid for House speaker. See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief US Equity Strategist, says a "nasty earnings recession" could be coming. Jordan Rochester, Nomura G-10 FX Strategist, says the euro can stay supported through January. Amrita Sen, Energy Aspects Director of Research, says China will need all energy products when it reopens. Greg Valliere, AGF Investments Chief US Policy Strategist, discusses the House of Representatives failing to elect a speaker.See omnystudio.com/listener for privacy information.

Ian Bremmer, Eurasia Group Founder & President, outlines Eurasia Group's top risks for 2023. Bill Dudley, Former New York Fed President, says if we have a recession, it will be a Fed-induced recession. Kevin Rudd, Former Australia Prime Minister, says China's covid u-turn raises questions. Carl Bildt, Former Prime Minster of Sweden, says Vladimir Putin is increasingly alone. Marietje Schaake, Former European Parliament Member, says control over technology is a political choice. See omnystudio.com/listener for privacy information.

Erik Knutzen, Neuberger Berman Multi-Asset Class Chief Investment Officer, doesn't expect central banks to pivot in 2023. Matt Winkler, Editor-In-Chief Emeritus, debt investors are growing more confident in the Fed's ability to contain inflation. Lauren Sauer, University of Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says our chance of going through another pandemic is quite high. Dana Telsey, Telsey Advisory Group Founder, CEO & Chief Research Officer, says retailers have made progress on reducing inventory levels. See omnystudio.com/listener for privacy information.

Daleep Singh, PGIM Chief Global Economist, says we are probably in the most intense global power competition backdrop since World War II. Marc Chandler, Bannockburn Chief Market Strategist, thinks a strong yen and lower inflation will take pressure off the Bank of Japan. Stephanie Aaronson, Brookings Institution Director of Economic Studies, discusses what the right tools are to measure the economy.Ed Yardeni, Yardeni Research President, Chief Investment Strategist & Founder, says if there's going to be a recession, it's going to be soon. See omnystudio.com/listener for privacy information.

Kathryn Rooney Vera, Bulltick Head of Research & Strategy, says she is still remaining defensive. Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, explains why she thinks the Fed should ban the Phillips curve. Kristina Hooper, Invesco Chief Global Market Strategist, says we're getting back to a more normal environment. Helane Becker, Cowen Senior Research Analyst, says Southwest needs to cut back its ambitions. See omnystudio.com/listener for privacy information.

Matt Maley, Miller Tabak Chief Market Strategist, still remains bullish on the energy sector. Julia Coronado, MacroPolicy Perspectives President, expects borrowing costs to drop next year. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses immunity amid China's reopening and a surge in covid infections. Isaac Boltansky, BTIG Policy Research Director, says he is optimistic congress will pass some crypto legislation next year. See omnystudio.com/listener for privacy information.

Bob Diamond, Atlas Merchant Capital Founding Partner and CEO, reflects on the life and legacy of Scott Minerd. Michael Gapen, Bank of America Securities Head of US Economics, says economic momentum seems to be slowing as the end of the year approaches. Jim Bianco, Bianco Research President & Macro Strategist, says the Fed has won over the market in 2022. Persistent inflation is hard to see at this point. Brian Kelly, The Points Guy, discusses the challenges to travel this holiday season. See omnystudio.com/listener for privacy information.

Jonathan Golub, Credit Suisse Chief US Equity Strategist and Head of Quantitative Research, says the markets backdrop is looking much more positive. Mark Cabana, Bank of America Global Head of US Short Rates Strategy, thinks fixed income will have increased value for investors over the next year or two. Henrietta Treyz, Veda Partners Director of Economic Policy Research, says President Biden may announce his re-election run in January. Veronica Clark, Citi Global Markets Economist, says we need to see a loosening in the labor market before expecting inflation to significantly come down. See omnystudio.com/listener for privacy information.

Christian Lindner, German Finance Minister, says German carmakers are competitive and mustn't fear Tesla. Greg Peters, PGIM Fixed Income Co-CIO, sees a shift into bonds in 2023. Erik Nelson, Wells Fargo Macro Strategist, says the shift from the Bank of Japan is a warning shot for carry traders. Aneesha Sherman, Bernstein Senior Analyst, says Nike's brand is stronger than ever. See omnystudio.com/listener for privacy information.

Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, thinks the Bank of Japan will have to be more aggressive in 2023. Dominic Konstam, Mizuho Americas Head of Macro Strategy, says that Bank of Japan has now let the genie out of the bottle. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, says the Bank of Japan's policy was unsustainable. Win Thin, Brown Brothers Harriman Global Head of Currency Strategy, thinks it is clear the Bank of Japan is going to hike rates next year. See omnystudio.com/listener for privacy information.

Bill Dudley, Former New York Fed President & Bloomberg Opinion Columnist, explains why he isn't expecting a recession quite yet. Savita Subramanian, Bank of America Securities Head of US Equity & Quantitative Strategy, expects index funds to underperform active management. Matt Brill, Invesco Head of US Investment Grade & Senior Portfolio Manager, says a fixed income readjustment has taken place. Terry Haines, Pangaea Policy Founder, thinks it is likely that Joe Biden runs for president again in 2024. See omnystudio.com/listener for privacy information.

John Williams, New York Fed President, says that while inflation has showed some signs of slowing, a tight labor market and other factors are likely to keep price pressures elevated and warrant high interest rates for some time. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, explains why markets have been "comfortably numb." Subadra Rajappa, Societe Generale Head of US Rates Strategy, says concerns over a recession in the US are a little bit premature. Sam Stovall, CFRA Chief Investment Strategist, sees the market enduring a challenging first half, as the economy likely succumbs to the long anticipated, but mild, recession. See omnystudio.com/listener for privacy information.

Jeremy Stretch, CIBC Head of G-10 FX Strategy, says the ECB faces greater potential policy problems compared to the Federal Reserve amid amplified core inflationary pressures. Jonathan Pingle, UBS Chief US Economist, says the ECB is a little bit behind the Fed. Ashok Bhatia, Neuberger Berman Fixed Income Deputy CIO, suggests we're entering a period where central banks are "divided" on tackling inflation. John Ryding, Brean Capital Chief Economic Advisor, says the BOE and ECB's main problem is that policy rates are "nowhere near restrictive." See omnystudio.com/listener for privacy information.

Alan Ruskin, Deutsche Bank Chief International Strategist, sees a soft recession coming. Torsten Slok, Apollo Global Management Chief Economist, says the labor market needs to deteriorate more. Liz Young, SoFi Head of Investment Strategy, expects the Fed to hike 50 basis points at the December meeting. Ed Hyman, Evercore ISI Founder, Chairman and Head of Economic Research, discusses recession risk in '23. Terry Haines, Pangaea Policy Founder, discusses the FTX hearing. See omnystudio.com/listener for privacy information.

Matthew Luzzetti, Deutsche Bank Chief US Economist, discusses the US November CPI print and the Fed's path ahead. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says he's hesitant about market sentiment, and that this recession "is the most anticipated...of our entire lifetimes." Rep. Bill Huizenga, (R) Michigan, says he sees “a lot of question marks” around the timing of Sam Bankman-Fried’s arrest. Amrita Sen, Energy Aspects Director of Research, says China will be one of the biggest drivers of oil in 2023. See omnystudio.com/listener for privacy information.