Bloomberg Surveillance

 Ukrainian Foreign Minister Dmytro Kuleba rules out offering Putin options for a cease-fire. Mark Esper, Former US Secretary of Defense, says the US needs to be careful about how it deals with China. Amanda Lynam, Goldman Sachs Senior Credit Strategist, sees triple-B firms as the sweet spot. William Lee, Milken Institute Chief Economist, says this is the fist time in the history of the Fed that it may be able to escape crushing the economy to bring inflation down to its target level. Christian Nolting, Deutsche Bank Private Bank Global CIO, says it's time to go back to neural on stocks. See omnystudio.com/listener for privacy information.

 Raghuram Rajan, University of Chicago Booth School Professor & Former Reserve Bank of India Governor, says the market believes the Fed is serious about inflation. Angela Stent, Brookings Nonresident Senior Fellow & “Putin’s World” author, says Putin's army is over-extended. Barton Crockett, Rosenblatt Securities Tech Analyst, doesn't see Elon Musk backing down from the Twitter deal. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, says a soft landing will be tough for the Fed to achieve. Mike Schumacher, Wells Fargo Head of Rates and Macro, says the market has to price in a lot more Fed tightening. See omnystudio.com/listener for privacy information.

Christian Mueller-Glissmann, Goldman Sachs Head of Portfolio Strategy, says markets are going through a valuation reset. Gabriela Santos, JPMorgan Global Market Strategist, is investing based on a soft landing from the Fed. Steve Ricchiuto, Mizuho Americas Chief US Economist, says we are in the final stage of what is going to be a significant bear market. Rep. French Hill, (R) Arkansas, says Jay Powell deserves a second term as Fed chair. See omnystudio.com/listener for privacy information.

 Bill Dudley, Bloomberg Opinion Columnist, Bloomberg Economics Senior Advisor & Former New York Fed President, says the Fed hasn't been forceful enough in stating and achieving goal. Michael Darda, MKM Partners Chief Economist & Macro Strategist, says it is clear the Fed missed the boat on tightening. Carl Weinberg, High Frequency Economics Chief Economist & Managing Director, says the only tool monetary policy has to bring the rate of price increases down is to cause a recession. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, wonders whether Disney needs to reassess their streaming strategy.See omnystudio.com/listener for privacy information.

Cecilia Rouse, Chair of the Council of Economic Advisers, discusses how the Biden administration is addressing inflation concerns for Americans. Nathan Sheets, Citi Global Chief Economist, says the Fed is setting the tone for other central banks. Lisa Shalett, Morgan Stanley Wealth Management Chief Investment Officer, says growth may slow much faster than many people believe. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, explains why she likes municipal bonds and not high yield. See omnystudio.com/listener for privacy information.

 Raphael Bostic, Atlanta Fed President, says there is no need for a hike greater than 50 basis point. Wally Adeyemo, U.S. Deputy Secretary of the Treasury, says Russia's actions are a key contributor to energy and food price increases. George Saravelos, Deutsche Bank Global FX Research Head, says the market is too pessimistic on the euro. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says markets have been too aggressive on the speed of Fed hikes in the short-term. Cynthia Hooper, College of the Holy Cross Director of Russian and Eastern European Studies, discusses Vladimir Putin's Victory Day speech.See omnystudio.com/listener for privacy information.

Marty Walsh, U.S. Secretary of Labor, says 95% of pre-pandemic jobs have recovered. Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says to watch the trend in wage inflation. Neil Dutta, Renaissance Macro Head of Economics, doesn't expect anyone to be talking about a 75 basis-point hike anymore after today's jobs report. Mark Kimmitt, Retired Brigadier General & Former Assistant Secretary of State for Political-Military Affairs, says he would be surprised if the U.S. hadn't been providing intelligence support to Ukraine. See omnystudio.com/listener for privacy information.

 Sebastien Page, T. Rowe Price Chief Investment Strategist and Head of Global Multi-Asset, says world capital markets are going through a hangover. Nela Richardson, ADP Chief Economist, says we can't assume inflation will come down in a straight line. Marc Chandler, Bannockburn Chief Market Strategist, says Europe as a whole looks like it's headed for a recession. Paul Sankey, Sankey Research Founder & Lead Analyst, expects oil to hold in the $110-$115 range.See omnystudio.com/listener for privacy information.

 Jamie Dimon, JPMorgan Chase CEO, says the Fed should have raised rates sooner. Paul Romer, NYU Professor, Nobel Laureate & Former World Bank Chief Economist, says a stable 4% inflation rate should be a good target for the Fed. Ben Laidler, eToro Global Markets Strategist, says equities are in a correction. Elaine Kamarck, Brookings Senior Fellow, Harvard Professor & Former Clinton Administration Official, says the debate over abortion is causing a tsunami of fury ahead of mid-term elections. Barbara Corcoran, The Corcoran Group Founder & "Shark Tank" Executive Producer, says the under-footings of the real estate market are solid. See omnystudio.com/listener for privacy information.

 Ken Rogoff, Harvard Professor of Economics and Public Policy and Former IMF Chief Economist, says the Fed will have to raise rates to 4-5% to curb inflation. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says it will be hard for the Fed to out-hawk the market. Kathy Jennings, Delaware Attorney General and Democratic Attorneys General Association Co-Chair, says the report that the Supreme Court may overturn Roe v. Wade should be a wake-up call for voters everywhere. Alina Polyakova, Center for European Policy Analysis President & CEO, says Putin's survival in Russia depends on a win in Ukraine. David Rubenstein, Bloomberg Wealth Host and Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Marc Lasry, Avenue Capital Group Co-Founder & CEO and Milwaukee Bucks Co-Owner. See omnystudio.com/listener for privacy information.

 Ed Morse, Citigroup Global Head of Commodity Research, says China oil demand growth will be negative this year and won't come back quickly.Leland Miller, China Beige Book International CEO, sees widespread weakness in China. Julian Emanuel, Evercore Chief Equity & Quantitative Strategist, says picking stocks wins the day. Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, says the Federal Reserve will go less aggressive than the markets believe. See omnystudio.com/listener for privacy information.

 Philip Lane, European Central Bank Chief Economist, says the key question facing the ECB isn’t whether it should raise interest rates from record lows, but how quickly it should do so. Tom Porcelli, RBC Capital Markets Chief U.S. Economist, weighs in on the debate about how much scope the Federal Reserve has to tighten policy before the economy cracks. Ellen Wald, Atlantic Council Senior Fellow, discusses the latest developments in the global energy markets. Brent Thill, Jefferies Equity Research Analyst, says no one wants to buy anything in tech. See omnystudio.com/listener for privacy information.

 Win Thin, Brown Brothers Harriman Global Head of Currency Strategy, says it's impossible to control the yen.Wei Li, BlackRock Investment Institute Global Chief Investment Strategist, says U.S. markets will outperform their European counterparts due to the local economic drag of the conflict in Ukraine. Vitali Klitschko, Mayor of Kyiv, says Ukraine's economy is destroyed and the safety of those returning to the city cannot be guaranteed. John Lawler, Ford CFO, sees car prices rising further on higher commodity costs.  See omnystudio.com/listener for privacy information.

 Mary Barra, General Motors Chair & CEO, sees "green shoots" in China. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says 2022 is a battleground between the Fed's pivot and good corporate fundamentals. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the conflict is tipping towards Ukraine. Ed Yardeni, Yardeni Research President, sees a 30% chance of U.S. recession. See omnystudio.com/listener for privacy information.

Scott Kessler of Third Bridge and Brian Wieser of Group M, discuss what analysts and investors are looking for from Elon Musk at Twitter. Mike Mayo, Wells Fargo Senior Equity Analyst, says Citigroup has not been looking after the interests of shareholders. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says playing field leveled for active vs. passive investing. U.K. Ambassador to the U.S. Karen Pierce discusses her nation's efforts to aid Ukraine, the transition from Russian energy sources, and the need to ensure freedom of navigation. See omnystudio.com/listener for privacy information.

Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Elon Musk's $43 billion purchase offer is a "gift" to Twitter, and suggests the social-media giant "take the money and run." Jens Nordvig, Exante Data Founder & CEO, says the move in the Chinese yuan is the "most dramatic" since 2015. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says best trade may be to move into cash. Andrew Hollenhorst, Citi Chief U.S. Economist, discusses the outlook for the economy and Federal Reserve policy. See omnystudio.com/listener for privacy information.

Daleep Singh, Deputy National Security Advisor, says the U.S. sanctions against Russia are having the expected debilitating effect. Jean Boivin, Head of the BlackRock Investment Institute, doesn't expect the Fed to go beyond neutral. Glenn Hubbard, Columbia Professor & Former Council of Economic Advisers Chairman, says the Fed still has credibility with the public. Kelsey Berro, JPMorgan Investment Management Fixed Income Portfolio Manager, says oversold markets can stay oversold. Geoffrey Yu, Bank of New York Mellon Senior EMEA Markets Strategist, expects to see a lot of chop and change in emerging markets. See omnystudio.com/listener for privacy information.

Valdis Dombrovskis, European Commission Executive Vice President, says Putin will continue his aggression beyond Ukraine if he is not stopped there. Claudia Sahm, Jain Family Institute Director of Macroeconomic Research and Former Federal Reserve Economist, says the Fed doesn't have the power to control food and gas prices. Jon Gray, Blackstone COO, says the market selloff is creating opportunities. Dan Ives, Wedbush Managing Director of Research, expects to see strong tech earnings next month. See omnystudio.com/listener for privacy information.

David Malpass, World Bank President, calls for a more robust world debt resolution process. Brian Wieser, GroupM Global President for Business Intelligence, says investor expectations for Netflix were "way out of whack." Stephen Roach, Yale University Jackson Institute of Global Affairs Senior Fellow, says the Fed has miles to go on normalization. Jim Bianco, Bianco Research President, says investors should pay more attention to the effect of Japanese monetary policy on the U.S. treasury market. Margie Patel, Allspring Global Investments Senior Portfolio Manager, says the Fed may be nearing a pause on hikes. See omnystudio.com/listener for privacy information.

Mona Mahajan, Edward Jones Senior Investment Strategist, says investors are bracing for a big Fed move. Robert Blackwill, CFR Senior Fellow, says Russia is unlikely to use a nuclear device, but it is no longer impossible. Mark McCormick, TD Securities Global Head of FX Strategy, thinks the U.S. dollar can still strengthen from here. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says it may take a while for the medical community to gain back the trust of the American public. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman, discusses his interview with Apollo Global Management CEO Marc Rowan. See omnystudio.com/listener for privacy information.

 Bill Dudley, Bloomberg Opinion & Former New York Fed President, argues that the slower the Fed moves, the harder the landing will be. John Lipsky, Johns Hopkins University School of Advanced International Studies Distinguished Scholar and former IMF First Deputy Managing Director, says the war in Ukraine has the potential for very serious and long-lasting disruptions in grain markets. Daniel Skelly, Morgan Stanley Wealth Management Head of Market Research & Strategy, says he's seeing mixed messages from the stock and bond markets. Michelle Meyer, MasterCard Chief U.S. Economist, says consumer spending is still strong in the U.S. Alina Polyakova, Center for European Policy Analysis President & CEO, says Mariupol is the only thing standing in the way of Russia connecting its land and naval forces in Ukraine. See omnystudio.com/listener for privacy information.

John Williams, Federal Reserve Bank of New York President, says including hikes in increments of a half-percentage point is a “reasonable option” for the Fed. Kristalina Georgieva, IMF Managing Director, says the war in Ukraine is threatening the world order. Gita Gopinath, IMF First Deputy Managing Director, expects to see inflation easing toward 3% in the second half of the year. Angela Stent, Brookings Non-Resident Senior Fellow and Dan Yergin, S&P Global Vice Chairman, discuss their outlook for the war in Ukraine. Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, says inflation is probably peaking in the U.S.See omnystudio.com/listener for privacy information.

New York City Mayor Eric Adams discusses his plan for reducing crime in New York City. Nina Khrushcheva, The New School Professor of International Affairs, discusses what the possibility of Finland and Sweden joining NATO means for Putin. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, says dollar strength has more to do with inflation than concerns from the Russia-Ukraine War. Kathy Bostjancic, Oxford Economics Chief U.S. Economist, expects to see inflation above 5% at the end of the year. Peter Tchir, Academy Securities Head of Macro Strategy, expects equities to return to their pre-March Fed lows.See omnystudio.com/listener for privacy information.

Seth Carpenter, Morgan Stanley Chief Global Economist, says we have reached peak inflation in the U.S. Joyce Chang, JPMorgan Chair of Global Research, says the lockdowns in China are affecting the equivalent of more than one-third of China's GDP right now. Robert Tipp, PGIM Fixed Income Chief Investment Strategist, thinks the market will be able to tolerate the Fed's rate hikes. Julie Norman, UCL Centre on U.S. Politics Co-Director, says any war crime litigation against Putin wouldn't deter his actions in the current moment.See omnystudio.com/listener for privacy information.

Neil Dutta, Renaissance Macro Head of U.S. Economic Research, says the risk of recession in the U.S. is no higher than it normally is. Marilyn Watson, BlackRock Head of Global Fundamental Fixed Income Strategy, says rates can still move higher from here. Jonathan Fenby, Author of "The History of Modern France," says the conventional center-left, center-right division on which the Fifth Republic of France has lasted for the past 50 years or more is now destroyed. Ellen Wald, Atlantic Council Senior Fellow, says the war in Ukraine has given Iran an advantage in selling oil.See omnystudio.com/listener for privacy information.

Jan Hatzius, Goldman Sachs Chief Economist, says there's a chance the Fed may need to hike rates past 4%. Kristina Kvien, U.S. Charge d’Affaires to Ukraine, says Turkey has been playing a positive role in its support of Ukraine. Anastasia Amoroso, iCapital Chief Investment Strategist, says now is the time to look at put options. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the markets haven't decided whether to expect a slowdown or a recession.See omnystudio.com/listener for privacy information.

Olivier Blanchard, Former IMF Chief Economist, says the Fed is going to have a hard time slowing inflation. Vincent Reinhart, Dreyfus and Mellon Chief Economist, says the Great Moderation is over. Savita Subramanian, BofA Securities Equity and Quant Strategist, says energy is investable again. Alina Polyakova, Center for European Policy Analysis President & CEO, says Putin may advance further into Europe if he takes Ukraine. Elsa Lignos, RBC Global Head of FX Strategy, says there are big obstacles to de-dollarization.See omnystudio.com/listener for privacy information.

Bill Dudley, Former New York Fed President and Bloomberg Opinion Columnist, says the Fed might need to force stocks to fall. Evelyn Farkas, Former U.S. Deputy Assistant Secretary of Defense for Russia, Ukraine and Eurasia, says she is worried the U.S. is not thinking enough about how to save lives in Ukraine. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, says higher inflation is going to start destroying demand. Senator Bill Cassidy, (R) Louisiana, is proposing an Operation Warp Speed to combat high energy prices. Lindsey Piegza, Stifel Chief Economist, expects a negative GDP print in the first quarter of next year.See omnystudio.com/listener for privacy information.

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, expects the Federal Reserve to reduce the pace of its policy tightening as U.S. inflation moderates. Andrew Weiss, Carnegie Endowment for International Peace Vice President of Studies, is skeptical the U.S. has any great power to shift the ultimate political direction of Russia. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, expects inflation to move back to 2% in 2023. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says it's important to have some cash in your portfolio.See omnystudio.com/listener for privacy information.

John Bolton, Former U.S. National Security Advisor and The Foundation for American Security and Freedom Chairman, says the U.S. and its allies are not doing enough to support Ukraine. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says companies have gotten much better at combating margin pressures. Andrew Hollenhorst, Citi Chief U.S. Economist, says it is important to watch the housing sector to see the impact of interest rates on the economy. Doug Kass, Seabreeze Partners President, explains why he thinks markets are underpricing risk.See omnystudio.com/listener for privacy information.

Amos Hochstein, U.S. State Department Senior Advisor for Energy Security, expects U.S. allies to bring more oil into the marketplace as well. Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs report. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the Fed has to accelerate tightening. Elliot Ackerman, '2034: A Novel of the Next World' Co-Author and Former U.S. Marine Corps Veteran, says Ukrainians are mobilized to win this war.See omnystudio.com/listener for privacy information.

Richard Haass, Council on Foreign Relations President & Author of "The World: A Brief Introduction," expects a new global equilibrium to emerge from the war between Russia and Ukraine. Regina Mayor, KPMG Global Head of Energy, says oil markets are poised to settle down toward the end of 2022 and into 2023. Nela Richardson, ADP Chief Economist, expects a shift in consumer spending on the horizon. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, discusses the impact of a U.S. yield curve inversion on financial markets. Jim Glassman, JPMorgan Head Economist for Commercial Banking, expects the rate of inflation to slow down this year.See omnystudio.com/listener for privacy information.

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Chipotle CFO Jack Hartung sits down with Carol Massar to discuss the fast casual dining chain's rapid revenue growth, the development of its digital business during the pandemic, and its goal of expanding from 3,000 to 7,000 U.S. locations -- as well as the challenges of labor, food and construction costs that have pushed restaurants to raise menu prices.See omnystudio.com/listener for privacy information.

Ernest Moniz, Former U.S. Energy Secretary, says Russia will soon find buyers for its discounted oil. Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust Co-CEO, says the Fed's dot plot is not realistic. Megan Greene, says monetary policy divergence among central banks is impossible to maintain over a period of time. Seema Shah, Principal Global Investors Chief Strategist, doesn't expect much more upside for equities from here.See omnystudio.com/listener for privacy information.

Suhail bin Mohamed Al-Mazrouei, United Arab Emirates Energy Minister, says OPEC is aiming to ensure consumers are getting an "affordable" oil supply. David Malpass, World Bank President, discusses the impact of the Ukraine war on global food supply and the World Bank's efforts to help displaced refugees. Liana Fix, Korber Foundation Program Director, says the main challenge for Ukraine moving ahead will be negotiating a sustainable peace. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says Europe is at a greater risk of recession. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says there is still room for the market to move higher.See omnystudio.com/listener for privacy information.

Thierry Wizman, Macquarie Group Global Interest Rates and Currencies Strategist, says the Bank of Japan will need to raise the yield cap on its 10-year note to stabilize the value of the yen. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says the bond market selloff has caught people off guard. Wendy Schiller, Brown University Taubman Center for American Politics and Policy Director, says needs to simplify his messaging. Jens Nordvig, Exante Data Founder & CEO, says this yen weakness is not something we've seen before.See omnystudio.com/listener for privacy information.

Michael Spence, General Atlantic Senior Advisor & Nobel Laureate, expects China to move carefully with regards to Russia in order to avoid economic isolation. Philippe Etienne, French Ambassador to the U.S., discusses how France is helping Ukrainian refugees and providing support for food security. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the glide path to inflation to be to the downside. Jane Foley, Rabobank Head of FX Strategy, says the Euro is signaling some optimism.See omnystudio.com/listener for privacy information.

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says there's more pain to come for markets. Admiral James Stavridis, Bloomberg Opinion Columnist, Former Supreme Allied Commander of NATO and Author of "2034: A Novel of the Next World War," says using chemicals weapons would not be a silver bullet for Russia. Leslie Vinjamuri, Chatham House Director of the U.S. and Americas Programme, says it is critical that the U.S. and Europe maintain pressure on China in order to help end the war in Ukraine. Stephen Stanley, Amherst Pierpont Chief Economist, says the Fed might even be willing to cause a recession if necessary to lower inflation. Stephane Bancel, Moderna CEO, says older people may need annual Covid booster shots.See omnystudio.com/listener for privacy information.

John Ryding, Brean Capital Chief Economic Advisor, said the Fed has already made a policy mistake. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says there is no alternative to U.S. equities. Gargi Chaudhuri, BlackRock iShares Investment Strategy Americas, says, the front end of the yield curve is beginning to look attractive. Isaac Boltansky, BTIG Director of Policy Research, discusses his expectations for President Biden's visit to Europe.See omnystudio.com/listener for privacy information.

James Bullard, Federal Reserve Bank of St. Louis President, says U.S. monetary policy needs to be tightened quickly to stop putting upward pressure on inflation. Angela Stent, Brookings Non-Resident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says Putin's ambitions reach beyond Ukraine. Francisco Blanch, Bank of America Global Research Head of Global Commodities and Derivatives Research, still expects crude to rise to $150 this summer. Joanne Feeney, Advisors Capital Management Partner & Portfolio Manager, says equities are the only game in town. David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman discusses his interview with Citadel Founder & CEO Ken Griffin.See omnystudio.com/listener for privacy information.

Artis Pabriks, Latvia Defence Minister, says Europe's job of isolating Russia is only half-done. Leslie Falconio, UBS Global Wealth Management Senior Fixed Income Strategist for the Americas, expects real yields to move higher. Dave Altig, Atlanta Fed Director of Research, says they are not seeing any signs of softening demand. David Riley, BlueBay Asset Management Chief Investment Strategist, says the bond market is pricing in a wider distribution of outcomes.See omnystudio.com/listener for privacy information.

Robert Blackwill, Council on Foreign Relations Senior Fellow & Bloomberg Opinion Columnist, says it would be a serious blow to U.S.-China relations if China were to supply Russia with weapons. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it will be hard for the Fed to pull off a soft landing. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says there would be repercussions if the Fed were to raise the funds rate to 3% this year. Cristian Maggio, TD Bank Portfolio Strategy Head, says there are still risks to investing in Russia even if sanctions were to be removed.See omnystudio.com/listener for privacy information.

Natalie Jaresko, Former Ukraine Finance Minister, says we could see a serious global food problem due to the war in Ukraine. Laurence Boone, OECD Director & Chief Economist, discusses the impact of the Ukraine conflict on the group's global growth and inflation projections. Sarah Hewin, Standard Chartered Bank Head of Europe & Americas Research, says it looks as though the Bank of England is losing their nerve. Jay Bryson, Wells Fargo Chief Economist, says the Fed is in a tricky position right now. Michael Hirson, Eurasia Practice Head for China And Northeast Asia, describes the careful balance China has to walk in the war in Ukraine.See omnystudio.com/listener for privacy information.

Ellen Zentner, Morgan Stanley Chief U.S. Economist, says there are enough risks in the economy that it makes sense for the Fed to start with a 25 basis point hike. Bob Michele, JPMorgan Asset Managment CIO, discusses the three things he is watching for in the Fed’s interest rate decision. Ian Kelly, Former U.S. Ambassador to Georgia, says Putin's world is now very small. Dennis Gartman, Chairman of the University of Akron Endowment Fund & Retired Editor of The Gartman Letter, says we have to pay attention to the planting season in Ukraine. David Rubenstein, The Carlyle Group Co-Founder & Host of "Peer to Peer with David Rubenstein," discusses his interview with Airbnb CEO Brian Chesky.See omnystudio.com/listener for privacy information.

Seth Jones, Center for Strategic and International Studies International Security Program Director, doesn't see Russia looking for an off-ramp that would be acceptable to NATO or the Ukranian people. Elsa Lignos, RBC Global Head of FX Strategy, discusses the outlook for the Euro. Megan Greene, Kroll Institute Global Chief Economist, says we're likely to see stagflation in Europe. Doug Kass, Seabreeze Partners President, details his philosophy for navigating the market amid so much uncertainty.See omnystudio.com/listener for privacy information.

Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, expects the effects of sanctions on Russia to last for a while. Mohamed Younis, Gallup Editor in Chief, says favorability of Russia among Americans has hit an all-time negative high. Ed Al-Hussainy, Columbia Threadneedle Investments Senior Interest Rates Strategist, discusses how the fixed income market is being impact by Russia’s invasion of Ukraine. Mayra Rodriguez Valladares, MRV Associates Managing Principal, says the market risks are much higher for American banks than the risks from Russia.See omnystudio.com/listener for privacy information.

Michael Gapen, Barclays Chief U.S. Economist, reacts to the acceleration in U.S. consumer price gains. Estonia Prime Minister Kaja Kallas says Putin has gone "all in" on the war in Ukraine. Peter Trubowitz, London School of Economics Professor of International Relations & Chatham House Associate Fellow, said Putin made massive miscalculations in invading Ukraine. Marc Chandler, Bannockburn Chief Market Strategist, expects the war in Ukraine to raise inflation and slow growth.See omnystudio.com/listener for privacy information.

Bill Gross, PIMCO Co-Founder and Author of 'I’m Still Standing', says central banks have been "terribly wrong." David Malpass, World Bank President, is urging other countries to fill the output gap left by Russia and Ukraine. James Stavridis, Former Supreme Allied Commander at NATO and Author of '2034: A Novel of the Next World War,' says NATO must give Ukraine the tools that it needs to defend itself against the Russian invasion while preventing a path to a World War III-level confrontation. Amrita Sen, Energy Aspects Chief Oil Analyst, says oil could easily top $150 a barrel.See omnystudio.com/listener for privacy information.

Timna Tanners, Wolfe Research Metals and Mining Analyst, says, there's no quick production fix for the commodities that have been disrupted due to the war in Ukraine. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, explains how her firm is trying to be opportunistic in the current market environment. Diane Swonk, Grant Thornton Chief Economist, says the Fed is already behind the curve. Ann Miletti, Allspring Global Investments Head of Active Equity, says female investors have the edge.See omnystudio.com/listener for privacy information.

Ian Bremmer, Eurasia Group & GZERO Media President, says the likelihood of removing Russian president Vladimir Putin from power is "extremely low." Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says “growth scare pricing” could take the S&P 500 down to around 3,900 in the short-term. Paul Sankey, Sankey Research Lead Analyst, says we are in an energy regression. Jacob Frenkel, Former JPMorgan Chase International Chairman & Former Bank of Israel Governor, expects a new world order after Russia's invasion of Ukraine.See omnystudio.com/listener for privacy information.