Bloomberg Surveillance

Michael Holland, Holland & Company President, says to beware the bond market. Matthew Luzzetti, Deutsche Bank Chief U.S. Economist, doesn't expect Biden's Build Back Better plan to have a material impact on the Fed's path. Jane Foley, Rabobank FX Strategy Head, says the move up in the dollar may not last. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair, stresses the importance of improving Covid testing.See omnystudio.com/listener for privacy information.

Chris Harvey, Wells Fargo Securities Head of Equity Strategy, recommend investors move up in quality to protect against a possible U.S. Correction. Republican Congressman Bryan Steil of Wisconsin says Biden's economic plan will likely exacerbate inflation. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, discusses reducing quarantine time for Covid positive individuals, travel risks during the holiday season, and symptoms associated with the omicron variant. Brian Kelly, The Points Guy Founder & CEO, discusses holiday travel as the world braces for another Covid Christmas.See omnystudio.com/listener for privacy information.

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is way too early to get bearish. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says getting only a mild illness from Covid-19 is a victory for vaccines. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says growth is going to continue to be important for equity markets. Neil Dutta, Renaissance Macro Research U.S. Economic Research Head, says the Fed could hike four times next year without being hawkish.See omnystudio.com/listener for privacy information.

Richard Bernstein, Richard Bernstein Advisors CEO & CIO, says markets are caught between a rock and a hard place right now. Henrietta Treyz, Veda Partners Economic Policy Director, says Senator Joe Manchin's opposition to President Biden's tax-and-spending package was a huge blow to the White House. Lara Rhame, FS Investments Chief U.S. Economist, says the Fed needs to get tapering out of the way. Peter Hotez, National School of Tropical Medicine at Baylor College of Medicine Dean, says the U.S. has no appetite for more Covid-related shutdowns.See omnystudio.com/listener for privacy information.

Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says we have a new Federal Reserve framework that is being tested as we speak. Anna Han, Wells Fargo Equity Strategist, says the market is still digesting the Fed's change in velocity. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says Covid-19 is looking more and more like a seasonal influenza. Helane Becker, Cowen Senior Research Analyst, expects to see airline travel pick up in mid-February.See omnystudio.com/listener for privacy information.

George Bory, Allspring Global Investment Holdings Fixed Income Specialist, says central banks are trying to re-establish their credibility as inflation fighters. Seth Carpenter, Chief Global Economist Morgan Stanley, says we're going to continue talking about inflation for a long time. Beata Kirr, Co-Head of Investment Strategies at Bernstein Private Wealth Management, says the Federal Reserve’s intent to tackle inflation has provided a boost to market certainty and outlook. Steven Englander, Standard Chartered Head of G-10 FX Research, sees dollar weakness ahead. Shahab Jalinoos, Credit Suisse Chief FX & Rates Strategist, says to try to stay long the dollar where possible.See omnystudio.com/listener for privacy information.

Ken Rogoff, Harvard University Economics Professor, says now is the time to act on inflation. David Kostin, Goldman Sachs Chief U.S. Strategist, explains the factors behind the firm’s call for the S&P 500 index to hit 5,100 by the end of 2022. Dana Peterson, Conference Board Economist, expects services activity to return to pre-pandemic levels next year. Alan Ruskin, Deutsche Bank Chief International Strategist, says now there is even more reason to have a much higher terminal rate. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says vaccine uptake is improving as omicron spreads.See omnystudio.com/listener for privacy information.

John Stoltzfus, Oppenheimer Chief Investment Strategist, explains the reasoning behind his street-high S&P target of 5,330. Daniel Skelly, Morgan Stanley Wealth Management Head of Market Research & Strategy, discusses the factors behind the firm's 4,400 S&P call. Michael Gapen, Barclays Chief Economist, reacts to the jump in U.S. PPI. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says credit is "all good, except the yield." Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the Covid-19 omicron variant and the importance of first and second vaccine doses for the unvaccinated over booster shots.See omnystudio.com/listener for privacy information.

Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says stocks are still the best game in town for 2022. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, says a totally flat yield curve is already priced in. Wei Li, BlackRock Investment Institute Global Chief Investment Officer, says support must continue to ramp up in China because of the deteriorating growth. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses the omicron variant and company vaccine mandates.See omnystudio.com/listener for privacy information.

Kathy Bostjancic, Oxford Economics Chief U.S. Financial Economist, expects inflation to get worse from here. Stephen Dover, Franklin Templeton Chief Market Strategist & Head of Franklin Templeton Investment Institute, discusses how the inflation surge reflects our shifting economy. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says the delta variant is nearing its peak in the U.S. just as we're seeing omicron begin to emerge. Andy Blocker, Invesco Head of U.S. Government Affairs, says there is a 75% chance that Build Back Better gets done.See omnystudio.com/listener for privacy information.

Gargi Chaudhuri, BlackRock Head of iShares Investment Strategy Americas, expects CPI data to be stronger than what is priced in to markets. Mark Cabana, Bank of America Head of Rates Strategy, says the Fed is not too happy about the shape of the yield curve. Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, says the labor market is in great shape and it's time for the Fed to adjust. Dr. Chris Beyrer, Johns Hopkins Bloomberg School of Public Health Professor and Epidemiologist, discusses real world data on Covid vaccines, natural immunity, and public policy response.See omnystudio.com/listener for privacy information.

Bill Dudley, Bloomberg Opinion Columnist and Former New York Fed President, expects a few more surprises from the next Fed meeting. Steve Major, HSBC Global Head of Fixed Income Research, says it's really difficult to believe that rates are going to get anywhere near the levels reached in the last cycle. Dean Curnutt, Macro Risk Advisors Founder & CEO, is seeing signs of chaos in the risk-free asset class. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, says a third Covid vaccine dose is looking increasingly more important. David Rubenstein, Carlyle Group Co-Founder Co-Chairman and Host of "The David Rubenstein Show: Peer to Peer Conversations," discusses his interview with Hilton President & CEO Chris Nassetta.See omnystudio.com/listener for privacy information.

Tony Crescenzi, PIMCO Market Strategist, says the Fed won't give up it's hard-won credibility. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says markets have wrung out complacency, Ed Yardeni, Yardeni Research President, says productivity is making a huge comeback. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the Covid-19 omicron variant and vaccine mandates.See omnystudio.com/listener for privacy information.

Robert Tipp, PGIM Fixed Income Chief Investment Strategist, says the Fed has already shot all of its bullets. Sara House, Wells Fargo Corporate & Investment Banking Senior Economist, expects to see 7% CPI in the first quarter. Bill Lee, Milken Chief Economist, says President Xi has only gotten more powerful in China. Amrita Sen, Energy Aspects Founder & Research Director, says she wouldn't rule out a pause or a cut from OPEC.See omnystudio.com/listener for privacy information.

Marty Walsh, U.S. Secretary of Labor, says he feels good about where the U.S. economy is headed. Jeff Rosenberg, BlackRock Systematic Multi-Strategy Fund Portfolio Manager, discusses how the November jobs report could impact Fed policy. Tiffany Wilding, PIMCO Chief U.S. Economist, says the post-pandemic labor market could look very different from the pre-pandemic one. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, says we expect more data about the omicron variant's transmissibility next week.See omnystudio.com/listener for privacy information.

Christyan Malek, JPMorgan EMEA Oil & Gas Research Head, says shale is in a straitjacket right now. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says sectors are going to matter in the new year. Helane Becker, Cowen Senior Research Analyst, warns that there may be some airlines that won't be able to survive if the U.S. implements travel curbs similar to Europe. Mike Darda, MKM Chief Economist and Market Strategist, says the U.S. labor market is tightening at a rapid pace.See omnystudio.com/listener for privacy information.

This episode of Chief Future Officer focuses on Marriott International CFO Leeny Oberg. Shery Ahn explores how she's helping the world's largest hotel chain through a challenging period for the hospitality industry, facing labor shortages, changing customer expectations, and a sharp falloff in business travel due to the Covid-19 pandemic.See omnystudio.com/listener for privacy information.

Marilyn Watson, BlackRock Head of the Global Fundamental Fixed Income Strategy, sees a potential buying opportunity in the credit market. Bob Michele, JPMorgan Asset Management CIO & Head of Global Fixed Income, Currency & Commodities, advises selling government bonds and buying credit. Laurence Boone, OECD Chief Economist, says there is no doubt that the omicron variant is adding to global economic uncertainty. Shai Weiss, Virgin Atlantic CEO, says stopping travel is not the way to stop a pandemic.See omnystudio.com/listener for privacy information.

Howard Ward, Gabelli Funds CIO of Growth Equities, says it is too early to say whether the omicron variant is a market gamechanger. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, expects inflation to fall to 3% despite the risk from the omicron variant. Lauren Sauer, Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says we could see omicron updates to covid vaccines within 2-4 months if necessary. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, makes the case for Fed patience.See omnystudio.com/listener for privacy information.

Peter Hotez, Baylor College Baylor College Dean of the National School Of Tropical Medicine, says travel bans from southern Africa is a policy failure. Elsa Lignos, RBC Global Head of FX Strategy, says currency market is in “wait-and-see mode” on the omicron variant. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says 2022 is going to be a tougher year to make money. Jennifer Lee, BMO Capital Markets Senior Economist, expects the ISM surveys to be far more interesting than payrolls this week.See omnystudio.com/listener for privacy information.

Dr. Andy Pekosz, Johns Hopkins University Bloomberg School of Public Health Professor and Virologist, says now is the time to be proactive to prevent again the new Covid variant and other virus risks. Amrita Sen, Energy Aspects Founder and Director of Research, says the oil market has had a huge overreaction to the new Covid variant. David Riley, BlueBay Asset Management Chief Investment Strategist, says the new Covid variant challenges market assumptions about the virus. Joe Feldman, Telsey Senior Research Analyst & Assistant Director of Research, says people are doing their holiday shopping earlier because of supply concerns.See omnystudio.com/listener for privacy information.

Marvin Loh, State Street Global Markets Global Macro Strategist, says today's data confirms that the U.S. Economy is moving in the right direction. Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, there is a possibility that demand could curtain as supply picks up next year. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says the options market has finally woken up. Dr. Bhakti Hansoti, Johns Hopkins Associate Professor of Emergency Medicine, says Covid-19 is absolutely not endemic. Brian Kelly, The Points Guy CEO & Founder, says airlines need to reinvest in their service post-Covid.See omnystudio.com/listener for privacy information.

Anastasia Amoroso, iCapital Network Chief Investment Strategist, says the damage to the Turkish Lira has been self-inflicted. Mark McCormick, TD Securities Global Head of FX Strategy, says the market has completely lost confidence in Turkey. Michael Feroli, JPMorgan Chief U.S. Economist says the U.S. labor market looks pretty healthy and is getting back to normal. Wendy Schiller, Brown University Taubman Center for American Politics & Policy Director, says Democrats need to show they can still govern otherwise they'll lose suburban voters.See omnystudio.com/listener for privacy information.

President Joe Biden selects Jerome Powell for a second four-year term as U.S. Federal Reserve chair and elevates Governor Lael Brainard to vice chair. A special edition of Bloomberg Surveillance gets the reaction from Kathy Jones, Charles Schwab Chief Fixed Income Strategist; Alan Blinder, Former Federal Reserve Vice Chair; Bob Michele, JPMorgan Investment Management CIO; Priya Misra, TD Securities Global Head of Rates Strategy; Eric Freedman, U.S. Bank Asset Management Chief Investment Officer; Danny Blanchflower, Dartmouth College Professor and more.See omnystudio.com/listener for privacy information.

Nadia Lovell, UBS Global Wealth Management Senior US Equity Strategist, predicts the S&P 500 Index will reach 5,000 by June of 2022. Jim O'Sullivan, TD Securities Chief US Macro Strategist, expects growth momentum to be down over the next year. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, discusses the FDA's authorization of Pfizer and Moderna booster shots for adults in the U.S. Hugo Rogers, Deltec Bank & Trust Chief Investment Officer, says markets are facing a trifecta of tailwinds.See omnystudio.com/listener for privacy information.

Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, still expects a strong growth trajectory over the next several years. Megan Greene, Harvard Kennedy School Senior Fellow, says Turkey is the canary in the EM coalmine. Seth Carpenter, Morgan Stanley Chief Global Economist, expects inflation to peak at start of 2022. Stephen Stanley, Amherst Pierpont Chief Economist, says it's going to take a while for the Fed to catch up.See omnystudio.com/listener for privacy information.

David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, discusses how he expects SEC Chair Gary Gensler to deal with crypto regulation. Jordan Rochester, Nomura G10 FX Strategist, don't see any reason why the dollar should weaken from here. Ben Laidler, eToro Global Markets Strategist, says the Santa rally came early this year. Sarah House, Wells Fargo Senior Economist, doesn't expect the Fed to be too aggressive in this environment.See omnystudio.com/listener for privacy information.

James Bullard, Federal Reserve Bank of St. Louis Fed President, says the central bank should speed up its reduction of monetary stimulus in response to a surge in U.S. inflation. Priya Misra, TD Securities Head of Global Rates Strategy, says the FOMC is just as split as the market. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, explains why they remains cautious on the year ahead. Dana Peterson, Conference Board Chief Economist, says the U.S. economy is getting back on track.See omnystudio.com/listener for privacy information.

Bill Dudley, Former New York Federal Reserve Bank President and Bloomberg Opinion Columnist, and Jeffrey Lacker, Former Richmond Federal Reserve President, both could see the Fed raising its target for the federal funds rate to 3% or above. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says stocks are the only game in town right now. Mona Mahajan, Edward Jones Senior Investment Strategist, says this bull market still has legs. Stephen Sadove, Former Saks CEO & MasterCard Senior Advisor, is expecting to see strong Black Friday sales.See omnystudio.com/listener for privacy information.

Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low for a sustained amount of time.” Seema Shah, Principal Global Investors Senior Global Investment Strategist, says emerging markets are slightly more stable than we've been used to in recent years. George Goncalves, MUFG Head of U.S. Macro Strategy, says inflation could fast forward the Fed's timeline.See omnystudio.com/listener for privacy information.

Leon Cooperman, Omega Family Office Chairman & CEO, says we should focus on tax loopholes rather than new forms of taxation. Mandy Xu, Credit Suisse Equity Derivatives Strategy, says skew is askew right now. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says there's no way to make things inflation-proof. Julia Coronado, Macropolicy Perspectives President & Founder, says we're still surfing the wave of fiscal support.See omnystudio.com/listener for privacy information.

Neil Dutta, Renaissance Macro Research Head of Economics, reacts to the acceleration in consumer prices. Jean-Yves Fillion, BNP Paribas USA CEO, plans to have 60% of staff back in the company's midtown Manhattan office early next year. Scott Kirby, United Airlines CEO, feels confident about adequate staffing during the holidays. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of Peer-to-Peer Conversations, discusses his interview with Democratic Senator Joe Manchin of West Virginia. Jane Foley, Rabobank Head of FX Strategy, expects real wage depreciation ahead. Michael Nathanson, MoffettNathanson Senior Analyst, says Disney is not scared of the streaming competition.See omnystudio.com/listener for privacy information.

Hertz Interim CEO Mark Fields, Certares Founder Greg O’Hara, Knighthead Co-Founder Tom Wagner & Superbowl Champion Tom Brady, discuss Hertz's upsized listing on the Nasdaq. Marriott International CEO Anthony Capuano, says they are optimistic about the future of tourism and travel. Claudia Sahm, Bloomberg Opinion Columnist, Jain Family Institute Senior Fellow and Former Federal Reserve Economist, says it is impossible for the Fed to escape politics. Ola Kaellenius, Daimler CEO, expects to see a gradual improvement in chip supply in the fourth quarter. Nicola Sturgeon, Scotland First Minister, says we need to protect people in the shift toward renewable energy.See omnystudio.com/listener for privacy information.

Willliam Lee, Milken Institute Chief Economist, says China is being hit by a confluence of domestic and global factors. George Saravelos, Deutsche Bank Global Head of FX Research, says crypto is a symptom of extra savings. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the direction of markets looks up from here. Wendy Schiller, Brown University Taubman Center for American Politics & Policy Director, says independts are feeling comfortable with the GOP.See omnystudio.com/listener for privacy information.

Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs numbers. Jennifer Granholm, U.S. Energy Secretary, says President Biden is looking at a potential release from the Strategic Petroleum Reserve after OPEC+ rejected a request for a larger output increase. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, discusses Pfizer's Covid-19 pill that reduced hospitalizations and deaths in high-risk patients by 89%. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, says the punishing effects of zero yields combined with growing inflationary pressure have created a giant erosion in purchasing power.See omnystudio.com/listener for privacy information.

Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chiavarone, Federated Hermes Portfolio Manager, says its still risk-on for the time being. Ed Yardeni, Yardeni Research Founder, President & CIO, expects productivity to make a comeback. Ellen Wald, Senior Fellow at the Atlantic Council, says gas prices are starting to calm down.See omnystudio.com/listener for privacy information.

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet challenges -- serving as "Chief Future Officers." Bloomberg's Emily Chang explores how Levi's CFO Harmit Singh is steering the iconic apparel brand through the disruptions of the pandemic and towards ambitious goals for sustainability and digitization.See omnystudio.com/listener for privacy information.

Al Gore, Former U.S. Vice President, says we now have a subprime carbon bubble. Eric Adams, New York City Mayor-Elect, discusses his election win. Abby Joseph Cohen, Goldman Sachs Advisory Director & Senior Investment Strategist, explains why she is closely watching wages. Michael Gapen, Barclays Investment Bank Chief U.S. Economist, says the Fed is still a long way off from lifting rates. Pascal Soriot, AstraZeneca CEO, says the pharmaceutical industry can have a big impact on reducing carbon emissions. Carlos Alvarado, President of Costa Rica, sees a great opportunity to electrify transportation ahead.See omnystudio.com/listener for privacy information.

Kristalina Georgieva, IMF Managing Director, says vaccinating the world will help ensure that higher inflation proves temporary. Marc Benioff, Salesforce CEO, says CEOs need to get their companies to go net-zero. Anna Han, Wells Fargo Equity Strategist, discusses the Federal Reserve’s “huge” involvement in equities. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, does not expect the Fed to be able to hike in 2022.See omnystudio.com/listener for privacy information.

Mark Carney, UN Special Envoy on Climate Action and Finance and Former BOE Governor, says the finance sector is about to get a net-zero scorecard. Troy Gayeski, FS Investments Chief Market Strategist, says now is the time to diversify. Lisa Hornby, Schroders Head of U.S. Multi-Sector Fixed Income, says central banks are always behind markets. Andrew Hollenhorst, Citi Chief U.S. Economist, says the labor shortage story matters more than the jobs number. Jakob Stausholm, Rio Tinto CEO, says it might take until the end of this decade before the company has a clear view on how it will become fully carbon neutral.See omnystudio.com/listener for privacy information.

Bruno Le Maire, French Finance Minister, calls on G-20 nations to address supply chain constraints. Michelle Meyer, Bank of America Chief U.S. Economist, is expecting an economic rebound in the fourth quarter. George Bory, Wells Fargo Asset Management Head Of Fixed Income Strategy, says bond markets are testing the limits of central banks. Scott Clemons, Brown Brothers Harriman Partner & Chief Investment Strategist, is expecting continued economic uncertainty ahead.See omnystudio.com/listener for privacy information.

Mark McCormick, TD Global Head of FX Strategy, says The Bank of England and Bank of Canada are the central banks pulling things forward. Dennis DeBusschere, 22V Research President & Chief Market Strategist, discusses his No. 1 ranking in the latest Institutional Investor survey. Ferridge, State Street Head of Macro Strategy for North America, says we're still in an environment where bad news is good news. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says luxury stocks are the tech stocks of Europe.See omnystudio.com/listener for privacy information.

David Rubenstein, "Peer to Peer with David Rubenstein" Host, discusses his interview with General Mark Milley, Chairman of the Joint Chiefs of Staff. Steven Mnuchin, Former U.S. Treasury Secretary, says he is opposed to the introduction of new taxes on billionaires by Democrats. Mary Barra, General Motors Chair & CEO, says the chip shortage is improving, but will likely linger into late 2022. Diane Swonk, Grant Thornton Chief Economist, explains why 3Q has been the weakest quarter of the pandemic recovery. Doug Kass, Seabreeze Partners President, says he is bearish in the market and that Main Street has diverged widely from Wall Street.See omnystudio.com/listener for privacy information.

Tony Crescenzi PIMCO Market Strategist, Portfolio Manager, discusses navigating an economic cycle he sees “moving at warp speed.” Gabriela Santos, JPMorgan Investment Mgmt. Global Market Strategist, expects deceleration in China to continue. Regina Mayor, KPMG Global Head of Energy, says not to count out the energy industry. Thierry Wizman, Macquarie Group Global Interest Rates & Currencies Strategist, says the definition of transitory has been changing.See omnystudio.com/listener for privacy information.

Michael Nathanson, Moffettnathanson Founding Partner and Senior Research Analyst, says Facebook's business model is well-protected. Priya Misra, TD Securities Global Head of Rates Strategy, says the market is calling the Fed's bluff. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says this is the week the market reports. Dan Kurtz-Phelan, Foreign Affairs Editor, discusses the U.S. approach to China. Ellen Wald, Atlantic Council Senior Fellow, says Riyadh sees tightness in oil supply and demand as a positive.See omnystudio.com/listener for privacy information.

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist & Head of Quantitative Research, defends his bullish call on the S&P hitting 5,000 next year. Rubeela Farooqi, High Frequency Economics Chief U.S. Economist, discusses the headwinds facing the economy, and how they factor into her growth expectations. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says market rotational shifts will likely persist. Helane Becker, Cowen Senior Research Analyst, discusses key takeaways from airlines earnings and trends in travel.See omnystudio.com/listener for privacy information.

Jonathan Gray, Blackstone President & COO, says inflation is “definitely becoming” more persistent and pervasive than expectations. Jens Nordvig, Exante Data Founder & CEO, explains why the next wave of the virus is expected to have less of an economic impact than earlier waves. Tiffany Wilding, PIMCO Chief Economist, expects a Fed rate hike at the start of 2023. Steve Chiavarone, Federated Hermes Portfolio Manager, sees opportunity in international stocks.See omnystudio.com/listener for privacy information.

Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says stock picking is back. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, prefers equities over gold as an inflation hedge. Dan Ives, Wedbush Securities Senior Equity Research Analyst, expects GM to be a big participant in the electric vehicle transformation. Julia Coronado, President & Founder of Macropolicy Perspectives, discusses a Bundesbank after Jens Weidmann.See omnystudio.com/listener for privacy information.

John Micklethwait, Bloomberg Editor-in Chief, discusses his exclusive interview with U.K. Prime Minister Boris Johnson. David Solomon, Goldman Sachs CEO, says the company will continue to do business with fossil fuel companies as part of a balanced transition to green energy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says low yields are here to stay. Brent Schutte, Northwestern Mutual Wealth Management Chief Investment Strategist, says the economy is still pushing along and that stocks are still attractive.See omnystudio.com/listener for privacy information.

Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the resilience of the market has been remarkable. Dana Peterson, The Conference Board Chief Economist, says she's optimistic on consumption. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, discusses the use of Covid-19 booster shots in the U.S. and global vaccine distribution issues. Bobby Ghosh, Bloomberg Opinion Columnist, discusses the life and legacy of former U.S. Secretary of State Colin Powell.See omnystudio.com/listener for privacy information.