Bloomberg Surveillance

Ken Leon, CFRA Global Director of Equity Research, says it may be a challenge for banks to maintain their first quarter strength. Geoffrey Yu, BNY Mellon Senior Strategist, says banks will only start to lend when they believe there is sustainable inflation driven by demand. Stephen Biggar, Argus Research Director of Financial Institutions Research, expects another quarter or two of strong numbers coming out of investment banking and trading. Seth Carpenter, UBS U.S. Chief Economist, says a lot of trends that existed pre-covid are being accelerated.See omnystudio.com/listener for privacy information.

Jared Bernstein, White House Council of Economic Advisers Member, says the White House can’t yet determine what sort of impact the recommended pause in the use of Johnson & Johnson’s Covid-19 vaccine would have on it’s vaccination target and economy. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says the U.S. pause of the Johnson & Johnson vaccine could lead to a negative impact on the global vaccination effort. Adam Posen, Peterson Institute President, says we shouldn't worry about inflation yet. Simona Mocuta, State Street Senior Economist, says we shouldn't dismiss food inflation.See omnystudio.com/listener for privacy information.

William Dudley, Former New York Federal Reserve President, says the Fed's slowness to tighten policy will create some risks to the economy. Jacob Frenkel, Group of Thirty Chairman of the Board of Trustees, says countries can't afford to be isolationist. Jing Ulrich, JPMorgan Chase Managing Director & Vice Chairman of Asia Pacific, says Chinese authorities are tightening liquidity because the economic recovery is fully on track. Tony Rodriguez, Nuveen Asset Management Head of Fixed Income Strategy, says the high yield market is well-positioned.See omnystudio.com/listener for privacy information.

Richard Clarida, Federal Reserve Vice Chairman, policy makers are looking for “hard numbers” on whether they’re reaching their goals on price stability and employment before adjusting interest rates. Kenneth Rogoff, Harvard University Professor of Economics & Public Policy, says a rise in interest rates at this point in the global pandemic recovery would “turn the world upside down.” Angus Deaton, Nobel Prize-Winning Economist and Princeton University Professor of Economics & International Affairs Emeritus, says the pandemic has exacerbated economic inequality. Anthony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, sees value in the front end of the yield curve.See omnystudio.com/listener for privacy information.

Vitor Gaspar, IMF Fiscal Affairs Department Director, says the investment in vaccinations has a tremendous return. William Lee, Milken Institute Chief Economist, says the global economy is not ready for a U.S. locomotive. Dennis Gartman, University of Akron Endowment Chairman, is seeing a real generation shift in stock selection. Michelle Meyer, Bank of America Head of U.S. Economics, says we are still correcting for the Covid shock.See omnystudio.com/listener for privacy information.

Jim Bianco, Bianco Research President and Macro Strategist, expects rates to move higher for the next several months. Robert Albertson, Piper Sandler Chief Financials Strategist, reacts to the annual letter from JPMorgan CEO Jamie Dimon. Kristen Bitterly, Citi Private Bank Regional Head of Investments for North Americas, says holding onto cash is guaranteed to lose value. Mercedes Carnethon, Northwestern University Professor of Preventive Medicine & Vice Chair of Department of Preventive Medicine, discusses the continued Covid risks for children. David Rubenstein, Carlyle Group Co-Founder and Peer-to-Peer Conversations Host, discusses his conversation with Robin Hood Foundation CEO Wes Moore.See omnystudio.com/listener for privacy information.

Hans Vestberg, Verizon Chairman & CEO, and Lisa Sherman, Ad Council President & CEO, discuss the effort to communicate accurate information about Covid-19 and vaccinations. Catherine Mann, Citi Global Chief Economist, says the U.S. Is the locomotive of growth in the world right now. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, discusses earnings expectations and the possibility of “pent-down” demand from the coronavirus pandemic. Rep. Rodney Davis, (R) Illinois & Ranking Member on House Administration Committee, is afraid that Biden's infrastructure plan is a disguised Green New Deal. Stephen Roach, Yale University Jackson Institute of Global Affairs Senior Fellow, sees a classic frothy environment in the markets.See omnystudio.com/listener for privacy information.

Marc Chandler, Bannockburn Chief Market Strategist, says divergence is still the theme for markets. Anna Han, Wells Fargo Securities Equity Strategist, says the momentum trade is morphing. Terry Haines, Pangaea Policy Founder, says it will take months to work out an infrastructure deal. Dana Peterson, Conference Board Chief Economist, expects to see inflationary pressures in certain industries. Robert Murphy, Northwestern University Professor of Medicine, discusses the difficultly in preventing against virus variants.See omnystudio.com/listener for privacy information.

Jared Woodard, Bank of America Research Investment Committee Head, says Jared Bernstein, White House Council of Economic Advisors Member, says more plans are expected from President Biden in mid-April. Jared Woodard, Bank of America Research Investment Committee Head, says we are on the cusp of one of the biggest capex booms in modern history. Mike Wilson, Morgan Stanley, Chief U.S. Equity Strategist, says the next recession isn't any time soon. Dr. Amber D'Souza, Johns Hopkins Bloomberg School of Public Health Professor of Epidemiology, says we are currently in a race of virus versus vaccine.See omnystudio.com/listener for privacy information.

Brian Deese, White House Director of the National Economic Council, discusses what to expect from President Biden's infrastructure plan and why we need it. Derek Jeter, Miami Marlins CEO, and Anthony Hsier, LoanDepot CEO, discuss their naming partnership, the future of the Miami Marlins and the evolution of baseball. Christine Lagarde, European Central Bank President, tells Bloomberg's Francine Lacqua that the market can the ECB's resolve as much as it wants. David Herro, Harris Associates Partner, Deputy Chairman, Portfolio Manager and Chief Investment Officer of International Equity, says there is the potential for a Swiss powerhouse bank.See omnystudio.com/listener for privacy information.

Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, expects rates to continue to normalize. James Bevan, CCLA Chief Investment Officer, says U.S. stimulus could lead to the risk of a melt-up in markets. Rep. Gregory Meeks, (D) New York & House Foreign Affairs Committee Chair, says we must invest in the infrastructure of our nation. Ethan Harris, BofA Securities Head of Global Economic Research. Ethan Harris, BofA Securities Head of Global Economic Research, says the fade in growth won't be dramatic.See omnystudio.com/listener for privacy information.

Tracy Alloway, Bloomberg Markets Managing Editor, says there are so far no signs the forced block trades are unnerving the wider market. Gerard Cassidy, RBC Capital Markets Head of U.S. Bank Equity Strategy and Large Cap Bank Analyst, says the forced block trades won't change his position on banks. David Kelly, JPMorgan Asset Management Chief Global Strategist, expects U.S. fiscal stimulus to lead to higher interest rates one way or another. Stephen Schork, The Schork Report Founder & Editor, says the Suez blockage will have a significant impact on oil.See omnystudio.com/listener for privacy information.

Patrick Harker, Federal Reserve Bank of Philadelphia President, says there are some risks to keeping rates too low for too long. Troy Gayeski, Skybridge Capital Co-CIO, says it might be a year where success or failure is determined by whether or not you had a meaningful position in bitcoin. Beata Kirr, AB Co-Head of Investment Strategies, says it's a mistake to be a U.S.-only investor. Robert Tipp, PGIM Chief Investment Strategist & Head of Global Bonds, explains why the belly of the yield curve is under pressure.See omnystudio.com/listener for privacy information.

Alan Gelder, Wood Mackenzie Vice President of Refining, Chemicals & Oil Markets, says the blockage at the Suez Canal could last over a week. Mohamed Younis, Gallup Editor in Chief, says China is viewed as the greatest enemy by 45% of the U.S. Seema Shah, Principal Global Investments Chief Strategist, says retail investors are important. Nathan Sheets, PGIM Chief Economist & Head of Global Macroeconomic Research, says the pandemic has taught firms to have more diversified supply chains.See omnystudio.com/listener for privacy information.

Michael O'Leary, Ryanair CEO, is optimistic about the recovery of short-haul travel between the U.K. and Europe this summer. Representative Don Beyer, U.S. Congress Join Economic Committee Chair, says he is aiming for input from both Republicans and Democrats for the infrastructure bill. Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, says 2021 has been a story about the rotation into value. Torsten Slok, Apollo Management Chief Economist, says the U.S. economy is nowhere near significant overheating. David Rubenstein, Carlyle Group Co-Founder & Host of "Peer to Peer Conversations," discusses his conversation with Estée Lauder Chairman Emeritus Leonard Lauder.See omnystudio.com/listener for privacy information.

Megan Greene, Harvard Kennedy School Senior Fellow, says the Fed will likely hike rates before its own forecast. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, doesn't the the uptrend of virus cases in Europe coming to the U.S. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says innovation will continue to be an important driver for earnings and cash flow. Don Mullen, Pretium CEO & Founder, says we are in the early days of market opportunity.See omnystudio.com/listener for privacy information.

Ruud Dobber, AstraZeneca U.S. President, says the company's Covid-19 vaccine is safe and effective. Heather Boushey, U.S. Council of Economic Advisers Member, says this economic crisis isn't over. Bob Michele, JPMorgan Asset Management CIO, Managing Director and Head of GFICC, thinks we've seen the first steps for the Fed tightening monetary policy. Robert Hormats, Tiedemann Advisors Managing Director, says the U.S. may ramp up pressure on China. Lara Rhame, FS Investments Chief U.S. Economist, says it would be a mistake to assume the U.S. can sustain growth at these astronomic levels.See omnystudio.com/listener for privacy information.

Ian Bremmer, Eurasia Group and GZero Media President, says there is agreement across the U.S. political spectrum that China is the most the most critical adversary of the United States. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean and Co-Director of the Center for Vaccine Development at Texas Children's Hospital, says the vaccine rollout in Europe has been abysmal. Helane Becker, Cowen Managing Director & Senior Analyst for Equity Research, says airlines are now in control of their own destinies. Brian Levitt, Invesco Global Market Strategist, expects inflation pressures to fade.See omnystudio.com/listener for privacy information.

Adam Posen, Peterson Institute President, says 7% GDP is inherently going to be transitory. David Rosenberg, Rosenberg Research and Associates Chief Economist & Founder, says this pandemic is not over. Daniel Tannebaum, Oliver Wyman Partner & Americas Anti-Financial Crime Leader, reacts to the spat between U.S. President Biden and Russian President Putin. Michael Darda, MKM Partners Chief Economist & Macro Strategist, expects the Fed will tighten next year.See omnystudio.com/listener for privacy information.

Jan Hatzius, Goldman Sachs Chief Economist & Head of Global Investment Research, expects a rapid recovery in 2021. Glenn Hubbard, Columbia University Professor & Former Chairman of the Council of Economic Advisors, says the U.S. needs more sustainable fiscal policy. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, expects the economy to burn hotter and shorter. Randy Kroszner, University of Chicago Booth School of Business Professor of Economics, it is still uncertain whether inflation expectations could become unanchored. Lauren Sauer, Johns Hopkins Assistant Professor of Emergency Medicine, says we have to target the most vulnerable for vaccines.See omnystudio.com/listener for privacy information.

Bharat Ramamurti, U.S. National Economic Council Deputy Director, outlines why Biden plans to ensure wealthier taxpayers pay more. Patricia Mosser, Columbia University Professor & Former Federal Reserve Bank of New York Senior Official, says higher real interest rates and inflation expectations have been good news from a macroeconomic standpoint. Ian Lyngen, BMO Head of U.S. Rates Strategy, says he could see a situation in which the Fed gives the green light to the bear re-steepening. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says suspending the AstraZeneca vaccine is the wrong decision.See omnystudio.com/listener for privacy information.

Ben Laidler, Tower Hudson Research CEO, says the rotation has just begun. David Rubenstein, Carlyle Group Founder, says we could see a return to some type of normality by the fall. Noelle Corum, Invesco Portfolio Manager, says we could see more rates volatility from here. Mike Mayo, Wells Fargo Securities Head of U.S. Large-Cap Bank Research, explains why he increased his price target on JPMorgan to the highest on the street.See omnystudio.com/listener for privacy information.

Rick Bright, The Rockefeller Foundation Pandemic Prevention and Response Senior Vice President, says he's seen a complete 180 degree turnaround between the Biden and Trump administrations in their response to coronavirus. Michael Holland, Holland & Company Chairman, says we are in the early stages of a major recovery. Anna Han, Wells Fargo Securities Equity Strategist, says she is focused on earnings expectations. Blerina Uruci, Barclays Senior U.S. Economist, sifts through inflation concerns explaining sometimes the narrative is more dramatic than actual changes in the underlying data.See omnystudio.com/listener for privacy information.

Sarah Bianchi, Evercore ISI Head of U.S. Public Policy, says the era of U.S. gridlock is not over. Kallum Pickering, Berenberg Senior Economist, says the underlying risks to the economy are still significant. Sebastien Page, T Rowe Price Multi Asset Strategist, says rising rates are an unknown for markets. Jason Farley, Johns Hopkins Nursing Professor, says the risk of blood clots from Covid-19 rises with age.See omnystudio.com/listener for privacy information.

Jared Bernstein, U.S. Council of Economic Advisors Member, says Biden's rescue plan is critical for a reliable recovery. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, sees both the U.S. and western Europe booming over the next couple of quarters. James Stavridis, Bloomberg Opinion Columnist & Former NATO Supreme Allied Commander, says the U.S. has to confront China where it must, but cooperate where it can. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the future of cord-cutting and direct-to-consumer. Gabriela Santos, JPMorgan Investment Management Global Market Strategist, says we are just seeing a correction in Chinese markets.See omnystudio.com/listener for privacy information.

Laurence Boone, OECD Chief Economist, says the U.S. stimulus package will help power a faster than expected global economic upswing. Mark McCormick, TD Bank Global Head of FX Strategy, is bullish on the dollar versus the euro. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Officer, says 2022 will be an adjustment year for markets. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says the CDC guideline show why vaccines are so important.See omnystudio.com/listener for privacy information.

Abby Joseph Cohen, Goldman Sachs Advisory Director and Senior Investment Strategist, says she still sees potential in equities. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says a pan-virus vaccine needs to be developed. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says zombie companies are living off fumes. Michelle Meyer, BofA Securities Head of U.S. Economics, says consumers will drive U.S. economic growth. Valerie Grant, AllianceBernstein Senior Portfolio Manager: Responsible Investing, discusses empowering women in finance.See omnystudio.com/listener for privacy information.

Jared Bernstein, U.S. Council of Economic Advisers Member, says the details surrounding stimulus payments are still under review. Savita Subramanian, BofA Securities Head of U.S. Equity & Quantitative Strategy, says there are real risks in the S&P 500 and the NASDAQ. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the Fed needs to be more forceful. Priya Misra, TD Securities Global Head of Rates Strategy, thinks rates will keep rising until we get persistent tightening of financial conditions.See omnystudio.com/listener for privacy information.

Olaf Scholz, German Finance Minister, says Germany will need to increase debt spending this year to help tackle the impact of the coronavirus crisis on Europe’s largest economy. Danny Blanchflower, Dartmouth College Professor of Economics, says wage growth is the big story going forward. Dr. Peter Hotez, Baylor College of Medicine National School of Tropical Medicine Dean, says a fourth coronavirus wave is possible. Chris Marangi, Gabelli Funds Co-Chief Investment Officer says the era of low rates, low inflation and good growth is over.See omnystudio.com/listener for privacy information.

Michael Feroli, JPMorgan Securities Chief U.S. Economist, says above trend GDP growth will likely persist. Alicia Levine, BNY Mellon Chief Strategist, says this will be a difficult year for the Fed. Greg Peters, PGIM Senior Portfolio Manager, says the real yield matters more than inflation dynamics right now. Francisco Blanch, BofA Securities Head of Global Commodities and Derivatives Research, says metals still have quite a run ahead.See omnystudio.com/listener for privacy information.

Jamie Dimon, JPMorgan Chase Chairman & CEO, says that getting through Covid is critical. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the weight of the global recovery is shifting toward the U.S. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, says cyclicals will lead the market. Sarah House, Wells Fargo Senior Economist, is looking for 6% GDP this year. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says our current coronavirus vaccines are likely to prevent new variants.See omnystudio.com/listener for privacy information.

Lori Calvasina, RBC Capital Markets Head of Equity Strategy, says the bond rout does not erode the case for equities yet. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says the cost of corporate borrowing continues to improve even though treasury yields are higher. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, discusses the challanges surrounding vaccine distribution. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says the $1.9 trillion stimulus package is too much.See omnystudio.com/listener for privacy information.

Marvin Loh, State Street Global Macro Strategist, says the market is pushing against the Fed's ability. Ian Lyngen, BMO Capital Markets Head of U.S. Rates Strategy, says the level of repricing we've seen in the bond market has historically been linked with a shift in monetary policy. Representative Ashley Hinson, Republican from Iowa, says we need to get kids back into schools. Susan Lund, McKinsey Global Institute Partner, says the demans for low-wage workers may go down.See omnystudio.com/listener for privacy information.

David Malpass, World Bank President, says the inequality in the global recovery is striking. Tony Crescenzi, PIMCO Market Strategist, Portfolio Manager & Member of the Firm's Investment Committee, says the rise in real interest rates is not affecting broader markets. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says negative real yields are unsustainable. Yuli Edelstein, Israeli Health Minister, says the country is crossing the line of 50% of the population getting at least a first vaccination shot.See omnystudio.com/listener for privacy information.

Rebecca Patterson, Bridgewater Director of Investment Research, says the S&P is not likely in a bubble overall. Rep. Bryan Steil, Republican from Wisconsin, says the number one thing we can do to free up the labor market is to get our children back in school. David Lebovitz, JPMorgan Asset Management Global Market Strategist, sas 2021 is going to be the year where the global economy booms. David Rubenstein, Carlyle Group Co-Founder & Peer-to-Peer Host, discusses his interview José Andrés, ThinkFoodGroup chef and owner and World Central Kitchen founder, about ending the hunger crisis in America.See omnystudio.com/listener for privacy information.

Jeff Currie, Goldman Sachs Global Head of Commodities Research, says part of what is pushing commodities higher is demand to hedge inflation risk. Brian Deese, National Economic Council Director, says inflation is a risk that bears watching. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says boom conditions could continue. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says this coronavirus is not an eradicable disease.See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this year will be all about the relative vs. absolute performance of stocks. Megan Greene, Harvard Kennedy School Senior Fellow, says the ideas of potential growth and economic equilibrium might be antiquated. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says there is some evidence that the new variants may be more lethal, but it doesn't change the fundamental epidemiology of the virus. Diana Amoa, JPMorgan Asset Management Senior Fixed Income Portfolio Manager, says liquidity is not an issue right now.See omnystudio.com/listener for privacy information.

Representative French Hill, Republican from Arkansas, discusses what changes might come about from the GameStop hearing yesterday. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the biggest delta for the economy this year is what the consumer does. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says pent-up demand is about to be unleashed. Robert Tipp, PGIM Chief Investment Strategist, says there are signs of excess in the market.See omnystudio.com/listener for privacy information.

Leon Cooperman, Omega Family Office Chairman & CEO, doesn't see the market turmoil that formed around GameStop as a rich versus poor story. Dennis Gartman, University of Akron Endowment Fund Chairman & Former Editor of The Gartman Letter, says a commodities bull market has begun. Jim Bianco, Bianco Research President, says economists are starting to pick up on the idea that the supercycle has turned. Representative Gregory Meeks, Democrat from New York, says the GameStop hearing will inquire about whether hedge funds did any harm.See omnystudio.com/listener for privacy information.

Nouriel Roubini, NYU Stern School of Business Professor & Nourieltoday.Com Host, says the Flintstones had a better monetary policy system than Bitcoin. Paul Sankey, Sankey Research Founder and Lead Analyst, says the situation in Texas is an energy crisis. Michael Gapen, Barclays Chief U.S. Economist, says he is looking for solid growth this year. Lauren Sauer, Johns Hopkins Assistant Professor of Emergency Medicine, says we must readjust what normal looks like. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the opportunity to short is large.See omnystudio.com/listener for privacy information.

Jim Wright, Texas Railroad Commissioner, both fossil fuels and renewable energy have a place in Texas. Alan Ruskin Deutsche Bank Chief International Strategist, says there is good reason to be bearish in bonds. Gideon Rose, Former Foreign Affairs Editor & CFR Distinguished Fellow, says the U.S. is just beginning to piece back together the pieces of its fragmented power. Mandy Xu, Credit Suisse Chief Equity Derivatives Strategist, says the Fed will continue to remain patient this year.See omnystudio.com/listener for privacy information.

Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says a pullback may be coming in April. Democratic Congressman Dwight Evans of Pennsylvania, says the vaccine rollout is moving in the right direction. Diane Swonk, Grant Thornton Chief Economist, says growth this year could be the strongest since 1984. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Disney+ adoption has been stronger than imagined.See omnystudio.com/listener for privacy information.

William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says the U.S. economic and labor market recovery could happen faster than people think. Dan Ives, Wedbush Securities Analyst, sees a tidal wave of tech M&A coming. Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, discusses recent changes in market volatility. Heidi Shierholz, Economic Policy Institute Senior Economist & Director of Policy, discusses what it will take to get the labor market back on track.See omnystudio.com/listener for privacy information.

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says flows are shifting towards a recovery focus. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, says he's worried the vaccine rollout may amplify inequity. Michelle Meyer, BofA Securities Head of U.S. Economics, discusses the pandemic’s impact on inflation. Mary Barra, General Motors Chairman & CEO, says 2021 will be a year of execution.See omnystudio.com/listener for privacy information.

Robert Kaplan, Federal Reserve Bank of Dallas President, expects temporary inflation spikes as the U.S. economy recovers from the coronavirus crisis. Troy Gayeski, Skybridge Capital Co-CIO, says massive money supply is driving all risk assets higher. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses where Bitcoin is headed next. Julie Norman, University College London Political Science Professor, discusses the different movements in the Republican Party as Trump's second impeachment trial begins.See omnystudio.com/listener for privacy information.

James Sweeney, Credit Suisse Chief Economist, says don't fear inflation. David Rosenberg, Rosenberg Research Chief Economist & Strategist, says he's surprised how quickly the market is pricing in an inflation cycle. Amrita Sen, Energy Aspects Director of Research, discusses what's driving oil's remarkable rebound. Ethan Harris, Bank of America Securities Head of Global Economic Research, discusses the risk of too much stimulus.See omnystudio.com/listener for privacy information.

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says the January jobs report doesn't change the overall narrative for more fiscal policy.Henrietta Treyz, Veda Partners Director of Economic Policy Research, explains why an infrastructure package will be hard to pass. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the pandemic-related distortions in the jobs data. Heather Boushey, U.S. Council of Economic Advisers Member, says the jobs numbers underscore the cost of inaction.See omnystudio.com/listener for privacy information.

Neil Dutta, Renaissance Macro Research Head of Economics, explains his bullish call on the U.S. economy. Dr. Tammy Lundstrom, Trinity Health Chief Medical Officer, says she's confident in the two-dose vaccination strategy. Republican Congressman Andy Barr of Kentucky discusses the GOP power struggle, stimulus efforts, and the recent market volatility. Dana Peterson, Conference Board Chief Economist, says there's scope for scarring in the labor market. Bill Pepitone, New York City Mayoral Candidate, says his first task would be to bring back public safety.See omnystudio.com/listener for privacy information.

Jared Bernstein, a member of the White House Council of Economic Advisers, says much of the Biden administration's pandemic relief bill is "targeted at those at the bottom leg of this K-shaped recovery." William Dudley, Bloomberg Opinion Columnist and Former New York Fed President, doesn't expect the Fed to act until late 2021 or early 2022. Tom Forte, D.A. Davidson Senior Research Analyst, discusses Jeff Bezos' surprise resignation and his successor Andy Jassy, head of Amazon Web Services. Kristen Bitterly, Citi Private Bank Head of Capital Markets for the Americas, sees a lot of cash on the sidelines.See omnystudio.com/listener for privacy information.

Chris Grisanti, MAI Capital Management Chief Equity Strategist and Senior Portfolio Manager, says markets are working well despite the Reddit-fueled frenzy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, expects gradual increase in 10-year yield this year. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says the coronavirus will be endemic. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, likes the "fundamental story" behind silver.See omnystudio.com/listener for privacy information.