Bloomberg Surveillance

David Malpass, World Bank President, calls on countries to free up their excess Covid vaccines and says the distribution effort must be equitable. Howard Ward, Gabelli Funds CIO of Growth Equity, says it's too early to turn your back on this bull market. Jared Bernstein, Council of Economic Advisors Member, says the U.S. unemployment insurance system does need some work. Senator Kevin Cramer, Republican from North Dakota, says he would support a bigger infrastructure bill if there is no new borrowing. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says tapering talk can be bullish for bonds.See omnystudio.com/listener for privacy information.

David Kostin, Goldman Sachs Chief U.S. Equity Strategist, economy's growth rate is peaking this quarter. Marvin Loh, State Street Senior Global Macro Strategist, says the Fed is so far behind the curve, that it will be hard for them to catch up. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, details why she expects to see a bid soon return to the technology and discretionary sectors. Julia Coronado, Macropolicy Perspectives President & Founder, says the pandemic's acceleration of business transformation could result in productivity gains.See omnystudio.com/listener for privacy information.

Carl Bildt, European Council on Foreign Relations Co-Chair, says Belarus airspace should be declared unsafe following the forces landing of a Ryanair plane. Michael Darda, MKM Partners Chief Economist & Market Strategist, says the Fed will be behind the curve when they start the tightening process. Mona Mahajan, Allianz Senior U.S. Investment Strategist, doesn't expect another melt-up in markets. Dianne Morales, New York City Mayoral Candidate, says the stories about a mass exodus from New York City aren't true.See omnystudio.com/listener for privacy information.

Rebecca Patters, Bridgewater Director of Investment Research, says Bitcoin is still a speculative asset and still has a long way to go before becoming a gold-equivalent. Mike Mayo, Wells Fargo Head of U.S. Large-Cap Bank Research, says banks have no choice but to get more efficient and stream-line. Terry Haines, Pangaea Policy Founder, says the Biden administration wants to show that America is back as a global player. Daniel Boulud, Chef & Restaurateur, says it is time to bring back jobs and hope to New York City.See omnystudio.com/listener for privacy information.

Sridhar Natarajan, Bloomberg Wall Street Reporter, discusses Morgan Stanley's biggest leadership reshuffle in more than a decade. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says he sees a Fed policy shift coming. Roger Bootle, Capital Economics Chairman and Founder, says he's worried about inflation complacency. Sen. Steve Daines, (R) Montana, says we have a labor crisis, not a job crisis. Ann Miletti, Wells Fargo Asset Management Head of Active Equity, says inflation fears will moderate.See omnystudio.com/listener for privacy information.

Joe Lavorgna, Natixis CIB Chief Economist of the Americas, says the economy may slow more than expected next year, but we are years away from a recession. Stephanie Wissink, Jefferies Equity Analyst, says the back-to-school retail season will be next signal of confidence that we are back into a cycle of normalcy. Michael Shaoul, Marketfield Asset Management CEO, says the global economy post pandemic is radically different to the global economy pre-pandemic, largely due to the changes in fiscal and monetary policy. David Rubenstein, Peer to Peer Host & Carlyle Group Co-Founder, discusses his conversation with Senator Tammy Duckworth, Democrat from Illinois.See omnystudio.com/listener for privacy information.

Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says pricing power matters more in the U.S. than elsewhere in the world. Mark McCormick, TD Securities Head of FX, says says fiscal spending could be more positive for Europe than for the U.S. Michael Nathanson & Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, say streaming may cause media companies to have a worse return on capital going forward. Eric Adams, New York City Mayoral Candidate, says tackling crime in New York City is a matter of prevention and intervention. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says we should stop testing people who are fully vaccinated unless they show symptoms of Covid-19.See omnystudio.com/listener for privacy information.

Craig Moffett & Michael Nathanson, MoffettNathanson Founders and Senior Research Analysts, discuss AT&T's plan to merge its media assets with Discovery to create a new entertainment company. Heather Boushey, Council of Economic Advisors Member, says the plan for families to get a monthly child tax credit will help the U.S. make progress on child poverty. Vince Reinhart, Mellon Chief Economist & Macro Strategist, says child poverty has only gotten worse since the start of the pandemic. Chetan Ahya, Morgan Stanley Chief Global Economist, expects a big pickup in the capex cycle.See omnystudio.com/listener for privacy information.

Federal Reserve Bank of Cleveland President Loretta Mester says policy is in a good place right now.. Claudia Sahm, Jain Family Institute Senior Fellow & Former Federal Reserve Economist, says people will tolerate inflation at a moderate level as long as wages are rising. Michael Nathanson and Craig Moffett, MoffettNathanson Founding Partners & Senior Research Analysts, discuss the streaming wars as Disney reports a miss in streaming user growth. Dr. Gigi Gronvall, Johns Hopkins Center for Health Security Senior Scholar, discusses the CDC lifting mask guidance for vaccinated individuals.See omnystudio.com/listener for privacy information.

Mohamed El-Erian, Cambridge University Queens' College President and Bloomberg Opinion Columnist, says that it becomes very difficult for economists to forecast with any degree of accuracy when structural change is going on in an economy. Dennis Gartman, Retired Editor of The Gartman Letter & Chairman of the University of Akron Endowment Fund, explains why he has been very bearish on equities. James Sweeney, Credit Suisse Chief Economist, says higher inflation is not the end of the world. Julie Norman, University College London Professor in the Department of Political Science, details the complexity of the conflict between Israel and Hamas.See omnystudio.com/listener for privacy information.

Jason Furman, Harvard University Aetna Professor of Economic Policy, says some states should start rethinking unemployment insurance. Alicia Levine, BNY Mellon Chief Investment Strategist, says a little bit of inflation is positive for Main Steet. Thierry Wizman, Macquarie Capital Director of Global Currencies & Interest Rate Strategist, is not positive on iron. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says the stimulus checks will help U.S. consumers get beyond inflation problems.See omnystudio.com/listener for privacy information.

William Dudley, Bloomberg Opinion Columnist & Former New York Federal Reserve President, says rates will climb much higher than expected once the Fed does begin to hike. Jared Bernstein, Council of Economic Advisers Member, says having childcare in the infrastructure package is a high priority. Francisco Blanch, BofA Securities Head of Global Commodities & Derivatives Research, says copper could go as high 20K per ton if the supply of scarp doesn't make it into the market. Arvind Krishna, IBM Chairman & CEO, says AI will be infused into every enterprise and every process this century. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says tech still has a lot of pricing power.See omnystudio.com/listener for privacy information.

Amrita Sen, Energy Aspects Director of Research & Founder, says the warfare surrounding cyber attacks on companies has completely changed. Ian Bremmer, Eurasia Group President, says the gap between rich and poor countries is being felt very differently since the pandemic hit. Jared Woodard, BofA Securities Head of Research Investment Committee, says 6-9 months from now things will probably be a lot more normal than we expect. Steve Sadove, Mastercard Senior Adviser & Former Saks CEO, says the consumer is coming back with a vengeance.See omnystudio.com/listener for privacy information.

Neel Kashkari, Federal Reserve Bank of Minneapolis President, says Friday's jobs number miss validates the Fed's outcome-based policy approach. Marty Walsh, U.S. Labor Secretary, says the U.S. economy still has a steep hill to climb. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the longer-run trajectory for the U.S. economy is still in place despite the jobs number miss. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, short-term benchmark rates will likely remain low well into 2023.See omnystudio.com/listener for privacy information.

Joseph Stiglitz, Nobel Prize Winning Economist & Columbia University Professor, says pandemic has exposed economic inequality in the U.S. David Blanchflower, Dartmouth Professor & Former Bank of England Monetary Policy Committee Member, says there is plenty of labor out there. Ash Alankar Janus Global Head of Asset Allocation & Risk Management details his proprietary research into a barbell approach to investing and, over the past 30 years, whether bonds actually have been a reliable hedge against stocks. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the bond market will move well before the Fed does. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says there is an urgent need for vaccines globally.See omnystudio.com/listener for privacy information.

Leon Cooperman, Omega Family Office Chairman & CEO, says inflation is going to surprise the Federal Reserve and they will be forced to raise rates in 2022. Mary Barra, General Motors CEO, says the company is working on ensuring a secure supply chain amid the global chip shortage. Doug Kass, Seabreeze Partners Founder & President, talks about "derisking" and the sign posts he looks for as he times his moves. David Rubenstein, The Carlyle Group Co-Founder, discusses his interview with U.S. Commerce Secretary Gina Raimondo. Michael Feroli, JPMorgan Securities Chief U.S. Economist, is expecting a big number for payrolls Friday.See omnystudio.com/listener for privacy information.

Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says Wall Street is not being optimistic enough. Seema Shah, Principal Global Investments Chief Strategist, says the market is divided on the path of inflation. Ethan Harris, BofA Securities Head of Global Economic Research, doesn't expect the U.S. employment to fully return to normal before the end of the year. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says vaccine hesitancy is the biggest issue in the U.S. right now by far.See omnystudio.com/listener for privacy information.

Jonathan Golub, Credit Suisse Securities Chief U.S. Equity Strategist & Head of Quantitative Research, explains why his firm raised their target for the S&P 500 to 4,600. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the U.S. economy is in the midst of a boom and Europe is about to join it. Dana Peterson, Conference Board Chief Economist says most inflation will be transitory, but some is here to stay. Howard Forman, Yale University Professor of Radiology, Economics and Public Health, discusses the irrational fear around coronavirus in the U.S. despite high vaccination rate.See omnystudio.com/listener for privacy information.

Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, says Biden's tax plan leans against investment. David Kelly, JPMorgan Asset Management Chief Global Strategist, says there is clearly inflation right now. Henrietta Treyz, Veda Partners Director of Economic Policy, expects Biden's tax bill to be slashed by half. Pierre Ferragu, New Street Research Head of Technology Infrastructure, says we are going to hear about chip supply issues for the next couple of years. Joe Feldman, Telsey Advisory Group Senior Managing Director and Assistant Director of Research, says Amazon is in a new phase of growth.See omnystudio.com/listener for privacy information.

David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, discusses which types of companies will be able to keep up this boost of revenue post-pandemic. Torsten Slok, Apollo Global Management Chief Economist, says the economy is doing well and inflation is under control. Isaac Boltansky, Compass Point Research & Trading Director of Policy Research, says Biden's family aid and tax proposal is incredibly ambitious and expansive. Will Power, Baird Senior Research Analyst, is expecting over 20% growth across all of Apple's product lines.See omnystudio.com/listener for privacy information.

Peter Hooper, Deutsche Bank Global Head of Economic Research and Chief Economist, says there's no way the U.S. will see less than 6 or 7% growth this year. James Bevan, CCLA Chief Investment Officer, expects the 10-year U.S. treasury yield at 2% by the end of 2021. Jonathan Lieber, Eurasia Group U.S. Managing Director, says Democrats likely have the votes for most of the things in Biden's infrastructure plan. Jennifer Lee, BMO Senior Economist, sees prices pressures starting to rise.See omnystudio.com/listener for privacy information.

Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Markets 360 North America, says recent GDP forecasts are catching up. Richard Haass, Council on Foreign Relations President & Author of The World: A Brief Introduction, says current international arrangements are coming up short. Gigi Kwik Gronvall, Johns Hopkins Center for Health Security Senior Scholar, says the virus situation in India is turning out to be a humanitarian crisis. Troy Gayeski, Skybridge Partner & Senior Portfolio Manager, says we are in the middle of a bitcoin bull market.See omnystudio.com/listener for privacy information.

Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says the capital gains tax proposal expected from President Biden could cause choppiness in the markets. Sarah House, Wells Fargo Corporate Investment Bank Senior Economist, says the Biden tax plan could help stabilize the deficit. Priya Misra, TD Securities Global Head of Rates Strategy, says markets have finally heard the Fed. Dr. David Reich, Mount Sinai Hospital & Mount Sinai Queens President, says he has seen a slow decline in the number of hospital patients.See omnystudio.com/listener for privacy information.

Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says this cycle looks much shorter and faster than what we're used to. Tony Dwyer, Canaccord Genuity Equity Strategist, markets are so overbought, that they may be approaching stall speed. James Athey, Aberdeen Standard Investments Senior Investment Manager, says the ECB needs to fine-tune its messaging. Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says relative fiscal policy is a key global market driver. Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says India is on the brink of a humanitarian crisis.See omnystudio.com/listener for privacy information.

Mark Carney, Former Bank of England Governor & UN Special Envoy for Climate Action and Finance, says that 2021 is a "critical year for action" on climate issues. David Rubenstein, Carlyle Group Co-Founder & Host of "Peer to Peer Conversations," discusses his interview with Federal Reserve Chair Jerome Powell. Ebrahim Rahbari, Citi Global Head of FX Analysis, says the cyclical trade still has further to run. Alberto Gallo, Algebris Investments Portfolio Manager, says this is the time for markets and society to fight inequality.See omnystudio.com/listener for privacy information.

Daniel Kurtz-Phelan, Foreign Affairs Magazine Editor, says the future of global trade is about the control of data and technology. Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says strong cash flow has been key for bond traders. Ben Laidler, eToro Global Markets Strategist, says the everything rally is sustainable. Lee Ferridge, State Street Global Markets Senior Managing Director & Head of Multi-Asset Strategy, says the dollar will continue to weaken as long as the Fed doesn't hike.See omnystudio.com/listener for privacy information.

Michael Spence, General Atlantic Senior Advisor and GSB Stanford Dean Emeritus, says there is a very powerful economic recovery underway. Dr. Ofer Levy, Boston Children's Hospital Precision Vaccine Program Director and FDA Advisory Panel Member, says we can't assume that a vaccine that is safe and effective in one age group is safe and effective for another age group. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, sees yields higher in the long-term. Michael Shaoul, Marketfield Asset Management CEO, says plans for a European Super League would lead to soccer becoming a two-tier sport. Eswar Prasad, Cornell University Senior Professor of Trade Policy, says multilateralism is moving back to D.C.See omnystudio.com/listener for privacy information.

Mark Cabana, Bank of America Securities Head of U.S. Rates Strategy, discusses the factors driving the surprise in treasury yields as solid economic data continue to push equities higher. Stephen Stanley, Amherst Pierpont Chief Economist, says there's no real need for borrowing at this point in time. Helane Becker, Cowen Senior Research Analyst, says domestic leaisure airline travel is 90-95% back to normal. Daniel Tannebaum, Oliver Wyman Partner and Head of Americas Anti-financial Crime, says the Biden Administration's sanctions against Russia are just a warning shot. Bloomberg's Renita Young on the issue of race and pay when it comes to social media.See omnystudio.com/listener for privacy information.

Gerard Cassidy, RBC Head of U.S. Bank Equity Strategy, says Goldman Sachs came out on top for this quarter's bank earnings. Tom Michaud, KBW CEO, says trends in the banking industry have been accelerated by the pandemic and expects continued consolidations and focus on fintech. Michael J. Wolf, Activate Co-Founder & CEO, says Coinbase at its current market cap will allow small investors as well as individuals to take part in this entire move toward cryptocurrencies. Representative Andy Barr, Republican from Kentucky, says corporate tax increases will lead to jobs moving overseas and lower wages.See omnystudio.com/listener for privacy information.

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.