Bloomberg Surveillance

Jerome Schneider, PIMCO Head of Short Term Portfolio Management, says cash is back, bonds are back. Lindsey Piegza, Stifel Chief Economist, says we could see a 6% Fed funds rate. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, expects a steepening of the curve if the stock market "wins." Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, says Europe's economy is stronger than the US. See omnystudio.com/listener for privacy information.

Padhraic Garvey, ING Financial Head of Global Debt & Rates, says the way the Fed is pursuing policy here is smart. Carl Riccadonna, BNP Paribas Markets 360 Chief US Economist, sees persistent inflation everywhere. Priya Misra, TD Securities Head of Global Rates Strategy, says the Fed is committed to 2% inflation. Dan Ives, Wedbush Senior Equity Analyst, discusses Tesla following investor day. See omnystudio.com/listener for privacy information.

Carl Weinberg, High Frequency Economics Chief Economist, says we still have more price increases to go, but this is not the spiraling inflation of the 70s. Mona Mahajan, Edward Jones Senior Investment Strategist, says the trade into more cyclical parts of the market "probably happened too fast, too soon" this year. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it's tough to fade the ECB, euro right now. Devin Ryan, JMP Securities Senior Research Analyst, discusses Goldman Sachs following investor day.  See omnystudio.com/listener for privacy information.

Wei Li, BlackRock Global Chief Investment Strategist, says equity markets are not appreciating the macro challenges ahead. David Page, AXA Investment Managers Head of Macro Research, thinks we could see an asynchronistic recession. Saira Malik, Nuveen Chief Investment Officer, explains why she thinks emerging markets look attractive. Ken Leon, CFRA Director of Equity Research, doesn't expect Goldman Sachs to be making any big acquisitions. See omnystudio.com/listener for privacy information.

Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we are moving closer to stagflation. Jay Bryson, Wells Fargo Chief Economist, thinks it is all about the Fed for the foreseeable future. Libby Cantrill, PIMCO Public Policy Director, discusses the current state of US-China relationship. See omnystudio.com/listener for privacy information.

Yuriy Sak, Advisor to Ukraine Defense Minister, says Ukraine is fighting a smarter war. Alina Polyakova, Center for European Policy Analysis President & CEO and Johns Hopkins School of advanced International Studies Professor, thinks the war in Ukraine could end this year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, thinks the Fed is near the end of their rate hike cycle and that yields will eventually have to go lower. Max Kettner, HSBC Chief Multi Asset Strategist, says US equities are in a tough spot. Mickey Levy, Berenberg Capital Markets Senior Economist and Visiting Scholar at Stanford University’s Hoover Institution, says the Fed should hike 50 basis points at the next meeting. See omnystudio.com/listener for privacy information.

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

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

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

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