Bloomberg Surveillance

Ed Hyman, Evercore ISI Chairman & Founder & Head of Economic Research, says the economy is doing fine now, but it will slow with inflation. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, is seeing rolling bubbles in the economy as it continues to heal. Andrew Hollenhorst, Citi Chief US Economist, says another 75 basis point hike from the Fed wouldn't be surprising. Regina Mayor, KPMG Global Head of Energy, expects triple digit oil prices through the end of the calendar year and into 2023. See omnystudio.com/listener for privacy information.

Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees signs of inflation turning down. Saira Malik, Nuveen Chief Investment Officer, says we are likely already in a recession. Representative French Hill, Republican from Arkansas, says the Fed has to focus on price stability. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Bloomberg Wealth," discusses his interview with Trian Group Founding Partner Nelson Peltz. See omnystudio.com/listener for privacy information.

Nouriel Roubini, Roubini Macro Associates CEO & TheBoomBust.com Co-CEO, says the idea of a short, shallow recession is a delusion. Bruce Kasman, JPMorgan Chief Economist and Head of Global Economic Research, thinks the Fed will begin pulling back on tightening sooner than next year. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, says financials will perform well, even through a mild, technical recession. Steven Englander, Standard Chartered Bank Global Head of G10 FX Research, expects 2023 to be a weak dollar year. See omnystudio.com/listener for privacy information.

Jeff Lacker, Former Richmond Fed President, says the Fed should be willing to tolerate a recession to get inflation down. Rich Greenfield, LightShed Partners Partner and Media and Technology Analyst, believes that Elon Musk will be forced to buy Twitter. Lauren Sauer, University of Nebraska Medical Center Associate Professor and Special Pathogens Research Network Director, says we must bring trust back into vaccines. Doug Kass, Seabreeze Partners President, expects only a mild and brief recession. See omnystudio.com/listener for privacy information.

Vassili Serebriakov, UBS FX & Macro Strategist, says the key question for the ECB going forward is going to be the growth-inflation mix. Gilles Moec, AXA Investment Managers Chief Economist Officer, says wage growth data is going to be key for the ECB going forward. Marc Chandler, Bannockburn Chief Market Strategist, thinks the odds of both a European and US recession are increasing. See omnystudio.com/listener for privacy information.

 Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says markets are in a standing mode right now. Blerina Uruci, T. Rowe Price US Economist, says the recession doom and gloom is exaggerated. Jim Bianco, Bianco Research President, says inflation is going to stay a problem. Elsa Lignos, RBC Global Head of FX Strategy, says the bulk of the euro-dollar move is behind us. See omnystudio.com/listener for privacy information.

Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on General Motors CFO Paul Jacobson, who discusses the company's transformation with David Westin. GM has committed to invest $35B into producing electric and autonomous vehicles, and intends to phase out the manufacture of gas-powered cars and trucks by 2035.See omnystudio.com/listener for privacy information.

David Malpass, World Bank President, says the West needs to prioritize less carbon-intensive energy sources. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, says the key message in this market is patience. Amrita Sen, Energy Aspects Director of Research, says the oil market is defined by under-investment. Russ Koesterich, BlackRock Global Allocation Fund Portfolio Manager, says valuations are at a much more reasonable place than they were a year ago. See omnystudio.com/listener for privacy information.

Ken Rogoff, Harvard Professor of Economics & Public Policy & Former IMF Chief Economist, discusses the impact of a stronger US dollar on the global economy and says central banks are "way behind the curve" on cryptocurrency regulation. Mondli Gungubele, South African Minister in the Presidency, discusses how the country is dealing with an economy that is weaker than before the pandemic. Lara Rhame, FS Investments Chief US Economist, says higher rents will put more pressure on inflation. Marko Papic, Clocktower Group Chief Strategist, would expect a fraying of the US-European alliance after end of the war in Ukraine. See omnystudio.com/listener for privacy information.

Chris Marangi, Gabelli Funds Co-Chief Investment Officer, sees signs of stress on Main Street. Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, explains why a "job-full" recession may be ahead. Tom Michaud, KBW CEO, discusses the state of American banking as Wells Fargo reports second-quarter earnings. Vince Reinhart, Dreyfus & Mellon Chief Economist, says the US Treasury market is less liquid than it was in 1998, calling it part of the consequence of QE. See omnystudio.com/listener for privacy information.