Bloomberg Surveillance

Robert Blackwill, Council on Foreign Relations Senior Fellow & Bloomberg Opinion Columnist, says it would be a serious blow to U.S.-China relations if China were to supply Russia with weapons. Mike Schumacher, Wells Fargo Global Head of Macro Strategy, says it will be hard for the Fed to pull off a soft landing. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says there would be repercussions if the Fed were to raise the funds rate to 3% this year. Cristian Maggio, TD Bank Portfolio Strategy Head, says there are still risks to investing in Russia even if sanctions were to be removed.See omnystudio.com/listener for privacy information.

Natalie Jaresko, Former Ukraine Finance Minister, says we could see a serious global food problem due to the war in Ukraine. Laurence Boone, OECD Director & Chief Economist, discusses the impact of the Ukraine conflict on the group's global growth and inflation projections. Sarah Hewin, Standard Chartered Bank Head of Europe & Americas Research, says it looks as though the Bank of England is losing their nerve. Jay Bryson, Wells Fargo Chief Economist, says the Fed is in a tricky position right now. Michael Hirson, Eurasia Practice Head for China And Northeast Asia, describes the careful balance China has to walk in the war in Ukraine.See omnystudio.com/listener for privacy information.

Ellen Zentner, Morgan Stanley Chief U.S. Economist, says there are enough risks in the economy that it makes sense for the Fed to start with a 25 basis point hike. Bob Michele, JPMorgan Asset Managment CIO, discusses the three things he is watching for in the Fed’s interest rate decision. Ian Kelly, Former U.S. Ambassador to Georgia, says Putin's world is now very small. Dennis Gartman, Chairman of the University of Akron Endowment Fund & Retired Editor of The Gartman Letter, says we have to pay attention to the planting season in Ukraine. David Rubenstein, The Carlyle Group Co-Founder & Host of "Peer to Peer with David Rubenstein," discusses his interview with Airbnb CEO Brian Chesky.See omnystudio.com/listener for privacy information.

Seth Jones, Center for Strategic and International Studies International Security Program Director, doesn't see Russia looking for an off-ramp that would be acceptable to NATO or the Ukranian people. Elsa Lignos, RBC Global Head of FX Strategy, discusses the outlook for the Euro. Megan Greene, Kroll Institute Global Chief Economist, says we're likely to see stagflation in Europe. Doug Kass, Seabreeze Partners President, details his philosophy for navigating the market amid so much uncertainty.See omnystudio.com/listener for privacy information.

Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, expects the effects of sanctions on Russia to last for a while. Mohamed Younis, Gallup Editor in Chief, says favorability of Russia among Americans has hit an all-time negative high. Ed Al-Hussainy, Columbia Threadneedle Investments Senior Interest Rates Strategist, discusses how the fixed income market is being impact by Russia’s invasion of Ukraine. Mayra Rodriguez Valladares, MRV Associates Managing Principal, says the market risks are much higher for American banks than the risks from Russia.See omnystudio.com/listener for privacy information.

Michael Gapen, Barclays Chief U.S. Economist, reacts to the acceleration in U.S. consumer price gains. Estonia Prime Minister Kaja Kallas says Putin has gone "all in" on the war in Ukraine. Peter Trubowitz, London School of Economics Professor of International Relations & Chatham House Associate Fellow, said Putin made massive miscalculations in invading Ukraine. Marc Chandler, Bannockburn Chief Market Strategist, expects the war in Ukraine to raise inflation and slow growth.See omnystudio.com/listener for privacy information.

Bill Gross, PIMCO Co-Founder and Author of 'I’m Still Standing', says central banks have been "terribly wrong." David Malpass, World Bank President, is urging other countries to fill the output gap left by Russia and Ukraine. James Stavridis, Former Supreme Allied Commander at NATO and Author of '2034: A Novel of the Next World War,' says NATO must give Ukraine the tools that it needs to defend itself against the Russian invasion while preventing a path to a World War III-level confrontation. Amrita Sen, Energy Aspects Chief Oil Analyst, says oil could easily top $150 a barrel.See omnystudio.com/listener for privacy information.

Timna Tanners, Wolfe Research Metals and Mining Analyst, says, there's no quick production fix for the commodities that have been disrupted due to the war in Ukraine. Victoria Fernandez, Crossmark Global Investments Chief Market Strategist, explains how her firm is trying to be opportunistic in the current market environment. Diane Swonk, Grant Thornton Chief Economist, says the Fed is already behind the curve. Ann Miletti, Allspring Global Investments Head of Active Equity, says female investors have the edge.See omnystudio.com/listener for privacy information.

Ian Bremmer, Eurasia Group & GZERO Media President, says the likelihood of removing Russian president Vladimir Putin from power is "extremely low." Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says “growth scare pricing” could take the S&P 500 down to around 3,900 in the short-term. Paul Sankey, Sankey Research Lead Analyst, says we are in an energy regression. Jacob Frenkel, Former JPMorgan Chase International Chairman & Former Bank of Israel Governor, expects a new world order after Russia's invasion of Ukraine.See omnystudio.com/listener for privacy information.

Marty Walsh, U.S. Secretary of Labor, says U.S. companies have to do whatever they can to support the Ukrainian people. Wally Adeyemo, U.S. Treasury Deputy Secretary, says the U.S. has many options for more sanctions on Russia. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the market isn't really focused on the payrolls report right now. Tiffany Wilding, PIMCO Chief U.S. Economist, says the U.S. economy is coming in to this year with a lot of momentum.See omnystudio.com/listener for privacy information.