Bloomberg Surveillance

Daragh Maher, HSBC Securities Head of Research Americas & Head of FX Strategy, says this is a really tricky time for central banks. Mandy Xu, Credit Suisse Securities Chief Equity Derivatives Strategist, says there is a risk the Fed is about to embark on a policy mistake. Simona Mocuta, State Street Global Advisers Chief Economist, says the retail sales data doesn't help solve the inflation question. David Rubenstein, Carlyle Group Co-Founder and Co-Chairman and Host of "The David Rubenstein Show: Peer-to-Peer Conversations," discusses his interview with U.S. Special Envoy for Climate John Kerry.See omnystudio.com/listener for privacy information.

Peter Trubowitz, London School of Economics Professor of International Relations & Chatham House Associate Fellow, says Putin has helped give NATO a new purpose. Gabriela Santos, JPMorgan Investment Management Global Market Strategist, says both investors and policymakers are trying to figure out the new blueprint for markets. Mark McCormick, TD Securities Global Head of FX Strategy, says we are getting closer to the top of the dollar, but there still some resiliency ahead. Aneta Markowska, Jefferies Chief U.S. Financial Economist, expects inflation pressures to persist.See omnystudio.com/listener for privacy information.

David Kelly, JPMorgan Asset Management Chief Global Strategist, says the flattening of the yield curve demonstrates there is a risk of the Fed spurring a recession. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed will careful about sounding overly hawkish going forward. Alexander Brideau, Eurasia Group Practice Head, says Putin hasn't budged much on the issues that really matter. Lindsey Piegza, Stifel Chief Economist, says the Fed is convinced inflation is near peak levels.See omnystudio.com/listener for privacy information.

Mike Pyle, Chief Economic Advisor to Vice President Kamala Harris, discusses the White House's plan to expand the production capacity of the economy. Jim Zelter, Apollo Asset Management Co-President, doesn't think the credit market is rolling over right. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says the yield curve may be inverted by the end of the year. Tina Fordham, Avonhurst Head of Global Political Strategy, expects tensions with Russia to ratchet up over the next eight days of military exercises.See omnystudio.com/listener for privacy information.

Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed needs a "hefty dose of patience." Bill Booth, Epoch Investment Partners Co-CIO & Portfolio Manager, says cash is king in the equity market right now. Bess Freedman, Brown Harris Stevens CEO, says inflation isn't a major concern for the real estate market in New York City. Dr. Chris Beyrer, Johns Hopkins Bloomberg School of Public Health, says we're on the right side of the omicron surge.See omnystudio.com/listener for privacy information.

Joseph Stiglitz, Columbia University Professor & Nobel Laureate, says raising interest rates will slow the economy and negatively impact the jobs market. Emma Walmsley, GlaxoSmithKline CEO, says many shareholders support the company's plan to spin off its consumer-health business this year. Rebecca Patterson, Bridgewater Director of Investment Research, expects to see more Fed rate hikes than what's currently priced in to markets. Amy Wu Silverman, RBC Equity Derivatives Strategist, says options have really paid off this earnings season.See omnystudio.com/listener for privacy information.

Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says bonds are already in a mini bear market. Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says corporate America can handle higher yields. Bob Doll, Crossmark Global Investments CIO, says to sell growth and buy financials. Representative French Hill, Republican from Arkansas, says the U.S. needs to go back to pre-pandemic spending priorities.See omnystudio.com/listener for privacy information.

Shahid Ladha, BNP Paribas Head of G10 Rates Strategy Americas, says the ECB should embrace the opportunity to exit negative interest rates. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the market valuation story is back. Janet Henry, HSBC Global Chief Economist, says it wouldn't be unusual to see the yield curve reach some kind of inversion with more monetary tightening. Angela Stent, Brookings Institution Nonresident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says diplomacy with Russia seems to be stalling.See omnystudio.com/listener for privacy information.

Marty Walsh, U.S. Secretary of Labor, says workers and employers are learning to live with the pandemic. Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the U.S. labor market is really screaming right now. Tiffany Wilding, PIMCO Chief U.S. Economist, says today's jobs data changed the narrative for the labor force participation rate. Javier Blas, Bloomberg Opinion Columnist, says the White House is in a blinking contest Saudi Arabia over oil.See omnystudio.com/listener for privacy information.

Mike Wilson Morgan Stanley Chief U.S. Equity Strategist, says this is the year of the stock-picker. Brian Wieser, GroupM President of Business Intelligence, says there is still growth to be had for Facebook. Rob Davis, Merck Chief Executive Officer & President, says he's proud of the company's contribution to the fight against Covid-19. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says this is one of the few times where monetary and fiscal policy are working in coordination.See omnystudio.com/listener for privacy information.