Bloomberg Surveillance

London Mayor Sadiq Khan discusses the potential for coronavirus lockdowns paired with a no-deal Brexit. Steve Chiavarone, Federated Hermes Portfolio Manager, says the coming vaccine represents an enormous stimulus for the economy. Mercedes Carnethon, Northwestern University Department of Preventative Medicine Vice Chair, says it would be ideal to see essential workers in next round of vaccines. Tina Fordham, Avonhurst Advisory Services Head of Global Political Strategy, worries that markets are getting ahead of politics on stimulus. Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Macro Strategy, says demand may never return in certain sectors.See omnystudio.com/listener for privacy information.

Lawrence Kudlow, U.S. National Economic Council Director, says he sees specific targeted areas concerning small businesses, unemployment, and Covid-related schooling matters as priorities in stimulus talks. Priya Misra, TD Securities Global Head of Rates Strategy, says rates have priced in too much good news. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says it will be a difficult winter for the U.S. economy. Henrietta Treyz, Veda Partners Director of Economic Policy, says she is optimistic about a stimulus bill.See omnystudio.com/listener for privacy information.

Tony Dwyer, Canaccord Genuity Chief Market Strategist, says historic excess liquidity is what is driving markets higher. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says credit spreads are about as tight as they can go right now. Kit Juckes, Societe Generale Chief FX Strategist, discusses what's next for central banks. Jacob Lew, Former U.S. Treasury Secretary, sees a long, hard winter ahead without additional fiscal support.See omnystudio.com/listener for privacy information.

Kathy Hochul, New York Lieutenant Governor, says her greatest fear with the rising virus case count is overwhelming the hospital system. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, says the economy is getting better and markets will continue to recognize that through 2021. Julie Norman, University College London Professor, says President-elect Joe Biden is assembling a pragmatic team. Michael Feroli, JPMorgan Chief U.S. Economist, sees reasons for gloom in the short-term, but room for optimism as 2021 unfolds.See omnystudio.com/listener for privacy information.

Laurence Boone, OECD Chief Economist, says virus vaccines offer hope for a brighter outlook. Troy Gayeski, Skybridge Capital Co-CIO, says equity gains may be much harder to come by following November's record rally. Ethan Harris, BofA Securities Head of Global Economic Research, expects a stimulus package to be the only serious piece of legislation to be passed in the next two years. Dr. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair & Research Professor, says there is light at the end of the tunnel for the end of the pandemic, but we are not there yet.See omnystudio.com/listener for privacy information.

Michael Shaoul, Marketfield Asset Management CEO and Portfolio Manager, says the durable goods economy is firing on all cylinders. Elizabeth Suzuki, BofA Securities Senior Hardlines Retail Analyst, says this retail holiday season will be largely dominated by the home categories. John Ryding, Brean Capital Chief Economic Advisor, sees a difficult few months ahead for the U.S. economy. Dr. Howard Forman, Yale University Professor of Public Health, Management, and Economics, says he's optimistic about the timeline of a Covid-19 vaccine rollout.See omnystudio.com/listener for privacy information.

Peter Dixon, Commerzbank Global Equities Economist, sees markets in a holding pattern as investors await new catalysts. Camilla Yanushevsky, CFRA Equity Research Analyst, looks at some potential winners and losers in an unprecedented holiday shopping season. Drew Matus, MetLife Investment Management Chief Market Strategist, examines the risk of inflation. Steve Sadove, Former Saks CEO and Mastercard Senior Advisor, discusses the rapid change in shopping habits in the Covid-19 era.See omnystudio.com/listener for privacy information.

The coronavirus pandemic, and ensuing recession, has had an outsized impact on Generation Z. Young people have had their education disrupted, career plans upended and financial prospects diminished.Lisa Abramowicz brings us more in this Bloomberg Surveillance special report.See omnystudio.com/listener for privacy information.

Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, sees a raging bull market below the surface. Tobias Adrian, IMF Director for Monetary and Capital Markets Department, says excessive risk-taking is a worry in the near term. Catherine Mann, Citi Global Chief Economist, says the U.S. economy may return to the pre-Covid level of GDP in second-quarter of 2021. Brian Kelly, The Points Guy CEO, discusses the future of travel in the Covid-19 era.See omnystudio.com/listener for privacy information.

Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, expects next year to be another tech and growth year. Kathy Hochul, New York Lieutenant Governor, warns it will be a crisis situation if coronavirus numbers continue on their current path. Frederic Mishkin, Former Federal Reserve Governor and Columbia University Professor, says Janet Yellen is highly qualified to handle policy as the next U.S. Treasury Secretary amid the Covid-19 pandemic. Cass Sunstein, Harvard Law Professor, Author of "Too Much Information" and Bloomberg Opinion Columnist, makes sense of the political noise.See omnystudio.com/listener for privacy information.