Bloomberg Surveillance

John Ryding, RDQ Economics Chief Economist & Founding Partner, says the U.S. is in a stronger place than it was several years ago despite what is going on inside the Beltway. Peter Hooper, Deutsche Bank Chief Economist, says we need more training for those who lose their jobs to trade and technology. Mary Barra, General Motors Chairman & CEO, foresees a healthy U.S. market for GM. Laurence Ball, Johns Hopkins University Professor of Economics & Department Chair and Author of "The Fed and Lehman Brothers", critiques how central bankers have discussed the aftermath of the 2008 financial crisis. See omnystudio.com/listener for privacy information.

Mark Kiesel, PIMCO CIO of Credit, thinks markets have overestimated the likelihood of a recession while Harm Bandholz, Unicredit Bank Chief U.S. Economist thinks the U.S. could see a recession in 2020. Miranda Carr, Haitong International Senior Macro Strategist & Senior Analyst, doesn't see China's latest inflation numbers as reflective of a huge slump in all of its upstream pricing. Chris Bryant, Bloomberg Opinion Industrials Columnist, believes recent cuts at Ford & Jaguar Land Rover are just the start for the automotive industry. See omnystudio.com/listener for privacy information.

Vincent Reinhart, Mellon Chief Economist & Macro Strategist, discusses what's he's looking to in the Fed Minutes. Rep. Henry Cuellar (D-Texas) says the President's border wall is a 14th century solution to a 21st century problem. John Brabender, Brabenderbox Chief Creative Officer & Republican Strategist, discusses fractures in the GOP. Betsy Graseck, Morgan Stanley Global Head of Banks and Diversified Financials Research, says she has her eye on big bank buybacks. ------See omnystudio.com/listener for privacy information.

Chris Verrone, Strategas Partner & Head of Technical Strategy, says there's a dichotomy between global and domestic tech. Michael Hirson, Eurasia Group Director of Asia, discusses China's slowdown and what it could mean for trade talks with the U.S. Marc Chandler, Bannockburn Global Forex Chief Market Strategist, foresees the dollar weakening. Taylor Riggs, Bloomberg News Correspondent, brings us an update from the JPMorgan Healthcare conference in San Francisco. See omnystudio.com/listener for privacy information.

Bloomberg Surveillance is on location at Eurasia Group today. Ian Bremmer, Eurasia Group President, defines "innovation winter." Priya Misra, TD Securities Head of Global Rates Strategy, says several forward-looking economic measures are concerning. Meredith Sumpter, Eurasia Group Head of Research Strategy & Operations, discusses market volatility in relation to U.S. politics. Sallie Krawcheck, Ellevest CEO & Co-Founder, discusses the gender gap in retirement investing. See omnystudio.com/listener for privacy information.

Jim Glassman, JPMorgan Chase Commercial Banking Head Economist, says growth for the working age population has slowed dramatically. Miranda Carr, Haitong International China Macro Strategist, says further liquidity is needed in China for its infrastructure projects. Alan Krueger, Princeton University Professor of Economics, and Mike Darda, MKM Holdings Chief Economist & Chief Market Strategist, join us for instant reaction to the U.S. jobs number (312k). Larry Kudlow, White House National Economic Council Director, says there is no recession in sight.See omnystudio.com/listener for privacy information.

Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, says the Chinese economy is much weaker than the official headlines show. Walter Piecyk, BTIG Telecom, Wireless and Communication Equipment Analyst, says Apple's lowering of revenue estimates is a major sign of economic issues in China. Robert Kaplan, Federal Reserve of Dallas President, thinks the Fed should not take any further action on interest rates. Admiral James Stavridis, Bloomberg Opinion Columnist, argues that the U.S. has to remain engaged in the Pacific. Asthika Goonerwardene, Bloomberg Intelligence Biotech & Pharma Analyst, says Bristol's bid for Celgene is a financial transaction to buy cash flows. See omnystudio.com/listener for privacy information.

Tony Crescenzi, PIMCO Market Strategist & Portfolio Manager, believes there is a strong case for the Fed to pause. Freya Beamish, Pantheon Macroeconomics Chief Asia Economist, expects a deeper deterioration of the Chinese economy before the stimulus comes through. Dana Peterson, Citigroup Economist, highlights the importance of the January Fed meeting. Oscar Decotelli, DXA Investments CEO, says the Brazilian elite seem to be positive about the country's new President Jair Bolsonaro. See omnystudio.com/listener for privacy information.

Brett Ryan, Deutsche Bank Senior Economist, expects 3 rate hikes and 2.4% economic growth next year. Bob Profusek, Jones Day Global Chair of M&A, says M&A are driven by technology and globalization not by credit markets. Meredith Sumpter, Eurasia Research Strategy & Operations Head, says the countries in the CPTPP will see roughly 99% of tariffs among them eliminated. Jack Ablin, Cresset Wealth Advisors CIO & Founding Partner, says emerging markets are "downright cheap." See omnystudio.com/listener for privacy information.

Megan Greene, Manulife Asset Management Chief Economist, says the government shutdown isn't a huge story for the U.S. economy. John Sfakianakis, Gulf Research Center Foundation Director of Economics Research, doesn't think Saudi Arabia sees oil as a strategic weapon. Martin Indyk, CFR Distinguished Fellow & Former U.S. Ambassador to Israel, talks the impact of the U.S. pullout from Syria on the "cold war" between Iran and Israel. David Kirkpatrick, Techonomy CEO & Founder, talks the risk of Amazon achieving the status of "commerce king." See omnystudio.com/listener for privacy information.