Matthew Luzzetti, Deutsche Bank Chief US Economist, says it's remarkable that the Fed has tightened as much as they have and you don't see the labor market coming into better balance. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, sees a 30% chance of recession. Lara Rhame, FS Investments Chief US Economist, says the Fed needs to move the needle on employment. Leland Miller, China Beige Book International CEO, says there will be a cyclical bounce-back in China starting in 2Q. 

See omnystudio.com/listener for privacy information.

Ed Hyman, Evercore ISI Chairman, says if he was on the Fed, he would pause. Geoff Yu, BNY Mellon Senior Market Strategist, says there's cash on the sidelines and "money has to be put at work." Amrita Sen, Energy Aspects Co-Founder & Head of Research, says oil prices haven't factored in China's re-opening. Carlos Tavares, Stellantis CEO, discusses Formula 1 and the company's transition to electric vehicle production. 

See omnystudio.com/listener for privacy information.

Ed Morse, Citigroup Global Head of Commodity Research, says Chinese and global oil consumption are approaching a peak as the energy transition away from fossil fuels gathers pace. Spencer Dale, BP Chief Economist, says the oil market remains very uncertain. Ben Laidler, eToro Global Market Strategist, says the rally has been fundamentally driven. Karen Short, Credit Suisse Analyst, reacts to earnings from Walmart and Home Depot. 

See omnystudio.com/listener for privacy information.

Seth Carpenter, Morgan Stanley Chief Global Economist, says further data showing that strength in January was “not an anomaly” will increase pressure on the Fed to accelerate their pace.Wendy Schiller, Brown University Taubman Center for American Politics Policy Director, discusses recent developments as the Munich Security Conference begins. Helane Becker, Cowen Senior Research Analyst, examines the ways airlines reinvest in their businesses. Bob Doll, Crossmark Global Investments CIO, says the market is ahead of itself. 

See omnystudio.com/listener for privacy information.

Michelle Meyer, Mastercard Economics Institute US Chief Economist, says the consumer has more purchasing power due to labor market strength and savings. Peter Tchir, Academy Securities Head of Macro Strategy, says market positioning can change on a dime. Russ Koesterich, Blackrock Global Allocation Fund Portfolio Manager, says stocks can have a decent year ahead. Dan Ives, Wedbush Senior Equity Analyst, says a lot of tech names continue to move higher because of fundamentals and demand holding up.  

See omnystudio.com/listener for privacy information.

Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, expects a recession in the US this year, but 'it's clearly not going to start in the first quarter.' Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, says discretionary sales have moderated. Jim Bianco, Bianco Research President and Macro Strategist, says the 'no landing' scenario is growing. Stephen Schork, The Schork Group Principal, says there's potential for $100 a barrel oil.  

See omnystudio.com/listener for privacy information.

Thomas Barkin, Richmond Fed President, reacts to US January CPI data. Stephen Stanley, Santander US Capital Markets Chief US Economist, says the latest inflation print came in 'as expected' but 'could have been worse.' Kenneth Rogoff, Harvard Professor of Economics & Public Policy & Former Chief Economist at the International Monetary Fund, says we could see interest rates at 6%. David Rosenberg, Rosenberg Research Founder & President, says today's data gives the Fed a green light to go in March. 

See omnystudio.com/listener for privacy information.

Steve Eisman, Neuberger Berman Eisman Group Senior Portfolio Manager, sees an oncoming market regime shift. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, sees the S&P 500 at 4,400 year-end, but there's a "chance that we may see that exceeded." Priya Misra, TD Securities Global Head of Rates Strategy, says the markets are pretty well priced for the end point of the hiking cycle. Megan Greene, Kroll Institute Global Chief Economist, says the Fed will keep rates high this year. Ian Bremmer, Eurasia Group President and Author of "The Power of Crisis," discusses US-China tensions as the US shoots down fourth object. 

See omnystudio.com/listener for privacy information.

Stephen Pagliuca, Bain Capital Senior Advisor & Co-Owner of the Boston Celtics, sees the return of the golden age of credit. Elsa Lignos, RBC Global Head of FX Strategy, reacts to reports of a surprise nomination for Kazuo Ueda to take helm at the Bank of Japan. Gregory Staples, DWS Group Head Of Fixed Income North America, says January's strong rally may have gone a little bit too far. Emily Roland, John Hancock Investment Management Co-Chief Investment Strategist, warns of a tough environment for companies going forward. 

See omnystudio.com/listener for privacy information.

Jim Zelter, Apollo Asset Management Co-President, says this is a 'golden era' for private credit. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, expects the US to dodge recession. Luke Tilley, Wilmington Trust Chief Economist & Head of Asset Allocation and Former Philadelphia Fed Economic Adviser, says there's a 50/50 chance of a soft landing versus a mild recession. Kathryn Rooney Vera, Bulltick Capital Markets Head of Global Macro & Chief Investment Strategist, says US recession is not priced in the equity markets. 

See omnystudio.com/listener for privacy information.