Bloomberg Surveillance

Wei Li, BlackRock Global Chief Investment Strategist, says there's a need for a repricing of risk assets to reflect the higher rate environment. Tom Tzitzouris, Strategas Head of Fixed Income Research, says that continued high interest rates will bite all corners of the economy. Kathy Bostjancic, Nationwide Mutual Insurance Chief Economist, expects wage growth to level off as the Fed works to lower inflation. Amrita Sen, Energy Aspects Director of Research, expects more consolidation in oil as Chevron buys Hess in a $53B deal. Ret. Gen. Frank McKenzie, Global & National Security Institute Executive Director and Fmr. US CENTCOM Commander, says the main objective in the Middle East is to ensure Iran is deterred from further involvement in the war.
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John Bolton, former National Security Advisor and former US Ambassador to the UN, says the US has failed to coherently monitor the situation in the Middle East for close to two decades. Meera Pandit, Global Market Strategist at JPMorgan Asset Management, expects to see continued challenges to the bond market. Greg Valliere, Chief US Policy Strategist at AGF Investments, says the case for US aid to Ukraine and Israel is self-evident. Alex Brazier, BlackRock Investment Institute Deputy Head, says that we've seen the end of the 'great moderation.' Deborah Cunningham, CIO at Federated Hermes Global Liquidity Markets, believes the Fed's message of higher-for-longer remains truthful.
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Speaking at the Economic Club of New York, Federal Reserve chair Jerome Powell suggested the Fed could hold interest rates steady again at its next meeting. But, he warned a future hike isn't out of the question. Powell sat down for an exclusive conversation with Bloomberg Wall Street Week host David Westin, following his remarks.

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Claudia Sahm, Founder of Sahm Consulting, expects the Fed to get inflation back to 2% in the near future. Mark Esper, former US Secretary of Defense, wants to see a stronger consensus among Western leaders connecting the attacks in Israel to Iran. Cameron Dawson, Chief Investment Officer at Newedge Wealth, says consumer spending is starting to soften. Seema Shah, Chief Global Strategist at Principal Asset Management expects to see an economic slowdown. Brian Wieser, Principal & Senior Media Analyst at Madison & Wall, breaks down the strong earnings report from Netflix.
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Jon Lieber, US Managing Director at Eurasia Group, says the US could potentially become involved in the Israel-Hamas war if strikes happen beyond Gaza. Will Kennedy of Bloomberg News doesn't see a major disruption to oil flow in the short-term. Gerard Cassidy, Large Cap Bank Analyst at RBC Capital Markets, reacts to Morgan Stanley's sluggish 3Q earnings. Binky Chadha, Chief Global Strategist & Head of Asset Allocation at Deutsche Bank, says the equity market's resilience indicates durability in consumer demand. Diana Amoa, CIO of Long Biased Strategists at Kirkoswald Asset Management, says sovereign debt issues remain a concern for the treasury market going forward.

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Bob Doll, Crossmark Global Investments Chief Investment Officer, says margins will come under pressure going forward. Greg Daco, EY Chief Economist, discusses September's strong retail sales report. Meghan Graper, Barclays Global Debt Capital Markets Co-Head, says that more discipline is being applied to investment decisions. Sri Natarajan, Bloomberg News, says recent banks earnings reflect a 'transitional quarter.' Henrietta Treyz says Congress is eager to begin the voting process on aid for Israel.
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Peter Tchir, Academy Securities Head of Macro Strategy, says his favorite hedge at the moment is calls on the treasury market. Steven Major, HSBC Global Head of Fixed Income Research, says there's evidence of capitulation in the markets. Julie Norman, UCL Centre on US Politics Co-Director, says the Israel-Hamas war will define what direction the region goes next. Erika Najarian, UBS Large-Cap Banks & Consumer Finance Equity Research Analyst, discusses bank earnings. Doug Kass, Seabreeze Partners President, explains how he factors geopolitical risk into his outlook as he attempts to anticipate markets.
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ECB President Christine Lagarde, IMF First Deputy Managing Director Gita Gopinath and WTO Director General Ngozi Okonjo-Iweala speak with Bloomberg's Tom Keene at the IMF Meeting in Marrakech, Morocco.

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Sonali Basak, Bloomberg News, discusses Citi, JPMorgan and Wells Fargo earnings. Ken Leon, CFRA Director of Equity Research, says banks can continue to enjoy net interest income growth if they "hold the line" in deposit costs and the Fed stays higher for longer. Greg Boutle, BNP Paribas Head of US Equity & Derivatives Strategy, believes the Fed has put in its last hike but there is a risk they go again. Greg Valliere, AGF Investments Chief US Policy Strategist, says the current state of Washington is a circus and a clown show. Rep. Mike Lawler, (R) New York, discusses the Israel-Hamas war, as well as Scalise ending his bid for House speaker.
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Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode profiles Martin Hoffmann, who holds two leadership positions at the Swiss athletic footwear and apparel company On -- serving as both CFO and Co-CEO. He tells Anna Edwards how On is poised to continue its growth with an increased focus on apparel, raising its profile in tennis, and expanding its portfolio of flagship stores.

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