Bloomberg Surveillance

Stuart Kaiser, Citi Head of US Equity Trading Strategy, says we're seeing some "fatigue" in tech buying. Gita Gopinath, IMF First Deputy Managing Director, says a number of factors could be "muting the effect of monetary policy transmission," and as those effects decline, "we can start seeing more of a slowing in activity." Kit Juckes, Societe Generale Chief FX Strategist, sees weakness ahead for the dollar. Cameron Dawson, NewEdge Wealth CIO, believes in the 60/40 portfolio plus alternatives. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder, discusses his interview with Afsaneh Beschloss, RockCreek Founder & CEO.Get the Bloomberg Surveillance newsletter, delivered every weekday. Sign up now: https://www.bloomberg.com/account/newsletters/surveillance 

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Ian Bremmer, Eurasia Group President, says Putin doesn't have "real friends" on the global stage.Amy Wu Silverman, RBC Capital Markets Head of Derivatives Strategy, says if tech goes, the market goes. Collin Martin, Schwab Center for Financial Research Fixed Income Strategist, says one more rate hike from the Fed is likely. Geoffrey Yu, BNY Mellon Senior Market Strategist, sees clear signs of a demand slowdown.
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Adam Posen, Peterson Institute for International Economics President & Former BOE Monetary Policy Committee Member, sees the Fed getting above 5.5% before the end of the year. Michael Collins, PGIM Fixed Income Senior Portfolio Manager, says there's low risk of a deep recession. Linda Duessel, Federated Hermes Senior VP & Senior Equity Strategist, expects the Fed to keep higher for longer as they stick to their inflation target. Richard Haass, Council on Foreign Relations President, says China President Xi is more concerned about trade issues than what Joe Biden says about him. Brad Dillman, Cortland Chief Economist, discusses the commercial and residential real estate market.
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After the BOE raised interest rates by 50 basis points, Sree Kochugovindan, Abrdn Senior Research Economist, says there's still more to do. Thierry Wizman, Macquarie Global Interest Rates and Currencies Strategist, discusses Turkey's Lira sinking to weakest on record. Michael Gapen, BofA Securities Head of US Economics, says consumer spending continues to slow but at a moderate pace. Bruno Le Maire, France Economy & Finance Minister, says it is crucial to maintain a high level of investment in Europe. Denys Shmyhal, Ukraine Prime Minister, says it's impossible to think of Russia winning the war.
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Chris Harvey, Wells Fargo Securities Head of Equity Strategy, says we're seeing more of an economic malaise than recession. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we're headed into an environment where 2-3% inflation will become the "norm." Amanda Lynam, BlackRock Head of Macro Credit Research, says there's room for spreads to move higher. Greg Valliere, AGF Investments Chief US Policy Strategist, says the number one story to watch out for this summer is Ukraine. Ginni Rometty, Former IBM CEO & Author of "Good Power: Leading Positive Change in our Lives, Work and World," says there's little tolerance for AI to be wrong.
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Claudia Sahm, Former Federal Reserve Economist, Bloomberg Opinion Columnist & Sahm Consulting Founder, says forget about a Fed cut this year. Scott Chronert, Citi US Equity Strategist, says we need to navigate recession risk. Meghan Swiber, BofA Director of US Rates Strategy, says yields are at attractive levels. Sebastien Page, T. Rowe Price Head of Global Multi-Asset & Chief Investment Officer, says the 60/40 portfolio needs to be "modernized." Terry Haines, Pangaea Policy Founder, discusses Blinken, Xi's meeting in Beijing.
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 On this Juneteenth holiday, Bloomberg's Sonali Basak brings us this Bloomberg Radio special report. 

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In her new podcast, Bloomberg journalist Emily Chang sits down for intimate interviews with the biggest names at the intersection of tech, business, entertainment and culture. Join her every Thursday for a behind-the-scenes look at the most exciting and influential trends, and the big personalities behind them.     

Listen & Subscribe:     
Apple: apple.co/3NzkJda     
Spotify: spoti.fi/3Picljp     
Anywhere: bit.ly/3PiDrqK

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 Ann Miletti, Allspring Global Investments Head of Active Equity, says active managers are "mining for gold," searching for names that haven't been recognized. Jens Nordvig, Exante Data Fonder & CEO, Marketreader Founder & CEO, says investors aren't paying enough attention to the structural shifts of capital flow into China. Rep. French Hill, (R) Arkansas, says no one is threatening another default. John Lovallo, UBS US Homebuilders & Building Products Equity Research Analyst, doesn't expect a big decline in home prices.
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Jordan Rochester, Nomura G-10 FX Strategist, says an ECB rate of 4% is not the base case but is "possible" after the latest 25 bps hike. Jay Bryson, Wells Fargo Chief Economist, says more shocks are hitting Europe than the US. Amy Wu Silverman, Head of Derivatives Strategy RBC Capital Markets, discusses the equity market following the Fed decision. Pat Toomey, Former Senator (R-PA), says Trump is his own worst enemy. Leland Miller, China Beige Book CEO & Co-Founder, discusses the PBOC lowering its main policy rate.
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