Bloomberg Surveillance

Rob Arnott, Research Affiliates Chairman, explains why he likes international value stocks. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says we are moving closer to stagflation. Jay Bryson, Wells Fargo Chief Economist, thinks it is all about the Fed for the foreseeable future. Libby Cantrill, PIMCO Public Policy Director, discusses the current state of US-China relationship. 

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Yuriy Sak, Advisor to Ukraine Defense Minister, says Ukraine is fighting a smarter war. Alina Polyakova, Center for European Policy Analysis President & CEO and Johns Hopkins School of advanced International Studies Professor, thinks the war in Ukraine could end this year. Subadra Rajappa, Societe Generale Head of US Rates Strategy, thinks the Fed is near the end of their rate hike cycle and that yields will eventually have to go lower. Max Kettner, HSBC Chief Multi Asset Strategist, says US equities are in a tough spot. Mickey Levy, Berenberg Capital Markets Senior Economist and Visiting Scholar at Stanford University’s Hoover Institution, says the Fed should hike 50 basis points at the next meeting. 

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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. 

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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. 

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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. 

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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. 

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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.  

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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.  

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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. 

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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. 

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