Bloomberg Surveillance

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. 

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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. 

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Bill Dudley, Former New York Fed President, Bloomberg Opinion Columnist & Bloomberg Economics Senior Advisor, says the Fed's game plan is to go to restrictive and keep it there for as long as it takes. Andrew Hollenhorst, Citi Chief US Economist, says we are a 'ways away' from 2% inflation. Lisa Shalett, Morgan Stanley Wealth Management CIO, says the US equity market is fighting the Fed. Michael Nathanson, SVB MoffettNathanson Senior Research Analyst, previews Disney earnings. 

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Darrell Cronk, Wells Fargo CIO of Wealth Management, thinks we are in a bear market rally. Gerard Cassidy, RBC Capital Markets US Bank Equity Strategy Head, thinks we could have a revaluation of banks coming out of this slowdown. Henrietta Treyz, Veda Partners Economic Policy Research Director, says there is a lot of soul-searching going on for both Republicans and Democrats. Kristina Campmany, Invesco Global Debt Senior Portfolio Manager, says markets aren't listening to the Fed's hawkish narrative. 

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Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, thinks we are close to the end of the Fed's hiking cycle. Michael Shaoul, Marketfield Asset Management CEO, doesn't expect the Nasdaq to hit a new high this year. Julie Norman, UCL Center on US Politics Co-Director, says China has been put on the backfoot because of the balloon incident. Sarah Hewin, Standard Chartered Head of Europe & Americas Research, thinks the recovery in China will be led by consumers. 

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Marty Walsh, US Secretary of Labor, reacts to the January payrolls report. Neil Dutta, Renaissance Macro Research Head of US Economic Research, says consumers are telling us the labor market is fine. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the hot labor market is still going to be an issue for the inflation outlook. Glenn Hubbard, Columbia's Jerome A. Chazen Institute for Global Business Director & Former Chairman of the Council of Economic Advisers, says the jobs report is 'certainly a worry for the Federal Reserve.' Priya Misra, TD Securities Head of Global Rates Strategy, says the Fed is banking on a soft landing.  

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Holger Schmieding, Berenberg Chief Economist, says that Europe as a whole is not falling into a recession and is now outperforming expectations. Ebrahim Rahbari, Citigroup Chief Currency Strategist, says the ECB's next meeting in March will be "really interesting." Wei Li, BlackRock Global Chief Investment Strategist, says now is the time to stay invested. David Kirkpatrick, Techonomy Founder & Author of "The Facebook Effect", discusses big tech earnings. 

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Jeff Rosenberg, Blackrock Systematic Multi-Strategy Fund portfolio manager, says 'there's a real disconnect' between what the Fed said and what the markets heard. Michael McKee, Bloomberg News International Economics and Policy Correspondent, looks at where the Fed goes from here. Matthew Luzzetti, Deutsche Bank Chief US economist, says after the Fed decision, that they're still forecasting a recession.  

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Dominic Konstam, Mizuho Americas Head of Macro Strategy, says it's a soft landing "until it becomes a hard landing." Jerome Schneider, Managing Director and Head of Short Term Portfolio Mgmt, says the market is at an impasse with the Federal Reserve and where they're going. Christian Mueller-Glissmann, Goldman Sachs Managing Director for Portfolio Strategy, says the Fed is on track for a soft landing. Abby Joseph Cohen, Columbia Business School Professor & Retired Goldman Sachs Partner, sees a small increase from the Fed this year. 

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Seth Carpenter, Morgan Stanley Global Chief Economist, says the Fed will hike by 25 basis points on Wednesday, but "they are going to be done" after that. Stuart Kaiser, Citigroup Head of US Equity Trading Strategy, says the Fed is reiterating a message the markets have already gotten comfortable with. Leland Miller, China Beige Book International CEO, says despite China's manufacturing rebound, it won't help to drive growth. Paul Jacobson, General Motors CFO, discusses EV demand following the company's latest earnings results.  

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