Bloomberg Surveillance

Mike Wilson, Morgan Stanley Chief US Equity Strategist, is confident this market rally will continue through December. Jordan Rochester, Nomura G-10 FX Strategist, sees GBP-USD at 1.25 next year. Vincent Reinhart, Dreyfus Mellon Chief Economist, sees an economic downturn within the next 12 months. Rubeela Farooqi, High Frequency Economics Chief US Economist, says the Fed doesn't want to overtighten. Bob Doll, Crossmark Global Investments Chief Investment Officer, says the Fed has to pray this labor market quiets down.  

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Neil Dutta, Renaissance Macro Head of US Economics Research, says real economic growth is accelerating in the US. Wei Li, BlackRock Global Chief Investment Strategist, says the Fed won't be able to cut rates in 2023. Mona Mahajan, Edward Jones Senior Investment Strategist, says the Fed's path to a soft landing is narrow. Alan Ruskin, Deutsche Bank Chief International Strategist, says the dollar has peaked. 

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Bill Dudley, Bloomberg Opinion Columnist & Former New York Fed President, sees the Fed pausing rate hikes once they get to a 5.25-5.5% range and then holding for a longer period. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says the top of the market still has risk. Evan Brown, UBS Asset Management Head of Multi-Asset Strategy, says the US economy is still reasonably health despite the Fed's rate hikes. Vasileios Gkionakis, Citi Head of European FX Strategy, says the US dollar is at an inflection point. 

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Brian Weinstein, Morgan Stanley Investment Management Head of Global Fixed Income, says that, from an investment perspective, the protests in China are just another part of the broader story of economic turmoil. Lara Rhame, FS Investments Chief US Economist, says the bond market is pricing in a recession. Ellen Wald, Atlantic Council Senior Fellow, says the future of oil in the US is very hazy. Dan Ives, Wedbush Securities Senior Equity Analyst, says Apple is at the mercy of China's Covid Zero policy.

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Christian Mueller-Glissmann, Goldman Sachs Multi Asset Strategist, says China's path forward is going to be incredibly bumpy. Kit Juckes, Societe Generale Chief FX Strategist, expects the dollar to see a "series of jagged peaks" and be "significantly weaker by the end of next year." Claudia Sahm, Sahm Consulting Founder & Former Federal Reserve Economist, still thinks the US could skirt a recession. Joe Feldman, Telsey Senior Research Analyst & Assistant Director of Research, says we may have seen the end of the in-person early morning Black Friday rush. 

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 Alan Blinder, Princeton University Professor of Economics & "A Monetary & Fiscal History of the United States, 1961-2021" author, expects to see more separation between the Fed and the Treasury in time. Jeff Currie, Goldman Sachs Global Head of Commodities Research, says he will be bullish on oil come next spring. Troy Gayeski, FS Investment Solutions Chief Market Strategist & Managing Director, thinks Bitcoin will be around for the long haul, but says it will remain very volatile. Jennifer McKeown, Capital Economics Chief Global Economist, expects recessions in the UK and the Eurozone. 

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Alvaro Pereira, OECD Acting Chief Economist, predicts global growth will slow to 2.2% in 2023. Dana Peterson, Conference Board Chief Economist, says the economy will be flat in 2023. Jens Nordvig, Exante Data Founder & CEO says it's hard to see a turn in the dollar if we still have problematic growth in China. Stephen Schork, The Schork Group Principal, says there's a risk of diesel shortages. 

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Peter Tchir, Academy Securities Head of Macro Strategy, sees Bitcoin below $10,000. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says we are at an inflection point. David Riley, BlueBay Asset Management Chief Investment Strategist, says we are close to peak inflation. Richard Haass, Council on Foreign Relations President, says his long-term worry is not Russia, but China. 

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Jean-Yves Fillion, BNP Paribas USA CEO, says the US economy is the most resilient in the world. David Bailin, Citi Global Wealth Chief Investment Officer & Global Head of Investments, says the Fed may raise rates too high and keep it there for too long. Amrita Sen, Energy Aspects Director of Research, says there is confusion in the oil market. Doug Kass, Seabreeze Partners President, talks about the curve inversion and other catalysts that are forming his core market view. 

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John Ryding, Brean Capital Chief Economic Advisor, says central banks have made inflation worse. Ian Lyngen, BMO Capital Markets Head of US Rates Strategy, says there's more curve inversion to be realized. Nick Bennenbroek, Wells Fargo International Economist, says Europe is already in a recession. Beata Kirr, Bernstein Private Wealth Management Co-Head of Investment Strategies, says the market is trying to find its footing. 

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