Bloomberg Surveillance

 Admiral James Stavridis, Former Supreme Allied Commander at NATO, says the rocket hit in Poland was a wake-up call about the war. Elliot Ackerman, Former White House Fellow, US Marine Corps Veteran and Co-Author of '2034: A Novel Of The Next World,' says wars are escalatory by nature. Dana Telsey, Telsey Advisory Group CEO & Chief Research Officer, says to expect a "challenged" holiday retail season. Amy Wu Silverman, RBC Capital Markets Equity Derivatives Strategist, says bitcoin is just another risk asset. 

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Gilles Moec, AXA Investment Managers Chief Economist, says Europe is sliding into a recession. Linda Duessel, Federated Hermes Senior Equity Strategist, says not to chase this rally. Rep. Andy Barr, Republican from Kentucky, says the GOP needs to do some soul searching. Mike Pyle, Deputy National Security Advisor, says President Biden's vision was essential to getting the G-20 communique over the finish line. 

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Stuart Kaiser, Citi Head of US Equity Trading Strategy, says easing rates won't be enough to revive big tech. Diane Swonk, KPMG, Chief Economist, says inflation looks like it's peaking. Priya Misra, TD Securities Global Head of Rates Strategy, says inflation is less about the peak and more about the rate of decline. Lori Calvasina, RBC Capital Markets Head of US Equity Strategy, expects markets to stay volatile for a bit longer. 

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Torsten Slok, Apollo Management Chief Economist, says the Fed might actually be able to achieve a soft landing. Ben Laidler, eToro Global Markets Strategist, says the market bottom is now in. Elsa Lignos, RBC Global Head of FX Strategy, says it's a really interesting moment for the euro. Tina Fordham, Fordham Global Foresight Founder & Geopolitical Strategist, says the US republic, as we know it, faces some serious pressures. 

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Matthew Luzzetti, Deutsche Bank Securities Chief US Economist, says there's evidence we are moving away from peak inflation. Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says it's a mistake to stay all in cash. Michael Regan, EPA Administrator, says there's an opportunity to deploy technology to reduce methane. Terry Haines, Pangaea Policy Founder, says it's not too soon to call Ron DeSantis the new leader of the Republican party.

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David Kelly, JPMorgan Asset Management Chief Global Strategist, says it's time to get invested. Ebrahim Rahbari, Citi Chief Currency Strategist, says we've seen a shift in dollar sentiment. Henrietta Treyz, Veda Partners Director of Economic Policy, says Biden's decision to run for a second term depends on Trump's. Lara Rhame, FS Investments Chief US Economist, says the descent from high inflation is going to be far from gradual. 

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Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the inflation spike of the past year and a half is not primarily a central bank or political phenomenon. Rep. French Hill, (R) Arkansas, says the Republican Party is ready to take the lead on inflation. Rep. Peter Welch, (D) Vermont, says we need to make clean energy affordable. Alifia Doriwala, RockCreek Group, expects the midterm elections just to be a small blip for markets. Dan Yergin, S&P Global Vice Chairman, Author of “The New Map: Energy, Climate and the Clash of Nations," says gasoline prices have a real impact on how people vote. 

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Alan Ruskin, Deutsche Bank Chief International Strategist, discusses outlook and market implications if the US midterms yield a divided government. Wendy Schiller, Taubman Center for American Politics & Policy Director at Brown University, says Democrats have more to do on messaging to voters. Daniel Ives, Wedbush Senior Equity Research Analyst, says Apple is facing a supply issue, not a demand issue. Nela Richardson, ADP Research Institute Co-Head & Chief Economist, expects inflation to be more persistent. 

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Marty Walsh, US Secretary of Labor, discusses the October jobs report. Tiffany Wilding, PIMCO Chief US Economist, weighs the Federal Reserve's next move. Randy Kroszner, University of Chicago Booth School Professor of Economics & Former Federal Reserve Governor, says the Fed is looking for cracks in the labor market. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says today's jobs report is a challenge for the Fed and the market.  

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Dominic Konstam, Mizuho Americans Head of Macro Strategy, says the Federal Reserve must be cautious. Winnie Cisar, CreditSights Global Head of Credit Strategy, says investment-grade debt at historic high-yield levels has the "flex" to hedge against the risk of a US economic downturn. Geoffrey Yu, BNY Mellon Senior Strategist, examines the key differences between the Federal Reserve and the Bank of England. Dean Maki, Point72 Chief US Economist, sees more momentum in the US than in Europe and the UK. 

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