Bloomberg Surveillance

Michael Purves, Tallback Capital Advisors CEO & Founder; Nicholas Bennenbroek, Wells Fargo International Economist; and Neil Shearing, Capital Economics Chief Economist, react to the resignation of UK Prime Minister Liz Truss. 

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Brian Deese, National Economic Council Director, says all options are on the table when it comes to a potential ban on diesel exports. Scott Kirby, United Airlines CEO, says business class demand will continue to increase. Mohamed Younis, Gallup Editor In Chief, says the US economy is the number one issue for voters right now. Dennis Gartman, Chairman of the University of Akron's Endowment Fund & Retired Editor of The Gartman Letter, says 2022 is only going to get uglier. Anwiti Bahuguna, Columbia Threadneedle Head of Multi-Asset Strategy, is seeing no signs of peak inflation. 

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Kristen Bitterly, Citi Global Wealth Management Head of North America Investments, says the earnings bar has been revised down. Jerome Schneider, PIMCO Managing Director & Head of Short Term Portfolio Management, says "short-term paper is the place to hide" right now. Kit Juckes, Societe Generale Chief FX Strategist, says sterling needs volatility to go away. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Netflix's new advertising tier could prove to be a very diluted strategy in the short-term. 

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Oliver Bäte, Allianz CEO, says investors are underestimating liquidity traps. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says returns are "starting to look reasonable" for investors in high-quality assets. Lori Calvasina, RBC Capital Markets US Equity Strategy Head, says defensives are at peak valuation. Ebrahim Rahbari, Citi Global Head of FX Analysis, expects even further dollar upside from here. Leland Miller, China Beige Book International Co-Founder & CEO, says China President Xi Jinping is unlikely to change his strategy. 

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Gita Gopinath, IMF First Deputy Managing Director, says nations are in for a “rocky ride” as they adjust to dollar strength. Raghuram Rajan, Former Central Bank of India Governor, says larger emerging market countries have become more prepared for a crisis by building up their FX reserves. Stephen Stanley, Amherst Pierpont Chief Economist, says a Fed pivot is not in the cards right now. Eric Freedman, US Bank Asset Management Chief Investment Officer, thinks it makes sense to dip into the front end of the treasury curve. 

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Brian Deese, National Economic Council Director, says we need to make progress on rising food prices. Kristalina Georgieva, IMF Managing Director, says inflation is still the IMF's top worry. Seth Carpenter, Morgan Stanley Global Chief Economist, reacts to the US CPI report. David Malpass, World Bank President, says cutting the debt of poor nations is under discussion. 

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Tim Adams, Institute of International Finance President and CEO, says central bankers are facing their toughest job yet. Axel Weber, Institute of International Finance Chairman, says the ECB is in a worse position than the Fed. Klaas Knot, European Central Bank Governing Council Member, says a “continued effort” is needed to bring inflation under control. Kristin Johnson, CFTC Commissioner, discusses who they are working with the SEC on cryptocurrency regulation. 

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Governor Ned Lamont, (D) Connecticut, says Connecticut is prepared for an economic downturn. Jim Zelter, Apollo Global Co-President, says high-yield nearing 10% is "attractive." Nadia Calvino, Spain Deputy Prime Minister, stresses the importance of monetary and fiscal policy coordination. Andrew Hollenhorst, Citi Chief US Economist, says the Fed has a communication issue. 

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Bill Dudley, Bloomberg Opinion Columnist, says the Fed owes the world a mea culpa. Seema Shah,  Principal Asset Management Chief Global Strategist, says there is worse to come for the market. Gilles Moec, AXA Investment Managers Chief Economist, says recession is absolutely unavoidable at this stage. Bob Yawger, Mizuho Energy Futures Strategist, says we will probably see oil trading near $100. 

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Marty Walsh, US Secretary of Labor, discusses the September employment 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 this jobs report keeps the Fed on track for a 75-basis-point hike at the next meetings. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the Fed is sending mixed messages. 

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