Bloomberg Surveillance

Tesla CEO Elon Musk speaks to Bloomberg Editor-in-Chief John Micklethwait about Twitter, Tesla, the economy and politics. Pooja Sriram, Barclays US Economist, says they are seeing signs of a consumer pullback. Ed Yardeni, Yardeni Research President, says a US recession would be short and shallow if it happens at all. Kevin Book, Clearview Energy Partners, says $6 a gallon of gas is not unreasonable. 

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Sir Howard Davies, NatWest Group Chairman and Author of 'The Chancellors,' says the Bank of England needs a higher rate to give credibility to medium-term inflation outlook. Jonathan Golub, Credit Suisse Securities Chief US Equity Strategist, says markets are oversold. Heather Boushey, Council of Economic Advisers Member, says all energy options are currently on the table. Stephen Schork, The Schork Group Co-Founder and Principal, says there is more pain at the pump to come.

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 Kelsey Berro, JPMorgan Asset Management Fixed Income Portfolio Manager, says the risk of a recession is rising. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, expects the Bank of Japan to stay patient for longer. Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is too early to get aggressive in markets. Rep. French Hill, (R) Arkansas, says inflation is the top concern among constituents. 

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Lara Rhame, FS Investments Chief US Economist, says central banks need to reclaim some credibility and calm the markets. Binky Chadha, Deutsche Bank Chief Global Strategist & Asset Allocation Head, explains why they expect a recession at the end of next year. Peter Tchir, Academy Securities Head of Macro Strategy, says we may see Bitcoin reach $10,000. Dom Konstam, Mizuho Americas Head of Macro Strategy, expects a very hawkish Fed. 

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 Carl Weinberg, High Frequency Economics Chief Economist, says Jerome Powell needs to continue convincing people that the Fed will do whatever it takes to fight inflation. Kathryn Kaminski, AlphaSimplex Chief Research Strategist, says Bitcoin needs to recover more before considering it to be in a new trend. Linda Duessel, Federated Hermes Senior Equity Strategist, says now is not the time to buy. Mark McCormick, TD Securities Global Head of FX Strategy, says Bank of Japan policy itself is broken. David Rubenstein, Carlyle Group Co-Founder & Co-Chairman and Host of "Bloomberg Wealth," discusses his interview with Khosla Ventures Founder Vinod Khosla. 

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Lori Calvasina, RBC CApital Markets US Equity Strategy Head, says we are back at a crossroads for markets. Frances Donald, Manulife Investment Management Global Chief Economist & Strategist, says the US consumer is losing purchasing power. Steven Wieting, Citigroup Private Bank Chief Economist & Chief Investment Strategist, expects 2023 to be a year of decline for EPS. Julian Emanuel, Evercore ISI Chief Equity & Quantitative Strategist, says his base case is still for no US recession. Darwei Kung, DWS Portfolio Manager and Head of Commodities, anticipates oil demand will come down. 

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 Michael Darda, MKM Holdings Chief Economist & Market Strategist, says it is wrong to assume that inflation problems would go away with with lower crude prices. David Herro, Harris Associates Chief Investment Officer for International Equities & Portfolio Manager, says Credit Suisse should be given a chance to turn things around. Jonathan Golub, Credit Suisse Securities Chief US Equity Strategist, says the level of concern in the market is much higher than the underlying backdrop. Ellen Wald, Atlantic Council Senior Fellow, says we've got a recipe for oil prices to keep rising. 

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Julian Emanuel, Evercore ISI Chief Equity and Quantitative Strategist, outlines the conditions necessary for his bear case of the S&P 500 falling to 2,900. Nick Bennenbroek, Wells Fargo International Economist, reacts to the ECB decision. Patrick Armstrong, Plurimi Wealth Chief Investment Officer, says to invest in growth in regions outside of Europe. Seema Shah, Principal Global Investors Chief Strategist, thinks we could see a bear market rally. 

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Laurence Boone, OECD Chief Economist, discusses the cut to their global growth forecast. Danny Blanchflower, Dartmouth College Economics Professor, says the OECD's forecast is too optimistic. Anastasia Amoroso, iCapital Chief Investment Strategist, says there is more and more evidence that we may have reached peak inflation. Ed Morse, Citigroup Global Head of Commodities Research, says "booming" US exports of petroleum products are driving the price of crude higher. 

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 Vincent Reinhart, Dreyfus and Mellon Chief Economist, says a low savings rate shows that households aren't too worried about a recession. Oliver Chen, Cowen Senior Equity Research Analyst, expects Target and other retails to have a better second half of the year. Liz Ann Sonders, Charles Schwab Chief Investment Strategist, a lot of what the market has been facing is priced in to stocks. Mark Cabana, Bank of America Head of US Rates Strategy, says we're in the later innings of the economic cycle. 

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