Bloomberg Surveillance

Mike Pyle, Chief Economic Advisor to Vice President Kamala Harris, discusses the White House's plan to expand the production capacity of the economy. Jim Zelter, Apollo Asset Management Co-President, doesn't think the credit market is rolling over right. Mark Cabana, Bank of America Head of U.S. Rates Strategy, says the yield curve may be inverted by the end of the year. Tina Fordham, Avonhurst Head of Global Political Strategy, expects tensions with Russia to ratchet up over the next eight days of military exercises.

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Tom Porcelli, RBC Capital Markets Chief U.S. Economist, says the Fed needs a "hefty dose of patience." Bill Booth, Epoch Investment Partners Co-CIO & Portfolio Manager, says cash is king in the equity market right now. Bess Freedman, Brown Harris Stevens CEO, says inflation isn't a major concern for the real estate market in New York City. Dr. Chris Beyrer, Johns Hopkins Bloomberg School of Public Health, says we're on the right side of the omicron surge.

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Joseph Stiglitz, Columbia University Professor & Nobel Laureate, says raising interest rates will slow the economy and negatively impact the jobs market. Emma Walmsley, GlaxoSmithKline CEO, says many shareholders support the company's plan to spin off its consumer-health business this year. Rebecca Patterson, Bridgewater Director of Investment Research, expects to see more Fed rate hikes than what's currently priced in to markets. Amy Wu Silverman, RBC Equity Derivatives Strategist, says options have really paid off this earnings season.

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Kathy Jones, Charles Schwab Chief Fixed Income Strategist, says bonds are already in a mini bear market. Jim Caron, Morgan Stanley Investment Management Fixed Income Portfolio Manager, says corporate America can handle higher yields. Bob Doll, Crossmark Global Investments CIO, says to sell growth and buy financials. Representative French Hill, Republican from Arkansas, says the U.S. needs to go back to pre-pandemic spending priorities.

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Shahid Ladha, BNP Paribas Head of G10 Rates Strategy Americas, says the ECB should embrace the opportunity to exit negative interest rates. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says the market valuation story is back. Janet Henry, HSBC Global Chief Economist, says it wouldn't be unusual to see the yield curve reach some kind of inversion with more monetary tightening. Angela Stent, Brookings Institution Nonresident Senior Fellow & Former U.S. National Intelligence Officer for Russia and Eurasia, says diplomacy with Russia seems to be stalling.

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Marty Walsh, U.S. Secretary of Labor, says workers and employers are learning to live with the pandemic. Jeffrey Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the U.S. labor market is really screaming right now. Tiffany Wilding, PIMCO Chief U.S. Economist, says today's jobs data changed the narrative for the labor force participation rate. Javier Blas, Bloomberg Opinion Columnist, says the White House is in a blinking contest Saudi Arabia over oil.

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Mike Wilson Morgan Stanley Chief U.S. Equity Strategist, says this is the year of the stock-picker. Brian Wieser, GroupM President of Business Intelligence, says there is still growth to be had for Facebook. Rob Davis, Merck Chief Executive Officer & President, says he's proud of the company's contribution to the fight against Covid-19. Steve Ricchiuto, Mizuho Securities Chief U.S. Economist, says this is one of the few times where monetary and fiscal policy are working in coordination.

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Chief Financial Officers now play a critical role in shaping corporate strategy and positioning organizations to meet future challenges. Bloomberg's new monthly program, Chief Future Officer, profiles these leaders and explores the impact they're making on their companies and industries. This episode focuses on Mondeléz International CFO Luca Zaramella. He sits down with Taylor Riggs to discuss how the global food and beverage giant is meeting ambitious goals for growth as the snack food industry sees a surge in demand -- and how it's dealing with headwinds such as supply chain disruption and inflation.

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Mary Barra, General Motors Chair & CEO, discusses the automaker’s fourth-quarter results, investments in vehicle and battery production and the Biden administration's plan to increase electric-vehicle adoption. Megan Greene, Harvard Kennedy School Senior Fellow & Kroll Institute Global Chief Economist, says bad jobs day numbers on Friday shouldn't be a surprise. Evan Brown, UBS Head of Multi-Asset Strategy, says this will be Europe's year. Michael Nathanson, MoffettNathanson Senior Research Analyst, thinks people are underestimating the long-term value of Google's search.

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Patrick Harker, Federal Reserve Bank of Philadelphia President, says we need to move now to control inflation; advocating four 25-BP hikes this year. Alicia Levine, BNY Mellon Wealth Management Head of Equities & Capital Market Advisory, says 2022 is the year to be selective. Doug Kass, Seabreeze Partners President, says 2022 is going to be a down year for equities and January was the first shot across the bow. Sebastian Mallaby, "The Power Law" Author & CFR Senior Fellow for International Economics, discusses his research into the mysteries of the venture capital industry.

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