Bloomberg Surveillance

David Rubenstein, The Carlyle Group Co-Founder & Co-Executive Chairman, discusses how he expects SEC Chair Gary Gensler to deal with crypto regulation. Jordan Rochester, Nomura G10 FX Strategist, don't see any reason why the dollar should weaken from here. Ben Laidler, eToro Global Markets Strategist, says the Santa rally came early this year. Sarah House, Wells Fargo Senior Economist, doesn't expect the Fed to be too aggressive in this environment.

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James Bullard, Federal Reserve Bank of St. Louis Fed President, says the central bank should speed up its reduction of monetary stimulus in response to a surge in U.S. inflation. Priya Misra, TD Securities Head of Global Rates Strategy, says the FOMC is just as split as the market. Andrew Sheets, Morgan Stanley Chief Cross Asset Strategist, explains why they remains cautious on the year ahead. Dana Peterson, Conference Board Chief Economist, says the U.S. economy is getting back on track.

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Bill Dudley, Former New York Federal Reserve Bank President and Bloomberg Opinion Columnist, and Jeffrey Lacker, Former Richmond Federal Reserve President, both could see the Fed raising its target for the federal funds rate to 3% or above. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says stocks are the only game in town right now. Mona Mahajan, Edward Jones Senior Investment Strategist, says this bull market still has legs. Stephen Sadove, Former Saks CEO & MasterCard Senior Advisor, is expecting to see strong Black Friday sales.

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Christian Mueller-Glissmann, Goldman Sachs Managing Director of Portfolio Strategy & Asset Allocation, says cash looks better than bonds in upcoming cycle. Jean Boivin, BlackRock Investment Institute Head, says a muted market response to inflation will keep real rates “very low for a sustained amount of time.” Seema Shah, Principal Global Investors Senior Global Investment Strategist, says emerging markets are slightly more stable than we've been used to in recent years. George Goncalves, MUFG Head of U.S. Macro Strategy, says inflation could fast forward the Fed's timeline.

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Leon Cooperman, Omega Family Office Chairman & CEO, says we should focus on tax loopholes rather than new forms of taxation. Mandy Xu, Credit Suisse Equity Derivatives Strategy, says skew is askew right now. Chris Marangi, Gabelli Funds Co-Chief Investment Officer, says there's no way to make things inflation-proof. Julia Coronado, Macropolicy Perspectives President & Founder, says we're still surfing the wave of fiscal support.

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Neil Dutta, Renaissance Macro Research Head of Economics, reacts to the acceleration in consumer prices. Jean-Yves Fillion, BNP Paribas USA CEO, plans to have 60% of staff back in the company's midtown Manhattan office early next year. Scott Kirby, United Airlines CEO, feels confident about adequate staffing during the holidays. David Rubenstein, Carlyle Group Co-Chairman and Co-Founder and Host of Peer-to-Peer Conversations, discusses his interview with Democratic Senator Joe Manchin of West Virginia. Jane Foley, Rabobank Head of FX Strategy, expects real wage depreciation ahead. Michael Nathanson, MoffettNathanson Senior Analyst, says Disney is not scared of the streaming competition.

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Hertz Interim CEO Mark Fields, Certares Founder Greg O’Hara, Knighthead Co-Founder Tom Wagner & Superbowl Champion Tom Brady, discuss Hertz's upsized listing on the Nasdaq. Marriott International CEO Anthony Capuano, says they are optimistic about the future of tourism and travel. Claudia Sahm, Bloomberg Opinion Columnist, Jain Family Institute Senior Fellow and Former Federal Reserve Economist, says it is impossible for the Fed to escape politics. Ola Kaellenius, Daimler CEO, expects to see a gradual improvement in chip supply in the fourth quarter. Nicola Sturgeon, Scotland First Minister, says we need to protect people in the shift toward renewable energy.

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Willliam Lee, Milken Institute Chief Economist, says China is being hit by a confluence of domestic and global factors. George Saravelos, Deutsche Bank Global Head of FX Research, says crypto is a symptom of extra savings. John Stoltzfus, Oppenheimer Asset Management Chief Investment Strategist, says the direction of markets looks up from here. Wendy Schiller, Brown University Taubman Center for American Politics & Policy Director, says independts are feeling comfortable with the GOP.

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Marty Walsh, U.S. Labor Secretary, reacts to the U.S. jobs numbers. Jennifer Granholm, U.S. Energy Secretary, says President Biden is looking at a potential release from the Strategic Petroleum Reserve after OPEC+ rejected a request for a larger output increase. Andrew Pekosz, Johns Hopkins Bloomberg School of Public Health Professor & Virologist, discusses Pfizer's Covid-19 pill that reduced hospitalizations and deaths in high-risk patients by 89%. Jerome Schneider, PIMCO Head of Short-Term Portfolio Management, says the punishing effects of zero yields combined with growing inflationary pressure have created a giant erosion in purchasing power.

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Adam Posen, Peterson Institute President & Former BOE Monetary Policy Committee Member, makes the case for raising the inflation target. Steve Chiavarone, Federated Hermes Portfolio Manager, says its still risk-on for the time being. Ed Yardeni, Yardeni Research Founder, President & CIO, expects productivity to make a comeback. Ellen Wald, Senior Fellow at the Atlantic Council, says gas prices are starting to calm down.

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