Bloomberg Surveillance

Jan Hatzius, Goldman Sachs Chief Economist, expects economic growth to be substantially slower in 2022. William Pomeranz, Kennan Institute Deputy Director, says Russia's President Vladimir Putin is not interested in joining the global order. Brian Levitt, Invesco Global Market Strategist, says the economy is moving from a recovery to an expansion phase. Shaun Donovan, New York City Mayoral Election Candidate, says the new ranked voting system has helped shift discussion from politics to plans.

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John Taft, Baird Vice Chairman, says SEC Chairman Gary Gensler is prepared to take on some of the recent troubling issues around retail trading. Sarah Hunt, Alpine Woods Capital Portfolio Manager, says this has been a Fed-driven market. Michael Holland, Holland & Company Chairman, says it makes sense to be holding some cash right now. Joseph Song, Bank of America Senior U.S. Economist, still sees strength in the U.S. consumer.

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Robert Hormats, Tiedemann Advisors Managing Director, says the U.S. must improve its cyber defenses. Brian Nick, Nuveen Chief Investment Strategist, says markets and the economy overall are starting to just meet expectations, as opposed to beating them. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says we are still weeks away from an infrastructure deal. Mike Darda, MKM Partners Chief Economist and Macro Strategist, says we are in a boom and growth will continue to be strong. Scott Stringer, New York City Mayoral Candidate, addresses sexual misconduct accusations.

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William Lee, Milken Institute Chief Economist, says the G-7 using corporate taxes to fund government spending is a real political wild card. James Stavridis, Bloomberg Opinion Columnist, Carlyle Group Advisor, Former Supreme Allied Commander at NATO & Author of "2034: A Novel of the Next World War," says it okay that there is nothing new in New Atlantic Charter. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, says the Fed has more room to sound hawkish. Joseph Amato, Neuberger Berman President & Chief Investment Officer of Equities, says the global growth recovery is clearly in full swing.

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Peter Hooper, Deutsche Bank Securities Global Head of Economic Research, says the Fed has the tools to deal with inflation. Katrina Dudley, Franklin Mutual Series Portfolio Manager, says the ECB is watching the recovery steps taken by the Fed. Geoff Yu, BNY Mellon Senior Strategist, says the bond market wants to know which type of inflation the Fed is targeting. Sebastien Galy, Nordea Asset Management Senior Macro Strategist, says a lot of the inflation we're seeing is transitory, but some of it is permanent.

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Ian Bremmer, Eurasia Group President & GZero Media President, says the G-7 global tax plan will take years to ratify, if it ever gets done. Luigi Zingales, University of Chicago Booth School Finance Professor, says there is the long-term risk for conflict between the U.S. and the EU over China policy. Stuart Kaiser, UBS Head of Equity Derivatives Research, says it is hard to ignore the cadence of inflation. Claudia Sahm, Jain Family Institute Sr Fellow and Former Federal Reserve Economist, says the Fed is on the right track. Jonathan Golub, Credit Suisse Chief U.S. Equity Strategist, says wage inflation is much more concerning than commodity inflation.

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David Malpass, World Bank President, discusses the organization's forecast for the strongest post-recession global growth in 80 years. Sarah House, Wells Fargo Corporate & Investment Bank Senior Economist, still sees a boom economy. David Bianco, DWS Americas CIO, says equity markets are optimistic about not just a sustained recovery, but a long-lasting expansion. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, discusses the impact of Covid-19 variants in the U.S. and the role that nutrition and obesity play in the severity of Covid cases.

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Mathias Cormann, OECD Secretary-General, says a 15% global minimum corporate tax rate would be a “very significant step forward." Troy Gayeski, Skybridge Partner & Senior Portfolio Manager, says we're still in a bull market for Bitcoin. Bruce Kasman, JPMorgan Chief Economist & Head of Global Economic Research, says the current inflation spike is temporary. Nicholas Bloom, Stanford Professor & NBER Co-Director of the Productivity, Innovation and Entrepreneurship Program, says a hybrid work-from-home model seems best for productivity.

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Marty Walsh, U.S. Labor Secretary, reacts to the U.S. employment report. Randall Kroszner, University of Chicago Professor & Former Federal Reserve Board of Governors, says wage pressure is the key labor metric to watch. David Jones, Bank of America Securities Global Investment Strategist, says the Fed wants to see the whites of the eyes of inflation before they make their move. Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, thinks higher wage expectations could make transitory inflation more permanent.

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William Dudley, Former Federal Reserve Bank of New York President and Bloomberg Opinion Columnist, says the Fed is happy with rising inflation expectations. Glenn Hubbard, Columbia Professor of Economics & Former Chairman of the Council of Economic Advisers, longer-term persistent inflation needs to be watched more closely. Julian Emanuel, BTIG Chief Equity and Derivatives Strategist, says meme stock "rocket ships eventually go back to their launch pads." Dr. Jennifer Nuzzo, Johns Hopkins Center for Health Security Senior Scholar, says pragmatism is needed for vaccine passports.

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