Bloomberg Surveillance

Jeff Currie, Goldman Sachs Global Head of Commodities Research, says part of what is pushing commodities higher is demand to hedge inflation risk. Brian Deese, National Economic Council Director, says inflation is a risk that bears watching. Michael Kushma, Morgan Stanley CIO of Global Fixed Income, says boom conditions could continue. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says this coronavirus is not an eradicable disease.

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Mike Wilson, Morgan Stanley Chief U.S. Equity Strategist, says this year will be all about the relative vs. absolute performance of stocks. Megan Greene, Harvard Kennedy School Senior Fellow, says the ideas of potential growth and economic equilibrium might be antiquated. Joshua Sharfstein, Johns Hopkins Bloomberg School of Public Health Vice Dean, says there is some evidence that the new variants may be more lethal, but it doesn't change the fundamental epidemiology of the virus. Diana Amoa, JPMorgan Asset Management Senior Fixed Income Portfolio Manager, says liquidity is not an issue right now.

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Representative French Hill, Republican from Arkansas, discusses what changes might come about from the GameStop hearing yesterday. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says the biggest delta for the economy this year is what the consumer does. Bob Miller, BlackRock Head of Americas Fundamental Fixed Income, says pent-up demand is about to be unleashed. Robert Tipp, PGIM Chief Investment Strategist, says there are signs of excess in the market.

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Leon Cooperman, Omega Family Office Chairman & CEO, doesn't see the market turmoil that formed around GameStop as a rich versus poor story. Dennis Gartman, University of Akron Endowment Fund Chairman & Former Editor of The Gartman Letter, says a commodities bull market has begun. Jim Bianco, Bianco Research President, says economists are starting to pick up on the idea that the supercycle has turned. Representative Gregory Meeks, Democrat from New York, says the GameStop hearing will inquire about whether hedge funds did any harm.

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Nouriel Roubini, NYU Stern School of Business Professor & Nourieltoday.Com Host, says the Flintstones had a better monetary policy system than Bitcoin. Paul Sankey, Sankey Research Founder and Lead Analyst, says the situation in Texas is an energy crisis. Michael Gapen, Barclays Chief U.S. Economist, says he is looking for solid growth this year. Lauren Sauer, Johns Hopkins Assistant Professor of Emergency Medicine, says we must readjust what normal looks like. Charles Kantor, Neuberger Berman Long Short Fund Senior Portfolio Manager, says the opportunity to short is large.

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Jim Wright, Texas Railroad Commissioner, both fossil fuels and renewable energy have a place in Texas. Alan Ruskin Deutsche Bank Chief International Strategist, says there is good reason to be bearish in bonds. Gideon Rose, Former Foreign Affairs Editor & CFR Distinguished Fellow, says the U.S. is just beginning to piece back together the pieces of its fragmented power. Mandy Xu, Credit Suisse Chief Equity Derivatives Strategist, says the Fed will continue to remain patient this year.

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Daniel Fuss, Loomis Sayles Vice Chairman, discusses the outlook for U.S. inflation and fixed income investment strategy. Lori Calvasina, RBC Capital Markets Head of U.S. Equity Strategy, says a pullback may be coming in April. Democratic Congressman Dwight Evans of Pennsylvania, says the vaccine rollout is moving in the right direction. Diane Swonk, Grant Thornton Chief Economist, says growth this year could be the strongest since 1984. Michael Nathanson, MoffettNathanson Founding Partner & Senior Research Analyst, says Disney+ adoption has been stronger than imagined.

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William Dudley, Bloomberg Opinion Columnist & Former New York Fed President, says the U.S. economic and labor market recovery could happen faster than people think. Dan Ives, Wedbush Securities Analyst, sees a tidal wave of tech M&A coming. Greg Boutle, BNP Paribas U.S. Head of Equity & Derivative Strategy, discusses recent changes in market volatility. Heidi Shierholz, Economic Policy Institute Senior Economist & Director of Policy, discusses what it will take to get the labor market back on track.

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Liz Ann Sonders, Charles Schwab Chief Investment Strategist, says flows are shifting towards a recovery focus. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, says he's worried the vaccine rollout may amplify inequity. Michelle Meyer, BofA Securities Head of U.S. Economics, discusses the pandemic’s impact on inflation. Mary Barra, General Motors Chairman & CEO, says 2021 will be a year of execution.

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Robert Kaplan, Federal Reserve Bank of Dallas President, expects temporary inflation spikes as the U.S. economy recovers from the coronavirus crisis. Troy Gayeski, Skybridge Capital Co-CIO, says massive money supply is driving all risk assets higher. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses where Bitcoin is headed next. Julie Norman, University College London Political Science Professor, discusses the different movements in the Republican Party as Trump's second impeachment trial begins.

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