Bloomberg Surveillance

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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James Sweeney, Credit Suisse Chief Economist, says don't fear inflation. David Rosenberg, Rosenberg Research Chief Economist & Strategist, says he's surprised how quickly the market is pricing in an inflation cycle. Amrita Sen, Energy Aspects Director of Research, discusses what's driving oil's remarkable rebound. Ethan Harris, Bank of America Securities Head of Global Economic Research, discusses the risk of too much stimulus.

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Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund says the January jobs report doesn't change the overall narrative for more fiscal policy.Henrietta Treyz, Veda Partners Director of Economic Policy Research, explains why an infrastructure package will be hard to pass. Tiffany Wilding, PIMCO Chief U.S. Economist, discusses the pandemic-related distortions in the jobs data. Heather Boushey, U.S. Council of Economic Advisers Member, says the jobs numbers underscore the cost of inaction.

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Neil Dutta, Renaissance Macro Research Head of Economics, explains his bullish call on the U.S. economy. Dr. Tammy Lundstrom, Trinity Health Chief Medical Officer, says she's confident in the two-dose vaccination strategy. Republican Congressman Andy Barr of Kentucky discusses the GOP power struggle, stimulus efforts, and the recent market volatility. Dana Peterson, Conference Board Chief Economist, says there's scope for scarring in the labor market. Bill Pepitone, New York City Mayoral Candidate, says his first task would be to bring back public safety.

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Jared Bernstein, a member of the White House Council of Economic Advisers, says much of the Biden administration's pandemic relief bill is "targeted at those at the bottom leg of this K-shaped recovery." William Dudley, Bloomberg Opinion Columnist and Former New York Fed President, doesn't expect the Fed to act until late 2021 or early 2022. Tom Forte, D.A. Davidson Senior Research Analyst, discusses Jeff Bezos' surprise resignation and his successor Andy Jassy, head of Amazon Web Services. Kristen Bitterly, Citi Private Bank Head of Capital Markets for the Americas, sees a lot of cash on the sidelines.

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Chris Grisanti, MAI Capital Management Chief Equity Strategist and Senior Portfolio Manager, says markets are working well despite the Reddit-fueled frenzy. Subadra Rajappa, Societe Generale Head of U.S. Rates Strategy, expects gradual increase in 10-year yield this year. Deborah Fuller, University of Washington School of Medicine Microbiology Professor, says the coronavirus will be endemic. Jeffrey Currie, Goldman Sachs Global Head of Commodities Research, likes the "fundamental story" behind silver.

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Mona Mahajan, Allianz Global Investors U.S. Investment Strategist, sees no signals that the Reddit revolt will spark a systemic risk to the broader market. David Axelrod, Ballard Spahr Partner and former Supervisory Trial Counsel at the SEC, examines what’s legal and illegal in the GameStop case. Torsten Slok, Apollo Management Chief Economist, says it's premature to worry about inflation at this point. Mike McGlone, Bloomberg Intelligence Commodity Strategist, discusses the rally in silver as the retail trading frenzy spills into commodities.

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Jim Paulsen, The Leuthold Group Chief Investment Strategist, says the Reddit revolt is another illustration of the impact and power of technology. Vitor Gaspar, IMF Director of Fiscal Affairs Department, says the U.S. has ample room for additional fiscal stimulus. Hemi Tewarson, Duke-Margolis Center for Health Policy Visiting Senior Policy Fellow, discusses efforts to improve the vaccine rollout. Mariana Mazzucato, UCL Professor in the Economics of Innovation & Public Value and Author of "Mission Economy: A Moonshot Guide to Changing Capitalism," discusses the new rules and myths of capitalism.

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Mark Schweiker, Former Pennsylvania Governor, says there is a consensus in Washington around a broad stimulus package post-election cycle. Christopher Harvey, Wells Fargo Securities Head of Equity Strategy, says the Senate race is most important because that is where fiscal stimulus and taxes come in to play. Jim Bianco, Bianco Research President, sees Treasury yields moving lower in the short term but expects higher yields going into mid-2021. Julie Norman, University College London Professor, says a Biden administration would bring a more stable and predictable foreign policy for the United States. Doug Kass, Seabreeze Partners President, discusses where he's investing in the wake of the election.

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Steen Jakobsen, Saxo Bank CIO, explains the "social revolution" underway as the battle between retail investors and hedge funds continues. Shannon Cross, Cross Research Analyst, says big tech results show the consumer has been extremely resilient. Andrew Sheets, Morgan Stanley Chief Cross-Asset Strategist, says broader fundamental trends remain intact and important. James Angel, Georgetown University Professor, discusses how regulators may address the volatility in the markets. Frederic Mishkin, Former Federal Reserve Governor & Columbia University Professor, discusses the debate over whether central bank stimulus has created asset bubbles.

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