Bloomberg Surveillance

Peter Tchir, Academy Securities Head of Macro Strategy, sees a big rotation ahead. Brian Weinstein, Morgan Stanley Head of Global Fixed Income, discusses what to expect from this week's Fed meeting. Dr. Joseph Cacchione, Ascension Chief Medical Officer, discusses the logistical challenges behind the Covid-19 vaccine rollout. Lara Rhame, FS Investments Chief U.S. Economist, warns of a double-dip recession.

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Frances Donald, Manulife Investment Management Global Chief Economist & Head of Macroeconomic Strategy, says we should be more afraid of stagflation than we should be about low rates. Michael Holland, Holland and Company Chairman, says he can't justify buying a great deal of fixed income right now. Leslie McClure, Drexel University Dornsife School of Public Health Department of Epidemiology and Biostatistics Chair, says we have to continue to be cautious even after we vaccinate a large portion of the population. Ed Mills, Raymond James Washington Policy Analyst, discusses how politics continue to get in the way of a stimulus deal in Washington. Alex Webb, Bloomberg Opinion Tech Columnist, discusses Bob Dylan's decision to sell his songwriting catalog.

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Kallum Pickering, Berenberg Senior Economist, says the ECB is much more focused on inflation expectations than long-term rates. Lawrence Gostin, Georgetown University Professor of Medicine, says we may be at the beginning of the end of this pandemic. Jane Foley, Rabobank Head of FX Strategy, real interest rates are going to be more attractive for the Euro than for the dollar for the foreseeable future. Doug Holtz-Eakin, American Action Forum President & Former Director of the Congressional Budget Office, says the first step in getting to a better economy is taking on the health crisis.

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Jim Caron, Morgan Stanley Portfolio Manager, thinks that calls for inflation and significantly higher yields are very premature. Kathleen Smith, Renaissance Capital Co-Founder & Partner, says 2020 will be a year in the record books for IPOs. Doug Kass, Seabreeze Partners President, says it has been a horrible environment for shorting stocks. David Rubenstein, Carlyle Group Co-Founder and Peer-to-Peer Host, discusses his interview with World Economic Forum Founder Klaus Schwab.

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Peter Oppenheimer, Goldman Sachs Chief Global Equity Strategist, says he sees a strong U.S. rebound ahead. Boston Mayor Marty Walsh says the lack of guidance and financial support during the pandemic has been a failure of federal government. Leslie Vinjamuri, Chatham House Head of the U.S. Americas Programme, says there is no honeymoon period for the Biden team. Michael Cloherty, UBS Head of U.S. Rates Strategy, still sees upward pressure on yields next year.

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London Mayor Sadiq Khan discusses the potential for coronavirus lockdowns paired with a no-deal Brexit. Steve Chiavarone, Federated Hermes Portfolio Manager, says the coming vaccine represents an enormous stimulus for the economy. Mercedes Carnethon, Northwestern University Department of Preventative Medicine Vice Chair, says it would be ideal to see essential workers in next round of vaccines. Tina Fordham, Avonhurst Advisory Services Head of Global Political Strategy, worries that markets are getting ahead of politics on stimulus. Daniel Ahn, BNP Paribas Chief U.S. Economist & Head of Macro Strategy, says demand may never return in certain sectors.

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Lawrence Kudlow, U.S. National Economic Council Director, says he sees specific targeted areas concerning small businesses, unemployment, and Covid-related schooling matters as priorities in stimulus talks. Priya Misra, TD Securities Global Head of Rates Strategy, says rates have priced in too much good news. Ellen Zentner, Morgan Stanley Chief U.S. Economist, says it will be a difficult winter for the U.S. economy. Henrietta Treyz, Veda Partners Director of Economic Policy, says she is optimistic about a stimulus bill.

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Tony Dwyer, Canaccord Genuity Chief Market Strategist, says historic excess liquidity is what is driving markets higher. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, says credit spreads are about as tight as they can go right now. Kit Juckes, Societe Generale Chief FX Strategist, discusses what's next for central banks. Jacob Lew, Former U.S. Treasury Secretary, sees a long, hard winter ahead without additional fiscal support.

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Kathy Hochul, New York Lieutenant Governor, says her greatest fear with the rising virus case count is overwhelming the hospital system. David Kostin, Goldman Sachs Chief U.S. Equity Strategist, says the economy is getting better and markets will continue to recognize that through 2021. Julie Norman, University College London Professor, says President-elect Joe Biden is assembling a pragmatic team. Michael Feroli, JPMorgan Chief U.S. Economist, sees reasons for gloom in the short-term, but room for optimism as 2021 unfolds.

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Laurence Boone, OECD Chief Economist, says virus vaccines offer hope for a brighter outlook. Troy Gayeski, Skybridge Capital Co-CIO, says equity gains may be much harder to come by following November's record rally. Ethan Harris, BofA Securities Head of Global Economic Research, expects a stimulus package to be the only serious piece of legislation to be passed in the next two years. Dr. Jodie Guest, Emory University Rollins School of Public Health Department of Epidemiology Vice Chair & Research Professor, says there is light at the end of the tunnel for the end of the pandemic, but we are not there yet.

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