Bloomberg Surveillance

Gabriela Santos, JPMorgan Asset Management Global Market Strategist, says the market will bottom once the number of coronavirus infections stabilizes. Walter Piecyk, Lightshed Technology, Media & Telecom Analyst and Partner, says the valuation of Apple is at a new realm and premium. Stephen Pagliuca, Bain Capital Co-Chairman & Boston Celtics Co-Owner, reflects on the life and legacy of Kobe Bryant. Mohamed El-Erian, Allianz Chief Economic Adviser and Bloomberg Opinion Columnist, says we cannot rely on central banks to keep the whole game going. Andrew Hollenhorst, Citigroup Global Markets Chief U.S. Economist, says there is so much uncertainty in the economy because of the coronavirus.

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Carl Weinberg, High Frequency Economics Chief Economist and Managing Director, says the the Coronavirus uncertainty hit may be smaller than markets are currently pricing in. Thomas Mulier, Bloomberg Healthcare Editor, says China is trying to 'catch-up' to the Coronavirus outbreak, as new medical facilities are being built in Wuhan. Kit Juckes, Societe Generale Chief FX Strategist, says emerging markets are going to have a rough time if the U.S. economy is growing slowly. Ian Shepherdson, Pantheon Macroeconomics Chief Economist, says investors are using the Coronavirus as an opportunity to cash in on profits. Jared Bernstein, Center on Budget & Policy Senior Fellow and former Chief Economist & Economic Adviser to Vice President Joe Biden, says the political middle in the U.S. has shifted from 10 years ago.

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Christine Lagarde, European Central Bank President, warns markets not to assume that ECB policy is on autopilot. Sheila Patel, Goldman Sachs Asset Management Chairman, says we are in a better place with liquidity compared to a year ago. Jacob Frenkel, JPMorgan Chase International Chairman, says the greatest danger to the economy's growth is fragmentation. Angel Gurria, OECD Secretary General, says we must now defend multilateralism. Stephen Pagliuca, Bain Capital Co-Chairman, says the returns in private equity are still world-class.

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Ken Moelis, Moelis & Company Chairman, CEO & Founder, says markets are pretty much priced for perfection right now. Soren Skou, Maersk CEO, doesn't expect trade growth to pick up in 2020. Mark Rutte, Dutch Prime Minister, is optimistic about a trade deal between the U.S. and the EU. Bill Winters, Standard Chartered CEO, says peace is prevailing in Hong Kong. Stacey Cunningham, NYSE President, talks about 'trading in the dark' as well as finding the best price in the market. David Solomon, Goldman Sachs Chairman & CEO, doesn't see any booms or busts happening anytime soon.

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Bruno Le Maire, French Finance Minister, says postponing a digital tax on the U.S. until the year's end is a fair compromise. Elaine Chao, U.S. Secretary of Transportation, says there is no timetable for returning the grounded Boeing 737 Max. David Rubenstein, Carlyle Co-Chairman, discusses changes in private equity. James Gorman, Morgan Stanley CEO, says we are in a very benign period with relative global stability. Scott Minerd, Guggenheim Global CIO, says the U.S. Federal Reserve is encouraging investor behavior that fuels a bubble in U.S. corporate credit markets. Bloomberg's Sonali Basak discusses major themes at the World Economic Forum in Davos.

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Ian Bremmer, Eurasia Group Founder, says we have absolutely reached the peak of globalization. Stephen Schwarzman, Blackstone CEO, says investing in technology has enormous benefits. Michael Corbat, Citigroup CEO, says the consumer remains the backbone of the U.S. Economy. Martin Flanagan, Invesco CEO, expects clients to return once the firm has fully absorbed OppenheimerFunds. Roberto Azevedo, World Trade Organization Director General says it is good to see U.S.-China tensions contained by the Phase-One trade deal.

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Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, believes this could be the year the public fully engages with the U.S. equity market. Kristina Hooper, Invesco Chief Global Market Strategist, says we can't underestimate the power of the Fed. George Evans, CIO of Global Equities and Portfolio Manager for the Invesco Oppenheimer International Growth Fund, says emerging markets are led by commodities. Margaret Brennan, Face the Nation Host, reflects on the opening of President Trump's impeachment trial. Chris Whalen, Whalen Global Advisors Chairman, details 4 global banks that he says are not efficient at making money.

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David Pearl, Epoch Co-Chief Investment Officer & Portfolio Manager, says Morgan Stanley is now the king of wealth management. Mary Lovely, Peterson Institute Senior Fellow & Syracuse University Professor, says escalation could happen very quickly under the Phase-One trade deal between the U.S. and China. Daniel Morris, BNP Paribas Senior Investment Strategist, says 2020 market risks aren't much different from those in 2019. Dana Peterson, Citi Global Economist, says department stores are losing market share to non-store retailers.

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Ken Leon, CFRA Director Equity Research, says banks are underpriced relative to the market. Henrietta Treyz, Veda Partners Managing Partner & Head of Economic Policy, says investors sense that President Trump cares specifically about the stock market. Megan Greene, Harvard Kennedy Senior Fellow, says there is plenty of evidence for low growth and inflation for years to come. Jim Paulsen, Leuthold Weeden Capital Management Chief Investment Strategist, expects small cap stocks to have a year of outperformance. Stephen Schork, Schork Group President, says we are concerned about the ongoing industrial recession in the U.S.

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Shahab Jalinoos, Credit Suisse Head of FX Macro Trading Strategy, says there are no macro risks affecting monetary policy. Tom Michaud, KBW CEO, breaks down results from JPMorgan and discusses the future of big U.S. banks. Geoffrey Yu, UBS Wealth Management Head of U.K. Investment Office, says central banks are going to stay lower for a very long time to come. Alicia Levine, BNY Mellon Investment Management Chief Strategist, says cyclical sectors are beginning to show signs of life, even as data remains soft.

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