Bloomberg Surveillance

Ken Leon, CFRA Global Director of Equity Research, says there has been an acceleration in Main Street banking. Daniel Morris, BNP Paribas Asset Management Chief Market Strategist, discusses what could trigger a market pullback this year.   More

Sam Stovall, CFRA Chief Investment Strategist, discusses investor optimism as attention turns to earnings season. Greg Valliere, AGF Investments Chief U.S. Policy Strategist, says Joe Biden will probably go big and prevail with his initial stimulus bill.   More

Bob Doll, Nuveen Chief Equity Strategist & Senior Portfolio Manager, says U.S. economic growth and corporate earnings will be off the charts this year. Lester Munson, BGR Group Principal, sees younger, more dynamic Republicans emerging in the post-Trump era.   More

Tom Wheeler, Brookings Institution Visiting Fellow & Former FCC Chairman, says technology companies are making their own rules because lawmakers have not. Steven Wieting, Citi Private Bank Chief Investment Strategist & Chief Economist, says the pandemic was an external exogenous shock for the U.S.   More

Henrietta Treyz, Veda Partners Director of Economic Research, says to expect impeachment discussions of President Trump after his term concludes and well into 2021. Brian Weinstein, Morgan Stanley Head of Global Fixed Income, sees the best value in emerging markets and high yield.   More

Jeff Rosenberg, BlackRock Portfolio Manager of the Systematic Multi-Strategy Fund, says the weak jobs report reiterates the need for more fiscal policy. Rep. French Hill, (R) Arkansas, all the leaders in Washington on both sides of the aisle now need to focus on the peaceful transfer of power on January 20.   More

Andrew Card, Former White House Chief of Staff for President George W. Bush, says America’s democracy was reaffirmed yesterday by the leadership presented from congress after the dust settled on Capitol Hill.   More

David Malpass, WorldBank President, says the poor are feeling the brunt of the global recession. Mark Cabana, Bank of America Global Research Head of U.S. Rates Strategy, says we should see the price of bonds go down.   More

David Solomon, Goldman Sachs Chairman & CEO, says small businesses are a vital part of the economy and they need more government help. James Athey, Aberdeen Standard Investments Senior Investment Manager, says diversification is difficult in the current market environment.   More

Joseph Kennedy former Democratic Representative from Massachusetts, says President Trump will remain the largest GOP voice until the next Republican president. Daniel Yergin, IHS Markit Vice Chairman, says peak oil is a decade away.   More

Francisco Blanch, BofA Head of Global Commodities & Derivatives Research, says the flurry of liquidity is driving the divergence in asset values. Lara Rhame, FS Investments Chief U.S. Economist, explains why 2021 will be a balancing act of long-run optimism with near-term challenges.   More

Steen Jakobsen, Saxo Bank CIO, says inflation is absolutely coming back in 2021. Gerald Storch, Storch Advisors CE0 and Former Hudson’s Bay CEO, says much of the shift to e-commerce accelerated by the global pandemic will stick.   More

Scott Wren, Wells Fargo Investment Institute Senior Global Equity Strategist, says consumer spending needs to be strong in order to keep the recovery going. Matthew Hornbach, Morgan Stanley Global Head of Macro Strategy, expects things to be more difficult for markets in the second half of 2021.   More

Kit Juckes, Societe Generale Chief FX Strategist, sees a V-shaped economic recovery. Kathy Jones, Schwab Center for Financial Research Chief Fixed Income Strategist, warns of a turbulent year ahead. Lindsey Piegza, Stifel Chief Economist, discusses the delicate balance facing policymakers in the Covid-19 era.   More

Small businesses are credited with creating more than 60% of all U.S. jobs over the past decade. These companies came into the year with a head full of steam. Then came Covid-19, and the momentum just stopped.   More

Josh Hardie, Confederation of British Industry Deputy Director-General, urges negotiators to reach a post-Brexit trade deal. Dr. Albert Ko, Yale School of Medicine Department Chair & Professor of Epidemiology and of Medicine, sees a difficult winter ahead.   More

Dr. Stephen Hahn, FDA Commissioner, says he’s confident in the safety and efficacy of the Covid-19 vaccines. Patrick Foye, MTA Chairman & CEO, says latest relief package would prevent service cuts and layoffs in 2021.   More

Marc Lasry, Avenue Capital Group, Chairman, CEO & Co-Founder and Milwaukee Bucks Co-Owner, discusses the outlook for markets and the NBA season. Nathan Sheets, PGIM Fixed Income Chief Economist & Head of Global Macroeconomic Research, says inflation in the medium-term is going to stay as muted as it was pre-pandemic.   More

Daniel Alpert, Westwood Capital Managing Partner, examines the effects of fiscal stimulus on the labor market. George Bory, Wells Fargo Asset Management Head of Fixed Income Strategy, says don’t give up on bonds just yet.   More

Raghuram Rajan, University of Chicago Booth School Professor and Former Reserve Bank of India Governor, warns of massive distress in the corporate sector. Julian Emanuel, BTIG Chief Equity & Derivatives Strategist, says the current stimulus discussions are being priced in as a down payment on a larger package for when President-elect Biden takes office.   More